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Characteristics - Fixed Income Fund - Credit Quality - Label

MFS Bond Portfolio Management Team

MFS® Floating Rate Income Fund Application

Morningstar "I" Share Ratings
See the results of our collaborative approach for MFS “All Star” portfolios

Quick guide to risk metrics
Understanding key investment performance statistics

Rethinking the "Cost of Comfort"
You may be paying a steep price for the short-term safety of cash

Signature Guarantee/Validation Reference Guide

What's Keeping Your Clients Up at Night?
Use MFS Heritage Planning, our top-rated, life-stage planning program, to demonstrate your value and grow a great business.

MFS Floating Rate Income Fund Prospectus (Chinese)

MFS Floating Rate Income Fund Prospectus (English)

MFS Floating Rate Income Fund Prospectus (Portuguese)

MFS Floating Rate Income Fund Prospectus (Spanish)

MFS 529 Savings Plan application
This kit includes a plan application, service form and a listing of MFS 529 Savings Plan Investment Funds.

Asset Allocation Strategies
Asset Allocation is a time-tested strategy for balancing risk and return when pursuing long-term financial goals.

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Proxy Voting Reports

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

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Q2 2014 817h Diversification Letter

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Q2 2014 817h Diversification Letter

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Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

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Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

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Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

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Q3 2014 817h Diversification Letter

10 Opportunities to Strengthen Client Connections
Discussing important planning issues with your clients can help uncover opportunity.

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

A Uniquely Collaborative Approach To Investing
MFS has a long-term discipline that drives the way we think, the way we invest and the way we are rewarded.

April 2009: Closed-End Fund Income Distribution Sources for Certain Funds

April 2010: Closed-End Fund Income Distribution Sources for Certain Funds

April 2011: Closed-End Fund Income Distribution Sources for Certain Funds

April 2012: Closed-End Fund Income Distribution Sources for Certain Funds

April 2013: Closed-End Fund Income Distribution Sources for Certain Funds

April 2014: Closed-End Fund Income Distribution Sources for Certain Funds

April 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Aug 2015: Closed-End Fund Income Distribution Sources for Certain Funds

August 2008: Closed-End Fund Income Distribution Sources for Certain Funds

August 2009: Closed-End Fund Income Distribution Sources for Certain Funds

August 2010: Closed-End Fund Income Distribution Sources for Certain Funds

August 2011: Closed-End Fund Income Distribution Sources for Certain Funds

August 2012: Closed-End Fund Income Distribution Sources for Certain Funds

CSA: Is Asset Retention Important to Your Business?

Important Notification: Portfolio Management Announcement
June 23, 2016

Important Notification: Portfolio Management Announcement For MFS Global Equity Fund
June 23, 2016

Worried About Inflation? You Probably Should Be.
Use this piece to explain real return to your clients and how inflation is a major risk to their portfolio.

Building a Financial Foundation for the Next Generation
Tips to help recent graduates pay down their debt and attain solid financial footing as they enter the working world.

Building a Financial Foundation for the Next Generation
Tips to help recent graduates pay down their debt and attain solid financial footing as they enter the working world.

Offering Top Clients Quality Team Service
Who is your favorite client?

The Beginning of Designing Great Client Events

DC At A Glance

Q1 MFS Fundfacts
Completing investment portfolios takes choosing all the right pieces. Updated as of 3/31/16.

Using Trusts as Part of Your Estate Planning
One of the most common tools in estate planning is the use of a trust.

Using Trusts as Part of Your Estate Planning
One of the most common tools in estate planning is the use of a trust.

Morningstar Rankings
A consistent process yields competitive results. Updated as of 5/31/16.

401(K) Plan Choices for Job Changers
A job change creates a perfect opportunity to re-evaluate long-term financial planning.

401(K) Plan Choices for Job Changers
A job change creates a perfect opportunity to re-evaluate long-term financial planning.

Family Wealth Management: Tips for a Successful Transition Between Generations
Communication brings trust and understanding that can help legacies endure for generations. Here are some tips for shaping your family wealth conversation.

Family Wealth Management: Tips for a Successful Transition Between Generations
Communication brings trust and understanding that can help legacies endure for generations. Here are some tips for shaping your family wealth conversation.

Age-Based Memory Loss or Alzheimer's?
Host a prospecting event for clients over age 50.

Choosing Beneficiaries for Your Retirement Account
Help your clients plan ahead of time. Retirement assets are crucial to a comprehensive financial and estate plan.

Handling a job layoff
Decisions that you make in the wake of a job layoff can have a long-term financial impact.

Handling a job layoff
Decisions that you make in the wake of a job layoff can have a long-term financial impact.

Monthly Marketing Planner
Strengthen client relationships through increased contact

Philanthropic Giving Made Easy - Worksheet

Merging finances after marriage
Money matters can be a sticking point for many couples. Consider this “to‑do” list as you work with your financial advisor to merge finances and prepare for a future together.

Merging finances after marriage
Money matters can be a sticking point for many couples. Consider this “to‑do” list as you work with your financial advisor to merge finances and prepare for a future together.

60 Days of Client Service
A checklist of ways to for sales teams to build long-lasting client relationships.

An IRA dilemma: to roll or not to roll
Participants with accumulated assets in their employer-sponsored retirement plan account have decisions to make when retiring or changing jobs.

An IRA dilemma: to roll or not to roll
Participants with accumulated assets in their employer-sponsored retirement plan account have decisions to make when retiring or changing jobs.

Illustrating Your Value

Supersizing Lunch Could Downsize Your Future
Put your lunch money to work for your retirement

529 Savings Plan Participant Agreement and Disclosure Statement
This booklet contains the MFS 529 Savings Plan Participant Agreement and Disclosure Statement, and must accompany the MFS 529 Savings Plan Forms Kit. It is retained by the accountholder for future reference.

America's First Mutual Fund: A Guide for Long-Term Investors: Massachusetts Investors Trust
Updated as 3/31/16.

April 2016: Closed-End Fund Income Distribution Sources for Certain Funds

August 2013: Closed-End Fund Income Distribution Sources for Certain Funds

August 2014: Closed-End Fund Income Distribution Sources for Certain Funds

Branding Your Practice

Build Global Balance
Put a world of investment opportunities to work for you. Updated as of 3/31/16.

Actively Managed to Seek Inefficiencies in the Global Credit Markets
MFS Corporate Bond Fund. Updated as of 3/31/16.

Build Your Brand, Grow Your Practice
Partner with us and take your practice to the next level

Capital Markets View: Second Quarter 2016
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

Barron's Full Rankings Flyer
Detailed one-, five-, and ten-year fund-family rankings

Understanding estate and inheritance taxes
It is very important to develop a plan for disposition of property throughout your clients' lifetime and after their death.

Understanding estate and inheritance taxes
It is very important to develop a plan for disposition of property throughout your clients' lifetime and after their death.

Winning at the college financial aid game
Make sure that your clients' finances are in order when it's time for them to apply for aid.

Winning at the college financial aid game
Make sure that your clients' finances are in order when it's time for them to apply for aid.

Caring for aging parents
Includes information on working with your family, community resources, caregivers, housing options, financial matters, and health care costs.

Buy Low, Sell Why?
Volatility is inevitable. While historically bear markets have been relatively short, they can be damaging. Maintaining a long-term time horizon and sticking to a disciplined, well diversified strategy may help weather this volatility.

Characteristics - Fixed Income Fund - Credit Quality - Label

Choosing Beneficiaries for Your Retirement Account
Help your clients plan ahead of time. Retirement assets are crucial to a comprehensive financial and estate plan.

Class A Shares

Class B Shares

Class C Shares

Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 3/31/16.

Consider Investing Long Term with MFS Value Fund
Competitive historical performance with less risk. Updated as of 3/31/16.

Converting Prospects to Clients
Client acquisition techniques

DOL's Proposed Conflict of Interest Rule
Overview and Impact

Build With Precision - PowerPoint Presentation
Designed to pursue your risk & return goals

Consistent Client Contact: Based on Seasonal Opportunities
Leveraging seasonal opportunities is one way to increase the frequency and quality of client contacts. Each season offers different possibilities.

Creating the 5 Star Experience
Enhancing the client connection

Retiring to a different state
Moving out of state when you retire? Starting out new can be great, especially when you plan in advance.

Retiring to a different state
Moving out of state when you retire? Starting out new can be great, especially when you plan in advance.

Contact and Financial Information Worksheet
Use this worksheet to gather all of your important information in one place.

Contact and Financial Information Worksheet
Use this worksheet to gather all of your important information in one place.

Dec 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Actively Managed Strategies Dominate Most Portfolios Worldwide
In the MFS 2015 Active Management Sentiment Study, investment professionals were asked for their perceptions, impressions, drivers and considerations of active management. Take a look at the key findings.

Build Your Brand as a Family Financial Advisor
Seasonal life-based contacting opportunities

Client Update
Asset retention strategy

Active-Passive
Identifying the right approach to align with your goals. Updated as of 3/31/16.

Retirement planning worksheet
This worksheet may help your clients determine if their current retirement savings effort is on course.

Retirement planning worksheet
This worksheet may help your clients determine if their current retirement savings effort is on course.

By The Numbers: Bear Market Edition

Aging with Dignity
Client acquisition techniques

Culture and Sustainable Alpha Generation: Six Key Factors
Higher-quality companies created more value than average companies in the marketplace.

Better With Age
MFS Lifetime Funds have endured through changing markets. Updated as of 3/31/16

Capital Markets View - 4Q 2015
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

December 2011: Closed-End Fund Income Distribution Sources for Certain Funds

December 2008: Closed-End Fund Income Distribution Sources for Certain Funds

December 2009: Closed-End Fund Income Distribution Sources for Certain Funds

December 2010: Closed-End Fund Income Distribution Sources for Certain Funds

December 2012: Closed-End Fund Income Distribution Sources for Certain Funds

December 2013: Closed-End Fund Income Distribution Sources for Certain Funds

December 2014: Closed-End Fund Income Distribution Sources for Certain Funds

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Digital Marketing and Client Contact Guide
Chances are you already use email to connect with clients and prospects. Here are sample year-end message to spark timely conversations and uncover opportunities.

Does Your Workspace Work?

Effectively Managing Your Estate
Work with your clients to develop an estate-planning strategy that works best for them and their heirs.

Effectively Managing Your Estate
Work with your clients to develop an estate-planning strategy that works best for them and their heirs.

Emotion Drives Investor Decisions
"Buy low, sell high" requires discipline

Distributions of Employer Stock from 401(k) Plans: Taking Advantage of Net Unrealized Appreciation
Distributions of employer stock from 401(k) plans: taking advantage of net unrealized appreciation

Distributions of Employer Stock from 401(k) Plans: Taking Advantage of Net Unrealized Appreciation
If you participate in an employer-sponsored retirement plan and decide to change jobs or retire, you will be faced with some important decisions.

Driving Performance Through Market Cycles
Consider MFS Lifetime Funds. Updated as of 3/31/16

Everyone Loves a Good Value
Updated as of 3/31/16

Expertise Through Collaboration
For clients worldwide

Fact sheet: MFS Aggressive Growth Allocation Fund

Fact sheet: MFS Conservative Allocation Fund

Fact sheet: MFS Diversified Income Fund

Fact sheet: MFS Growth Allocation Fund

Fact sheet: MFS Growth Fund

Fact sheet: MFS International Diversification Fund

Fact sheet: MFS Moderate Allocation Fund

Fact sheet: MFS Research International Fund

Fact sheet: MFS Utilities Fund

Fact sheet: MFS Value Fund

Fact sheet: Massachusetts Investors Trust

Family Wealth Conversation - PowerPoint Presentation
Helping families successfully transfer wealth

Feb 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Family financial map
Use this worksheet to create a map of your family, looking up, down and perhaps sideways in your family to identify those who are most important or dependent on you.

Family financial map
Use this worksheet to create a map of your family, looking up, down and perhaps sideways in your family to identify those who are most important or dependent on you.

Capital Markets View: First Quarter 2016
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

Family Philanthropy
Useful resources to help start a tradition of giving

February 2009: Closed-End Fund Income Distribution Sources for Certain Funds

February 2010: Closed-End Fund Income Distribution Sources for Certain Funds

February 2011: Closed-End Fund Income Distribution Sources for Certain Funds

February 2012: Closed-End Fund Income Distribution Sources for Certain Funds

February 2013: Closed-End Fund Income Distribution Sources for Certain Funds

February 2014: Closed-End Fund Income Distribution Sources for Certain Funds

February 2015: Closed-End Fund Income Distribution Sources for Certain Funds

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Focus on Corporate Bonds
If you’re looking for a corporate bond holding focused on generating attractive risk-adjusted performance over the long-term, consider the MFS Corporate Bond Fund. Updated as of 3/31/16.

Finding the right care facility for an older relative
Assisted-care living facilities are designed to be a middle ground between living at home and staying at a nursing home.

Financial Issues as Retirement Draws Near
Careful planning in the months leading up to retirement can help you ensure a smooth transition from employee to retiree.

Financial Issues as Retirement Draws Near
Careful planning in the months leading up to retirement can ensure a smooth transition from employee to retiree.

Financial Issues as Retirement Draws Near
Careful planning in the months leading up to retirement can ensure a smooth transition from employee to retiree.

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Form 5305-S SIMPLE Individual Retirement Trust Account

Forms and applications - usiprof

Fund Profile - Balanced Funds - Credit Quality - Label

Fund Profile - Fixed Income - Quality label

Get The Most From Client Reviews
Demonstrate why clients should stay with you and consolidate assets with your

Generating Alpha Based on Revenue Analysis
Increased globalization makes location less relevant; revenue-based analysis offers a complementary view into stock selection.

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Help investors find their balance

I want to...USADV

I want to...USADV

Important Changes to Social Security Spousal Benefits
Certain spousal strategies eliminated

ISI Survey Flyer
Despite market volatility, investors optimistic about future.

How One Dollar Grew
History and headlines haven't stopped stocks. If you're waiting for the right time to invest, the time is now.

Historically True To Form
Consider the track record of MFS Asset Allocation Funds. Updated as of 3/31/16.

Important Notification: Contractual Management Fee Change for Certain MFS Funds
December 28, 2015

IRA Accumulation - Forward focus
Accumulating wealth for retirement, including annual IRA contribution limits.

IRA Distribution - Ready, Set, Retire
Taking income distributions during retirement

Help Keep Your Hard-Earned Wealth Working For You
MFS Managed Wealth Fund - A flexible way to grow assets while potentially limiting volatility. Updated as of 3/31/16.

IRS sets 2016 IRA and 401(k) limits
The Internal Revenue Service has announced the following retirement plan contribution limits for the 2016 tax year.

Important Notification: Portfolio Management Additions

Important Notification: Portfolio Management Additions to Five MFS Funds

Institutional International Equity Fund: Links to Regulatory Reports

Is Your Bond Portfolio Vulnerable to Rising Rates?
Consider investing in equities.

Identify Prospects

Is your practice green 'n' growin'?

Jan 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Investment Insight: Global Markets Hit a Rough Patch - August 2015
The selloff in markets around the world appears to have a variety of catalysts. The two factors that many investors have fixated on are a slowdown in China and the timing of the US Federal Reserve's rate-hiking cycle.

January 2009: Closed-End Fund Income Distribution Sources for Certain Funds

January 2010: Closed-End Fund Income Distribution Sources for Certain Funds

January 2011: Closed-End Fund Income Distribution Sources for Certain Funds

January 2012: Closed-End Fund Income Distribution Sources for Certain Funds

January 2013: Closed-End Fund Income Distribution Sources for Certain Funds

January 2014: Closed-End Fund Income Distribution Sources for Certain Funds

January 2015: Closed-End Fund Income Distribution Sources for Certain Funds

July 2008: Closed-End Fund Income Distribution Sources for Certain Funds

July 2009: Closed-End Fund Income Distribution Sources for Certain Funds

July 2010: Closed-End Fund Income Distribution Sources for Certain Funds

July 2011: Closed-End Fund Income Distribution Sources for Certain Funds

July 2012: Closed-End Fund Income Distribution Sources for Certain Funds

July 2013: Closed-End Fund Income Distribution Sources for Certain Funds

July 2014: Closed-End Fund Income Distribution Sources for Certain Funds

July 2015: Closed-End Fund Income Distribution Sources for Certain Funds

June 2008: Closed-End Fund Income Distribution Sources for Certain Funds

June 2009: Closed-End Fund Income Distribution Sources for Certain Funds

June 2010: Closed-End Fund Income Distribution Sources for Certain Funds

June 2011: Closed-End Fund Income Distribution Sources for Certain Funds

June 2012: Closed-End Fund Income Distribution Sources for Certain Funds

June 2013: Closed-End Fund Income Distribution Sources for Certain Funds

June 2014: Closed-End Fund Income Distribution Sources for Certain Funds

June 2015: Closed-End Fund Income Distribution Sources for Certain Funds

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MFS Announces Details for Partial Redemption of Auction Rate Preferred Shares of High Income Municipal Trust

MFS Announces Details for Partial Redemption of Auction Rate Preferred Shares of MFS Municipal Income Trust

MFS Announces Details for Partial Redemption of Auction Rate Preferred Shares of Two Closed-End Funds

MFS Board Approves Tender Option Bond Restructuring of Certain Auction Preferred Shares

MFS Considers Tender Option Bond Solution to Refinance a Portion of Auction Preferred Securities

MFS Equity Income Fund Fact Sheet

MFS Lifetime Funds
An overview presentation on the MFS Lifetime Funds.

MFS Lifetime Funds – Glide Path Overview
Target date strategies for your time horizon

MFS Prototype Basic Plan Document

MFS Utilities Fund
Consider MFS Utilities Fund for a mix of growth and income potential. Updated as of 3/31/16.

MFS Value Fund brochure
Put traditional value investing to work for you. Updated as of 3/31/16.

MFS® Fund Information in the XBRL Format

MFS® Fund Information in the XBRL Format

Manage My Client Accounts (anonusiprof role)

March 2009: Closed-End Fund Income Distribution Sources for Certain Funds

March 2010: Closed-End Fund Income Distribution Sources for Certain Funds

March 2011: Closed-End Fund Income Distribution Sources for Certain Funds

March 2012: Closed-End Fund Income Distribution Sources for Certain Funds

March 2013: Closed-End Fund Income Distribution Sources for Certain Funds

March 2014: Closed-End Fund Income Distribution Sources for Certain Funds

March 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Market Insights: Fed Finds Itself in the Hotel California
Tighter financial conditions are front-running US Federal Reserve policy, limiting its ability to act. Monetary policy remains exceptionally loose globally, while fiscal policy is easier than anticipated. Credit markets have shown signs of stress, but they don’t signal recession, in our view.

March 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Managing Your Risk Tolerance Over Time
Common pitfalls and how to avoid them

MFS Defined Contribution Investment Trends Study – TDF Results
US plan sponsor & financial advisor perspectives on target date funds

May 2009: Closed-End Fund Income Distribution Sources for Certain Funds

May 2010: Closed-End Fund Income Distribution Sources for Certain Funds

May 2011: Closed-End Fund Income Distribution Sources for Certain Funds

May 2012: Closed-End Fund Income Distribution Sources for Certain Funds

May 2013: Closed-End Fund Income Distribution Sources for Certain Funds

May 2014: Closed-End Fund Income Distribution Sources for Certain Funds

May 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Milestone Marketing Sales Ideas

Monthly Distribution Report

Monthly Distribution Report

Monthly Fund Holdings

Multigenerational Openers: Reaching Up
How do you meet the parents of your best clients?

Multigenerational Wealth Management
Protect your business today; build your book for tomorrow

News & Commentary - usiprof

News & Commentary: Market Commentary: Dart tags

November 2008: Closed-End Fund Income Distribution Sources for Certain Funds

November 2009: Closed-End Fund Income Distribution Sources for Certain Funds

November 2010: Closed-End Fund Income Distribution Sources for Certain Funds

November 2011: Closed-End Fund Income Distribution Sources for Certain Funds

November 2012: Closed-End Fund Income Distribution Sources for Certain Funds

November 2013: Closed-End Fund Income Distribution Sources for Certain Funds

November 2014: Closed-End Fund Income Distribution Sources for Certain Funds

October 2008: Closed-End Fund Income Distribution Sources for Certain Funds

October 2009: Closed-End Fund Income Distribution Sources for Certain Funds

October 2010: Closed-End Fund Income Distribution Sources for Certain Funds

October 2011: Closed-End Fund Income Distribution Sources for Certain Funds

October 2012: Closed-End Fund Income Distribution Sources for Certain Funds

October 2013: Closed-End Fund Income Distribution Sources for Certain Funds

October 2014: Closed-End Fund Income Distribution Sources for Certain Funds

One World: Diversify Internationally
The case for international investing with MFS. Updated as of 3/31/16.

Opportunities Today

Order Literature

Oregon 529 Savings Image for Index page

Performance summary for initial class shares
VIT I: Performance summary for initial class shares

Performance summary for initial class shares
VIT III: Performance summary for initial class shares

Performance summary for initial class shares
VIT I: Performance summary for initial class shares

Performance summary for initial class shares
VIT I: Performance summary for initial class shares

Performance summary for service class shares
VIT II: Performance summary for initial class shares

Performance summary for service class shares
VIT III: Performance summary for initial class shares

Planning to retire at 65? You may want to reassess that plan

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Proxy Voting Frequently Asked Questions

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

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Qualified Default Investment Alternatives (QDIA)
QDIA eligible portfolios from MFS.

Redirect to MFS Equity Income Fund P&P page

Reducing Debt Takes Commitment and Patience
Debt: It is something that no one wants but just about everyone has. And while acquiring debt is easy, shedding it is typically much more difficult.

Reducing Debt Takes Commitment and Patience
Debt: It is something that no one wants but just about everyone has. And while acquiring debt is easy, shedding it is typically much more difficult.

Registration Email Opt In

Registration Why Register

Sales Tools USIPROF

Seminar Tool

Seminar invitation - Take control of your retirement
Call MFS at 1-800-343-2829 to order a supply of postcards customized with your name, address, and phone number.

Sep 2015: Closed-End Fund Income Distribution Sources for Certain Funds

September 2008: Closed-End Fund Income Distribution Sources for Certain Funds

September 2009: Closed-End Fund Income Distribution Sources for Certain Funds

September 2010: Closed-End Fund Income Distribution Sources for Certain Funds

September 2011: Closed-End Fund Income Distribution Sources for Certain Funds

September 2012: Closed-End Fund Income Distribution Sources for Certain Funds

September 2013: Closed-End Fund Income Distribution Sources for Certain Funds

September 2014: Closed-End Fund Income Distribution Sources for Certain Funds

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The College Graduate Job Search
AKA "Moving the kids out of the house"

Massachusetts Investors Trust - 1924 ledger card
See a side-by-side comparison of the original holdings of Massachusetts Investors Trust with the fund's top 45 holdings today. The fund's commitment to quality, blue chip household names was the heart of its investment approach in 1924 and has continued uninterrupted for 90 years. Updated as of 3/31/16.

Finding the right care facility for an older relative
Assisted-care living facilities are designed to be a middle ground between living at home and staying at a nursing home.

Nine important estate planning steps
Estate planning involves many complex concepts that are regulated by varying state laws as well as federal law.

Nine important estate planning steps
Estate planning involves many complex concepts that are regulated by varying state laws as well as federal law.

2015 Global Proxy Voting Annual Report

Dealing with your home as part of your estate
Work with your clients to develop an estate-planning strategy that works best for them and their heirs.

2016 Closed-End Funds Dividend and Capital Gain Schedule

529 Savings Plan Expense Overview Supplement
This supplement details the expenses and fees that participants should expect to incur when investing in the 529 program. This supplement is meant as a tool for participants to examine their fees and is not intended to be the sole source for this information.

Nursing Home Checklist
Choosing a nursing home for a family member can be one of the most difficult decisions you make.

Nursing Home Checklist
Choosing a nursing home for a family member can be one of the most difficult decisions you make.

2016 Dividend and Capital Gain Schedule

Being a caregiver
The most important thing to know about caregiving is that it doesn't need to be done alone. Getting support is first priority.

Being a caregiver
The most important thing to know about caregiving is that it doesn't need to be done alone. Getting support is first priority.

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Events for Women
Ideas for connecting with women

May 2016: Closed-End Fund Income Distribution Sources for Certain Funds

529 college planning
With the right planning, your clients can work toward making college a reality for their children, grandchildren, other relatives, or even themselves.

529 college planning
With the right planning, your clients can work toward making college a reality for their children, grandchildren, other relatives, or even themselves.

Market Quick Points - May 2016
With global growth still slow, central bank policies being called into question and markets around the world generally fairly to fully priced, security selection will remain paramount for the balance of 2016.

3 Guiding Principles of our Practice
The guiding principles of an exceptional client experience.

Consolidating retirement plan assets
What to do with retirement plan assets when participants change jobs or retire.

Consolidating retirement plan assets
What to do with retirement plan assets when participants change jobs or retire.

Understanding Required Minimum Distributions (RMDs)
In general, required minimum distributions (RMDs) must begin by April 1 of the year following the year you reached age 70 and a half.

Understanding Required Minimum Distributions (RMDs)
In general, required minimum distributions (RMDs) must begin by April 1 of the year following the year you reached age 70 and a half.

Barron's Reprint: Today's Top 5 Stock Picks
Eric Fischman of the index-beating MFS Growth Fund makes the case for Amazon, Netflix, Costco, and more. Updated as of 3/31/16.

10 Facts About Social Security Benefits
Things to keep in mind when planning for retirement.

Anti-Aging Seminar
Successful events used by top advisors

Morningstar Analyst Report: MFS Global Alternative Strategy Fund
The inclusion of MFS makes this fund stand out.

Aging with Dignity Resource Tools
Enhancing the lives of aging adults

Aging with Dignity Checklist
Caring for our parents and ourselves.

MFS Market Insights
MFS Market Insight and Perspective

Active Risk Management at Work
Our rigorous, continuous process led to highly competitive performance. Updated as of 3/31/16.

Best practices of exceptional sales teams

Job-search tips for recent graduates
Steps graduates can take to increase the chances of finding meaningful employment.

Job-search tips for recent graduates
Steps graduates can take to increase the chances of finding meaningful employment.

Help Clients Pursue Consistent Returns In All Types of Markets
MFS Global Alternative Strategy Fund. Updated as of 3/31/15.

How 'Sharpe' is Your Large Blend Equity Fund?
Consider MFS Blended Research Core Equity Fund. Updated as of 3/31/16.

Choosing long-term care insurance
Long-term care insurance is one way to plan for long-term care costs.

Choosing long-term care insurance
Long-term care insurance is one way to plan for long-term care costs.

MFS Fixed-Income Strategies - with MFS municipal bond funds
Keep more of what you earn. This brochure illustrates the impact of tax equivalent yields, the relative stability of municipals and the importance of professional management. Updated as of 3/31/16.

Organizing Your Financial Records
Death and taxes may be the most obvious reasons for keeping financial records.

Organizing Your Financial Records
Death and taxes may be the most obvious reasons for keeping financial records.

Take a Systematic Approach to Long-Term Investing
Consider the potential benefits of dollar-cost averaging

Weighing 401(k) Options At Retirement
The decisions made about the proceeds from a 401(k) plan can have tremendous bearing on financial security.

Weighing 401(k) Options At Retirement
The decisions made about the proceeds from a 401(k) plan can have tremendous bearing on financial security.

Active Outperformed Long Term
Updated as of 3/31/16.

Is Today's Mid Cap Tomorrow's Large Cap?
MFS Mid Cap Value Fund. Updated as of 3/31/16.

MFS Total Return Bond Fund
A solid core holding for a diversified portfolio. Updated as of 3/31/16.

Weathering Market Downturns
Five questions to help you maintain perspective

Actively Managed Mutual Funds vs. Passively Managed ETFs
Compares and contrasts the benefits of actively managed mutual funds to passively managed ETFs.

Important Notification: MFS Lifetime 2015 Fund
29 April 2016

Important Notification: Portfolio Management Update
29 April 2016

MFS Multi-Asset Solutions
Spotlight on the MFS Lifetime Funds

Product Profile MFS Total Return Bond Fund

Quarterly Investment Update
MFS Lifetime Funds

10 Years of Target Date Stewardship
MFS Lifetime Funds. As of 3/31/16.

Active Keeps You Rolling
Updated as of 3/31/16.

Go Domestic! Go Global!
Go balanced with MFS Total Return Fund and MFS Global Total Return Fund. Updated as of 3/31/16.

MFS Large Cap Value Private Portfolio Profile Sheet
Updated as of 3/31/16.

MFS Research International Private Portfolio Profile Sheet
Updated as of 3/31/16.

MFS' Strong Quartile Performance in Fixed Income
Lipper quartile rankings - Bond funds. Updated as of 3/31/16.

Seeking a Consistent Municipal Fund with Longevity?
MFS Municipal High Income Fund is worth a good, long look. Updated as of 3/31/16.

The Makings of an 'Equity Powerhouse'
MFS' consistent 1st and 2nd quartile performance across a range of portfolios, styles, and time periods. Updated as of 3/31/16.

Turning Heritage Planning Into Referrals and Introductions

Quarterly Investment Update
MFS Government Securities Fund

Quarterly Investment Update
MFS Moderate Allocation Fund

Top Retirement Planning Mistakes
Use this simple, one-page handout to identify retirement planning mistakes your clients may be making.

Massachusetts Investors Trust - 1924 ledger card
See a side-by-side comparison of the original holdings of Massachusetts Investors Trust with the fund's top 45 holdings today. The fund's commitment to quality, blue chip household names was the heart of its investment approach in 1924 and has continued uninterrupted for 90 years. Updated as of 3/31/16.

Portfolios For Consideration - Class I Shares
Updated as of 3/31/16

Quarterly Investment Update
MFS Aggressive Growth Allocation Fund

Quarterly Investment Update
MFS Conservative Allocation Fund

Quarterly Investment Update
MFS Diversified Income Fund

Quarterly Investment Update
MFS Emerging Markets Debt Fund

Ten Rules For The Retirement Road
Time is an investor's greatest asset, and investing is a habit that is best started as soon as possible.

Ten Rules For The Retirement Road
Time is an investor's greatest asset, and investing is a habit that is best started as soon as possible.

Understanding Your College Savings Options
College investing programs come in many shapes and sizes. The guidance of an investment professional helps clients make educated decisions.

Understanding Your College Savings Options
College investing programs come in many shapes and sizes. The insight and guidance of an investment professional helps clients make educated decisions.

Primaries, Caucuses, and Elections - Oh My!
Politics and stock market behavior

Sharing Philanthropic Efforts CSA Flyer
Client acquisition techniques

Social Security's Annual Benefits Statement Mailing
You may have already, or will soon, receive an annual SSA benefits statement that outlines your personal retirement and disability benefits — two key components of a comprehensive financial plan.

Social Security's Annual Benefits Statement Mailing
You may have already, or will soon, receive an annual SSA benefits statement that outlines your personal retirement and disability benefits — two key components of a comprehensive financial plan.

Yearly Estate Planning Review Prospecting Letter
Consider using this letter to show clients and prospects you could help them with their estate planning needs.

Privacy Policy - US

Facing the complexities of Medicare
Explore what Medicare is, who is eligible, how to enroll, what it covers, and what the options are.

Facing the complexities of Medicare
Explore what Medicare is, who is eligible, how to enroll, what it covers, and what the options are.

Three-Step Guide to the Family Wealth Conversation
Best practices from top advisors

Roth IRA: A Retirement Investment Choice
When saving for retirement, it is a good idea to become familiar with all of the investment vehicles available to you.

Uncover Opportunities Using the What Keeps You Up at Night? Checklist
This guide shows how you can use the checklist to help guide clients through the financial decisions associated with each Heritage Planning topic.

What Keeps You Up At Night? - checklist
Use this checklist to show clients how you can help guide them through the financial decisions associated with each Heritage Planning topic.

The IPad Workshop
Successful events used by top advisors

The Case for Low-Volatility Equity Investing
An lternative for risk-sensitive investors

The Search for Consistency
Seven important questions to ask when hiring an investment manager

Ready To Retire?
When planning for income, consider how the sequence of returns could impact a portfolio's value over time.

Staying Calm When the Markets Go Wild
A client-cleared white paper that provides perspective on bear markets while highlighting the merits of investing in mutual funds and diversification.

The Partnership Advantage
A financial advisor can be your greatest asset

The advantages of keeping a diversified portfolio
A simple, effective strategy for balancing risk and potential return

Rising Rates May Mean It's Time to Rethink Bond Positioning
See how rising rates result in falling prices

Roth IRA: A Retirement Investment Choice
When saving for retirement, it is a good idea to become familiar with all of the investment vehicles available to you.

Stretch Your IRA Across Generations
The Internal Revenue Code allows an owner of an IRA to extend the potential life of the tax-deferred account beyond his or her lifetime.

Stretch Your IRA Across Generations
The Internal Revenue Code allows an owner of an IRA to extend the potential life of the tax-deferred account beyond his or her lifetime.

The Retirement Equation
Results of the 2014 DC MFS Pulse Survey

Our 8th Straight Year Recognized By Barron's
One of the "Best Mutual Fund Families"

Promote Your Practice
Building a successful practice requires being skilled in many areas.

Product Profile
MFS Global New Discovery Fund

Seminar planning guide

Caring for aging parents
Includes information on working with your family, community resources, caregivers, housing options, financial matters, and health care costs.

Dealing with your home as part of your estate
Work with your clients to develop an estate-planning strategy that works best for them and their heirs.

Market Quick Points - February 2016
After January’s volatile trading environment, we watch for evidence of renewed US earnings gains and stabilization in China’s economy and global commodity prices that would support our longer-term macro and market outlook.

What you need your survivors to know
This checklist is a guide to ensure your clients' survivors are able to carry out the client's wishes.

What you need your survivors to know
This checklist is a guide to ensure your clients' survivors are able to carry out the client's wishes.

Divorce: worksheets
With an event as emotionally charged as divorce, you'll want to make the financial and legal processes as easy and as quick as possible.

Divorce: worksheets
With an event as emotionally charged as divorce, you'll want to make the financial and legal processes as easy and as quick as possible.

Minimize taxes with estate planning and gifting
A comprehensive estate plan that includes gifting will help your clients ensure that their wealth is transferred according to their wishes.

Minimize taxes with estate planning and gifting
A comprehensive estate plan that includes gifting will help your clients ensure that their wealth is transferred according to their wishes.

Picture the Power
Help clients realize the potential benefits of a disciplined, diversified portfolio.

Life Lessons: MFS 529 Savings Plan
An easy choice for college planning through a 529 plan.

20 years of the best and worst: Disciplined diversification
This piece shows annual returns for six broad-based asset classes ranked from best to worst, and includes MFS' asset allocation models and some MFS portfolios to consider.

20 years of the best and worst: Fixed-income diversification
This piece shows annual returns for four types of bond investments, ranked from best to worst.

MFS Asset Allocation Funds - Built With Precision
Take a deeper look at the target-risk MFS Asset Allocation Funds, designed to pursue your clients' risk and return needs. Updated as of 3/31/16.

MFS Fixed-Income Strategies
Fixed-income diversification offers solid investment opportunity and a way to potentially add more stability and income potential to your portfolio. Updated as of 3/31/16.

Seminar Contact Sheet

Seminar Evaluation

Seminar Sign-In Sheet

Mapping your course - PowerPoint Presentation
Will you retire on your own terms?

Market Insights: Separation Anxiety
Everywhere we look — across regions, countries, markets and assets — we see divergence. The US Federal Reserve has started to tighten, while most central banks keep easing. In China, manufacturing continues to falter, though the service sector appears to be faring better. And in the United States, we find industrials and goods producers subsiding, but nonmanufacturing and retail sales expanding.

A checklist: what to do when a relative dies
Intended to help survivors handle the issues arising when a loved one dies, both at the time of death and afterward, as efficiently as possible.

A checklist: what to do when a relative dies
Intended to help survivors handle the issues arising when a loved one dies, both at the time of death and afterward, as efficiently as possible.

Morningstar Target Date Fund Comparison Report
Swiftly evaluate competing plan offerings

Rollover IRA - Ready For What's Next?
Rollover IRA strategies and features.

SIMPLE IRA Employee Guide
A simple retirement option for you.

SIMPLE IRA Employer Brochure
A simple retirement option for you and your employees.

Savvy Women, Smart Investors - PowerPoint Presentation

Nov 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Take Control - PowerPoint Presentation
A balanced approach to achieving your goals

The Awful Truth
There's a good chance you're underestimating your income needs

Nine Steps To Raising Money Smart Kids
Children learn by doing. Give them as many opportunites as possible to save money, spend money, and earn money.

Nine Steps To Raising Money Smart Kids
Children learn by doing. Give them as many opportunites as possible to save money, spend money, and earn money.

MFS Family of Funds Symbols at a Glance
Quick symbol reference - Classes A, B, C and I

MFS Blended Research Strategies: Distinctive Approach, Strong Results
The combined power of fundamental and quantitative research. Updated as of 12/31/15.

Creating a household budget
Statistics tell us that the leading cause of household stress is most people don't have a system for managing their finances.

Creating a household budget
Statistics tell us that the leading cause of household stress is most people don't have a system for managing their finances.

How to help a loved one with Alzheimer's disease
Learn about this disease and what to do if someone you love may suffer from it.

How to help a loved one with Alzheimer's disease
Learn about this disease and what to do if someone you love may suffer from it.

Morningstar Ratings
See the results of our collaborative approach for MFS “All Star” portfolios

Mining the 1040
A client’s 1040 and other tax forms offer unique insight into his or her finances. It will give you clues about whether the client needs help with an IRA rollover, a full beneficiary review, or with college planning.

Tax Rules for Retirement Distribution and IRA Product Suite

Oct 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Quarterly Investment Update
MFS High Yield Opportunities Fund

Quarterly Investment Update
MFS Municipal Income Fund

Quarterly Investment Update
MFS International Diversification Fund

Quarterly Investment Update
MFS Bond Fund

Quarterly Investment Update
MFS High Income Fund

Quarterly Investment Update
MFS Research Fund

Quarterly Investment Update
MFS Municipal High Income Fund

Quarterly Investment Update
MFS Utilities Fund

Quarterly Investment Update
MFS Limited Maturity Fund

Quarterly Investment Update
MFS Municipal Limited Maturity Fund

Quarterly Investment Update
MFS Total Return Bond Fund

Quarterly Investment Update
MFS Technology Fund

Market Quick Points - October 2015
Financial markets are often viewed as forward-looking. Equities and credit spreads in particular have historically predicted recessions, including some that never happened. Should we be worried about the recent volatility — both down and up — in global markets?

Prospecting letter: Heritage Planning beneficiary
With your clients' prior consent, customize this letter on your letterhead and send it to their beneficiaries.

Multi-Generational Conversation Openers
How do you meet the adult children of your clients?

Market Insights: Like a Bear in a China Shop
The MFS Capital Markets Board considers the first, second and even third order effects of China’s slowdown on global growth and financial markets in the fourth quarter and beyond.

Market Quick Points - September 2015
China has become the center of attention, with each report of bad economic news triggering bouts of market volatility around the world. Though not unusual by historical standards, the recent turbulence was widely perceived to be a warning shot for a future recession. Could this be another global financial crisis in the making?

Market Quick Points - August 2015
The reversal in commodity prices has been one of this summer’s hallmarks. Triggered by a combination of oversupply, weak demand and the stronger US dollar, falling energy prices have put more downward pressure on global gauges of inflation and complicated the task of central bank policymakers. Only the US Federal Reserve and the Bank of England have talked about raising rates.

Market Quick Points - July 2015
Increased volatility and risk-off trades in the financial markets may persist as long as the Greek debt stalemate continues. Actions by the European Central Bank and other leaders aimed at containing and solving the problem may help to cap the downside.

Market Insights: Are We Really So Unproductive? - Third Quarter 2015
The Capital Markets Board discusses the slowdown in productivity, the US Federal Reserve’s rate hike calculus and global allocations to risky assets.

US Investor & Financial Advisor Disclosure Note

USIPROF Login

USIPROF Login

What Are You Worried About?
The majority of investors are deeply concerned about a wide array of socioeconomic issues

Unconstrained Fixed Income: Risks Lurking in the Shadows
Significant assets are flowing into unconstrained fixed income strategies as investors search for higher risk-adjusted returns in an investment environment influenced by central bank activity and dominated by low global interest rates.

The Rule of 72
An easy way to estimate how long it will take to double your money

Understanding Your Clients' World
Regarding small-business owners

Staying Calm when the Markets Go Wild - PowerPoint Presentation

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