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MFS Family
 Performance
Asset Weighted Return 01-31-10
 Total Return 14.0 9.3 -29.9 28.0 -2.3
 Cat Average 13.6 8.3 -33.3 27.9 -2.6
Assets for Each Year($bil)
80.0 87.7 56.8 76.4 75.2
Trailing Returns % 01-31-10
  YTD 3 year 5 year
Fund Family -2.27 -1.87 3.32
  Key Stats
Asset Class Score % of Assets
 Domestic Stock 3.5 43.23
 International Stock 4.2 20.25
 Municipal Bond 3.4 8.72
 Taxable Bond 2.9 13.48
Average Expense Ratio %
Domestic Stock 1.38 Average
International Stock 1.71 Average
Municipal Bond 1.02 Average
Taxable Bond 1.13 Average
Total Assets($mil)*   Min Investment
75,212   $0
Load (% of Assets)   No Load (% of Assets)
51.3   48.8
* Doesn't include money market assets.
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 Portfolio Analysis  
Morningstar Style Box
2 6 4
1 0 1
0 0 1
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View Municipal Bond Funds
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Asset Allocation %
Cash 3.6
Stocks 66.2
Bonds 23.0
Other 6.6
Annual Turnover % 66
% Assets in Top 10 7.8
 
Sector Breakdown (% of stocks) 
Information 18.4
Software 3.1
Hardware 5.9
Media 2.8
Telecommunications 6.6
Service 31.7
Healthcare 10.0
Consumer Services 5.0
Business Services 4.7
Financial Services 11.9
Manufacturing 34.9
Consumer Goods 10.7
Industrial Materials 8.4
Energy 8.0
Utilities 7.7
Top 20 US stock Holdings    Get Price Quotes Sector YTD Return % % Net Assets
AT&T, Inc.* Telecommunications -9.38 1.01
Lockheed Martin Corporation* Industrial Materials -1.09 0.92
J.P. Morgan Chase & Co.* Financial Services -9.41 0.82
Oracle Corporation* Software -5.54 0.77
Philip Morris International Inc* Consumer Goods -5.52 0.76
Bank of New York Mellon Corporation* Financial Services -3.65 0.74
Johnson & Johnson* Healthcare -3.17 0.72
Goldman Sachs Group, Inc.* Financial Services -10.51 0.69
Accenture PLC* Business Services -3.20 0.67
Chevron Corporation* Energy -8.91 0.67
United Technologies* Industrial Materials -5.78 0.65
Abbott Laboratories* Healthcare -0.44 0.64
ExxonMobil Corporation* Energy -5.02 0.62
Procter & Gamble Company* Consumer Goods 1.35 0.60
Google, Inc.* Telecommunications -13.95 0.58
Medtronic, Inc.* Healthcare -4.51 0.56
Nike, Inc. B* Consumer Goods -7.22 0.56
Metropolitan Life Insurance Company* Financial Services -4.84 0.55
Cisco Systems, Inc.* Hardware -1.84 0.52
PepsiCo, Inc.* Consumer Goods -3.03 0.52
YTD Return through 02-08-10.
 MFS Funds   view all   
Fund Name    
MFS Aggressive Growth Allocation A   MFS AL Municipal Bond A
MFS AR Municipal Bond A   MFS Blended Research Core Equity I
MFS Bond A   MFS CA Municipal Bond A
MFS Conservative Allocation A   MFS Core Equity A
MFS Core Growth A   MFS Diversified Income A
MFS Diversified Target Return A   MFS Emerging Markets Debt A
MFS Emerging Markets Equity A   MFS FL Municipal Bond A
MFS GA Municipal Bond A   MFS Global Equity B
MFS Global Growth A   MFS Global Real Estate I
MFS Global Total Return A   MFS Government Securities A
MFS Growth Allocation A   MFS Growth B
MFS High Income A   MFS High Yield Opportunities A
MFS Inflation Adjusted Bond I   MFS Instl International Equity
MFS Instl Large-Cap Value   MFS International Diversification A
MFS International Growth A   MFS International New Discovery A
MFS International Value A   MFS Lifetime 2010 R2
MFS Lifetime 2020 R2   MFS Lifetime 2030 R2
MFS Lifetime 2040 R2   MFS Lifetime Retirement Income A
MFS Limited Maturity A   MFS MA Municipal Bond A
MFS Massachusetts Investors Gr Stk A   MFS Massachusetts Investors Tr A
MFS MD Municipal Bond A   MFS Mid Cap Value A
MFS Mid-Cap Growth A   MFS Moderate Allocation A
MFS MS Municipal Bond A   MFS Municipal High-Income A
MFS Municipal Income B   MFS Municipal Limited Maturity A
MFS NC Municipal Bond A   MFS New Discovery A
S&P 500 index data: S&P 500 Copyright © 2008
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