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Class A/Class 529A Shares

Stock, balanced, and asset allocation funds
Single Sales Sales charge* (% of offering price) Dealer allowance (% of offering price)
Less than $50,000 5.75% 5.00%
$50,000 - $99,999 4.75% 4.00%
$100,000 - $249,999 3.75% 3.00%
$250,000 - $499,999 2.75% 2.25%
$500,000 - $999,999 2.00% 1.75%
$1,000,000 to <$4,000,000 none 1.00%¹
$4,000,000 to <$10,000,000 none 0.50%¹
$10,000,000 and over none 0.25%¹
*Because of rounding in the calculation of offering price, actual sales charges you pay may be more or less than those calculated using these percentages.
Bond Funds
Single Sales Sales charge* (% of offering price) Dealer allowance (% of offering price)
Less than $50,000 4.75% 4.00%
$50,000 - $99,999 4.25% 3.50%
$100,000 - $249,999 3.75% 3.00%
$250,000 - $499,999 2.75% 2.25%
$500,000 - $999,999 2.00% 1.75%
$1,000,000 to <$4,000,000 none 1.00%¹
$4,000,000 to <$10,000,000 none 0.50%¹
$10,000,000 and over none 0.25%¹
*Because of rounding in the calculation of offering price, actual sales charges you pay may be more or less than those calculated using these percentages.
MFS Floating Rate High Income Fund, MFS Goverment Limited Maturity Fund, MFS Limited Maturity Fund, MFS Municpal Limited Maturity Fund
Single Sales Sales charge* (% of offering price) Dealer allowance (% of offering price)
Less than $50,000 2.50% 2.25%
$50,000 - $99,999 2.25% 2.00%
$100,000 - $249,999 2.00% 1.75%
$250,000 - $499,999 1.75% 1.50%
$500,000 - $999,999 1.50% 1.25%
$1,000,000 to <$4,000,000 none 1.00%¹
$4,000,000 to <$10,000,000 none 0.50%¹
$10,000,000 and over none 0.25%¹

*Because of rounding in the calculation of offering price, actual sales charges you pay may be more or less than those calculated using these percentages.

In assisting your client in choosing a particular class of shares to best take advantage of the reduced sales charge schedules, consideration should be given to all relevant circumstances such as the amount of money to be invested initially and over time, the length of time the investor expects to hold the shares, and any other relevant facts. For complete details on a particular fund, please see the prospectus/SAI.