Full & Historical Holdings
New Discovery Fund
View Historical Holdings by Month
| Based on Market Value | Based on Equivalent Exposure | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| CUSIP/SEDOL | Ticker |
Securities
(on 03-31-25)
|
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 | |
| 22440810 | CR US | Crane Co | 257,122 | $39,385,947.96 | 2.05% | $39,385,947.96 | 2.05% | 8,805.52 | Industrials | United States | |
| 74935Q10 | RBA US | RB Global Inc | 369,429 | $37,053,728.70 | 1.93% | $37,053,728.70 | 1.93% | 18,567.83 | Industrials | Canada | |
| 91200810 | USFD US | US Foods Holding Corp | 530,905 | $34,753,041.30 | 1.81% | $34,753,041.30 | 1.81% | 15,088.53 | Consumer Staples | United States | |
| 12719030 | CACI US | CACI International Inc | 93,129 | $34,170,892.68 | 1.78% | $34,170,892.68 | 1.78% | 8,226.35 | Industrials | United States | |
| 34354P10 | FLS US | Flowserve Corp | 655,482 | $32,013,740.88 | 1.67% | $32,013,740.88 | 1.67% | 6,434.43 | Industrials | United States | |
| G3934V10 | GENI US | Genius Sports Ltd | 3,180,093 | $31,832,730.93 | 1.66% | $31,832,730.93 | 1.66% | 2,400.57 | Consumer Discretionary | United Kingdom | |
| 81730H10 | S US | SentinelOne Inc | 1,669,845 | $30,357,782.10 | 1.58% | $30,357,782.10 | 1.58% | 5,819.67 | Information Technology | United States | |
| 89055F10 | BLD US | TopBuild Corp | 98,667 | $30,088,501.65 | 1.57% | $30,088,501.65 | 1.57% | 8,955.47 | Consumer Discretionary | United States | |
| 37957720 | GMED US | Globus Medical Inc | 395,341 | $28,938,961.20 | 1.51% | $28,938,961.20 | 1.51% | 10,068.05 | Health Care | United States | |
| G8711010 | FTI US | TechnipFMC PLC | 911,708 | $28,892,026.52 | 1.51% | $28,892,026.52 | 1.51% | 13,408.04 | Energy | United States | |
| N7248220 | QGEN US | QIAGEN NV | 687,391 | $27,598,748.65 | 1.44% | $27,598,748.65 | 1.44% | 8,739.87 | Health Care | Germany | |
| 45378A10 | IRT US | Independence Realty Trust Inc REIT | 1,297,221 | $27,540,001.83 | 1.44% | $27,540,001.83 | 1.44% | 4,906.61 | Real Estate | United States | |
| M6191J10 | FROG US | JFrog Ltd | 852,218 | $27,270,976.00 | 1.42% | $27,270,976.00 | 1.42% | 3,612.10 | Information Technology | United States | |
| 80810D10 | SDGR US | Schrodinger Inc/United States | 1,365,999 | $26,964,820.26 | 1.41% | $26,964,820.26 | 1.41% | 1,438.53 | Health Care | United States | |
| 85914M10 | STEP US | StepStone Group Inc | 513,579 | $26,824,231.17 | 1.40% | $26,824,231.17 | 1.40% | 3,961.63 | Financials | United States | |
| 01644J10 | ALKT US | Alkami Technology Inc | 1,000,817 | $26,271,446.25 | 1.37% | $26,271,446.25 | 1.37% | 2,683.61 | Information Technology | United States | |
| G6700G10 | NVT US | nVent Electric PLC | 489,493 | $25,659,223.06 | 1.34% | $25,659,223.06 | 1.34% | 8,650.46 | Industrials | United States | |
| 68111610 | OLLI US | Ollie's Bargain Outlet Holdings Inc | 206,770 | $24,059,757.20 | 1.25% | $24,059,757.20 | 1.25% | 7,129.73 | Consumer Discretionary | United States | |
| 09073M10 | TECH US | Techne Corp | 408,104 | $23,927,137.52 | 1.25% | $23,927,137.52 | 1.25% | 9,268.68 | Health Care | United States | |
| 49889410 | KNF US | Knife River Corp | 265,220 | $23,925,496.20 | 1.25% | $23,925,496.20 | 1.25% | 5,107.06 | Materials | United States | |
| 49904910 | KNX US | Knight-Swift Transportation Holdings Inc | 539,817 | $23,476,641.33 | 1.22% | $23,476,641.33 | 1.22% | 7,044.32 | Industrials | United States | |
| 97415510 | WING US | Wingstop Inc | 101,919 | $22,990,888.02 | 1.20% | $22,990,888.02 | 1.20% | 6,465.80 | Consumer Discretionary | United States | |
| 63947X10 | NCNO US | nCino Inc | 805,310 | $22,121,865.70 | 1.15% | $22,121,865.70 | 1.15% | 3,180.86 | Information Technology | United States | |
| 97717P10 | WT US | WisdomTree Inc | 2,441,898 | $21,781,730.16 | 1.14% | $21,781,730.16 | 1.14% | 1,311.67 | Financials | United States | |
| 12510Q10 | CCCS US | CCC Intelligent Solutions Holdings Inc | 2,399,760 | $21,669,832.80 | 1.13% | $21,669,832.80 | 1.13% | 5,937.89 | Information Technology | United States | |
| 88146M10 | TRNO US | Terreno Realty Corp REIT | 341,072 | $21,562,571.84 | 1.12% | $21,562,571.84 | 1.12% | 6,512.87 | Real Estate | United States | |
| 03833610 | ATR US | AptarGroup Inc | 141,112 | $20,938,198.56 | 1.09% | $20,938,198.56 | 1.09% | 9,860.00 | Materials | United States | |
| 00797310 | AEIS US | Advanced Energy Industries Inc | 218,363 | $20,812,177.53 | 1.08% | $20,812,177.53 | 1.08% | 3,595.25 | Information Technology | United States | |
| 68278B10 | OS US | Onestream Inc | 969,061 | $20,679,761.74 | 1.08% | $20,679,761.74 | 1.08% | 3,705.73 | Information Technology | United States | |
| 68334410 | ONTO US | Onto Innovation Inc | 168,730 | $20,473,698.20 | 1.07% | $20,473,698.20 | 1.07% | 5,978.45 | Information Technology | United States | |
| 36831E10 | GCMG US | GCM Grosvenor Inc | 1,543,254 | $20,417,250.42 | 1.06% | $20,417,250.42 | 1.06% | 594.18 | Financials | United States | |
| 36168Q10 | GFL US | GFL Environmental Inc | 422,148 | $20,393,969.88 | 1.06% | $20,393,969.88 | 1.06% | 19,902.85 | Industrials | Canada | |
| 74736L10 | QTWO US | Q2 Holdings Inc | 253,354 | $20,270,853.54 | 1.06% | $20,270,853.54 | 1.06% | 4,858.85 | Information Technology | United States | |
| 42226A10 | HQY US | HealthEquity Inc | 228,557 | $20,197,582.09 | 1.05% | $20,197,582.09 | 1.05% | 7,647.19 | Health Care | United States | |
| 00091G10 | ACVA US | ACV Auctions Inc | 1,425,066 | $20,079,179.94 | 1.05% | $20,079,179.94 | 1.05% | 2,377.90 | Industrials | United States | |
| 34637510 | FORM US | FormFactor Inc | 709,526 | $20,072,490.54 | 1.05% | $20,072,490.54 | 1.05% | 2,194.34 | Information Technology | United States | |
| 92795910 | VNOM US | Viper Energy Inc | 429,952 | $19,412,332.80 | 1.01% | $19,412,332.80 | 1.01% | 5,928.79 | Energy | United States | |
| 30208110 | EXLS US | ExlService Holdings Inc | 410,716 | $19,389,902.36 | 1.01% | $19,389,902.36 | 1.01% | 7,662.40 | Industrials | United States | |
| 53220K50 | LGND US | Ligand Pharmaceuticals Inc | 182,753 | $19,214,650.42 | 1.00% | $19,214,650.42 | 1.00% | 2,024.51 | Health Care | United States | |
| 40171V10 | GWRE US | Guidewire Software Inc | 102,055 | $19,121,024.80 | 1.00% | $19,121,024.80 | 1.00% | 15,715.94 | Information Technology | United States | |
| 57648520 | MTDR US | Matador Resources Co | 372,609 | $19,036,593.81 | 0.99% | $19,036,593.81 | 0.99% | 6,396.84 | Energy | United States | |
| 70557310 | PEGA US | Pegasystems Inc | 266,885 | $18,553,845.20 | 0.97% | $18,553,845.20 | 0.97% | 5,986.51 | Information Technology | United States | |
| 71424F10 | PR US | Permian Resources Corp | 1,327,482 | $18,385,625.70 | 0.96% | $18,385,625.70 | 0.96% | 9,749.00 | Energy | United States | |
| 51654410 | LNTH US | Lantheus Holdings Inc | 186,616 | $18,213,721.60 | 0.95% | $18,213,721.60 | 0.95% | 6,683.68 | Health Care | United States | |
| 53700810 | LFUS US | Littelfuse Inc | 92,409 | $18,180,546.66 | 0.95% | $18,180,546.66 | 0.95% | 4,883.28 | Information Technology | United States | |
| 92839U20 | VC US | Visteon Corp | 232,479 | $18,045,019.98 | 0.94% | $18,045,019.98 | 0.94% | 2,106.61 | Consumer Discretionary | United States | |
| 03674X10 | AR US | Antero Resources Corp | 442,436 | $17,892,111.84 | 0.93% | $17,892,111.84 | 0.93% | 12,584.12 | Energy | United States | |
| 04351P10 | ASND US | Ascendis Pharma AS ADR | 109,771 | $17,108,908.06 | 0.89% | $17,108,908.06 | 0.89% | 9,459.06 | Health Care | Denmark | |
| ZZSSNT | QXO/P US | QXO Inc | 1,260,033 | $17,060,846.82 | 0.89% | $17,060,846.82 | 0.89% | - | Information Technology | United States | |
| 03152W10 | FOLD US | Amicus Therapeutics Inc | 2,083,691 | $17,002,918.56 | 0.89% | $17,002,918.56 | 0.89% | 2,507.08 | Health Care | United States | |
| 60782810 | MOD US | Modine Manufacturing Co | 219,580 | $16,852,765.00 | 0.88% | $16,852,765.00 | 0.88% | 4,035.05 | Consumer Discretionary | United States | |
| 90267310 | UFPT US | UFP Technologies Inc | 83,382 | $16,818,983.22 | 0.88% | $16,818,983.22 | 0.88% | 1,549.19 | Health Care | United States | |
| 89628810 | TNET US | TriNet Group Inc | 210,833 | $16,706,406.92 | 0.87% | $16,706,406.92 | 0.87% | 3,924.60 | Industrials | United States | |
| 11704310 | BC US | Brunswick Corp/DE | 305,660 | $16,459,791.00 | 0.86% | $16,459,791.00 | 0.86% | 3,553.40 | Consumer Discretionary | United States | |
| 41319710 | HRMY US | Harmony Biosciences Holdings Inc | 491,783 | $16,322,277.77 | 0.85% | $16,322,277.77 | 0.85% | 1,903.30 | Health Care | United States | |
| 09627Y10 | BPMC US | Blueprint Medicines Corp | 178,906 | $15,834,970.06 | 0.83% | $15,834,970.06 | 0.83% | 5,656.32 | Health Care | United States | |
| N1450610 | ESTC US | Elastic NV | 177,006 | $15,771,234.60 | 0.82% | $15,771,234.60 | 0.82% | 9,303.20 | Information Technology | United States | |
| BN85P6 | KXS CN | Kinaxis Inc | 140,376 | $15,476,916.13 | 0.81% | $15,476,916.13 | 0.81% | 3,097.82 | Information Technology | Canada | |
| 16308610 | CHEF US | Chefs' Warehouse Inc | 282,884 | $15,405,862.64 | 0.80% | $15,405,862.64 | 0.80% | 2,232.23 | Consumer Staples | United States | |
| 69343T10 | PJT US | PJT Partners Inc | 110,872 | $15,287,031.36 | 0.80% | $15,287,031.36 | 0.80% | 3,266.10 | Financials | United States | |
| 40749710 | HLNE US | Hamilton Lane Inc | 99,247 | $14,755,051.49 | 0.77% | $14,755,051.49 | 0.77% | 6,442.95 | Financials | United States | |
| 85254J10 | STAG US | STAG Industrial Inc REIT | 405,267 | $14,638,244.04 | 0.76% | $14,638,244.04 | 0.76% | 6,740.65 | Real Estate | United States | |
| 69376K10 | PX US | P10 Inc | 1,208,604 | $14,201,097.00 | 0.74% | $14,201,097.00 | 0.74% | 1,305.14 | Financials | United States | |
| 19459J10 | COLL US | Collegium Pharmaceutical Inc | 462,118 | $13,794,222.30 | 0.72% | $13,794,222.30 | 0.72% | 939.84 | Health Care | United States | |
| 85423L10 | SARO US | Standardaero Inc | 511,687 | $13,631,341.68 | 0.71% | $13,631,341.68 | 0.71% | 8,910.07 | Industrials | United States | |
| 40131M10 | GH US | Guardant Health Inc | 308,834 | $13,156,328.40 | 0.69% | $13,156,328.40 | 0.69% | 5,282.14 | Health Care | United States | |
| 25401T60 | DBRG US | DigitalBridge Group Inc | 1,448,634 | $12,776,951.88 | 0.67% | $12,776,951.88 | 0.67% | 1,537.78 | Financials | United States | |
| B1Y47Y | GXI GY | Gerresheimer AG | 166,562 | $12,616,249.52 | 0.66% | $12,616,249.52 | 0.66% | 2,616.23 | Health Care | Germany | |
| 01234810 | AIN US | Albany International Corp | 181,484 | $12,529,655.36 | 0.65% | $12,529,655.36 | 0.65% | 2,145.28 | Industrials | United States | |
| 98379310 | XPO US | XPO Inc | 116,212 | $12,502,086.96 | 0.65% | $12,502,086.96 | 0.65% | 12,612.96 | Industrials | United States | |
| 70975L10 | PEN US | Penumbra Inc | 45,799 | $12,247,110.59 | 0.64% | $12,247,110.59 | 0.64% | 10,299.55 | Health Care | United States | |
| 15687V10 | CERT US | Certara Inc | 1,188,383 | $11,764,991.70 | 0.61% | $11,764,991.70 | 0.61% | 1,594.08 | Health Care | United States | |
| 52186520 | LEA US | Lear Corp | 131,638 | $11,613,104.36 | 0.61% | $11,613,104.36 | 0.61% | 4,731.89 | Consumer Discretionary | United States | |
| 90400D10 | RARE US | Ultragenyx Pharmaceutical Inc | 317,856 | $11,509,565.76 | 0.60% | $11,509,565.76 | 0.60% | 3,349.47 | Health Care | United States | |
| 75960P10 | RELY US | Remitly Global Inc | 550,234 | $11,444,867.20 | 0.60% | $11,444,867.20 | 0.60% | 4,172.63 | Financials | United States | |
| 48592410 | KRMN US | Karman Holdings Inc | 339,696 | $11,352,640.32 | 0.59% | $11,352,640.32 | 0.59% | 5,572.35 | Industrials | United States | |
| 01625510 | ALGN US | Align Technology Inc | 71,247 | $11,318,298.42 | 0.59% | $11,318,298.42 | 0.59% | 11,731.65 | Health Care | United States | |
| 00650F10 | ADPT US | Adaptive Biotechnologies Corp | 1,483,287 | $11,020,822.41 | 0.57% | $11,020,822.41 | 0.57% | 1,103.97 | Health Care | United States | |
| 09062W20 | BLFS US | BioLife Solutions Inc | 474,372 | $10,834,656.48 | 0.56% | $10,834,656.48 | 0.56% | 1,073.48 | Health Care | United States | |
| 26856L10 | ELF US | elf Beauty Inc | 166,747 | $10,470,044.13 | 0.55% | $10,470,044.13 | 0.55% | 3,541.29 | Consumer Staples | United States | |
| 64125C10 | NBIX US | Neurocrine Biosciences Inc | 94,387 | $10,439,202.20 | 0.54% | $10,439,202.20 | 0.54% | 11,027.21 | Health Care | United States | |
| 78709Y10 | SAIA US | Saia Inc | 29,512 | $10,312,378.16 | 0.54% | $10,312,378.16 | 0.54% | 9,306.40 | Industrials | United States | |
| 85205L10 | SWTX US | SpringWorks Therapeutics Inc | 231,588 | $10,219,978.44 | 0.53% | $10,219,978.44 | 0.53% | 3,306.92 | Health Care | United States | |
| 01749D10 | ALGM US | Allegro MicroSystems Inc | 398,210 | $10,007,017.30 | 0.52% | $10,007,017.30 | 0.52% | 4,627.06 | Information Technology | United States | |
| 05478C10 | AZEK US | AZEK Co Inc | 204,692 | $10,007,391.88 | 0.52% | $10,007,391.88 | 0.52% | 7,024.10 | Industrials | United States | |
| 74276L10 | PRCT US | PROCEPT BioRobotics Corp | 170,086 | $9,909,210.36 | 0.52% | $9,909,210.36 | 0.52% | 3,193.74 | Health Care | United States | |
| 19851610 | COLM US | Columbia Sportswear Co | 130,612 | $9,886,022.28 | 0.52% | $9,886,022.28 | 0.52% | 4,257.18 | Consumer Discretionary | United States | |
| 90373110 | ULS US | UL Solutions Inc | 172,951 | $9,754,436.40 | 0.51% | $9,754,436.40 | 0.51% | 11,289.81 | Industrials | United States | |
| 46982L10 | J US | Jacobs Solutions Inc | 80,132 | $9,687,157.48 | 0.50% | $9,687,157.48 | 0.50% | 14,858.83 | Industrials | United States | |
| G0750C10 | AXTA US | Axalta Coating Systems Ltd | 291,673 | $9,674,793.41 | 0.50% | $9,674,793.41 | 0.50% | 7,235.81 | Materials | United States | |
| 09371210 | BE US | Bloom Energy Corp | 464,516 | $9,132,384.56 | 0.48% | $9,132,384.56 | 0.48% | 4,531.78 | Industrials | United States | |
| 45258D10 | IMCR US | Immunocore Holdings PLC ADR | 304,295 | $9,028,432.65 | 0.47% | $9,028,432.65 | 0.47% | 1,485.52 | Health Care | United Kingdom | |
| 88023B10 | TEM US | Tempus AI Inc | 177,997 | $8,586,575.28 | 0.45% | $8,586,575.28 | 0.45% | 8,064.23 | Health Care | United States | |
| 48242W10 | KBR US | KBR Inc | 172,088 | $8,571,703.28 | 0.45% | $8,571,703.28 | 0.45% | 6,596.64 | Industrials | United States | |
| 59267L10 | MTSR US | Metsera Inc | 312,983 | $8,519,397.26 | 0.44% | $8,519,397.26 | 0.44% | 2,859.47 | Health Care | United States | |
| 63230710 | NTRA US | Natera Inc | 54,598 | $7,720,703.18 | 0.40% | $7,720,703.18 | 0.40% | 19,116.68 | Health Care | United States | |
| 83056610 | SKX US | Skechers U.S.A. Inc | 135,157 | $7,674,214.46 | 0.40% | $7,674,214.46 | 0.40% | 8,473.45 | Consumer Discretionary | United States | |
| 23282W60 | CYTK US | Cytokinetics Inc | 188,119 | $7,560,502.61 | 0.39% | $7,560,502.61 | 0.39% | 4,758.93 | Health Care | United States | |
| 52490G10 | LEGN US | Legend Biotech Corp ADR | 207,571 | $7,042,884.03 | 0.37% | $7,042,884.03 | 0.37% | 6,231.22 | Health Care | China | |
| 50157510 | KYMR US | Kymera Therapeutics Inc | 254,377 | $6,962,298.49 | 0.36% | $6,962,298.49 | 0.36% | 1,777.52 | Health Care | United States | |
| 22041X10 | CRSR US | Corsair Gaming Inc | 728,178 | $6,451,657.08 | 0.34% | $6,451,657.08 | 0.34% | 929.02 | Information Technology | United States | |
| 69014520 | OM US | Outset Medical Inc | 547,033 | $6,050,184.98 | 0.32% | $6,050,184.98 | 0.32% | 195.76 | Health Care | United States | |
| 24477E10 | DH US | Definitive Healthcare Corp | 2,053,378 | $5,934,262.42 | 0.31% | $5,934,262.42 | 0.31% | 329.33 | Health Care | United States | |
| 33830710 | FIVN US | Five9 Inc | 213,548 | $5,797,828.20 | 0.30% | $5,797,828.20 | 0.30% | 2,058.23 | Information Technology | United States | |
| 15678C10 | CBLL US | Ceribell Inc | 275,340 | $5,289,281.40 | 0.28% | $5,289,281.40 | 0.28% | 689.03 | Health Care | United States | |
| 44812J10 | HUT US | Hut 8 Corp | 398,287 | $4,628,094.94 | 0.24% | $4,628,094.94 | 0.24% | 1,206.80 | Information Technology | United States | |
| 15694410 | CGON US | CG oncology Inc | 171,101 | $4,190,263.49 | 0.22% | $4,190,263.49 | 0.22% | 1,866.55 | Health Care | United States | |
| 00091E10 | ABSI US | Absci Corp | 1,497,169 | $3,757,894.19 | 0.20% | $3,757,894.19 | 0.20% | 319.61 | Health Care | United States | |
| 92854T10 | SEAT US | Vivid Seats Inc | 1,255,853 | $3,717,324.88 | 0.19% | $3,717,324.88 | 0.19% | 392.78 | Communication Services | United States | |
| 81764X10 | TTAN US | ServiceTitan Inc | 34,337 | $3,265,792.07 | 0.17% | $3,265,792.07 | 0.17% | 8,564.47 | Information Technology | United States | |
| 03589W10 | ANNX US | Annexon Inc | 668,226 | $1,289,676.18 | 0.07% | $1,289,676.18 | 0.07% | 211.74 | Health Care | United States | |
| 35168W10 | GUTS US | Fractyl Health Inc | 639,147 | $760,584.93 | 0.04% | $760,584.93 | 0.04% | 58.22 | Health Care | United States | |
| 67421J20 | OTLY US | Oatly Group AB ADR | 1 | $9.83 | 0.00% | $9.83 | 0.00% | 294.19 | Consumer Staples | Sweden | |
| CASH_DERV | CASH_DERV | Other | - | $0.00 | 0.00% | $256,375.67 | 0.01% | - | - | - | |
| CASH | CASH | Cash & Cash Equivalents | - | $95,214,177.13 | 4.96% | $94,957,801.46 | 4.95% | - | - | - | |
*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.
Other. Other consists of: (i) currency derivatives and/or (ii) any derivative offsets.
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.