| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 2.97 | | Stocks: | 77.74 | | Bonds: | 19.04 | | Other: | 0.26 |
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| TOP 10 HOLDINGS ( 79.33% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Value I | N/A | 11.92 | N/A | | MFS Core Growth I | N/A | 11.80 | N/A | | MFS Mid Cap Value I | N/A | 9.16 | N/A | | MFS Mid-Cap Growth I | N/A | 9.10 | N/A | | MFS Research I | N/A | 9.03 | N/A | | MFS Research International I | N/A | 8.14 | N/A | | MFS High Income I | N/A | 5.10 | N/A | | MFS International Growth I | N/A | 5.07 | N/A | | MFS International Value I | N/A | 5.05 | N/A | | MFS Emerging Markets Debt I | N/A | 4.96 | N/A |
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| Averages | MAGWX | Category Avg | | Price/Earnings | 17.43 | 16.40 | | Price/Book | 1.98 | 1.98 | | Price/Sales | 1.22 | 1.10 | | Price/Cashflow | 8.72 | 8.07 | | Median Market Cap | 15.14B | 29.74B | | 3 Year Earnings Growth | 8.94% | 10.85% |
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| Sector | | MAGWX | Category Avg | | Utilities | | 3.47 | 2.95 | | Business services | | 6.17 | 4.32 | | Financials | | 18.97 | 16.11 | | Telecommunications | | 5.85 | 5.36 | | Media | | 2.58 | 2.78 | | Consumer goods | | 11.93 | 10.18 | | Energy | | 8.33 | 11.55 | | Hardware | | 7.14 | 9.80 | | Health | | 11.24 | 11.95 | | Software | | 4.50 | 4.36 | | Consumer services | | 8.67 | 9.15 | | Industrial materials | | 11.14 | 11.47 |
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| Sector | MAGWX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | 38.76 | 50.58 | | AA | 2.44 | 4.68 | | A | 5.23 | 8.49 | | BBB | 14.57 | 10.36 | | BB | 17.83 | 8.91 | | B | 13.85 | 8.88 | | BELOW B | 6.34 | 6.15 | | OTHER | 0.98 | 1.95 |
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| Averages | MAGWX | Category Avg | |
Maturity
| 10.77 | 6.44 | |
Duration
| 4.48 | 4.15 | |
Credit Quality
| A | A |
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0.51% Nasdaq 
Holdings
