A participant-first approach to retirement investing

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

Before investing, consider the fund's investment objectives, risks, charges and expenses. For a prospectus or summary prospectus containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.

The MFS^® Heritage Trust Company CITs are only available for investment through qualified retirement plans and are not offered for sale to the general public. 

The MFS^® Heritage Trust Company CITs are bank-maintained collective investment funds and are not SEC-registered.

The placement agent for the MFS^® Heritage Trust Company CITs is MFS Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199. MFS Fund Distributors, Inc. is an affiliate of MFS Heritage Trust Company, the trustee of the MFS^® Heritage Trust Company CITs.

The MFS^® Heritage Trust Company CITs are not organized, sponsored, or maintained by MFS Fund Distributors, Inc.

MFS registered investment products are offered through MFS^® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.