MFS® Equity Income Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 1.68 1.51 0.17
Stocks 78.32 0.0 78.32
Bonds 0.0 0.0 0.0
Other 0.63 0.0 0.63
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 20.0 0.0 20.0
Convertible 0.0 0.0 0.0
Preferred 0.88 0.0 0.88

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM -5.01 3.62
JPMorgan Chase & Co JPM -3.23 3.02
Wells Fargo & Co WFC 2.31 2.96
Pfizer Inc PFE 5.26 2.82
Lockheed Martin Corporation LMT 10.91 2.24
Philip Morris International, Inc. PM -7.67 2.19
Hewlett-Packard Co HPQ 6.25 2.16
Bristol-Myers Squibb Company BMY 0.64 2.13
Delphi Automotive PLC DLPH 10.63 2.03
MetLife Inc MET -6.63 1.95