| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 1.80 | | Stocks: | 98.11 | | Bonds: | N/A | | Other: | 0.09 |
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| TOP 10 HOLDINGS ( 93.90% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Core Growth I | N/A | 14.01 | N/A | | MFS Value I | N/A | 13.96 | N/A | | MFS Mid-Cap Growth I | N/A | 11.01 | N/A | | MFS Mid Cap Value I | N/A | 10.99 | N/A | | MFS Research I | N/A | 9.98 | N/A | | MFS International Value I | N/A | 7.99 | N/A | | MFS International Growth I | N/A | 7.99 | N/A | | MFS Research International I | N/A | 7.98 | N/A | | MFS New Discovery I | N/A | 5.01 | N/A | | MFS Global Real Estate I | N/A | 4.98 | N/A |
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| Averages | MIAGX | Category Avg | | Price/Earnings | 17.66 | 20.04 | | Price/Book | 2.04 | 2.95 | | Price/Sales | 1.24 | 1.68 | | Price/Cashflow | 8.98 | 12.17 | | Median Market Cap | 14.64B | 28.28B | | 3 Year Earnings Growth | 9.93% | 17.85% |
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| Sector | | MIAGX | Category Avg | | Utilities | | 3.17 | 0.80 | | Business services | | 5.80 | 6.42 | | Financials | | 20.42 | 9.89 | | Telecommunications | | 5.81 | 8.48 | | Media | | 2.56 | 1.60 | | Consumer goods | | 12.07 | 8.49 | | Energy | | 8.15 | 7.84 | | Hardware | | 7.53 | 14.48 | | Health | | 10.74 | 14.07 | | Software | | 4.26 | 6.48 | | Consumer services | | 8.08 | 11.60 | | Industrial materials | | 11.42 | 9.86 |
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| Sector | MIAGX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | N/A | 37.02 | | AA | N/A | 3.03 | | A | N/A | 9.97 | | BBB | N/A | 14.16 | | BB | N/A | 14.78 | | B | N/A | 14.11 | | BELOW B | N/A | 5.86 | | OTHER | N/A | 1.07 |
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| Averages | MIAGX | Category Avg | |
Maturity
| N/A | 6.31 | |
Duration
| N/A | 4.08 | |
Credit Quality
| N/A | A |
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1.00% Nasdaq 
Holdings
