| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 2.35 | | Stocks: | 97.48 | | Bonds: | N/A | | Other: | 0.17 |
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| TOP 10 HOLDINGS ( 93.90% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Value I | N/A | 14.05 | N/A | | MFS Core Growth I | N/A | 14.03 | N/A | | MFS Mid Cap Value I | N/A | 10.92 | N/A | | MFS Mid-Cap Growth I | N/A | 10.89 | N/A | | MFS Research I | N/A | 10.01 | N/A | | MFS International Value I | N/A | 8.06 | N/A | | MFS International Growth I | N/A | 8.02 | N/A | | MFS Research International I | N/A | 7.99 | N/A | | MFS Global Real Estate I | N/A | 5.04 | N/A | | MFS New Discovery I | N/A | 4.89 | N/A |
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| Averages | ECAAX | Category Avg | | Price/Earnings | 17.35 | 20.13 | | Price/Book | 1.97 | 2.82 | | Price/Sales | 1.22 | 1.62 | | Price/Cashflow | 8.72 | 11.73 | | Median Market Cap | 14.47B | 29.37B | | 3 Year Earnings Growth | 8.79% | 16.36% |
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| Sector | | ECAAX | Category Avg | | Utilities | | 3.27 | 0.73 | | Business services | | 6.13 | 6.25 | | Financials | | 19.79 | 10.36 | | Telecommunications | | 5.88 | 7.37 | | Media | | 2.61 | 1.61 | | Consumer goods | | 12.26 | 8.57 | | Energy | | 8.10 | 8.07 | | Hardware | | 6.90 | 15.26 | | Health | | 11.15 | 13.67 | | Software | | 4.40 | 6.46 | | Consumer services | | 8.49 | 11.68 | | Industrial materials | | 11.02 | 9.95 |
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| Sector | ECAAX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | N/A | 37.62 | | AA | N/A | 2.97 | | A | N/A | 12.10 | | BBB | N/A | 17.88 | | BB | N/A | 13.33 | | B | N/A | 10.64 | | BELOW B | N/A | 4.73 | | OTHER | N/A | 0.73 |
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| Averages | ECAAX | Category Avg | |
Maturity
| N/A | 6.22 | |
Duration
| N/A | 3.94 | |
Credit Quality
| N/A | A |
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0.10% Nasdaq 
Holdings
