UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number
811-04777
(Exact name of registrant as specified in charter)
111 Huntington Avenue, Boston, Massachusetts 02199
(Address of principal executive offices) (Zip code)
Christopher R. Bohane
Massachusetts Financial Services Company
111 Huntington Avenue
Boston, Massachusetts 02199
(Name and address of agents for service)
Registrant's telephone number, including area code:
(617) 954-5000
Date of fiscal year end:
August 31
Date of reporting period:
ITEM 1. REPORTS TO STOCKHOLDERS.
Item 1(a):
Class A-MEIAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFA-SEM
Class B-MFEBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFB-SEM
Class C-MEICX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFC-SEM
Class I-MEIIX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFI-SEM
Class R1-MEIGX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFR1-SEM
Class R2-MVRRX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFR2-SEM
Class R3-MEIHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFR3-SEM
Class R4-MEIJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFR4-SEM
Class R6-MEIKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Financials | |
| Industrials | |
| Health Care | |
| Utilities | |
| Consumer Staples | |
| Information Technology | |
| Energy | |
| Consumer Discretionary | |
| Materials | |
| Real Estate |
Top ten holdings
| Progressive Corp. | |
| JPMorgan Chase & Co. | |
| Cigna Group | |
| McKesson Corp. | |
| Marsh & McLennan Cos., Inc. | |
| Aon PLC | |
| American Express Co. | |
| Morgan Stanley | |
| RTX Corp. | |
| Johnson & Johnson |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
EIFR6-SEM
Equity Fund
Class A-MVGAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOA-SEM
Equity Fund
Class B-MVGBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOB-SEM
Equity Fund
Class C-MVGCX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOC-SEM
Equity Fund
Class I-MVGIX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOI-SEM
Equity Fund
Class R1-MVGJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOR1-SEM
Equity Fund
Class R2-MVGKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOR2-SEM
Equity Fund
Class R3-MVGLX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOR3-SEM
Equity Fund
Class R4-MVGMX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOR4-SEM
Equity Fund
Class R6-MVGNX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| McKesson Corp. | |
| DBS Group Holdings Ltd. | |
| Colgate-Palmolive Co. | |
| Roche Holding AG | |
| Constellation Software, Inc. | |
| Microsoft Corp. | |
| Johnson & Johnson | |
| Koninklijke KPN N.V. | |
| Franco-Nevada Corp. | |
| JPMorgan Chase & Co. |
Issuer country weightings
| United States | |
| Canada | |
| Japan | |
| Singapore | |
| Switzerland | |
| United Kingdom | |
| Thailand | |
| Philippines | |
| France | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVOR6-SEM
Equity Fund
Class A-MLVAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUA-SEM
Equity Fund
Class B-MLVBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUB-SEM
Equity Fund
Class C-MLVGX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUC-SEM
Equity Fund
Class I-MLVHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUI-SEM
Equity Fund
Class R1-MLVMX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUR1-SEM
Equity Fund
Class R2-MLVOX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUR2-SEM
Equity Fund
Class R3-MLVPX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUR3-SEM
Equity Fund
Class R4-MLVRX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUR4-SEM
Equity Fund
Class R6-MLVTX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Information Technology | |
| Health Care | |
| Financials | |
| Industrials | |
| Consumer Staples | |
| Consumer Discretionary | |
| Utilities | |
| Real Estate | |
| Communication Services | |
| Materials | |
| Energy |
Top ten holdings
| McKesson Corp. | |
| Johnson & Johnson | |
| Motorola Solutions, Inc. | |
| TE Connectivity PLC | |
| Teledyne Technologies, Inc. | |
| Amphenol Corp., "A" | |
| General Mills, Inc. | |
| Visa, Inc., "A" | |
| Cognizant Technology Solutions Corp., "A" | |
| Accenture PLC, "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LVUR6-SEM
Class A-MSRXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMA-SEM
Class B-MCRXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMB-SEM
Class C-MCCXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMC-SEM
Class I-CRHXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMI-SEM
Class R1-CRVXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMR1-SEM
Class R2-CRMXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMR2-SEM
Class R3-CRJXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMR3-SEM
Class R4-CRKXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMR4-SEM
Class R6-CRRXX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | |
| Total Number of Holdings: |
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| U.S. Treasury and U.S. Government Agency Securities and Equivalents | |
| Repurchase Agreements, collateralized by U.S. Treasury and/or U.S. Government Agency Securities |
Composition including fixed income credit quality
| A-1+ | |
| A-1 |
Maturity breakdown
| 0 - 7 days | |
| 8 - 29 days | |
| 30 - 59 days | |
| 60 - 89 days | |
| 90 - 365 days |
Ratings are assigned to portfolio securities utilizing ratings from Moody’s, Fitch, and Standard & Poor’s rating agencies and applying the following hierarchy: If all three agencies provide a rating, the middle rating (after dropping the highest and lowest ratings) is assigned; if two of the three agencies rate a security, the lower of the two is assigned. Ratings are shown in the S&P scale. All ratings are subject to change. The fund did not hold unrated securities. The fund is not rated by these agencies.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, and statement of additional information online at funds.mfs.com. The fund’s holdings as of each month end and the fund’s Form N-MFP reports are available online at mfs.com/mm-reports. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
LMMR6-SEM
Class A-MNDAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFA-SEM
Class B-MNDBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFB-SEM
Class C-MNDCX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFC-SEM
Class I-MNDIX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFI-SEM
Class R1-MNDGX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFR1-SEM
Class R2-MNDRX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFR2-SEM
Class R3-MNDHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFR3-SEM
Class R4-MNDJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFR4-SEM
Class R6-MNDKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Equity sectors
| Health Care | |
| Industrials | |
| Information Technology | |
| Consumer Discretionary | |
| Financials | |
| Energy | |
| Real Estate | |
| Consumer Staples | |
| Materials | |
| Communication Services |
Top ten holdings
| RB Global, Inc. | |
| Crane Co. | |
| U.S. Foods Holding Corp. | |
| CACI International, Inc., "A" | |
| Independence Realty Trust, Inc., REIT | |
| Flowserve Corp. | |
| Genius Sports Ltd. | |
| Schrodinger, Inc. | |
| SentinelOne, Inc., "A" | |
| Hamilton Lane, Inc., "A" |
MFS uses the Global Industry Classification Standard (GICS®) for sector/industry reporting. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities that are unclassified by GICS.
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
NDFR6-SEM
Class A-MRGAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIA-SEM
Class B-MRGBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIB-SEM
Class C-MRGCX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIC-SEM
Class I-MRGRX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGII-SEM
Class R1-MRGGX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIR1-SEM
Class R2-MRERX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIR2-SEM
Class R3-MRGHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIR3-SEM
Class R4-MRGJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIR4-SEM
Class R6-MRGKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds | |
| Securities Sold Short | ( |
Global equity sectors
| Technology | |
| Financial Services | |
| Capital Goods | |
| Health Care | |
| Consumer Cyclicals | |
| Communication Services | |
| Energy | |
| Consumer Staples |
Top ten holdings
| Microsoft Corp. | |
| Amazon.com, Inc. | |
| NVIDIA Corp. | |
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Apple, Inc. | |
| JPMorgan Chase & Co. | |
| Visa, Inc., "A" | |
| Johnson & Johnson | |
| AbbVie, Inc. |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RGIR6-SEM
International Fund
Class A-MRSAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFA-SEM
International Fund
Class B-MRIBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFB-SEM
International Fund
Class C-MRICX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFC-SEM
International Fund
Class I-MRSIX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFI-SEM
International Fund
Class R1-MRSGX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFR1-SEM
International Fund
Class R2-MRSRX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFR2-SEM
International Fund
Class R3-MRSHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFR3-SEM
International Fund
Class R4-MRSJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFR4-SEM
International Fund
Class R6-MRSKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Schneider Electric SE | |
| Linde PLC | |
| Roche Holding AG | |
| Hitachi Ltd. | |
| Novo Nordisk A.S., "B" | |
| Nestle S.A. | |
| LVMH Moet Hennessy Louis Vuitton SE | |
| NatWest Group PLC | |
| Barclays PLC | |
| Aon PLC |
Issuer country weightings
| Japan | |
| France | |
| United Kingdom | |
| United States | |
| Switzerland | |
| Germany | |
| Netherlands | |
| Australia | |
| Denmark | |
| Other Countries |
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
RIFR6-SEM
Class A-MTCAX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| A | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTA-SEM
Class B-MTCBX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| B | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTB-SEM
Class C-MTCCX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| C | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTC-SEM
Class I-MTCIX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| I | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTI-SEM
Class R1-MTCKX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R1 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTR1-SEM
Class R2-MTERX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R2 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTR2-SEM
Class R3-MTCHX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R3 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTR3-SEM
Class R4-MTCJX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R4 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTR4-SEM
Class R6-MTCLX
Semiannual Shareholder Report
FUND EXPENSES
What were the fund costs for the last six months?
| (based on a hypothetical $10,000 investment) | ||
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment (annualized) |
| R6 | $ |
FUND STATISTICS AS OF 2/28/25
| Net Assets ($): | Portfolio Turnover Rate (%): | |||
| Total Number of Holdings: |
Where the fund holds derivatives, they are not included in the total number of portfolio holdings.
PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 2/28/25)
Portfolio structure
| Equities | |
| Money Market Funds |
Top ten holdings
| Meta Platforms, Inc., "A" | |
| Alphabet, Inc., "A" | |
| Microsoft Corp. | |
| Apple, Inc. | |
| NVIDIA Corp. | |
| Broadcom, Inc. | |
| Salesforce, Inc. | |
| Oracle Corp. | |
| Accenture PLC, "A" | |
| ServiceNow, Inc. |
Top five industries
| Computer Software | |
| Interactive Media Services | |
| Computer Software - Systems | |
| Electronics | |
| Business Services |
For purposes of these classifications, MFS uses its own internal sector/industry classification methodology, which may deviate from classification methodologies used by other industry participants (e.g., the Global Industry Classification Standard).
ADDITIONAL INFORMATION
You can find the fund’s summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1‑800‑225‑2606, by visiting mfs.com/proxyvoting, or by visiting the SEC’s website at http://www.sec.gov.
SCTR6-SEM