Full & Historical Holdings
Mid Cap Growth Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 06-30-26)
|
Shares or Par Amount | Value | Percent of Net Assets | Value | Percent of Net Assets | Market Cap ($mm) |
GICS Sectors
The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS. |
Country | |
| 60983910 | MPWR US | Monolithic Power Systems Inc | 291,508 | $403,673,742.88 | 2.87% | $402,968,998.88 | 2.87% | 67,915.35 | Information Technology | United States | |
| 53803410 | LYV US | Live Nation Entertainment Inc | 2,146,807 | $393,101,829.77 | 2.80% | $393,101,829.77 | 2.80% | 43,131.01 | Communication Services | United States | |
| 87405410 | TTWO US | Take-Two Interactive Software Inc | 1,517,574 | $379,363,148.52 | 2.70% | $379,363,148.52 | 2.70% | 46,412.95 | Communication Services | United States | |
| 63230710 | NTRA US | Natera Inc | 1,345,572 | $365,255,519.40 | 2.60% | $365,255,519.40 | 2.60% | 38,875.81 | Health Care | United States | |
| K0858810 | ASND US | Ascendis Pharma AS | 1,273,836 | $339,757,537.92 | 2.42% | $339,757,537.92 | 2.42% | 16,637.15 | Health Care | Denmark | |
| G7997R10 | STX US | Seagate Technology Holdings PLC | 298,321 | $288,100,522.54 | 2.05% | $287,879,765.00 | 2.05% | 216,553.72 | Information Technology | United States | |
| 87256C10 | TKO US | TKO Group Holdings Inc | 1,424,248 | $286,715,364.88 | 2.04% | $286,715,364.88 | 2.04% | 15,091.74 | Communication Services | United States | |
| 44320110 | HWM US | Howmet Aerospace Inc | 1,036,284 | $278,615,316.24 | 1.98% | $278,615,316.24 | 1.98% | 107,812.86 | Industrials | United States | |
| 18915M10 | NET US | Cloudflare Inc | 1,092,791 | $268,039,776.48 | 1.91% | $268,039,776.48 | 1.91% | 86,675.57 | Information Technology | United States | |
| 05464C10 | AXON US | Axon Enterprise Inc | 477,302 | $267,580,274.22 | 1.91% | $267,580,274.22 | 1.91% | 45,186.33 | Industrials | United States | |
| 76155X10 | RVMD US | Revolution Medicines Inc | 1,392,307 | $260,751,254.96 | 1.86% | $260,751,254.96 | 1.86% | 39,815.07 | Health Care | United States | |
| G93A5A10 | VIK US | Viking Holdings Ltd | 2,490,397 | $260,669,853.99 | 1.86% | $260,669,853.99 | 1.86% | 46,699.25 | Consumer Discretionary | United States | |
| 16411R20 | LNG US | Cheniere Energy Inc | 968,088 | $231,382,712.88 | 1.65% | $231,382,712.88 | 1.65% | 50,216.00 | Energy | United States | |
| 46631310 | JBL US | Jabil Inc | 596,791 | $230,050,994.68 | 1.64% | $230,050,994.68 | 1.64% | 40,790.72 | Information Technology | United States | |
| 77070010 | HOOD US | Robinhood Markets Inc | 2,260,122 | $226,645,034.16 | 1.61% | $226,645,034.16 | 1.61% | 90,374.24 | Financials | United States | |
| 92840M10 | VST US | Vistra Corp | 1,420,335 | $225,307,741.05 | 1.61% | $225,307,741.05 | 1.61% | 53,629.63 | Utilities | United States | |
| 74762E10 | PWR US | Quanta Services Inc | 311,641 | $224,393,985.64 | 1.60% | $224,393,985.64 | 1.60% | 108,049.31 | Industrials | United States | |
| 12201710 | BURL US | Burlington Stores Inc | 684,285 | $216,781,488.00 | 1.54% | $216,781,488.00 | 1.54% | 19,940.09 | Consumer Discretionary | United States | |
| 44857910 | H US | Hyatt Hotels Corp | 1,107,782 | $214,732,462.88 | 1.53% | $214,732,462.88 | 1.53% | 18,248.29 | Consumer Discretionary | United States | |
| 19247G10 | COHR US | Coherent Corp | 535,072 | $211,069,851.84 | 1.50% | $211,069,851.84 | 1.50% | 77,173.85 | Information Technology | United States | |
| 29084Q10 | EME US | EMCOR Group Inc | 242,423 | $201,181,999.24 | 1.43% | $201,181,999.24 | 1.43% | 36,880.10 | Industrials | United States | |
| 23804L10 | DDOG US | Datadog Inc | 749,666 | $195,183,039.76 | 1.39% | $195,183,039.76 | 1.39% | 92,648.06 | Information Technology | United States | |
| 516529 | ASM NA | ASM International NV | 167,875 | $191,909,881.99 | 1.37% | $191,909,881.99 | 1.37% | 56,390.98 | Information Technology | Netherlands | |
| 55405Y10 | MTSI US | MACOM Technology Solutions Holdings Inc | 501,048 | $190,583,627.76 | 1.36% | $190,583,627.76 | 1.36% | 29,020.63 | Information Technology | United States | |
| 17177930 | CIEN US | Ciena Corp | 375,641 | $184,274,448.96 | 1.31% | $184,274,448.96 | 1.31% | 69,462.31 | Information Technology | United States | |
| 23156110 | CW US | Curtiss-Wright Corp | 242,420 | $183,759,208.40 | 1.31% | $183,696,179.20 | 1.31% | 27,997.72 | Industrials | United States | |
| 92916010 | VMC US | Vulcan Materials Co | 600,249 | $177,079,457.49 | 1.26% | $177,079,457.49 | 1.26% | 38,439.80 | Materials | United States | |
| 13321L10 | CCJ US | Cameco Corp | 1,692,308 | $172,378,492.88 | 1.23% | $172,378,492.88 | 1.23% | 44,363.39 | Energy | Canada | |
| 45232710 | ILMN US | Illumina Inc | 950,179 | $167,069,973.57 | 1.19% | $167,069,973.57 | 1.19% | 26,726.16 | Health Care | United States | |
| 67929510 | OKTA US | Okta Inc | 1,157,442 | $157,932,960.90 | 1.13% | $157,932,960.90 | 1.13% | 23,926.10 | Information Technology | United States | |
| 97415510 | WING US | Wingstop Inc | 905,454 | $157,014,778.14 | 1.12% | $157,014,778.14 | 1.12% | 4,722.40 | Consumer Discretionary | United States | |
| 75524B10 | RBC US | RBC Bearings Inc | 238,930 | $153,885,255.80 | 1.10% | $153,885,255.80 | 1.10% | 20,375.07 | Industrials | United States | |
| 14316J10 | CG US | Carlyle Group Inc | 3,643,320 | $153,420,205.20 | 1.09% | $153,420,205.20 | 1.09% | 15,158.52 | Financials | United States | |
| 42829110 | HXL US | Hexcel Corp | 1,483,161 | $148,405,089.66 | 1.06% | $148,405,089.66 | 1.06% | 7,547.24 | Industrials | United States | |
| 19990810 | FIX US | Comfort Systems USA Inc | 74,562 | $147,778,155.90 | 1.05% | $147,778,155.90 | 1.05% | 69,769.44 | Industrials | United States | |
| 92537N10 | VRT US | Vertiv Holdings Co | 428,404 | $143,438,227.28 | 1.02% | $143,438,227.28 | 1.02% | 128,607.32 | Industrials | United States | |
| 03852U10 | ARMK US | Aramark | 2,474,197 | $140,781,809.30 | 1.00% | $140,781,809.30 | 1.00% | 14,962.06 | Consumer Discretionary | United States | |
| 83344510 | SNOW US | Snowflake Inc | 552,276 | $140,554,242.00 | 1.00% | $140,554,242.00 | 1.00% | 88,209.95 | Information Technology | United States | |
| 94184810 | WAT US | Waters Corp | 373,631 | $140,126,570.24 | 1.00% | $140,126,570.24 | 1.00% | 36,823.62 | Health Care | United States | |
| 25213110 | DXCM US | Dexcom Inc | 2,029,002 | $136,653,284.70 | 0.97% | $136,653,284.70 | 0.97% | 25,990.37 | Health Care | United States | |
| 05605H10 | BWXT US | BWX Technologies Inc | 684,877 | $133,311,308.05 | 0.95% | $133,311,308.05 | 0.95% | 17,832.86 | Industrials | United States | |
| 75991610 | RGEN US | Repligen Corp | 961,228 | $131,149,948.32 | 0.93% | $131,149,948.32 | 0.93% | 7,696.27 | Health Care | United States | |
| 50212V10 | LPLA US | LPL Financial Holdings Inc | 458,095 | $129,036,199.60 | 0.92% | $129,036,199.60 | 0.92% | 22,587.64 | Financials | United States | |
| 09073M10 | TECH US | Techne Corp | 1,814,878 | $128,221,130.70 | 0.91% | $128,221,130.70 | 0.91% | 11,061.58 | Health Care | United States | |
| 88077010 | TER US | Teradyne Inc | 263,954 | $127,711,503.36 | 0.91% | $127,711,503.36 | 0.91% | 75,741.36 | Information Technology | United States | |
| 60782810 | MOD US | Modine Manufacturing Co | 473,371 | $126,399,524.42 | 0.90% | $126,399,524.42 | 0.90% | 14,102.87 | Industrials | United States | |
| 00846U10 | A US | Agilent Technologies Inc | 938,128 | $124,850,764.88 | 0.89% | $124,611,542.24 | 0.89% | 37,515.44 | Health Care | United States | |
| 44351060 | HUBB US | Hubbell Inc | 237,942 | $124,491,254.40 | 0.89% | $124,491,254.40 | 0.89% | 27,646.93 | Industrials | United States | |
| 26142V10 | DKNG US | DraftKings Inc | 4,908,785 | $123,995,909.10 | 0.88% | $123,995,909.10 | 0.88% | 12,532.21 | Consumer Discretionary | United States | |
| 71377A10 | PFGC US | Performance Food Group Co | 1,073,573 | $120,014,725.67 | 0.85% | $120,014,725.67 | 0.85% | 17,561.07 | Consumer Staples | United States | |
| 87603010 | TPR US | Tapestry Inc | 818,675 | $119,837,646.50 | 0.85% | $119,837,646.50 | 0.85% | 29,612.67 | Consumer Discretionary | United States | |
| 77104910 | RBLX US | ROBLOX Corp | 2,106,444 | $114,548,424.72 | 0.82% | $114,548,424.72 | 0.82% | 38,924.93 | Communication Services | United States | |
| 14428510 | CRS US | Carpenter Technology Corp | 185,621 | $114,498,457.64 | 0.82% | $114,498,457.64 | 0.82% | 30,648.07 | Industrials | United States | |
| 60937P10 | MDB US | MongoDB Inc | 335,456 | $112,679,670.40 | 0.80% | $112,679,670.40 | 0.80% | 27,041.29 | Information Technology | United States | |
| 03820C10 | AIT US | Applied Industrial Technologies Inc | 328,030 | $110,923,344.50 | 0.79% | $110,923,344.50 | 0.79% | 12,530.15 | Industrials | United States | |
| 03110010 | AME US | AMETEK Inc | 454,724 | $110,015,924.56 | 0.78% | $110,015,924.56 | 0.78% | 55,453.37 | Industrials | United States | |
| 69047Q10 | OVV US | Ovintiv Inc | 2,025,817 | $106,659,265.05 | 0.76% | $106,659,265.05 | 0.76% | 14,884.16 | Energy | United States | |
| 23345M10 | DTM US | DT Midstream Inc | 711,900 | $105,090,678.00 | 0.74% | $104,464,206.00 | 0.74% | 14,969.55 | Energy | United States | |
| 12738710 | CDNS US | Cadence Design Systems Inc | 271,631 | $101,948,546.92 | 0.73% | $101,948,546.92 | 0.73% | 103,519.26 | Information Technology | United States | |
| 80706P10 | SRRK US | Scholar Rock Holding Corp | 1,803,265 | $99,179,575.00 | 0.71% | $99,179,575.00 | 0.71% | 6,590.56 | Health Care | United States | |
| 03674X10 | AR US | Antero Resources Corp | 2,731,546 | $95,986,526.44 | 0.68% | $95,986,526.44 | 0.68% | 10,887.64 | Energy | United States | |
| 58507V10 | MDLN US | Medline Inc | 2,411,142 | $95,095,440.48 | 0.68% | $95,095,440.48 | 0.68% | 33,366.24 | Health Care | United States | |
| 67103H10 | ORLY US | O'Reilly Automotive Inc | 1,011,860 | $93,182,187.40 | 0.66% | $93,182,187.40 | 0.66% | 76,645.86 | Consumer Discretionary | United States | |
| M6191J10 | FROG US | JFrog Ltd | 995,897 | $90,507,119.36 | 0.64% | $90,507,119.36 | 0.64% | 11,010.75 | Information Technology | United States | |
| V7780T10 | RCL US | Royal Caribbean Cruises Ltd | 265,671 | $84,828,789.63 | 0.60% | $84,358,512.63 | 0.60% | 85,159.95 | Consumer Discretionary | United States | |
| 98074510 | WWD US | Woodward Inc | 190,563 | $81,073,122.72 | 0.58% | $81,073,122.72 | 0.58% | 25,348.93 | Industrials | United States | |
| 004561 | ANTO LN | Antofagasta PLC | 1,567,792 | $79,440,632.08 | 0.57% | $79,440,632.08 | 0.57% | 49,953.74 | Materials | United Kingdom | |
| 02043Q10 | ALNY US | Alnylam Pharmaceuticals Inc | 241,707 | $72,761,058.21 | 0.52% | $72,761,058.21 | 0.52% | 40,191.29 | Health Care | United States | |
| 04626A10 | ALAB US | Astera Labs Inc | 150,103 | $72,502,751.06 | 0.52% | $72,502,751.06 | 0.52% | 82,793.46 | Information Technology | United States | |
| G8473T10 | STE US | STERIS PLC | 344,240 | $72,486,616.80 | 0.52% | $72,486,616.80 | 0.52% | 20,593.75 | Health Care | United States | |
| 14686910 | CVNA US | Carvana Co | 1,099,013 | $72,337,035.66 | 0.52% | $72,337,035.66 | 0.52% | 47,146.10 | Consumer Discretionary | United States | |
| 53122975 | FWONK US | Liberty Media Corp-Liberty Formula One | 731,471 | $69,592,150.94 | 0.50% | $69,592,150.94 | 0.50% | 23,830.10 | Communication Services | United States | |
| 01749D10 | ALGM US | Allegro MicroSystems Inc | 989,871 | $68,914,819.02 | 0.49% | $68,914,819.02 | 0.49% | 12,970.84 | Information Technology | United States | |
| 87305R10 | TTMI US | TTM Technologies Inc | 367,581 | $68,744,998.62 | 0.49% | $68,744,998.62 | 0.49% | 19,422.04 | Information Technology | United States | |
| 40171V10 | GWRE US | Guidewire Software Inc | 555,349 | $68,335,694.45 | 0.49% | $68,335,694.45 | 0.49% | 10,244.70 | Information Technology | United States | |
| 25402D10 | DOCN US | DigitalOcean Holdings Inc | 429,596 | $67,459,459.88 | 0.48% | $67,459,459.88 | 0.48% | 16,388.31 | Information Technology | United States | |
| 31488V10 | FERG US | Ferguson Enterprises Inc | 282,927 | $67,398,869.94 | 0.48% | $67,147,064.91 | 0.48% | 46,072.64 | Industrials | United States | |
| N52A8C10 | INIO US | Innio NV | 1,564,999 | $61,895,710.45 | 0.44% | $61,895,710.45 | 0.44% | 29,662.50 | Industrials | Germany | |
| H8088L10 | SRAD US | Sportradar Group AG | 4,133,346 | $61,876,189.62 | 0.44% | $61,876,189.62 | 0.44% | 4,667.00 | Consumer Discretionary | Switzerland | |
| 89623910 | TRMB US | Trimble Inc | 1,199,357 | $61,383,091.26 | 0.44% | $61,383,091.26 | 0.44% | 11,930.65 | Information Technology | United States | |
| 25765110 | DCI US | Donaldson Co Inc | 674,881 | $60,584,067.37 | 0.43% | $60,584,067.37 | 0.43% | 10,405.34 | Industrials | United States | |
| 15675D10 | CBRS US | Cerebras Systems Inc | 267,907 | $59,207,447.00 | 0.42% | $59,207,447.00 | 0.42% | 48,533.81 | Information Technology | United States | |
| 15986410 | CRL US | Charles River Laboratories International Inc | 259,113 | $58,764,237.27 | 0.42% | $58,764,237.27 | 0.42% | 10,923.96 | Health Care | United States | |
| 63110310 | NDAQ US | Nasdaq Inc | 668,850 | $52,718,757.00 | 0.38% | $52,718,757.00 | 0.38% | 44,575.93 | Financials | United States | |
| 65566310 | NDSN US | Nordson Corp | 166,154 | $50,263,246.54 | 0.36% | $50,127,000.26 | 0.36% | 16,809.56 | Industrials | United States | |
| 81685010 | SMTC US | Semtech Corp | 304,999 | $49,364,088.15 | 0.35% | $49,364,088.15 | 0.35% | 15,076.52 | Information Technology | United States | |
| 73927610 | POWI US | Power Integrations Inc | 552,571 | $46,283,346.96 | 0.33% | $46,283,346.96 | 0.33% | 4,667.11 | Information Technology | United States | |
| L8681T10 | SPOT US | Spotify Technology SA | 100,086 | $45,952,485.18 | 0.33% | $45,952,485.18 | 0.33% | 94,503.88 | Communication Services | Sweden | |
| 53390010 | LECO US | Lincoln Electric Holdings Inc | 168,944 | $44,989,787.20 | 0.32% | $44,856,321.44 | 0.32% | 14,546.53 | Industrials | United States | |
| 01387210 | AA US | Alcoa Inc | 818,722 | $42,688,165.08 | 0.30% | $42,688,165.08 | 0.30% | 13,759.22 | Materials | United States | |
| 05722G10 | BKR US | Baker Hughes Co | 726,384 | $40,314,312.00 | 0.29% | $40,314,312.00 | 0.29% | 55,059.81 | Energy | United States | |
| 87162W10 | SNX US | TD SYNNEX Corp | 148,786 | $39,776,449.24 | 0.28% | $39,776,449.24 | 0.28% | 21,491.75 | Information Technology | United States | |
| G6543112 | NE US | Noble Corp PLC | 1,044,677 | $38,966,452.10 | 0.28% | $38,966,452.10 | 0.28% | 5,951.06 | Energy | United States | |
| 09371210 | BE US | Bloom Energy Corp | 124,447 | $37,670,106.90 | 0.27% | $37,670,106.90 | 0.27% | 86,101.16 | Industrials | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 561,350 | $37,217,505.00 | 0.27% | $37,217,505.00 | 0.27% | 26,433.94 | Energy | United States | |
| 33975010 | FND US | Floor & Decor Holdings Inc | 624,382 | $37,063,315.52 | 0.26% | $37,063,315.52 | 0.26% | 6,416.47 | Consumer Discretionary | United States | |
| BZ3DNP | AGI CN | Alamos Gold Inc | 1,121,198 | $33,993,664.02 | 0.24% | $33,993,664.02 | 0.24% | 12,732.95 | Materials | Canada | |
| 36873610 | GNRC US | Generac Holdings Inc | 105,063 | $30,763,497.03 | 0.22% | $30,763,497.03 | 0.22% | 17,237.34 | Industrials | United States | |
| 29362U10 | ENTG US | Entegris Inc | 164,869 | $29,653,338.34 | 0.21% | $29,653,338.34 | 0.21% | 27,428.65 | Information Technology | United States | |
| G0260P10 | AS US | Amer Sports Inc | 813,728 | $27,536,555.52 | 0.20% | $27,536,555.52 | 0.20% | 19,568.72 | Consumer Discretionary | Finland | |
| 04339D10 | ARXS US | Arxis Inc | 592,781 | $27,350,915.34 | 0.19% | $27,350,915.34 | 0.19% | 18,655.83 | Industrials | United States | |
| G4124C10 | GRAB US | Grab Holdings Ltd | 7,245,360 | $27,315,007.20 | 0.19% | $27,315,007.20 | 0.19% | 15,419.30 | Industrials | Singapore | |
| 14892910 | CAVA US | Cava Group Inc | 341,451 | $26,797,074.48 | 0.19% | $26,797,074.48 | 0.19% | 9,140.87 | Consumer Discretionary | United States | |
| 89055F10 | BLD US | TopBuild Corp | 63,056 | $22,355,243.68 | 0.16% | $22,355,243.68 | 0.16% | 9,976.12 | Consumer Discretionary | United States | |
| 65011110 | NYT US | New York Times Co | 312,291 | $21,854,124.18 | 0.16% | $21,854,124.18 | 0.16% | 11,329.55 | Communication Services | United States | |
| 12504L10 | CBRE US | CBRE Group Inc | 145,429 | $19,587,832.01 | 0.14% | $19,587,832.01 | 0.14% | 39,442.75 | Real Estate | United States | |
| 55306N10 | MKSI US | MKS Inc | 35,854 | $15,947,859.20 | 0.11% | $15,947,859.20 | 0.11% | 30,043.63 | Information Technology | United States | |
| 92333F10 | VG US | Venture Global Inc | 1,261,169 | $14,036,810.97 | 0.10% | $14,036,810.97 | 0.10% | 27,635.79 | Energy | United States | |
| 68218910 | ON US | ON Semiconductor Corp | 132,799 | $12,554,817.46 | 0.09% | $12,554,817.46 | 0.09% | 37,047.48 | Information Technology | United States | |
| 60365F10 | MMED US | MiniMed Group Inc | 721,566 | $10,787,411.70 | 0.08% | $10,787,411.70 | 0.08% | 4,198.60 | Health Care | United States | |
| 15643110 | CENX US | Century Aluminum Co | 222,843 | $10,253,006.43 | 0.07% | $10,253,006.43 | 0.07% | 4,553.80 | Materials | United States | |
| CASH_USD | CASH_USD | Cash & Cash Equivalents | - | $242,649,256.22 | 1.72% | $241,984,897.08 | 1.72% | - | - | - | |
| 55291X10 | 55291X10 | MFS Institutional Money Market Short Term Vehicle FRB | - | $199,506,068.35 | 1.43% | $199,531,335.07 | - | - | - | United States | |
| CASH_USD | CASH_USD | Us Dollars | - | $47,705,646.27 | 0.34% | $47,705,646.27 | - | - | - | United States | |
| CASH_EUR | CASH_EUR | Euro | - | $246.14 | 0.00% | $246.14 | - | - | - | Germany | |
| CASH_GBP | CASH_GBP | British Pounds | - | $170.58 | 0.00% | $170.58 | - | - | - | United Kingdom | |
| CAPUSD | CAPUSD | CAPUSD | - | $-5,252,500.98 | -0.04% | $-5,252,500.98 | - | - | - | United States | |
| CASH_DERV | - | Other | - | $0.00 | 0.00% | $664,359.14 | 0.00% | - | - | Other | |
*Short positions, unlike long positions, lose value if the underlying asset gains value.
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.
The list of portfolio holdings is as of the date shown and may not represent current or future portfolio composition. This information should not be construed as a recommendation to buy or sell any of the securities mentioned.
This portfolio data has not been audited or adjusted for certain financial statement reclassifications. An audit could potentially result in adjustments to this data. For adjusted holdings information, please refer to the fund's quarterly portfolio holdings and semiannual reports. For audited portfolio holdings information, please refer to the fund's annual report.
A complete list of portfolio holdings for each MFS fund is generally available on mfs.com at the earliest, 19 days after the end of each month. Top 10 portfolio holdings are generally available at the earliest, 11 calendar days after the end of each month.
When posting a fund's top 10 securities holdings, if applicable, for funds with significant investments in both equity and debt instrument securities, the fund's top 10 equity and top 10 debt instrument securities will be made available. In addition, for funds that primarily invest in shares of MFS funds, when posting a fund's top 10 securities holdings, all of the following, as applicable, will be posted all securities positions in shares of MFS funds, top 10 aggregated equity securities contained within fund investments and top 10 aggregated debt instrument securities positions contained within underlying fund investments.
This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.
The information provided on this page should be read in conjunction with the fund's prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS. Consider the fund's investment objectives, risks, charges, and expenses, and otherwise read these documents carefully before you invest. Shares of the funds are not FDIC-insured and are not deposits or other obligations of, or guaranteed by, any bank. Shares of the funds involve investment risk, including possible loss of principal.
MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.