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Mutual Funds: MFS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
MFS BLENDED RESEARCH MID CAP EQ I (BMSLX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH MID CAP EQ R2 (BMSSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH EMRG MKTS EQTY A (BRKAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH EMRG MKTS EQTY I (BRKIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH EM MKTS EQ R2 (BRKSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH SM CAP EQTY A (BRSDX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH SMALL CAP EQTY I (BRSJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH SMALL CAP EQ R2 (BRSSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH VALUE EQTY A (BRUDX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH VALUE EQUITY R2 (BRUKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH GRWTH EQTY A (BRWAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH GROWTH EQ I (BRWJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH GROWTH EQ R2 (BRWSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH INTL EQTY A (BRXAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH INTL EQTY I (BRXIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH INTL EQ R2 (BRXSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS US GOVERNMENT CASH RSRV I (CRHXX)
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1 $0.00 $0.00 $0.00 $0.00
MFS DIVERSIFIED INCOME R2 (DIFEX)
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1 $0.00 $0.00 $0.00 $0.00
MFS DIVERSIFIED INCM R3 (DIFFX)
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1 $0.00 $0.00 $0.00 $0.00
MFS DIVERSIFIED INCM R4 (DIFGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS DIVERSIFIED INCOME FD CL I (DIFIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL ALTERNATIVE STRATEGY FD A (DVRAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL ALTERNATIVE STRATEGY R2 (DVRHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MARKETS EQUITY RESEARCH R2 (EEMEX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMRG MKTS DEBT LOCAL CURRENCY FD A (EMLAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMRG MKTS DEBT LOCAL CURRENCY FD I (EMLIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MARKETS DEBT LCL CCY R2 (EMLKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EQTY INCOME FD CL A (EQNAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EQTY INCOME FD CL I (EQNIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EQUITY INCOME R2 (EQNSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS PRUDENT INVESTOR A (FPPAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS PRUDENT INVESTOR I (FPPJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS PRUDENT INVESTOR R2 (FPPSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL NEW DISCOVERY FD A (GLNAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL NEW DISCOVERY FD I (GLNIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL NEW DISCOVERY R2 (GLNKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2035 A (LFEAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2035 I (LFEDX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2035 R2 (LFESX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2035 R4 (LFEUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2055 A (LFIAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2055 I (LFIIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2055 R2 (LFISX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2055 R4 (LFIUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2045 A (LTMAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2045 R2 (LTMSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2045 R4 (LTMUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2025 A (LTTAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2025 I (LTTIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2025 R2 (LTTSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2025 R4 (LTTUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS AGGRESSIVE GROWTH ALLOCATION R4 (MAALX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CONSERVATIVE ALLOCATION CL I (MACIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CONSERVATIVE ALLOCATION R4 (MACJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CONSERVATIVE ALLOCATION R1 (MACKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH ALLOCATION R3 (MAGEX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH ALLOCATION R4 (MAGJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MODERATE ALLOCATION FUND CL R3 (MAMHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MODERATE ALLOCATION R4 (MAMJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS AR MUNI BOND FD CL I (MARLX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MODERATE ALLOCATION R2 (MARRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS AGGRESSIVE GROWTH ALLOCATION R2 (MAWAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORPORATE BOND R2 (MBRRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CONSERVATIVE ALLOCATION R2 (MCARX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CA MUNI BOND FD CL I (MCAVX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP GROWTH R2 (MCPRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS COMMODITY STRATEGY A (MCSAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS COMMODITY STRATEGY I (MCSIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS COMMODITY STRATEGY R2 (MCSOX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP VALUE FD CL R2 (MCVRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL DIVERSIFICATION R3 (MDIHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL DIVERSIFICATION R2 (MDIKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MKTS DEBT R2 (MEDEX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MKTS DEBT R3 (MEDFX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MKTS DEBT R4 (MEDGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH R2 (MEGRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS VALUE R1 (MEIGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS VALUE R3 (MEIHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMERGING MARKETS EQUITY R2 (MEMFX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMRG MKTS EQTY R3 (MEMGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS EMRG MKTS EQTY R4 (MEMHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL EQUITY R2 (MEQRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORP BOND CL R3 (MFBHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORP BOND CL R4 (MFBJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH R3 (MFEHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH R4 (MFEJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2050 I (MFFIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2050 R2 (MFFNX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2050 R4 (MFFPX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2050 A (MFFSX)
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1 $100.00 $0.00 $100.00 $0.00
MFS GOVT SECURITIES CL R3 (MFGHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GOVT SECURITIES CL R4 (MFGJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNI INCOME FD CL A (MFIAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INCOME FD CL A (MFIOX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2060 R2 (MFJGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2060 R4 (MFJUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2020 A (MFLAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2020 R2 (MFLGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2020 I (MFLIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2020 R4 (MFLJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2020 R6 (MFLKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS PA MUNI BOND FUND CL A (MFPAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH FD R3 (MFRHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH R4 (MFRJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS SC MUNI BOND FUND CL A (MFSCX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL TOTAL RETURN R3 (MFWHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL TOTAL RETURN R4 (MFWJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH ALLOCATION R2 (MGALX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GA MUNICIPAL BOND I (MGATX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL BD FD A (MGBAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL BOND I (MGBJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL OPPORTUNISTIC BD R2 (MGBLX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL TOTAL RETURN R2 (MGBRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLBL REAL ESTATE FD A (MGLAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLBL REAL ESTATE FD I (MGLIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL REAL ESTATE R2 (MGLKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL GROWTH R2 (MGRQX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL GROWTH R3 (MGRTX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL GROWTH R4 (MGRVX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GOVERNMENT SECURITIES R2 (MGVSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GROWTH ALLOCATION I (MGWIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL GROWTH R2 (MGWRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS HIGH INCOME FD CL I (MHIIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL HIGH YIELD FD I (MHOIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL HIGH YIELD R2 (MHOSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL HIGH YIELD FD R3 (MHOTX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL HIGH YIELD FD R4 (MHOUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INFLATION ADJUSTED BD A (MIAAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS AGGRESSIVE GROWTH ALLOCATION I (MIAGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INFLATION ADJUSTED BD R3 (MIAHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INFLATION ADJUSTED BD I (MIAIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INFLATIONADJUSTED BOND R2 (MIATX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL NEW DISCOVERY R3 (MIDHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL NEW DISCOVERY R4 (MIDJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL NEW DISCOVERY R2 (MIDRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL EQUITY A (MIEJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL EQUITY I (MIEKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MA INVESTORS GR STK R3 (MIGHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MA INVESTORS GR STK R4 (MIGKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MASS INV GROWTH STOCK R6 (MIGNX)
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1 $0.00 $0.00 $0.00 $0.00
MFS HIGH INCOME R2 (MIHRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNI INCOME FD CL I (MIMIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL INTRINSIC VALUE R2 (MINFX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL INTRINSIC VALUE FD CL (MINGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL INTRINSIC VALUE FD CL (MINHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL INTRINSIC VALUE R1 (MINRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MASSACHUSETTS INV GR STK R2 (MIRGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MASSACHUSETTS INVESTORS TR R2 (MIRTX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MASS INV TRUST CL R4 (MITDX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MASS INV TRUST CL R3 (MITHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNICIPAL INTERMEDIATE A (MIUAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNICIPAL INTERMEDIATE I (MIUIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS VA MUNI BOND FD CL I (MIVAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTERNATIONAL LARGE CAP VALUE A (MKVBX)
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1 $100.00 $0.00 $100.00 $0.00
MFS INTERNATIONAL LARGE CAP VALUE R2 (MKVEX)
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1 $0.00 $0.00 $0.00 $0.00
MFS AL MUNI BOND FD CL I (MLALX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2040 A (MLFAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2040 R2 (MLFGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2040 I (MLFIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2040 R4 (MLFJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME INCOME FD A (MLLAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME INCOME R2 (MLLGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME INCOME FD I (MLLIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME INCOME R4 (MLLJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIMITED MATURITY R2 (MLMRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2030 A (MLTAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2030 R2 (MLTGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2030 I (MLTIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIFETIME 2030 R4 (MLTJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LOW VOLATILITY EQTY FD A (MLVAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LOW VOLATILITY EQUITY R2 (MLVOX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MODERATE ALLOCATION FUND CL I (MMAIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MD MUNI BOND FD CL I (MMDIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GA MUNI BOND FD CL A (MMGAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNI INCOME FD CL A1 (MMIDX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MUNI INCOME FD CL B1 (MMIGX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MS MUNICIPAL BOND I (MMSTX)
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1 $0.00 $0.00 $0.00 $0.00
MFS UTILITIES FUND CL R3 (MMUHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS UTILITIES FUND CL R4 (MMUJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NC MUNI BOND FD CL I (MNCLX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY FD R3 (MNDHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY I (MNDIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY R4 (MNDJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY R2 (MNDRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MANAGED WEALTH A (MNWAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MANAGED WEALTH I (MNWIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MANAGED WEALTH R2 (MNWSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NY MUNICIPAL BOND I (MNYLX)
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1 $0.00 $0.00 $0.00 $0.00
MFS PA MUNI BOND FD CL I (MPALX)
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1 $0.00 $0.00 $0.00 $0.00
MFS INTL GROWTH I (MQGIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LIMITED MATURITY FUND CL I (MQLIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN BOND CL R3 (MRBHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN BOND CL I (MRBIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN BOND CL R4 (MRBJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORE EQUITY R2 (MRERX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH I (MRFIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORE EQTY R3 (MRGHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS CORE EQTY R4 (MRGJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN BOND R2 (MRRRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH INTL R3 (MRSHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH INTL R4 (MRSJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH INTL CL R2 (MRSRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN R3 (MSFHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN R4 (MSFJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NY MUNI BOND FUND CL A (MSNYX)
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1 $0.00 $0.00 $0.00 $0.00
MFS RESEARCH R2 (MSRRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MA MUNICIPAL BOND I (MTALX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TECHNOLOGY FD CL I (MTCIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TECHNOLOGY FD CL R2 (MTERX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN I (MTRIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS TOTAL RETURN CL R2 (MTRRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS SC MUNI BOND FD CL I (MTSCX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH CORE EQTY FD CL A (MUEAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH CORE EQUITY R2 (MUESX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH CORE EQTY R3 (MUETX)
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1 $0.00 $0.00 $0.00 $0.00
MFS BLENDED RESEARCH CORE EQTY R4 (MUEUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS UTILITIES R2 (MURRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP VALUE FD CL R3 (MVCHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP VALUE FD CL R4 (MVCJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LOW VOLATILITY GLBL EQTY A (MVGAX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LOW VOLATILITY GLBL EQTY I (MVGIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS LOW VOLATILITY GLOBAL EQUITY R2 (MVGKX)
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1 $0.00 $0.00 $0.00 $0.00
MFS VALUE FUND CL R2 (MVRRX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL EQTY FD R3 (MWEHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL EQUITY FD I (MWEIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL EQTY R4 (MWELX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL GROWTH FUND R3 (MWOHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS GLOBAL GROWTH FUND R4 (MWOJX)
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1 $0.00 $0.00 $0.00 $0.00
MFS WV MUNICIPAL BOND I (MWVIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY VALUE FD I (NDVIX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY VALUE R2 (NDVSX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY VALUE FD R3 (NDVTX)
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1 $0.00 $0.00 $0.00 $0.00
MFS NEW DISCOVERY VALUE FD R4 (NDVUX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP GROWTH CL R3 (OTCHX)
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1 $0.00 $0.00 $0.00 $0.00
MFS MID CAP GROWTH CL R4 (OTCJX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.