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MFS® Global New Discovery Fund (Class R6 Shares) Second Quarter 2021 Investment Report

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MFS® Global New Discovery Fund (Class R6 Shares) Second Quarter 2021 Investment Report MFS® Global New Discovery Fund (Class R6 Shares) Second quarter 2021 investment report NOT FDIC INSURED MAY LOSE VALUE NOT A DEPOSIT Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact MFS or view online at mfs.com. Please read it carefully. ©2021 MFS Fund Distributors, Inc., 111 Huntington Avenue, Boston, MA 02199. FOR DEALER AND INSTITUTIONAL USE ONLY. Not to be shown, quoted, or distributed to the public. PRPEQ-GND-30-Jun-21 34135 Table of Contents Contents Page Fund Risks 1 Market Overview 2 Executive Summary 3 Performance 4 Attribution 5 Significant Transactions 9 Portfolio Positioning 10 Characteristics 12 Portfolio Holdings 13 Additional Disclosures 16 Country and region information contained in this report is based upon MFS classification methodology which may differ from the methodology used by individual benchmark providers. Performance and attribution results are for the fund or share class depicted and do not reflect the impact of your contributions and withdrawals. Your personal performance results may differ. Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ. 0 FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Global New Discovery Fund PRPEQ-GND-30-Jun-21 Fund Risks The fund may not achieve its objective and/or you could lose money on your investment in the fund. Stock: Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. International: Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions. Mid-cap: Investments in mid-cap companies can be more volatile than investments in larger companies. Small-cap: Investments in small-cap companies can be more volatile than investments in larger companies. Please see the prospectus for further information on these and other risk considerations. 1 FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Global New Discovery Fund 1 PRPEQ-GND-30-Jun-21 Market Overview Region performance (%) (USD) as of 30-Jun-21 Sector performance (%) (USD) as of 30-Jun-21 2Q 2021 1 Year 2Q 2021 1 Year 45.8 70.2 41.9 40.9 63.7 36.2 34.2 59.3 31.3 53.8 54.4 54.3 24.8 48.4 36.5 37.5 10.0 8.8 7.8 6.0 5.0 4.8 24.4 20.1 -0.3 13.1 8.4 8.3 7.7 6.7 5.8 5.2 5.1 4.9 2.5 1.4 UK Japan Utilities Energy Canada Services Markets Materials Emerging Emerging Financials Industrials Real Estate Real Consumer Consumer Health Care Health Technology Information Discretionary Europe ex UK ex Europe UnitedStates Pacific ex Japanex Pacific Communication Communication Consumer Staples Consumer Source: FactSet. Region performance based on MSCI regional/country indexes. Source: FactSet. Sector performance based on MSCI sector classification. The analysis of MSCI All Country World Small Mid Cap Index constituents are broken out by MSCI defined sectors. Market review as of 30-Jun-21 The global equity market rally continued in Q2 of 2021, helped by the The growing debate around inflation, even if transitory, is likely to increase further reopening of economies and expanding vaccinations despite the volatility in the market as short-term investors try to switchfrom growthto spread of COVID variants around the world. value and vice versa based on near-term news. Investors’ focus has begun to shift from the post-pandemic recovery to longer-term earnings growth. 2 FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Global New Discovery Fund 2 PRPEQ-GND-30-Jun-21 Executive Summary Performance results (%) R6 shares at NAV (USD) as of 30-Jun-21 Sector weights (%) as of 30-Jun-21 Portfolio Benchmark^^ Portfolio Benchmark^ Top overweights Industrials 23.6 17.2 Information Technology 18.0 15.1 48.50 Real Estate 9.0 8.1 Top underweights 37.91 Financials 6.3 12.6 Utilities – 3.6 Energy – 3.3 ^^ MSCI All Country World Small Mid Cap Index 16.77 14.87 14.34 12.29 13.65 12.28 13.87 The Global Industry Classification Standard (GICS®) was developed by 7.43 7.91 6.30 and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry Since 5 year 3 year 1 year YTD 2Q 2021 classification methodology for equity securities and non-equity securities (16-Dec-11) that are unclassified by GICS. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. The MFS Global New Discovery Fund outperformed the MSCI All For most recent month-end performance, please visit mfs.com. Country World Small Mid Cap Index in the second quarter of 2021. Performance results reflect any applicable expense subsidies and waivers in effect during the Contributors Detractors periods shown. Without such subsidies and waivers the fund's performance results would be less • Financials – Stock selection •Individual stocks: favorable. All results assume the reinvestment of dividends and capital gains. • Materials – Stock selection - Gfl Environmental Inc (Eq) Shares are available without a sales charge to eligible investors. •Individual stocks: - Penn National Gaming Inc For periods of less than one-year returns are not annualized. - Nuvei Corp - Bright Horizons Family Source for benchmark performance SPAR, FactSet Research Systems Inc. - Charles River Laboratories Solutions Inc ^ MSCI All Country World Small Mid Cap Index (net div) International Inc - On The Beach Group Plc - Perkinelmer Inc - Cellnex Telecom Sa 3 FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Global New Discovery Fund 3 PRPEQ-GND-30-Jun-21 Performance Results Performance results (%) R6 shares at NAV (USD) as of 30-Jun-21 Excess return vs Period Portfolio (%) Benchmark^ (%) benchmark (%) 3Q 2020 11.14 7.75 3.39 4Q 2020 15.51 21.03 -5.52 1Q 2021 -0.45 7.12 -7.57 2Q 2021 7.91 6.30 1.61 2016 7.01 9.26 -2.25 2017 29.86 24.18 5.69 2018 -8.29 -13.80 5.51 2019 30.66 25.37 5.29 2020 24.06 15.67 8.39 2021 YTD 7.43 13.87 -6.44 Life (16-Dec-11) 14.34 12.29 2.05 5 year 16.77 13.65 3.11 3 year 14.87 12.28 2.58 1 year 37.91 48.50 -10.58 Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit mfs.com. Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Performance for Class R shares includes the performance of the fund's Class I shares, adjusted to take into account differences in sales loads and class-specific operating expenses (such as Rule 12b-1 fees), if any, for periods prior to their offering. Please see the prospectus for additional information about performance and expenses. Shares are available without a sales charge to eligible investors. For periods of less than one-year returns are not annualized. Source for benchmark performance SPAR, FactSet Research Systems Inc. ^ MSCI All Country World Small Mid Cap Index (net div) 4 FOR DEALER AND INSTITUTIONAL USE ONLY. - MFS Global New Discovery Fund 4 PRPEQ-GND-30-Jun-21 Performance Drivers - Sectors Average Relative Relative to MSCI All Country World Small Mid Portfolio Benchmark Sector Stock Currency relative + + = contribution Cap Index (USD) - second quarter 2021 returns (%) returns (%) allocation1 (%) selection2 (%) effect (%) weighting (%) (%) Contributors Financials -6.9 15.3 4.9 0.1 0.5 0.1 0.7 Materials -0.5 11.7 5.8 -0.0 0.6 -0.0 0.5 Health Care 0.1 11.5 7.7 -0.0 0.4 -0.0 0.3 Communication Services 0.5 11.2 5.1 0.0 0.3 0.0 0.3 Utilities -3.7 – 1.4 0.2 – -0.0 0.2 Real Estate 0.8 10.4 8.4 0.0 0.1 0.0 0.2 Consumer Staples -0.7 3.9 2.5 0.0 0.1 -0.0 0.1 Industrials 6.7 6.7 6.7 0.0 0.1 -0.1 0.0 Detractors Cash 3.2 0.0 – -0.2 – -0.0 -0.3 Energy -3.1 – 13.1 -0.2 – -0.0 -0.2 Information Technology 2.9 7.4 8.3 0.0 -0.1 -0.0 -0.1 Consumer Discretionary 0.5 5.1 5.2 -0.0 -0.0 0.0 -0.0 Total 8.2 6.4 -0.1 1.8 -0.0 1.7 1 Sector allocation is calculated based upon each security's price in local currency.
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