MFS® New Discovery Value Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.24 0.0 2.24
Stocks 87.3 0.0 87.3
Bonds 0.0 0.0 0.0
Other 0.0 0.07 -0.07
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 10.53 0.0 10.53
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
CAI International, Inc. CAP 4.88 2.04
Global Payments, Inc. GPN 11.12 1.59
Diana Shipping, Inc. DSX -7.75 1.44
TCF Financial Corporation TCB 4.12 1.38
Mednax, Inc. MD 19.9 1.38
EZCorp, Inc. EZPW -4.28 1.37
Iluka Resources Limited ILKAF 15.61 1.36
Rovi Corp ROVI 19.76 1.35
Corporate Office Properties Trust, Inc. OFC 13.66 1.33
Everest Re Group, Ltd. RE -2.07 1.28