Financial Advisor / United States Investor / United States Other MFS Sites
home login Sign up proxy voting careers contact us help

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.

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.

Advanced (k) - How to Pitch to Prospects and Win
Step-by-step guide on how to build a winning strategy

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.

By the Numbers
July 27, 2015

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.

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.

Financial Advisor icon

Get Active
Strength in active management expertise. Updated as of 3/31/15.

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

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 Bond Portfolio Management Team

MFS Value Fund brochure
Put traditional value investing to work for you. Updated as of 6/30/15.

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.

Monthly Fund Holdings

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

Morningstar Analyst Report: MFS Global Alternative Strategy Fund
An unusual partnership that’s served investors well.

Morningstar Article Reprint: Compelling Culture Key to MFS' Staying Power
A client approved article with Morningstar's perspective on MFS' culture

Morningstar Rankings
A consistent process yields competitive results. Updated as of 05/31/15.

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

Opportunities Today

Products/Sales Tools/Literature...USIPROF

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

Q1 MFS Fundfacts
Completing investment portfolios takes choosing all the right pieces. Updated as of 3/31/15.

Quarterly Investment Update
MFS Global Alternative Strategy Fund

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 Retirement Equation
Results of MFS' 2014 DC Pulse Survey

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 3/31/15.

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 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.

Saving a little more can go a long way
Increasing your retirement plan contributions

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.

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.

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

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

IRA distribution - 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.

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

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.

Capital Markets View - 3Q 2015
Capital Markets View is our quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

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 6/30/15.

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.

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.

Proxy Voting Reports

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 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

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

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

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

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

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.

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.

2014 Global Proxy Voting & Engagement Report

2014 Investing Sentiment Findings white paper: Post-recession investors show Depression-era fears
Examining post-recession client perceptions of risk, time and retirement investments

2015 closed-end funds dividend and capital gain schedule

3 Guiding Principles of Our Practice

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.

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

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 6/30/15.

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.

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

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

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.

A Balanced Approach with Compelling Results
Consider MFS Global Total Return Fund. Updated as of 6/30/15.

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 uniquely collaborative approach to investing
MFS has conducted hands-on research of securities throughout its 90-year history

Active risk management at work
Our rigorous, continuous process led to highly competitive performance. Updated as of 3/31/15.

Active-Passive
Identifying the right approach to align with your goals. Updated as of 6/30/15.

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

Actively managed to seek inefficiencies in the global credit markets
MFS Corporate Bond Fund. Updated as of 3/31/15.

Aging with Dignity Checklist
Caring for our parents and ourselves.

Aging with Dignity Resource Tools
Enhancing the lives of aging adults

America's first mutual fund: a guide for long-term investors: Massachusetts Investors Trust
Updated as 3/31/15.

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

Are you seeking income potential in a low-yield world?
MFS Bond Fund. Updated as of 6/30/15.

Attracting women to your practice
Successful events used by top advisors

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

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

Best practices of exceptional sales teams

Branding your practice

Build Global Balance
Put a world of investment opportunities to work for you. Updated as of 6/30/15.

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

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

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

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.

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 6/30/15.

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 6/30/15.

Consistent client contact: Based on seasonal opportunities

DC at a glance

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

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

Default Footer

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: 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

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

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

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 Bond Fund. Updated as of 3/31/15.

Footer for 529 Planning index page - anonusiprof

Footer for IRA index page - anonusiprof

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

Go domestic! Go global!
Go balanced with MFS Total Return Fund and MFS Global Total Return Fund. Updated as of 3/31/15.

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.

Help clients pursue consistent returns in all types of market
MFS Global Alternative Strategy Fund. Updated as of 3/31/15.

Help investors find their balance

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 3/31/15.

High Risk, High Reward?
Not necessarily... Why active management may help in volatile markets.

Historically true to form
Consider the track record of MFS Asset Allocation Funds. Updated as of 6/30/15.

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 2015 IRA and 401(k) limits
The Internal Revenue Service has announced the following retirement plan contribution limits for the 2015 tax year.

Identify prospects

Important Notification Regarding Change in Investment Policy: MFS Bond Fund
February 20, 2015

Important Notification Regarding Change in Investment Policy: MFS Bond Portfolio
February 20, 2015

Important Notification: MFS International Value Fund
April 13, 2015

Important Notification: MFS Research Bond Fund
February 20, 2015

Important Notification: MFS Research Bond Series
February 20, 2015

Important notification regarding change in investment policy: MFS US Government Cash Reserve Fund and MFS US Governement Money Market Fund
June 17, 2015

Important notification: Fee reduction
29 December 2014

Important notification: MFS Global Total Return Fund
17 November 2014

Important notification: Portfolio management team update
27 March 2015

Important notification: Portfolio management team updates
29 December 2014

Important notification: Portfolio management team updates
September 29, 2014

Important notification: Portfolio management team updates
September 29, 2014

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.

Is asset retention important to your business?

Is today's mid cap tomorrow's large cap?
MFS Mid Cap Value Fund. Updated as of 3/31/15.

Is your practice green 'n' growin'?

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

Keep more of what you earn

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

Login Redirect page for Asset Allocation Planner

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 3/31/15.

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 Opportunities Fund: High active share with compelling performance potential
Updated as of 3/31/15.

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 6/30/15.

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

MFS Global Real Estate Fund product profile

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 6/30/15.

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

MFS Lifetime Funds
MFS target date glide path

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

MFS Managed Wealth Fund product profile

MFS Prototype Basic Plan Document

MFS Research International Private Portfolio Profile Sheet
Updated as of 3/31/15.

MFS Research International Private Portfolio Strategy Sheet

MFS Research International Private Portfolio Strategy Sheet

MFS Story Brochure
For clients worldwide

MFS Total Return Bond Fund
A solid core holding for a diversified portfolio. Updated as of 3/31/15.

MFS Utilities Fund
Consider MFS Utilities Fund for a mix of growth and income potential. Updated as of 6/30/15.

MFS® Fund Information in the XBRL Format

MFS® Fund Information in the XBRL Format

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

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

Market Quick Points - June 2015
A pause in the US dollar/euro rally coincided with a selloff in sovereign bonds and a bounce in the prices of oil and other commodities. If the dollar bull market resumes and the oil rally fades, US Treasury yields can continue to rise on the back of better economic growth. And that largely depends on relative central bank policy.

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

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

Monthly events planner
Strengthen client relationships through increased contact

Monthly marketing planner
Strengthen client relationships through increased contact

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

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

Not Your Average Active Manager
Updated as of 6/30/15.

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

Offering top clients quality team service
Who is your favorite client?

One world - Diversify internationally

One world: Diversify internationally
The case for international investing with MFS. Updated as of 6/30/15.

Order Literature

Oregon 529 Savings Image for Index page

Out of one model comes two distinct investments
Offering target-date and target-risk portfolios for long-term investors.

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

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

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

Privacy Policy - US

Privacy Policy - US

Product Nav dropdown - USIPROF

Product Profile

Product Profile MFS Low Volatility Global Equity Fund

Proxy Voting Frequently Asked Questions

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

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

Q1 2014 817h Diversification Letter

Q1 2014 817h Diversification Letter

Q1 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

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

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

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q2 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q3 2014 817h Diversification Letter

Q4 2014 817h Diversification Letter

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 Equity Income 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 Total Return 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

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

Market Quick Points - April 2015
The US dollar has increased in value against the euro and the yen as the European Central Bank and the Bank of Japan have implemented quantitative easing, but we think this strength is based on fundamentals, not a currency war.

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.

Redirect to MFS Equity Income Fund P&P page

Registration Email Opt In

Registration Why Register

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

SIMPLE IRA employee guide
A simple retirement option for you.

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

Sales Tools USIPROF

Savvy women, smart investors - PowerPoint Presentation

Seeking a consistent municipal fund with longevity?
MFS Municipal High Income Fund is worth a good, long look. Updated as of 3/31/15.

Seminar Contact Sheet

Seminar Conversation starters

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

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

Share Frame Header

Share Links

Single Piece Content View

Single Piece Content View Section Text

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.

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.

Staying calm when the markets go wild - PowerPoint Presentation

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

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

The awful truth: A $515,000 retirement account gives you just $1,356 per month
There's a good chance you're underestimating your income needs

The beginning of designing great client events

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

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

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.

The search for consistency
Seven important questions to ask when hiring an investment manager

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

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).

Understanding your clients' world
Regarding small business owners

Universal Footer

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 6/30/15.

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.

Why Active?
Skilled active managers may add value over time.

Will your benefits be there when you need them?
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 2014 - 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 03/31/15.

emptyCache

emptyCacheOnAllServers

proxyRecords

proxySearchIFrame

proxyVotingLeftNav

reportsxml_usinv_bottom

reportsxml_usinv_bottom

reportsxml_usinv_bottom

reportsxml_usinv_bottom

reportsxml_usinv_bottom

reportsxml_usinv_top

reportsxml_usinv_top

reportsxml_usinv_top

reportsxml_usinv_top

reportsxml_usinv_top

reportsxml_usinv_top

reportsxml_usinv_top

usiprof market commentaries & social media

Market Quick Points - May 2015
All asset classes have appreciated significantly from their financial crisis troughs. Yet there is a pervasive air of caution amid tepid consumer and business spending and persistent deflation fears.

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.

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.

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

Market Insights: Market Trends Beneath the Currency Waves - Second Quarter 2015
Currency dislocations can last for years, but well-managed, competitive companies can thrive even in adverse environments.

Market Quick Points - April 2015
The US dollar has increased in value against the euro and the yen as the European Central Bank and the Bank of Japan have implemented quantitative easing, but we think this strength is based on fundamentals, not a currency war.

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.

Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 6/30/15.

Global Markets Outlook - March 2015
The data tell the story. The global macro news flow has turned incrementally positive for financial markets.

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 6/30/15.

2015 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.

Culture and Sustainable Alpha Generation: Six Key Factors
A strong culture in investment management firms is a requirement for sustainable alpha-generation.

Investment Insight: What to make of the ECB surprise - September 2014
By Erik Weisman, Ph.D., Fixed Income Portfolio Manager

Investment Insight: Emerging market debt: Challenges and opportunities - August 2014
By Robert M. Hall, Institutional Fixed Income Portfolio Manager, and Matthew W. Ryan, CFA, Fixed Income Portfolio Manager.

moneyMarketRule2A7_prospectus_onlyShowOnSummaryReports

proxySearchIFrame2