IRS Form 8937 - Report of Organizational Actions Affecting Basis of Securities

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.

Date Fund
11/30/2022 Form 8937 - MFS Global Opportunistic Bond Fund (PDF)
10/31/2022 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2020 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2019 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/25/2019 Form 8937 - MFS Equity Opportunities Fund (PDF)
10/31/2018 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
01/31/2018  Form 8937 - MFS Global High Yield Fund (PDF)
11/30/2017 Form 8937 - MFS Global Bond Fund (PDF)
11/30/2016 Form 8937 - MFS Global Bond Fund (PDF)
11/30/2016 Form 8937 - MFS Institutional Large Cap Value Fund (PDF)
10/31/2016 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
08/05/2016 Form 8937 - MFS Lifetime 2015 Fund-Reorganization (PDF)
08/05/2016 Form 8937 - MFS Lifetime 2015 Fund-Return of Capital (PDF)
11/30/2015 Form 8937 - MFS Global Bond Fund (PDF)
10/31/2015 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2015 Form 8937 - MFS Strategic Income Fund (PDF)
11/30/2014 Form 8937 - MFS Global Bond Fund (PDF)
10/31/2014 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
07/31/2014 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
06/20/2014 Form 8937 - MFS Lifetime 2010 Fund (PDF)
05/31/2014 Form 8937 - Global Bond Fund (PDF)
01/15/2014 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
01/15/2014 Form 8937 - Global Bond Fund (PDF)
07/31/2013 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
05/31/2013 Form 8937 - Global Bond Fund (PDF)
07/31/2012 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
06/30/2012 Form 8937 - Global Multi-Asset Fund (PDF)
05/31/2012 Form 8937 - Absolute Return Fund (PDF)
05/11/2012 Form 8937 - Value Fund (PDF)
05/11/2012 Form 8937 - Emerging Markets Debt Fund (PDF)
05/11/2012 Form 8937 - International Growth Fund (PDF)
05/11/2012 Form 8937 - International Value Fund (PDF)
05/11/2012 Form 8937 - High Yield Opportunities Fund (PDF)
05/11/2012 Form 8937 - Growth Fund (PDF)
05/11/2012 Form 8937 - Research Fund (PDF)
05/11/2012 Form 8937 - Equity Opportunities Fund (PDF)
05/11/2012 Form 8937 - Research Bond Fund (PDF)
05/11/2012 Form 8937 - Diversified Target Return Fund (PDF)
05/11/2012 Form 8937 - Research International Fund (PDF)

 

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