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