Overview

Use the left navigation tabs to find forms, tools and references.

Forms and Applications: Find the forms and applications needed to open a new MFS mutual fund, IRA, a retirement (403(b)) or a college savings (529) account(s).

Tax Center: Get an overview of how mutual funds are taxed, details about the tax forms you receive from MFS and instructions for using this information to complete your tax return.

Order Literature: Access key documents, including fund prospectus, shareholder reports and factsheets, for all MFS mutual funds and closed end funds. (not sure highlighted info is correct).

For more information

Contact Us: See how to contact MFS online, by phone or mail.

Newsroom: Find the latest news, press releases and financial information on MFS as well as our media contacts.

Careers: Search for career opportunities around the world and across job fields and functions.