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Investment Type: coli

MFS Growth Division

Portfolio Composition

  as of 02/29/2024
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Asset Type Net Short Long U.S. Stocks 95.57% 0.0%   95.57%   Non-U.S. Stocks 3.4% 0.0%   3.4%   Cash 1.03% 0.0%   1.03%   Total 100%

Top 10 Holdings   as of 02/29/2024    What's this? % of Net Assets Microsoft Corp 14.01 NVIDIA Corp 8.36 Amazon.com Inc 6.69 Meta Platforms Inc Class A 5.76 Alphabet Inc Class A 5.48 Apple Inc 4.89 Mastercard Inc Class A 3.82 Visa Inc Class A 3.16 Eli Lilly and Co 2.85 Boston Scientific Corp 2.00 Total*: 57.02 *Values may exceed 100% if both long and short positions are included in the portfolio	Morningstar Style Box™   as of 02/29/2024    What's this?
Stock Sector Breakdown   as of 02/29/2024    What's this? % of Net Assets Cyclical 26.23 Basic Materials 4.68 Consumer Cyclical 10.43 Financial Svcs 10.06 Real Estate 1.06 Defensive 11.91 Consumer Defensive 0.70 Healthcare 11.21 Sensitive 61.86 Comm Svcs 13.16 Industrials 5.77 Technology 42.93	Analysis   as of 02/29/2024 Average Market Cap (mil): $460,598.65 Price/Earnings Ratio: 31.70 Price/Book Ratio: 8.71 Price/Cash Flow Ratio: 21.78 Turnover Ratio: 23.00% # Stock Holdings: 63 # Bond Holdings: 0 # Other Holdings: 1 Total # of Holdings: 64

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Russell 1000 Growth Index is a market-capitalization weighted index of those firms in the Russell 1000 with higher price-to-book ratios and higher forecasted growth values. Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies. These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class. International and global investment options are subject to additional risk due to fluctuating exchange rates, foreign accounting and financial policies, and other economic and political environments.