| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 4.81 | | Stocks: | 39.28 | | Bonds: | 55.55 | | Other: | 0.36 |
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| TOP 10 HOLDINGS ( 82.73% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Research Bond I | N/A | 19.88 | N/A | | MFS Inflation Adjusted Bond I | N/A | 9.89 | N/A | | MFS Limited Maturity I | N/A | 9.86 | N/A | | MFS Government Securities I | N/A | 9.86 | N/A | | MFS Research I | N/A | 7.03 | N/A | | MFS Core Growth I | N/A | 6.00 | N/A | | MFS Value I | N/A | 5.98 | N/A | | MFS High Income I | N/A | 5.10 | N/A | | MFS Emerging Markets Debt I | N/A | 5.05 | N/A | | MFS Mid Cap Value I | N/A | 4.08 | N/A |
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| Averages | MACVX | Category Avg | | Price/Earnings | 17.88 | 15.58 | | Price/Book | 2.08 | 2.07 | | Price/Sales | 1.22 | 1.06 | | Price/Cashflow | 8.98 | 7.77 | | Median Market Cap | 17.06B | 19.09B | | 3 Year Earnings Growth | 9.84% | 10.82% |
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| Sector | | MACVX | Category Avg | | Utilities | | 3.51 | 4.47 | | Business services | | 5.73 | 4.32 | | Financials | | 18.36 | 20.34 | | Telecommunications | | 5.85 | 6.77 | | Media | | 2.52 | 2.08 | | Consumer goods | | 11.58 | 10.22 | | Energy | | 8.62 | 10.49 | | Hardware | | 8.38 | 7.28 | | Health | | 11.18 | 10.76 | | Software | | 4.34 | 3.32 | | Consumer services | | 8.50 | 7.85 | | Industrial materials | | 11.44 | 12.10 |
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| Sector | MACVX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | 54.02 | 50.74 | | AA | 4.67 | 5.40 | | A | 8.84 | 9.18 | | BBB | 16.52 | 11.31 | | BB | 8.11 | 7.70 | | B | 4.95 | 6.87 | | BELOW B | 2.43 | 3.51 | | OTHER | 0.46 | 5.29 |
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| Averages | MACVX | Category Avg | |
Maturity
| 11.61 | 6.31 | |
Duration
| 3.71 | 3.71 | |
Credit Quality
| AA | A |
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1.22% Nasdaq 
0.04 (0.34%) 
Holdings
