MFS Flexible Pricing Options

Please see prospectus for complete details.

CLASS A SHARES/CLASS 529A SHARES (All information as of 2/1/17)

U.S. Equity, Global/International Equity, Multi Asset, and Specialty/Alternative

Massachusetts Investors Trust1
Massachusetts Investors Growth Stock Fund1
MFS® Aggressive Growth Allocation Fund1
MFS® Blended Research® Core Equity Fund
MFS® Blended Research® Emerging Markets Equity Fund
MFS® Blended Research® Global Equity Fund
MFS® Blended Research® Growth Equity Fund
MFS® Blended Research® International Equity Fund
MFS® Blended Research® Mid Cap Equity Fund
MFS® Blended Research® Small Cap Equity Fund
MFS® Blended Research® Value Equity Fund
MFS® Conservative Allocation Fund1
MFS® Core Equity Fund
MFS® Emerging Markets Equity Fund
MFS® Equity Income Fund
MFS® Equity Opportunities Fund
MFS® Global Alternative Strategy Fund
MFS® Global Equity Fund
MFS® Global Growth Fund
MFS® Global Leaders Fund
MFS® Global Multi-Asset Fund
MFS® Global New Discovery Fund
MFS® Global Real Estate Fund
MFS® Global Total Return Fund
MFS® Growth Allocation Fund1
MFS® Growth Fund
MFS® International DiversificationSM Fund1
MFS® International Growth Fund
MFS® International New Discovery Fund1
MFS® International Value Fund
MFS® Lifetime® Funds:
2020 Fund, 2025 Fund, 2030 Fund,
2035 Fund, 2040 Fund, 2045 Fund,
2050 Fund, 2055 Fund, 2060 Fund
MFS® Lifetime® Income Fund1
MFS® Low Volatility Equity Fund
MFS® Low Volatility Global Equity Fund
MFS® Managed Wealth Fund
MFS® Mid Cap Growth Fund1
MFS® Mid Cap Value Fund1
MFS® Moderate Allocation Fund1
MFS® New Discovery Fund1
MFS® New Discovery Value Fund
MFS® Research Fund
MFS® Research International Fund1
MFS® Technology Fund
MFS® Total Return Fund1
MFS® Utilities Fund
MFS® Value Fund1

Purchase amount

Sales charge2 (% of offering price)

Less than $50,000

5.75%

$50,000 to < $100,000

4.75%

$100,000 to < $250,000

3.75%

$250,000 to < $500,000

2.75%

$500,000 to < $1M

2.00%

Greater than $1M3

None

Fixed Income and Tax-advantaged
Fixed Income

MFS® Corporate Bond Fund
MFS® Emerging Markets Debt Fund
MFS® Emerging Markets Debt Local
Currency Fund
MFS® Global Bond Fund
MFS® Global High Yield Fund
MFS® Government Securities Fund
MFS® High Income Fund1
MFS® Inflation-Adjusted Bond Fund
MFS® Municipal High Income Fund
MFS® Municipal Income Fund
MFS® Strategic Income Fund
MFS® Total Return Bond Fund1
MFS® State Municipal Bond Funds
MFS® Absolute Return Fund4
MFS® Diversified Income Fund5

Purchase amount

Sales charge2 (% of offering price)

Less than $100,000

4.25%

$100,000 to < $250,000

3.25%

$250,000 to < $500,000

2.25%

Greater than $500,0003

None

Limited Maturity

MFS® Limited Maturity Fund1

MFS® Municipal Limited Maturity Fund

Purchase amount

Sales charge2 (% of offering price)

Less than $50,000

2.50%

$50,000 to < $100,000

2.25%

$100,000 to < $250,000

2.00%

$250,000 to < $500,000

1.50%

Greater than $500,0003

None

Letters of Intent are available for reduced sales charges on investment commitment within a 13-month period (36 months for a $1 million commitment).

CLASS B SHARES/CLASS 529B SHARES

CLASS C SHARES/CLASS 529C SHARES

For purchases/maximum account value up to $99,999*

For purchases/maximum account value up to $999,999 for stock, balanced, and asset allocation funds and $499,999 for MFS Corporate Bond Fund, MFS Limited Maturity Fund and MFS Municipal Limited Maturity Fund*

Contingent deferred sales charge

  • declines over six years (4%, 4%, 3%, 3%, 2%, 1%, 0%)

Contingent deferred sales charge

  • 1% on redemptions within 12 months

Converts to Class A and 529A shares, with their lower expenses, after eight years

Does not convert to Class A or 529A shares

Withdrawals free of sales charge

  • shares acquired by reinvestment of dividends and capital gains
  • principal appreciation
  • Systematic Withdrawal Plan of up to 10% of fund/ account value annually
  • principal amounts invested more than six years

NOTE: Class B/529B shares are not available on all funds. Please see the appropriate fund prospectus for availability of Class B/529B shares.

Withdrawals free of sales charge

  • shares acquired by reinvestment of dividends and capital gains
  • principal appreciation
  • Systematic Withdrawal Plan of up to 10% of fund/ account value annually
  • principal amounts invested more than one year

NOTE: Class C/529C shares are not available on all funds. Please see the appropriate fund prospectus for availability of Class C/529C shares.

NOTE: Systematic withdrawal plans of up to 10% of fund/account value annually from Class A share net asset value (NAV) purchases also qualify for withdrawals free of sales charge.

You should consider your financial needs, goals, and risk tolerance before making any investment decisions. For further details, please refer to mfs.com and the appropriate fund’s prospectus.

Class 529A, Class 529B, and Class 529C shares are available only in conjunction with qualified tuition programs, such as the MFS® 529 Savings Plan.

Purchases of additional shares will not be allowed if the value of all accounts (determined using MFS’ new LOI/ROA policy) is $99,999 for Class B/529B shares or $999,999 for stock, balanced, and asset allocation funds and $499,999 for MFS Corporate Bond Fund, MFS Limited Maturity Fund and MFS Municipal Limited Maturity funds Class C/529C shares. The maximum account value includes all assets in Classes A, B, and C shares.

Certain types of group retirement plans sponsored or serviced by MFS or an affiliate may be exempt from these maximums.

Before investing in the MFS® 529 Savings Plan, consider the investment objectives, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, as well as a Participant Agreement and Disclosure Statement and Expense Supplement, view online at mfs.com. Read it carefully.

Depending on your state of residence and the state of residence of your beneficiary, an investment in the MFS 529 Savings Plan may not afford you or your beneficiary state tax benefits.

Note: The funds and other information in this piece are subject to change.

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

A number of funds are subject to a variety of fee waivers and/or expense reductions. Please check the fund’s current prospectus for full details.

Class 529A, Class 529B, and Class 529C shares are available for these funds.
2 Because of rounding in the calculation of offering price, actual sales charges paid may be more or less than those calculated using these percentages.
3 For Class A share net asset value (NAV) purchases: Shares redeemed within 18 months may be subject to a 1% contingent deferred sales charge (CDSC).
4 This fund has fixed income pricing but is categorized as Specialty/Alternative.
This fund has fixed income pricing but is categorized as Multi Asset.

Keep in mind that all investments, including mutual funds, carry a certain amount of risk including the possible loss of the principal amount invested.

For pricing information about our Class R (for employer-sponsored retirement plans) and Class I (wrap platform) share structures, please visit the products and performance page at mfs.com or any applicable prospectus.

NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE

MFS Fund Distributors, Inc., Boston, MA,MFSP-PRICE-FLY-2/17, 25318.17

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