Investment objective & strategy
As of April 29, 2025 · prospectusObjective. The funds investment objective is to seek capital appreciation.
Strategy. MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the funds assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. While MFS may invest the funds assets in … MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests the funds assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the funds assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. While MFS may invest the funds assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations. MFS may invest the funds assets in foreign securities. MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA CORP | — | $422.01M | 6.69% |
| APPLE INC | — | $404.43M | 6.41% |
| MICROSOFT CORP | — | $391.30M | 6.20% |
| ALPHABET INC CL A | — | $352.96M | 5.59% |
| AMAZON.COM INC | — | $289.80M | 4.59% |
| META PLATFORMS INC CL A | — | $183.95M | 2.92% |
| JPMORGAN CHASE and CO | — | $170.61M | 2.70% |
| CONOCOPHILLIPS | — | $123.17M | 1.95% |
| LAM RESEARCH CORP | — | $120.30M | 1.91% |
| GOLDMAN SACHS GROUP INC | — | $114.48M | 1.81% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| MFS Investors Trust Series | 100% | 0.74% |
| NYLI VP MFS Investors Trust Portfolio | 99% | 0.74% |
| SA MFS Massachusetts Investors Trust Portfolio | 92% | 0.68% |
Advisers
| Firm | Role |
|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | Adviser |
Footnotes
- Expense ratio as of April 29, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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