MFS® Equity Income Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.6 0.01 0.59
Stocks 79.24 0.0 79.24
Bonds 0.0 0.0 0.0
Other 0.59 0.0 0.59
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 18.75 0.0 18.75
Convertible 0.0 0.0 0.0
Preferred 0.83 0.0 0.83

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM 4.39 3.64
Exxon Mobil Corporation XOM -2.81 3.63
Wells Fargo & Co WFC 10.29 2.9
Pfizer Inc PFE 5.16 2.86
Lockheed Martin Corporation LMT 11.02 2.32
Bristol-Myers Squibb Company BMY -2.41 2.18
Hewlett-Packard Co HPQ 19.28 2.12
Time Warner Cable Inc TWC 2.07 1.96
MetLife Inc MET -0.38 1.93
Lorillard, Inc. LO 7.69 1.87