MFS® Global Multi-Asset Fund

Top 10 Holdings

As of 10/31/16

Aud Bond 10Yr Future DEC 15 16
UST Bond 10Yr Future DEC 20 16
FTSE 100 Index Future DEC 16 16
Hang Seng Index Future NOV 29 16
MSCI Taiwan Index Future NOV 29 16
TOPIX Index Future DEC 08 16*
Canadian Bond 10Yr Future DEC 19 16*
S&P 500 E-Mini Future DEC 16 16*
JGB 10Yr Future DEC 13 16*
Euro Bund 10Yr Future DEC 08 16*

43.04% long and 54.68% short (*) positions of total net assets

Total number of holdings: 879

Full and Historical Holdings

14.51% of the total net assets are invested in the MFS Commodity Strategy Fund

4.95% of the total net assets are invested in the MFS Global Real Estate Fund

Currency Weights %

As of 10/31/16

United States Dollar
102.46
Norwegian Krone
8.07
Australian Dollar
4.90
Japanese Yen
3.18
New Zealand Dollar
0.45
Taiwan Dollar
0.23
Indian Rupee
0.16
Thailand Baht
0.07
Czech Koruna
0.03
Singapore Dollar
0.02
Turkish Lira
0.01
Brazilian Real*
-0.01
Polish Zloty*
-0.04
Chilean Peso*
-0.06
Israeli Shekel*
-0.08
Mexican Peso*
-0.09
South African Rand*
-0.10
Thailand Offshore Rate*
-0.10
Russian Ruble*
-0.11
Indonesian Rupiah*
-0.11
Malaysian Ringgit*
-0.12
Hong Kong Dollar*
-0.20
Danish Krone*
-0.23
Chinese Yuan Offshore (HK)*
-0.31
Euro*
-0.33
South Korean Won*
-0.47
Canadian Dollar*
-2.52
Swedish Krona*
-2.57
British Pound Sterling*
-5.68
Swiss Franc*
-6.48

Fund Positions %

As of 10/31/16

 
Actively Managed
Overlay Impact1
Net Exposure
  Equity
 
Total
30.58
U.S. Large Cap
16.97
-6.37
10.60
Europe ex-U.K.
4.13
6.42
10.55
United Kingdom
1.53
6.19
7.72
Emerging Markets
1.73
3.09
4.81
Asia/Pacific ex-Japan
0.89
0.42
1.32
North America ex-U.S.
0.00
0.55
0.55
U.S. Small/Mid Cap
1.25
-3.57
-2.33
Japan
1.91
-4.57
-2.65
  Fixed Income
 
Total
22.73
U.S.
20.66
12.24
32.90
Asia/Pacific ex-Japan
1.82
16.45
18.27
United Kingdom
1.25
0.00
1.25
Emerging Markets
0.79
0.00
0.79
Supranational
0.22
0.00
0.22
Developed - Middle East/Africa
0.04
0.00
0.04
North America ex-U.S.
1.70
-6.02
-4.31
Europe ex-U.K.
8.32
-19.86
-11.54
Japan
3.73
-18.63
-14.89
  Commodity Related
 
Total
14.58
Commodity Related
14.58
0.00
14.58
  Fixed Income (inflation-adjusted)
 
Total
14.48
U.S.
14.48
0.00
14.48
  Real Estate Related
 
Total
5.91
U.S.
2.98
0.00
2.98
Non-U.S.
2.93
0.00
2.93
Cash & Cash Equivalents
 
11.07
Other2
 
0.66
Total Net Exposure Summary
94.42
5.58
100.00

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

2Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.

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.