| Category | Fund Name | Fund Manager | Net Assets ($ M)* | YTD (%) |
|---|---|---|---|---|
| Large-Cap-Core | MFS Blended Research Core Equity Fund | James C. Fallon + | 989.9 | -2.9 |
| Large-Cap-Core | MFS Blended Research Core Equity Fund | Jonathan W. Sage | 989.9 | -2.9 |
| Large-Cap-Core | MFS Blended Research Core Equity Fund | Matthew Krummell | 989.9 | -2.9 |
| Mixed-Regions | MFS Blended Research Emerging Markets Equity Fund | Matthew Krummell + | 45.3 | 4.4 |
| Mixed-Regions | MFS Blended Research Emerging Markets Equity Fund | James C. Fallon | 45.3 | 4.4 |
| Mixed-Regions | MFS Blended Research Emerging Markets Equity Fund | John E. Stocks | 45.3 | 4.4 |
| Large-Cap-Growth | MFS Blended Research Growth Equity Fund | Jonathan W. Sage + | 231.8 | -14.1 |
| Large-Cap-Growth | MFS Blended Research Growth Equity Fund | James C. Fallon | 231.8 | -14.1 |
| Large-Cap-Growth | MFS Blended Research Growth Equity Fund | Matthew Krummell | 231.8 | -14.1 |
| Multi-Cap-Core | MFS Blended Research International Equity Fund | Matthew Krummell + | 552.5 | 8.8 |
| Multi-Cap-Core | MFS Blended Research International Equity Fund | James C. Fallon | 552.5 | 8.8 |
| Multi-Cap-Core | MFS Blended Research International Equity Fund | John E. Stocks | 552.5 | 8.8 |
| Mid-Cap-Core | MFS Blended Research Mid Cap Equity Fund | Jonathan W. Sage + | 474.5 | -1.9 |
| Mid-Cap-Core | MFS Blended Research Mid Cap Equity Fund | James C. Fallon | 474.5 | -1.9 |
| Mid-Cap-Core | MFS Blended Research Mid Cap Equity Fund | Matthew Krummell | 474.5 | -1.9 |
| Small-Cap-Core | MFS Blended Research Small Cap Equity Fund | Jonathan W. Sage + | 313.7 | -2.5 |
| Small-Cap-Core | MFS Blended Research Small Cap Equity Fund | James C. Fallon | 313.7 | -2.5 |
| Small-Cap-Core | MFS Blended Research Small Cap Equity Fund | Matthew Krummell | 313.7 | -2.5 |
| Large-Cap-Value | MFS Blended Research Value Equity Fund | Matthew Krummell + | 241.5 | 4.5 |
| Large-Cap-Value | MFS Blended Research Value Equity Fund | James C. Fallon | 241.5 | 4.5 |
| Large-Cap-Value | MFS Blended Research Value Equity Fund | Jonathan W. Sage | 241.5 | 4.5 |
| Multi-Cap-Core | MFS Core Equity Fund | Joseph G. MacDougall | 5500 | 2.2 |
| Mixed-Regions | MFS Emerging Markets Equity Fund | Harry Purcell + | 6200 | 6.8 |
| Mixed-Regions | MFS Emerging Markets Equity Fund | Robert W. Lau | 6200 | 6.8 |
| Mixed-Regions | MFS Emerging Markets Equity Fund | José Luis Garcia | 6200 | 6.8 |
| Equity-Income | MFS Equity Income Fund | John E. Stocks + | 359.9 | 2.4 |
| Equity-Income | MFS Equity Income Fund | Matthew Krummell | 359.9 | 2.4 |
| Equity-Income | MFS Equity Income Fund | James C. Fallon | 359.9 | 2.4 |
| Equity-Income | MFS Equity Income Fund | Jonathan W. Sage | 359.9 | 2.4 |
| Large-Cap-Core | MFS Global Equity Fund | Roger M. Morley | 2600 | 3 |
| Multi-Cap-Growth | MFS Global Growth Fund | Joseph A. Skorski + | 690.4 | 2.2 |
| Multi-Cap-Growth | MFS Global Growth Fund | David A. Antonelli | 690.4 | 2.2 |
| Multi-Cap-Growth | MFS Global Growth Fund | Jeffrey C. Constantino | 690.4 | 2.2 |
| Mid-Cap-Core | MFS Global New Discovery Fund | Eric J. Braz + | 60.7 | -1.7 |
| Mid-Cap-Core | MFS Global New Discovery Fund | Sandeep Mehta | 60.7 | -1.7 |
| Mid-Cap-Core | MFS Global New Discovery Fund | Michael S. Grossman | 60.7 | -1.7 |
| Mid-Cap-Core | MFS Global New Discovery Fund | Peter Fruzzetti | 60.7 | -1.7 |
| Real Estate-NA | MFS Global Real Estate Fund | Richard R. Gable | 2400 | -1.3 |
| Large-Cap-Growth | MFS Growth Fund | Paul J. Gordon | 32700 | -5.7 |
| Large-Cap-Core | MFS Institutional International Equity Fund | Daniel Ling | 10500 | 10.9 |
| Large-Cap-Growth | MFS International Growth Fund | Matthew Barrett + | 12600 | 7 |
| Large-Cap-Growth | MFS International Growth Fund | Kevin M. Dwan | 12600 | 7 |
| Large-Cap-Growth | MFS International Growth Fund | David A. Antonelli | 12600 | 7 |
| Multi-Cap-Core | MFS International Intrinsic Value Fund | 20300 | 7.9 | |
| Mid-Cap-Growth | MFS International New Discovery Fund | José Luis Garcia + | 6000 | 0 |
| Mid-Cap-Growth | MFS International New Discovery Fund | Peter Fruzzetti | 6000 | 0 |
| Mid-Cap-Growth | MFS International New Discovery Fund | David A. Antonelli | 6000 | 0 |
| Multi-Cap-Core | MFS Low Volatility Equity Fund | John E. Stocks + | 455.3 | 3.1 |
| Multi-Cap-Core | MFS Low Volatility Equity Fund | Jonathan W. Sage | 455.3 | 3.1 |
| Multi-Cap-Core | MFS Low Volatility Equity Fund | Matthew Krummell | 455.3 | 3.1 |
| Multi-Cap-Core | MFS Low Volatility Equity Fund | James C. Fallon | 455.3 | 3.1 |
| Multi-Cap-Core | MFS Low Volatility Global Equity Fund | John E. Stocks + | 255.5 | 4.1 |
| Multi-Cap-Core | MFS Low Volatility Global Equity Fund | Matthew Krummell | 255.5 | 4.1 |
| Multi-Cap-Core | MFS Low Volatility Global Equity Fund | Jonathan W. Sage | 255.5 | 4.1 |
| Multi-Cap-Core | MFS Low Volatility Global Equity Fund | James C. Fallon | 255.5 | 4.1 |
| Alternatives | MFS Managed Wealth Fund | 87.5 | 2.1 | |
| Large-Cap-Growth | MFS Massachusetts Investors Growth Stock Fund | Joseph A. Skorski | 9600 | 0 |
| Large-Cap-Core | MFS Massachusetts Investors Trust | Alison O’Neill Mackey + | 5900 | 0 |
| Large-Cap-Core | MFS Massachusetts Investors Trust | Edward (Ted) M. Maloney | 5900 | 0 |
| Large-Cap-Core | MFS Massachusetts Investors Trust | Kevin Beatty | 5900 | 0 |
| Mid-Cap-Growth | MFS Mid Cap Growth Fund | Paul J. Gordon | 12300 | 0 |
| Mid-Cap-Value | MFS Mid Cap Value Fund | Kevin J. Schmitz + | 15300 | 0 |
| Mid-Cap-Value | MFS Mid Cap Value Fund | Brooks Taylor | 15300 | 0 |
| Mid-Cap-Value | MFS Mid Cap Value Fund | Brooks Taylor | 15300 | 0 |
| Mid-Cap-Value | MFS Mid Cap Value Fund | Kevin Schmitz | 15300 | 0 |
| Small-Cap-Growth | MFS New Discovery Fund | Michael S. Grossman | 2200 | -6.3 |
| Small-Cap-Value | MFS New Discovery Value Fund | Richard L. Offen | 3700 | -5.3 |
| Large-Cap-Core | MFS Research Fund | Joseph G. MacDougall | 7100 | -3.4 |
| Multi-Cap-Core | MFS Research International Fund | Camille Humphries Lee | 14400 | 0 |
| Science-Technology-NA | MFS Technology Fund | Matthew Sabel | 1200 | -9.9 |
| Utilities-NA | MFS Utilities Fund | J. Scott Walker | 3200 | -1.5 |
| Large-Cap-Value | MFS Value Fund | Steven R. Gorham + | 58500 | 2.2 |
| Large-Cap-Value | MFS Value Fund | Nevin Chitkara | 58500 | 2.2 |
| Large-Cap-Value | MFS Value Fund | Katherine Cannan | 58500 | 2.2 |
* Net Assets include for all classes