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10 reasons to consider MFS
Our disciplined and consistent investment approach, timely market insights and business building programs are just a few of the reasons to consider MFS.

14 Feb 2014 Swanson: Hard winter, soft economy
US economic indicators in early 2014 have been mixed, not all tilting downward, but slowing.

2 Dec 2013 Swanson: To invest or not to invest in 2014?
That depends on what is yet to come.

31 Jan 2014 Swanson: Optimism? Pessimism?
The fact-driven investor sees a market correction as a potential buying opportunity.

The Retirement Equation
Results of MFS' 2014 DC Pulse Survey

Why register at mfs.com?
Enjoy 24/7 access to valuable advisor tools and information

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.

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.

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.

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.

Barron's "Our proven approach"
Our 6th straight year

Barron's fund family listing
Detailed one-, five-, and ten-year fund-family rankings

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

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Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

Board Review of Investment Advisory Agreement

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.

Characteristics - Fixed Income Fund - Credit Quality - Label

Class A Shares

Class B Shares

Class C Shares

Close the knowledge gap
2013 Investing Sentiment Findings white paper.

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.

Engage Gen X/Y Investors. Expand Your Practice.
Responding to the needs of younger investors.

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.

Family philanthropy
Useful resources to help start a tradition of giving

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.

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Fixed-income fears? Know the facts.
The case for active, experienced fixed-income management

Fixed-income fears? Know the facts.
The case for active, experienced fixed-income management

For the record: Who pays the federal income tax

Generating alpha based on revenue analysis - March 2014
By Ben Kottler, CFA, and Mark Citro.

Get Active with MFS
How does your asset manager measure up? At MFS, consistency matters most. Updated as of 3/31/14.

Global Markets Outlook - July 2014
Checking in on our outlook

Hands up for long-term investing
Financial Times interview with President and Chief Investment Officer Michael Roberge. Dated Monday, January 20, 2014

How to leverage LinkedIn
Three ways to use your LinkedIn account to build business

Investing attitudes by generation
MFS 2013 Investing Sentiment Survey results

Investment Insight: Asset allocation themes for this year and beyond - May 2014
By Benjamin Nastou, CFA, Quantitavive Portfolio Manager, and Natalie Shapiro, Ph.D., Quantitative Portfolio Manager.

Investment Insight: Dive or stay? - June 2014
By Ben Kottler, CFA, Institutional Portfolio Manager, and Mariana H. Araujo, CFA, Equity Research Analyst.

Investment Insight: Emerging market debt: Wildfire or controlled burn? - February 2014
By Robert Hall, Institutional Portfolio Manager.

Investment Insight: Investing across the frontier - March 2014
By Thomas Melendez, Institutional Portfolio Manager.

Investment Insight: Navigating the cross-currents in municipal bonds - April 2014
By Robert M. Hall, Institutional Portfolio Manager, and Geoffrey Schechter, Portfolio Manager.

Investment Insight: US equity market: Bubble or opportunity? - February 2014
James Swanson, Chief Investment Strategist, and Robert Almeida, Institutional Portfolio Manager, discuss how a slow but steady economic cycle is likely to be more sustainable, durable and organic than earlier cycles — and a better environment for US equities.

Investors optimistic, yet still protective of assets
MFS Investing Sentiment Survey results

Is your bond portfolio vulnerable to rising rates?
Consider investing in equities.

Is your bond portfolio vulnerable to rising rates?
Consider investing in equities.

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.

MFS Asia Pacific Ex-Japan Product Profile

MFS Bond Portfolio Management Team

MFS Value Fund brochure
Put traditional value investing to work for you. Updated as of 3/30/14.

MFS multi-asset solutions
Spotlight on the MFS Lifetime Funds

MFS® Floating Rate Income Fund Application

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.

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

Philanthropic giving made easy
Helping families teach children about money

Put women's wealth to work in your practice
How to build relationships and win their business

Q1 MFS Fundfacts
Building better insights for investors and their advisors. Updated as of 3/31/14.

Quarterly Investment Update
MFS Value Fund

Quick guide to risk metrics
Understanding key investment performance statistics

Reasons to be LinkedIn
Three ways to use your LinkedIn account today

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

Seminars from MFS
Hosting a seminar is a great weay to build stronger relationships with your clients and attract new prospects. Here is a list of our seminar offerings.

Signature Guarantee/Validation Reference Guide

Tax rules for retirement distribution - product and age-based grid

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 3/31/14.

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.

Understanding duration risk today

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.

Wall of Worry
The majority of investors are deeply concerned about a wide array of socioeconomic issues

Webcasts: Upcoming and On Demand

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.

What's keeping your clients up at night?

Work smarter with LinkedIn
Three ways to make this powerful tool work for you

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.

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.

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.

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 Market Insights
MFS Market Insight and Perspective

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

Rollover IRA: Ready for what's next?
Rollover IRA strategies and features.

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.

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.

IRA accumulation: Forward focus
Accumulating wealth for retirement, including annual IRA contribution limits.

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.

Ready, set, retire
Taking income distributions during retirement

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.

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.

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.

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.

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.

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.

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 3/31/14.

Proxy Voting Reports

10 common myths about municipal bonds
Recognizing the pros and cons of investing in tax-advantaged securities

10 facts about Social Security benefits
Things to keep in mind when planning for retirement.

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.

20 years of the best and worst: International diversification
Everyone wants to be in the best-performing asset class every year. The thing is, few people are savvy enough to choose the best consistently. That's why diversification is key.

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.

2013 Proxy Voting & Engagement Report

2014 Business Building Calendar
A great tool year-round, this digital calendar includes monthly business building and seasonal prospecting ideas to strengthen your current practice and future client relationships.

2014 closed-end funds dividend and capital gain schedule

401(k) plan choices for job changers

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.

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

Multigenerational wealth management
Protect your business for today, build your book for tomorrow

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.

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.

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

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

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.

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.

Divorce: dealing with property issues during an emotional time
While not an outcome most of us want to consider when getting married, divorce is an unfortunately common occurrence today.

Divorce: dealing with property issues during an emotional time
While not an outcome most of us want to consider when getting married, divorce is an unfortunately common occurrence today.

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.

Financial issues as retirement draws near
Careful planning in the months leading up to retirement can ensure a smooth transition from employee to retiree.

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 3/31/14.

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.

Plan for success - SIMPLE IRA employee guide
A simple retirement option for you.

Plan for success - SIMPLE IRA employer brochure
A simple retirement option for you and your employees.

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.

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.

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.

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.

Your Retirement: TBD
Traditional, Behavioral, and Disciplined finance. Basic principles to help keep you on track.

A Balanced Approach with Compelling Results
Consider MFS Global Total Return Fund. Updated as of 3/31/14.

A cup of coffee could cost your retirement $101,073
Get that money working for your future instead

A simple way to stay on track
Provides an overview of target date funds in general and goes into more details specifically about MFS' target date suite, the MFS Lifetime Funds.

A strategic path to retirement
Target date strategies to fit your clients' time horizons

A uniquely collaborative approach to investing
MFS has conducted hands-on research of securities throughout its 89-year history

Active-Passive
Identifying the right approach to align with your goals. Updated as of 3/31/14.

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

America's first mutual fund: a guide for long-term investors: Massachusetts Investors Trust
Updated as 3/31/14.

America's first mutual fund: a guide for long-term investors: Massachusetts Investors Trust
Updated as of 3/31/14.

An IRA dilemma: To roll or not to roll

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

Are you seeking income potential in a low-yield world?
MFS Bond Fund. Updated as of 3/31/14.

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

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

Best practices of exceptional sales assistants

Bond mutual funds vs. individual bonds
Use this client presentable sales idea to help your client understand the key differences of bond mutual funds vs. individual bonds.

Branding your practice

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

Build your brand as a family financial advisor
Seasonal life-based contacting opportunities

Building Better Insights
For clients worldwide

Built with precision - PowerPoint Presentation
Designed to pursue your risk & return goals

Choosing beneficiaries for your traditional IRA

Confronting the real threats to retirement
Helping clients face facts and move forward

Connect with the next generation
Establishing and nuturing relationships with the heirs

Consider investing long term with MFS Value Fund
Competitive historical performance with less risk. Updated as of 3/31/14.

Consistent approach, compelling results
Why MFS Total Return Fund? Positive returns and lower volatility. Past performance, of course, is no guarantee of future results. (Updated as of 3/31/14).

Consistent client contact: Based on seasonal opportunities

Consolidating retirement plan assets

DC plan participants' perspectives on risk
Results of MFS' 2013 DC Pulse Survey

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

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Defined Contribution Specialist Territories

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.

Diversification helps you balance risk and return
Over the long term, stocks have led the way. As part of a well-diversified portfolio, stocks can play an important role for investors seeking to build wealth.

Does your workspace work?

Emotion drives investor decisions
"Buy low, sell high" requires discipline

Expanding your practice with endowments & foundations
Endowments and foundations: The opportunity

Facing the complexities of Medicare
The assets in your Individual Retirement Account (IRA) could help you create a source of income for several generations of your family.

Fact sheet

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 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 Wealth Conversation - PowerPoint Presentation
Helping families successfully transfer wealth

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

Financial Advisor Footer - United States

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

Footer for 529 Planning index page - anonusiprof

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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

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.

Harness the potential power of dividend-paying stocks
MFS Equity Income Fund - an equity fund diversified across sectors that seeks to provide both income and capital appreciation.

Help clients pursue consistent returns in all types of market
MFS Global Alternative Strategy Fund. Updated as of 3/31/14.

Help investors find their balance

Historically true to form
Consider the track record of MFS Asset Allocation Funds. Updated as of 3/31/14.

Hit the ground running
Partnering with your MFS wholesaler to deliver effective client strategies

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.

How one dollar grew over time
A clear case for stocks as long-term investments

How to gain valuable insights from Jim Swanson's blog
Interested in Jim Swanson's blog? Use this piece to gain valuable insights into Jim's timely commentary and understand the three ways you can visit, follow and share his posting.

I want to...USADV

I want to...USADV

IRS sets 2014 IRA and 401(k) limits
The Internal Revenue Service has announced the following retirement plan contribution limits for the 2014 tax year.

Identify prospects

Important notification regarding MFS Government Money Market Fund
April 16, 2014

Important notification regarding MFS funds
April 16, 2014

Important notification regarding MFS funds
April 16, 2014

Important notification: MFS High Yield Opportunities Fund
December 23, 2013

Important notification: MFS International Value Fund
December 26, 2013

Important notification: Portfolio mangement team update
February 12, 2014

Important notification: Portfolio mangement team update
June 24, 2014

Important notification: Portfolio mangement team updates
June 24, 2014

Insights blog
Updates and perspectives to move your business

Institutional International Equity Fund: Links to Regulatory Reports

Is a separately managed account for you?
A discussion of difference between mutual funds and separately managed accounts.

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

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

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

Know what you need
Estimating expenses will make retirement planning easier.

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

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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 Asset Allocation strategies hit their marks
MFS Asset Allocation Strategies have delivered performance just as they were designed to do. Updated as of 3/31/14.

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 Equity Income Fund product profile

MFS Equity Opportunities Fund: High active share with compelling performance potential
Updated as of 3/31/14.

MFS European Equity Fund product profile

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 3/31/14.

MFS Global Leaders Fund Strategy sheet
This piece provides a more detailed discussion of the fund's investment management process.

MFS Global Leaders Fund Strategy sheet
This piece provides a more detailed discussion of the fund's investment management process.

MFS Growth Fund: Not all large-cap growth funds are created equal
An equity portfolio seeking companies best positioned for growth several years in the future. Updated as of 3/31/14.

MFS Large Cap Value Private Portfolio Profile Sheet
Updated as of 3/31/14.

MFS Latin American Equity Fund product profile

MFS Lifetime Funds – Glide path overview
Target date strategies for your time horizon

MFS Managed Wealth Fund product profile

MFS Multi-Asset-Class Solutions
For helping investors find their balance

MFS Prototype Basic Plan Document

MFS Research Bond Fund
A solid core holding for a diversified portfolio. Updated as of 3/31/14.

MFS Research International Private Portfolio Profile Sheet
Updated as of 3/31/14

MFS Suite of Income Solutions
To help investors meet today's income challenges

MFS Utilities Fund
Consider MFS Utilities Fund for a mix of growth and income potential. Updated as of 3/31/14.

MFS® Fund Information in the XBRL Format

MFS® Fund Information in the XBRL Format

MFS' strong quartile performance in fixed income
Lipper quartile ranks - Bond funds. Updated as of 3/31/14.

Manage My Client Accounts (anonusiprof role)

Managing your risk tolerance over time
Common pitfalls and how to avoid them

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

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

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

Milestone Marketing Sales Ideas

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.

Monthly Distribution Report

Monthly Distribution Report

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.

Monthly Fund Holdings

Monthly events planner
Strengthen client relationships through increased contact

Multi-generational conversation openers
How do you meet the adult children of your clients?

News & Commentary - usiprof

News & Commentary: Market Commentary: Dart tags

Nine steps to raising money smart children
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 children
Children learn by doing. Give them as many opportunites as possible to save money, spend money, and earn money.

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

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

One world - Diversify internationally

One world: Diversify internationally
The case for international investing with MFS. Updated as of 3/31/14.

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 opportunities
Age-specific retirement planning opportunities

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

Portfolio Management Team Update

Portfolio Management Team Update

Portfolio management update

Privacy Policy - US

Privacy Policy - US

Product Nav dropdown - USIPROF

Product Profile MFS Low Volatility Equity Fund

Product Profile MFS Low Volatility Global Equity Fund

Product Profile MFS Research Bond Fund

Products/Sales Tools/Literature...USIPROF

Proxy Voting Frequently Asked Questions

Put excess RMDs to work with a 529 account
Potential tax deferral for a new generation

Qualified Default Investment Alternatives (QDIA)
Updated as of 3/31/14.

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

Quarterly Investment Update
MFS Emerging Markets Equity Fund

Quarterly Investment Update
MFS International Growth Fund

Quarterly Investment Update
MFS International Value Fund

Quarterly Investment Update
MFS Growth Allocation Fund

Quarterly Investment Update
MFS High Yield Opportunities Fund

Quarterly Investment Update
MFS Global Equity Fund

Quarterly Investment Update
MFS Municipal Income Fund

Quarterly Investment Update
MFS International Diversification Fund

Quarterly Investment Update
MFS Mid Cap Value Fund

Quarterly Investment Update
MFS Growth Fund

Quarterly Investment Update
MFS Bond Fund

Quarterly Investment Update
MFS Government Securities Fund

Quarterly Investment Update
MFS High Income Fund

Quarterly Investment Update
MFS Research Fund

Quarterly Investment Update
Massachusetts Investors Growth Stock Fund

Quarterly Investment Update
MFS International New Discovery Fund

Quarterly Investment Update
Massachusetts Investors Trust

Quarterly Investment Update
MFS Municipal High Income Fund

Quarterly Investment Update
MFS Utilities Fund

Quarterly Investment Update
MFS Moderate Allocation Fund

Quarterly Investment Update
MFS Limited Maturity Fund

Quarterly Investment Update
MFS Equity Opportunities Fund

Quarterly Investment Update
MFS Municipal Limited Maturity Fund

Quarterly Investment Update
MFS Total Return Fund

Quarterly Investment Update
MFS Global Total Return Fund

Quarterly Investment Update
MFS New Discovery Fund

Quarterly Investment Update
MFS New Discovery Value Fund

Quarterly Investment Update
MFS Mid Cap Growth Fund

Quarterly Investment Update
MFS Research Bond Fund

Quarterly Investment Update
MFS Core Equity Fund

Quarterly Investment Update
MFS Research International Fund

Quarterly Investment Update
MFS Technology Fund

Quarterly Investment Update
MFS Blended Research Core Equity Fund

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

Staying calm when the markets go wild - PowerPoint Presentation

The changing retirement landscape
How can you get on the path to maximizing your retirement resources today?Working with your financial and tax advisors, you can determine what your retirement income needs will be and devise a strategy for meeting them. You also can address important investment issues such as asset allocation, preserving your assets, growing your assets, inflation, and volatility. This white paper will help you get started.

The illustrated rule of 72
Compound your way to retirement by simply following the rule of 72.

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.

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.

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.

Redirect to MFS Equity Income Fund P&P page

Registration Email Opt In

Registration Why Register

Retirement red flags
Action plans to address investors' misperceptions

Sales Tools USIPROF

Savvy women, smart investors - PowerPoint Presentation

Seminar Contact Sheet

Seminar Evaluation

Seminar Sign-in sheet

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.

Seminar planning guide

Seminar planning guide

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

Share Frame Header

Share Links

Sharing philanthropic efforts

Single Piece Content View

Single Piece Content View Section Text

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.

Stretch your IRA across generations

Supersizing lunch could downsize your future
Put your lunch money to work for your retirement

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

Take a systematic approach to long-term investing
Consider the potential benefits of dollar-cost averaging

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

The case for low-volatility equity investing
Alternative for risk-sensitive investors

The college graduate job search
AKA "Moving the kids out of the house"

The partnership advantage
A financial advisor can be your greatest asset

The right tool, right now
How to use the MFS investment proposal tool that allows advisors to produce a customized, personalized report to present MFS Asset Allocation Funds to clients.

Three-step guide to the family wealth conversation
Best practices from top advisors

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

Turning Heritage Planning into referrals and introductions

US Investor & Financial Advisor Disclosure Note

USIPROF Login

USIPROF Login

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.

Understanding required minimum distributions (RMDs
When you reach age 70 1/2 you must begin to draw funds from your traditional Individual Retirement Accounts (IRAs).

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Weathering market downturns
Five questions to help you maintain perspective

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.

What allocation strategy fits you best?
This questionnaire will help you help your clients determine what strategy fits them best. Updated as of 3/31/14.

Will your benefits be there when you are?
As you help clients plan for retirement, consider that certain entitlement programs offered by the U.S. Government may look and perform differently than they do today.

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.

XBRL

XBRL-based fund information -

Year-end 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.

Year-end planning 2013 - 10 opportunities
Discussing important planning issues with your clients can help uncover opportunity.

Yearly estate planning review prospecting letter
Consider using this letter to show clients and prospects you could help them with their estate planning needs.

Yield may help offset rising rates
Positioning your bond portfolio for the next rate hike. Updated as of 3/31/14.

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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.

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.

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

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.

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

Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 3/31/14.

Investment Insight: What's driving the recent performance of emerging market bonds? - July 2013
Robert Hall, Institutional Fixed-Income Portfolio Manager, discusses the drivers behind the recent performance of emerging market bonds and why the long-term outlook is positive despite near-term negative technicals.

MFS Asset Allocation Fund
Explains the importance of asset allocation for maintaining a balanced portfolio through the years, highlights the ADR strategy, and how MFS Asset Allocation funds make it easy to allocate, diversify, and rebalance. Updated as of 3/31/14.

2014 dividend and capital gain schedule

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.

Board Review of Investment Advisory Agreement