| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 4.24 | | Stocks: | 57.31 | | Bonds: | 38.15 | | Other: | 0.29 |
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| TOP 10 HOLDINGS ( 81.99% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | MFS Research Bond I | N/A | 15.02 | N/A | | MFS Government Securities I | N/A | 10.01 | N/A | | MFS Core Growth I | N/A | 8.99 | N/A | | MFS Research I | N/A | 8.97 | N/A | | MFS Value I | N/A | 8.95 | N/A | | MFS Mid-Cap Growth I | N/A | 7.00 | N/A | | MFS Mid Cap Value I | N/A | 6.97 | N/A | | MFS Research International I | N/A | 5.99 | N/A | | MFS Emerging Markets Debt I | N/A | 5.06 | N/A | | MFS High Income I | N/A | 5.03 | N/A |
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| Averages | MMAIX | Category Avg | | Price/Earnings | 17.56 | 15.52 | | Price/Book | 1.99 | 1.96 | | Price/Sales | 1.22 | 1.06 | | Price/Cashflow | 8.74 | 7.89 | | Median Market Cap | 15.65B | 23.67B | | 3 Year Earnings Growth | 9.18% | 10.91% |
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| Sector | | MMAIX | Category Avg | | Utilities | | 3.61 | 3.50 | | Business services | | 6.15 | 4.55 | | Financials | | 18.42 | 17.36 | | Telecommunications | | 5.76 | 6.29 | | Media | | 2.49 | 2.39 | | Consumer goods | | 11.61 | 10.76 | | Energy | | 8.46 | 11.02 | | Hardware | | 7.51 | 8.44 | | Health | | 11.40 | 11.26 | | Software | | 4.60 | 3.84 | | Consumer services | | 8.90 | 8.30 | | Industrial materials | | 11.10 | 12.31 |
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| Sector | MMAIX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | 54.74 | 51.09 | | AA | 3.26 | 4.84 | | A | 6.12 | 11.22 | | BBB | 14.22 | 13.49 | | BB | 10.62 | 6.66 | | B | 7.07 | 6.45 | | BELOW B | 3.37 | 3.33 | | OTHER | 0.59 | 2.91 |
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| Averages | MMAIX | Category Avg | |
Maturity
| 12.95 | 6.77 | |
Duration
| 4.16 | 4.21 | |
Credit Quality
| A | A |
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0.49% Nasdaq 0.00%
Holdings
