| Fund Name | Category Name |
| MFS Emerging Markets Equity |
Emerging Markets Equity |
| MFS Global Equity |
Global Equity |
| MFS Global Real Estate Fund |
Real Estate Equity |
| MFS Global Research Fund |
Global Equity |
| 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 Purpose ETF (MSFY) |
Alternative Other |
| Mid Sustainable Innov & Health Div (SIH.UN) |
Sector Equity |
| Middlefield ActivEnergy Dividend Class ETF |
Energy Equity |
| Middlefield ActivEnergy Dividend Class Series A |
Energy 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 |