Class C/Class 529C Shares

For purchases under $1,000,000* of stock, balanced, and asset allocation funds
For purchases under $500,000* of Bond, MFS Limited Maturity, and MFS Municipal Limited Maturity funds
Dealer compensation: 1%

Plus annual service/distribution fee of 1%

  • based on average daily net assets
  • paid quarterly beginning in second year to all dealer firms

Contingent deferred sales charge

  • 1% on redemptions within 12 months.
No conversion to Class A shares

Withdrawals free of sales charge

  • shares acquired by reinvestment of dividends and capital gains
  • principal appreciation
  • principal amounts invested more than 1 year
  • Systematic Withdrawal Plan of up to 10% of account value annually

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

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.