MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 7/31/15

UST Bond 10Yr Future SEP 21 15
Aud Bond 10Yr Future SEP 15 15
MSCI Taiwan Index Future AUG 28 15
IBEX Index Future AUG 21 15
FTSE MIB Index Future SEP 18 15
Canadian Bond 10Yr Future SEP 21 15*
Aust SPI 200 Future SEP 17 15*
Euro Bund 10Yr Future SEP 08 15*
S&P 500 E-Mini Future SEP 18 15*
JGB 10Yr Future SEP 10 15*

31.31% long and 39.27% short (*) positions of total net assets

Total number of holdings: 1060

Full and Historical Holdings

14.02% of the total net assets are invested in the MFS Commodity Strategy Fund

5.14% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 7/31/15

United States Dollar
103.85
Norwegian Krone
6.43
Japanese Yen
3.24
Indian Rupee
0.31
Singapore Dollar
0.20
Chinese Renminbi
0.11
Thailand Baht
0.10
Philippine Peso
0.07
Turkish Lira
0.06
Czech Koruna
0.04
Russian Ruble
0.03
Chilean Peso*
-0.05
Danish Krone*
-0.05
Polish Zloty*
-0.06
Israeli Shekel*
-0.07
Indonesian Rupiah*
-0.08
Malaysian Ringgit*
-0.11
Taiwan Dollar*
-0.12
Mexican Peso*
-0.14
Hong Kong Dollar*
-0.16
Brazilian Real*
-0.18
Canadian Dollar*
-0.20
Australian Dollar*
-0.23
Swedish Krona*
-0.28
South African Rand*
-0.29
South Korean Won*
-0.30
Thailand Offshore Rate*
-0.40
Euro*
-0.59
New Zealand Dollar*
-3.39
Swiss Franc*
-3.48
British Pound Sterling*
-4.28

Fund Positions %

As of 7/31/15

 
Actively Managed
Overlay Impact1
Net Exposure
 Equity
 
Total
36.00
Europe ex-U.K.
4.60
14.31
18.91
Emerging Markets
1.66
9.60
11.25
U.S. Large Cap
14.50
-8.09
6.41
Japan
2.01
1.99
4.01
United Kingdom
2.24
-1.55
0.69
U.S. Small/Mid Cap
2.89
-3.22
-0.33
North America ex-U.S.
0.47
-2.91
-2.44
Asia/Pacific ex-Japan
1.10
-3.60
-2.51
 Fixed Income
 
Total
35.65
U.S.
17.37
11.39
28.76
Asia/Pacific ex-Japan
1.64
7.65
9.29
United Kingdom
1.87
2.73
4.60
Europe ex-U.K.
10.62
-6.94
3.68
Emerging Markets
1.98
0.00
1.98
Supranational
0.19
0.00
0.19
North America ex-U.S.
1.86
-5.30
-3.43
Japan
3.88
-13.30
-9.41
 Fixed Income (inflation-adjusted)
 
Total
14.42
U.S.
14.42
0.00
14.42
 Commodity Related
 
Total
13.85
Commodity Related
13.85
0.00
13.85
 Real Estate Related
 
Total
5.95
U.S.
3.40
0.00
3.40
Non-U.S.
2.55
0.00
2.55
 Cash
 
Total
-5.87
Cash & Equivalents
-5.89
1.29
-4.59
Derivative Cash Equivalents 2
1.39
-2.67
-1.28
Total Net Exposure Summary
98.61
1.39
100.00

1Represents the Fund's exposure to various markets using derivative instruments.

2Represents the offsetting component of the Fund's derivative transactions

Important Characteristics Information

Portfolio characteristic data are based on unaudited net assets.

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

*Short positions, unlike long positions, lose value if the underlying asset gains value.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.