MFS Meridian Funds

DISCLOSURES

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Please note that this is an actively managed product.

Performance based characteristics are updated monthly as of September 30, 2025

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Please note that this is an actively managed product.

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

The source for all fund data is MFS. Source for benchmark performance: SPAR, FactSet Research Systems Inc.

It is expected that the Fund’s deviation from the benchmark will be significant.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

Class A1 Front-End Roll-Up shares may be subject to a maximum 6% up-front sales charge and do not pay distributions to shareholders. The amount of sales charge payable may be negotiable with and may vary among Financial Intermediaries.

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Important Characteristics Information

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.

Important Characteristics Information

Important Performance Information

⁴

The Fund's investment strategy was changed on 31 January 2011; performance shown prior to this date reflects the Fund's prior investment strategy.

⁵The Fund's investment strategy was changed on 22 August 2011; performance shown prior to this date reflects the Fund's prior investment strategy.

⁶

The fund's investment policies changed to permit increased derivatives usage on 31 October 2014; performance shown before this date reflects the fund’s policies prior this change.

⁷The Fund's investment strategy was changed on 29 June 2016; performance shown prior to this date reflects the Fund's prior investment strategy.

⁸The Fund's investment strategy was changed on 1 August 2018; performance shown prior to this date reflects the Fund's prior investment strategy.

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MFS MERIDIAN^® FUNDS

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Important Characteristics Information

Important Characteristics Information

Important Performance Information

Other disclosure:

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SELECT YOUR LOCATION & ROLE:

location

role

IF THIS IS INCORRECT PLEASE SELECT ANOTHER ROLE

MFS MERIDIAN® FUNDS

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Important Characteristics Information

Important Characteristics Information

Important Performance Information

Other disclosure:

MFS MERIDIAN^® FUNDS