MFS® Institutional Large Cap Value Fund

Class Inst (ILVAX)
Scorecard
4 / 5 Stars
Lipper
4 5 5 4 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.26 4.45 0.81
Stocks 88.37 0.0 88.37
Bonds 0.0 0.0 0.0
Other 0.0 0.0 0.0
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 10.71 0.0 10.71
Convertible 0.0 0.0 0.0
Preferred 0.12 0.0 0.12

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM -3.23 4.02
Philip Morris International, Inc. PM -7.67 3.63
Johnson & Johnson JNJ 0.69 3.37
Pfizer Inc PFE 5.26 3.16
Wells Fargo & Co WFC 2.31 3.12
Lockheed Martin Corporation LMT 10.91 2.96
Exxon Mobil Corporation XOM -5.01 2.28
Accenture PLC Class A ACN 0.34 2.13
United Technologies Corp UTX 3.12 2.13
Goldman Sachs Group Inc GS -6.75 2.03