| Fund Name | Category Name |
| MFS Global Small-Mid Cap Equity Fund | Global Small/Mid Cap Equity |
| MFS Growth Allocation Fund | Global Equity Balanced |
| MFS International Equity Fund | International Equity |
| MFS LifePlan Retirement 2055 Fund | 2035+ Target Date Portfolio |
| MFS LifePlan Retirement 2065 | 2035+ Target Date Portfolio |
| MFS Low Volatility Canadian Equity Fund | Canadian Equity |
| MFS U.S. Equity Core Fund | U.S. Equity |
| MFS U.S. High Yield Fixed Income Fund | High Yield Fixed Income |
| Microsoft (MSFT) Yield Shares (MSFY) | Alternative Equity Focused |
| Microsoft (MSFT) Yield Shares Purpose ETF (MSFY) | Alternative Other |
| Mid Sustainable Innov & Health Div (SIH.UN) | Sector Equity |
| Middlefield Canadian Dividend Growers Class Ser A | Canadian Dividend & Income Equity |
| Middlefield E Split Corp (ENS) | Energy Equity |
| Middlefield Global Agriculture Class Series A | Sector Equity |
| Middlefield Global Dividend Growers Class Series A | Global Dividend & Income Equity |
| Middlefield Global Dividend Growers ETF (MDIV) | Global Dividend & Income Equity |
| Middlefield Global Infrastructure Div ETF (MINF) | Global Infrastructure Equity |
| Middlefield Global Infrastructure Fund Series A | Global Infrastructure Equity |
| Middlefield Healthcare Dividend ETF (MHCD) | Health Care Equity |
| Middlefield Healthcare Dividend Fund Series A | Health Care Equity |
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