MFS® Utilities Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.37 0.0 0.37
Stocks 63.07 0.0 63.07
Bonds 0.0 0.0 0.0
Other 1.56 0.13 1.43
Foreign Bonds 0.13 0.0 0.13
Foreign Stocks 31.85 0.0 31.85
Convertible 0.74 0.0 0.74
Preferred 2.41 0.0 2.41

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Comcast Corp Class A CMCSK -1.59 3.95
EDP - Energias de Portugal SA EDP --- 3.16
NRG Energy Inc NRG 10.72 2.86
CMS Energy Corp CMS 9.86 2.77
NextEra Energy Inc NEE 11.64 2.76
Calpine Corp CPN 7.94 2.53
Kinder Morgan, Inc. KMI -7.53 2.42
Northeast Utilities NU 7.34 2.38
EDP Renovaveis SA EDPR --- 1.9
American Electric Power Co Inc AEP 8.9 1.83