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Fed Rate Hike Fears Vanish
May 3, 2024
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Inflation Surprise? No, Not Really
April 22, 2024
Strategist's Corner
A Different Paradigm
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sold, may be worth more or less than the original cost; current performance may
be lower or higher than quoted.
Performance based characteristics are updated monthly as of 03/31/24
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holdings Table
holdings Table
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.
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statistics Table
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.
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Prospectus & Reports
MFS Funds Symbol Summary Prospectus Prospectus Statement of Additional
Information (SAI)
prospectusAndReports Table
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Prospectus & Reports
MFS Funds Symbol Summary Prospectus Prospectus Statement of Additional
Information (SAI) US Equity
Blended Research® Core Equity Fund4
MUSEX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Blended Research® Growth Equity Fund
BRWJX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Blended Research® Mid Cap Equity Fund
BMSLX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Blended Research® Small Cap Equity Fund
BRSJX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Blended Research® Value Equity Fund
BRUHX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Core Equity Fund9
MRGRX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Equity Income Fund
EQNIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Growth Fund
MFEIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Intrinsic Value Fund
UIVIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Low Volatility Equity Fund
MLVHX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Massachusetts Investors Growth Stock Fund
MGTIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Massachusetts Investors Trust
MITIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Mid Cap Growth Fund
OTCIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Mid Cap Value Fund
MCVIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
New Discovery Fund
MNDIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
New Discovery Value Fund
NDVIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Research Fund
MRFIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Value Fund
MEIIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global / Intl Equity
Blended Research® Emerging Markets Equity Fund
BRKIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Blended Research® International Equity Fund
BRXIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Emerging Markets Equity Fund5
MEMIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Emerging Markets Equity Research Fund
EEMIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Equity Fund
MWEIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Growth Fund
MWOIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global New Discovery Fund
GLNIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Real Estate Fund
MGLIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International Diversification Fund
MDIJX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International Equity Fund20
MIEKX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International Growth Fund8
MQGIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International Intrinsic Value Fund8
MINIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International Large Cap Value Fund
MKVIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
International New Discovery Fund
MWNIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Low Volatility Global Equity Fund
MVGIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Research International Fund
MRSIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Fixed Income
Core Bond Fund
MCBFX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Corporate Bond Fund
MBDIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Emerging Markets Debt Fund
MEDIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Emerging Markets Debt Local Currency Fund
EMLIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global High Yield Fund
MHOIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Opportunistic Bond Fund10 18
MGBJX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Government Securities Fund
MGSIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
High Income Fund
MHIIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Income Fund
MFIIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Inflation-Adjusted Bond Fund
MIAIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Limited Maturity Fund
MQLIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Total Return Bond Fund
MRBIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Tax-Advantaged FI
Alabama Municipal Bond Fund12 3
MLALX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Arkansas Municipal Bond Fund12 3
MARLX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
California Municipal Bond Fund12 3
MCAVX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Georgia Municipal Bond Fund12 3
MGATX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Maryland Municipal Bond Fund12 3
MMDIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Massachusetts Municipal Bond Fund12 3
MTALX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Mississippi Municipal Bond Fund12 3
MMSTX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Municipal High Income Fund2
MMIIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Municipal Income Fund2
MIMIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Municipal Intermediate Fund2
MIUIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Municipal Limited Maturity Fund2
MTLIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
New York Municipal Bond Fund12 3
MNYLX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
North Carolina Municipal Bond Fund12 3
MNCLX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Pennsylvania Municipal Bond Fund12 3
MPALX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
South Carolina Municipal Bond Fund12 3
MTSCX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Virginia Municipal Bond Fund12 3
MIVAX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
West Virginia Municipal Bond Fund12 3
MWVIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Equity Sector
Technology Fund
MTCIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Utilities Fund
MMUIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Multi Asset
Aggressive Growth Allocation Fund
MIAGX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Conservative Allocation Fund
MACIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Diversified Income Fund
DIFIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Total Return Fund
MFWIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Growth Allocation Fund
MGWIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2025 Fund
LTTIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2030 Fund
MLTIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2035 Fund
LFEDX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2040 Fund
MLFIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2045 Fund
LTMKX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2050 Fund
MFFIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2055 Fund
LFIIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2060 Fund
MFJIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® 2065 Fund
LFTHX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Lifetime® Income Fund
MLLIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Moderate Allocation Fund
MMAIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Prudent Investor Fund
FPPJX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Total Return Fund
MTRIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Specialty / Alternative
Commodity Strategy Fund
MCSIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Global Alternative Strategy Fund17
DVRIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Managed Wealth Fund
MNWIX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Money Market
U.S. Government Cash Reserve Fund11 12 13
CRHXX
Summary Prospectus
Prospectus
Statement of Additional Information (SAI)
Click here to access the following:
* Semiannual Report
* Annual Report
* First Quarter Holdings
* Third Quarter Holdings
Click here for access to Money Market fund reports
Click here for access to Dividend Source Information
Click here for access to a list of all Benchmark definitions and index provider
disclosure
IMPORTANT PERFORMANCE INFORMATION
17
Performance information for periods prior to July 13, 2018 reflects periods when
a subadvisor was responsible for managing the fund's tactical asset allocation
overlay under a different investment process.
11Performance information prior to July 1, 2014, reflects time periods when the
fund was not considered a U.S. Government money market fund and had different
investment policies and strategies. The fund's investment policies and
strategies changed effective July 1, 2014.
5
Performance information shown for periods prior to November 30, 1999, reflects
periods when a subadvisor (Foreign & Colonial Management Ltd. and its subsidiary
Foreign and Colonial Emerging Markets Ltd.) was responsible for selecting
investments for the fund.
4
Performance information prior to June 1, 2008, reflects time periods when the
fund had a policy of investing at least 80% of its net assets in union- and
labor-sensitive companies. This policy was eliminated effective June 1, 2008.
8
Performance information shown for periods prior to November 30, 1998, reflects
periods when a subadvisor (Foreign & Colonial Management Ltd. and its subsidiary
Foreign and Colonial Emerging Markets Ltd.) was responsible for selecting
investments for the fund.
10
Performance information prior to December 1, 2014, reflects time periods when
the fund had (i) a policy of focusing its investments on debt instruments of
U.S. and foreign governments and (ii) a policy permitting the fund to invest up
to 100% of its assets in less than investment grade quality debt instruments
(lower quality debt instruments). The fund's investment policies and strategies
changed effective December 1, 2014.
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 are historical and
assume the reinvestment of dividends and capital gains.
18
Performance information prior to April 30, 2021, reflects time periods when the
fund (i) had a policy of primarily investing in investment grade quality debt
instruments and (ii) did not have a policy to engage in a currency hedging
strategy to primarily expose the fund to the U.S. dollar. The fund's investment
policies and strategies changed effective April 30, 2021.
12Performance for Class I shares includes the performance of the fund's Class A
shares, adjusted to take into account differences in sales loads and
class-specific operating expenses (such as 12b-1 fees), if any, for periods
prior to their offering. Please see the prospectus for additional information
about performance and expenses.
Sales Charges
20
Performance for Class I shares for periods prior to their offering is derived
from the performance of the fund's Class R6 shares, adjusted to take into
account differences in sales loads and class-specific operating expenses, such
as Rule 12b-1 fees and certain shareholder servicing (including sub-accounting)
costs, if any. In addition, the performance shown for Class I shares for periods
prior to their offering does not reflect any applicable fee reductions and
waivers and expense reimbursements that were in effect prior to the offering of
Class I shares. Please see the prospectus for additional information about
performance and expenses.
Class I shares are available without a sales charge to eligible investors.
Fund Information
2Dividends are generally subject to state and local taxes. For investors subject
to the alternative minimum tax, a small portion of dividend income may be
taxable. Capital gains distributions, if any, are taxable.
3A small portion of income may be subject to state, federal, and/or alternative
minimum tax. Capital gains, if any, are subject to a capital gains tax.
9
Included in all fund classes' total returns for the year ended December 31,
2017, are proceeds received from a non-recurring litigation settlement against
Household International Inc. Had these proceeds not been included, all total
returns within calendar year 2017 would have been lower by 0.89%.
13
You could lose money by investing in this fund. Although the fund seeks to
preserve its value at $1.00 per share, the fund cannot guarantee it will do so.
An investment in this fund is not insured or guaranteed by the Federal Deposit
Insurance Corporation or any other government agency. The fund's sponsor has no
legal obligation to provide financial support to the fund, and you should not
expect that the sponsor will provide financial support to the fund at any time.
This website is a general communication and is provided for informational and/or
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This publication is authorized for distribution only when preceded or
accompanied by a prospectus, or summary prospectus, for the portfolio being
offered. Consider the fund's investment objectives, risks, charges and expenses.
Contact MFS or view online. Read it carefully.
MFS registered investment products are offered through MFS® Fund Distributors,
Inc., 111 Huntington Avenue, Boston, MA 02199.
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