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MFS® Mutual Funds Performance Summary

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

Class A shares are subject to a maximum front-end sales charge of 5.75% and 4.75%, for equity and income funds, respectively (2.5% for Limited Maturity Fund, Municipal Limited Maturity Fund).



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Asset Allocation
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

9.65 -0.15  
-0.27 -0.05 —   —   -0.08
-5.00 -1.66 —   —   -1.69 3/30/11  

19.49 0.93  
17.46 10.68 20.05 7.15 7.91
10.71 8.52 18.63 6.52 7.37 6/28/02  

14.68 1.72  
6.68 6.80 11.90 6.08 6.19
0.54 4.71 10.59 5.46 5.65 6/28/02  

12.35 4.24  
7.02 8.40 16.19 —   7.40
1.94 6.66 15.06 —   6.74 5/26/06  

10.31 -0.19  
4.63 6.60 10.32 —   2.70
-1.38 4.52 9.02 —   1.74 12/20/07  

10.18 2.64  
3.67 1.06 —   —   1.29
-2.29 -0.92 —   —   -0.69 3/30/11  

18.17 1.34  
13.97 9.71 17.94 7.19 7.88
7.42 7.57 16.55 6.56 7.34 6/28/02  

12.97 1.73  
4.46 5.57 10.20 —   5.94
-1.55 3.51 8.90 —   5.20 9/29/05  

10.71 1.71  
5.34 —   —   —   6.68
-0.71 —   —   —   2.29 11/2/12  

13.15 1.70  
8.41 7.39 14.60 —   6.09
2.18 5.29 13.25 —   5.35 9/29/05  

11.81 1.64  
12.18 —   —   —   14.49
5.73 —   —   —   9.79 11/2/12  

13.90 1.31  
14.67 9.89 18.59 —   6.46
8.08 7.75 17.20 —   5.73 9/29/05  

12.42 1.22  
15.69 —   —   —   18.61
9.04 —   —   —   13.73 11/2/12  

14.10 1.15  
16.39 10.45 19.46 —   6.50
9.70 8.29 18.06 —   5.76 9/29/05  

12.55 1.13  
16.44 —   —   —   19.47
9.75 —   —   —   14.56 11/2/12  

15.18 1.13  
16.36 10.57 —   —   14.05
9.67 8.41 —   —   12.16 9/15/10  

12.55 1.13  
16.36 —   —   —   19.41
9.67 —   —   —   14.50 11/2/12  

12.14 1.73  
4.51 5.57 10.06 —   5.87
-1.50 3.51 8.77 —   5.13 9/29/05  

16.58 1.65  
10.51 8.41 15.11 6.73 7.16
4.15 6.30 13.75 6.10 6.62 6/28/02  
 
Bond
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

13.99 3.22  
1.77 5.53 10.93 5.77 8.49
-3.06 3.83 9.85 5.25 8.35 5/8/74  

9.25 9.34  
-2.38 -7.42 —   —   2.80
-8.00 -9.23 —   —   1.22 6/2/10  

14.91 3.88  
-2.16 6.14 11.41 8.54 10.95
-6.81 4.43 10.33 8.02 10.61 3/17/98  

8.84 3.04  
-7.19 —   —   —   -0.40
-11.60 —   —   —   -2.28 9/15/11  

9.57 3.39  
-3.90 1.72 —   —   3.18
-8.46 0.08 —   —   1.88 6/2/10  

6.66 3.19  
6.32 7.38 17.75 7.14 6.63
1.27 5.65 16.61 6.62 6.30 7/1/98  

10.03 1.86  
-1.30 2.45 2.94 3.85 6.51
-5.98 0.80 1.94 3.34 6.34 7/25/84  

3.64 2.96  
6.82 7.70 16.59 6.91 8.86
1.74 5.96 15.46 6.39 8.71 2/17/78  

10.49 2.86  
-7.15 2.70 4.02 3.64 3.95
-11.56 1.05 3.01 3.13 3.47 9/30/03  

6.06 0.63  
0.47 1.62 3.75 2.63 4.21
-2.04 0.77 3.22 2.37 4.09 2/26/92  

10.87 2.91  
1.05 4.57 8.29 4.80 5.79
-3.75 2.88 7.24 4.29 5.46 1/4/99  

6.79 2.89  
3.11 5.46 10.20 5.71 7.01
-1.79 3.77 9.13 5.20 6.82 10/29/87  
 
Domestic Conservative Stock
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

21.30 1.09  
24.59 14.81 21.29 8.66 4.62
17.43 12.57 19.86 8.02 4.25 8/7/97  

27.26 1.19  
22.52 14.28 21.68 8.20 8.45
15.48 12.05 20.25 7.56 8.09 1/2/96  

13.04 3.41  
23.00 —   —   —   21.62
15.93 —   —   —   16.94 9/27/12  

10.41 2.46  
—   —   —   —   3.91
—   —   —   —   -2.07 12/5/13  

27.97 0.90  
21.13 14.15 19.62 8.37 9.15
14.16 11.91 18.21 7.73 9.08 7/15/24  

19.94 3.05  
24.69 15.06 26.13 8.95 9.31
17.52 12.81 24.64 8.30 8.79 8/31/01  

13.32 0.68  
25.75 —   —   —   17.34
18.52 —   —   —   14.93 5/26/11  

17.86 2.17  
13.08 9.85 13.83 6.18 10.06
6.58 7.71 12.49 5.56 9.91 10/6/70  

22.48 8.42  
16.20 12.97 20.51 13.46 12.13
9.52 10.76 19.09 12.79 11.83 2/14/92  

33.26 0.89  
22.42 14.47 19.49 8.37 10.48
15.38 12.23 18.08 7.73 10.12 1/2/96  
 
Domestic Growth Stock
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

27.36 1.67  
28.66 16.95 21.76 8.69 7.88
21.26 14.67 20.33 8.05 7.42 8/30/00  

64.67 -1.13  
24.13 14.70 21.48 9.23 8.40
17.00 12.45 20.05 8.58 8.09 9/13/93  

23.05 0.96  
20.84 14.52 20.91 7.82 10.42
13.90 12.29 19.48 7.18 10.34 1/1/35  

13.53 -0.95  
23.58 12.28 23.29 5.10 7.33
16.48 10.08 21.84 4.48 7.02 12/1/93  

25.55 -5.09  
19.81 10.21 27.91 9.28 10.56
12.92 8.06 26.41 8.63 10.18 1/2/97  

36.97 0.82  
21.08 14.13 20.54 8.31 10.06
14.12 11.90 19.12 7.67 9.91 10/13/71  

22.73 -0.61  
29.10 14.40 24.70 9.77 7.10
21.67 12.16 23.23 9.12 6.74 1/2/97  
 
Global/International
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

11.49 1.59  
2.57 1.18 —   —   4.81
-3.32 -0.80 —   —   3.07 9/15/10  

29.73 -1.56  
-5.05 -3.95 13.40 8.38 6.70
-10.51 -5.82 12.07 7.74 6.36 10/24/95  

14.32 1.06  
19.86 9.65 —   —   11.94
12.97 7.51 —   —   10.09 9/15/10  

35.16 0.98  
17.90 13.50 20.31 9.27 9.13
11.12 11.28 18.90 8.63 8.82 9/7/93  

34.22 1.21  
14.55 9.90 17.96 7.52 8.02
7.96 7.75 16.57 6.88 7.70 11/18/93  

14.00 -0.14  
9.03 —   —   —   17.71
2.76 —   —   —   14.96 9/28/11  

15.44 -3.02  
14.28 —   —   —   23.86
7.71 —   —   —   20.70 12/16/11  

15.09 5.08  
2.51 7.97 22.23 —   23.69
-3.38 5.86 20.79 —   22.25 3/11/09  

16.69 1.88  
12.45 9.06 12.88 7.50 8.97
5.99 6.93 11.55 6.87 8.69 9/4/90  

16.48 0.12  
11.47 6.85 16.62 —   8.53
5.06 4.76 15.25 —   7.86 9/30/04  

28.18 0.11  
7.87 5.79 16.19 7.75 5.78
1.67 3.72 14.82 7.12 5.44 10/24/95  

28.68 1.20  
12.92 9.72 21.71 10.00 12.40
6.43 7.57 20.28 9.35 11.99 10/9/97  

34.03 0.92  
18.96 12.60 18.48 9.65 8.15
12.12 10.40 17.09 9.00 7.80 10/24/95  

8.91 -2.94  
-13.16 -6.68 —   —   -2.43
-18.15 -8.51 —   —   -4.05 9/15/10  

10.39 2.24  
—   —   —   —   4.99
—   —   —   —   -1.04 12/5/13  

17.84 -0.22  
13.58 5.72 15.55 6.99 7.33
7.05 3.65 14.19 6.36 6.96 1/2/97  
 
Money Market
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

1.00 0.00  
0.00 0.00 0.00 1.52 2.62
0.00 0.00 0.00 1.52 2.62 9/7/93  

1.00 0.00  
0.00 0.00 0.00 1.40 4.04
0.00 0.00 0.00 1.40 4.04 2/26/82  

1.00 0.00  
0.00 0.00 0.00 1.58 5.14
0.00 0.00 0.00 1.58 5.14 12/19/75  
 
Tax-Exempt Bond
 
NAVs & Returns
Average Annual Total Returns (%) :
 
 
Price($) YTD(%)
Without sales charges (NAV) as of 3/31/14
With sales charges (POP) as of 3/31/14  
MFS Fund
as of 4/23/14 as of 4/23/14
1yr 3yr 5yr 10yr Life
1yr 3yr 5yr 10yr Life Inception Date

10.19 4.33  
-1.83 5.21 5.25 3.75 5.52
-6.49 3.52 4.23 3.25 5.31 2/1/90  

9.77 4.57  
-2.32 4.23 4.39 3.59 4.95
-6.96 2.55 3.38 3.09 4.72 2/3/92  

5.81 5.62  
-1.20 7.38 6.64 4.16 6.14
-5.89 5.65 5.61 3.66 5.96 6/18/85  

10.69 4.82  
-2.09 5.25 5.08 3.71 5.48
-6.74 3.55 4.06 3.21 5.28 6/6/88  

10.84 4.15  
-2.66 4.87 5.27 3.50 5.88
-7.28 3.19 4.25 2.99 5.70 10/31/84  

11.04 4.86  
-2.85 5.39 5.29 3.90 6.05
-7.46 3.69 4.27 3.40 5.87 4/9/85  

9.73 4.14  
-1.82 5.12 4.97 4.00 5.00
-6.48 3.43 3.95 3.50 4.76 8/6/92  

7.80 6.61  
-2.14 7.97 9.53 4.80 6.41
-6.79 6.23 8.47 4.29 6.24 2/24/84  

8.56 4.94  
-1.52 6.52 6.57 4.44 4.88
-6.20 4.81 5.54 3.94 4.63 9/7/93  

8.13 1.63  
-0.25 2.90 3.44 2.94 3.87
-2.74 2.03 2.92 2.68 3.75 3/17/92  

10.83 4.82  
-3.04 5.11 5.03 3.72 5.75
-7.64 3.42 4.02 3.22 5.55 6/6/88  

11.67 4.41  
-2.66 5.09 4.81 3.72 6.17
-7.28 3.40 3.79 3.22 5.99 10/31/84  

10.08 4.85  
-2.52 5.50 5.33 3.88 5.04
-7.15 3.80 4.31 3.38 4.80 2/1/93  

11.89 4.54  
-3.31 4.46 4.65 3.43 6.16
-7.90 2.78 3.64 2.93 5.99 10/31/84  

10.36 4.50  
-3.15 4.64 4.79 3.62 5.36
-7.75 2.95 3.78 3.11 5.16 8/12/88  

11.15 4.71  
-2.02 4.90 4.93 3.71 6.04
-6.68 3.21 3.91 3.21 5.87 10/31/84  

11.04 4.94  
-2.54 4.52 4.79 3.33 6.01
-7.17 2.84 3.78 2.83 5.83 10/31/84  
 
Important Performance and Other Information

 
S2 Dividends are generally subject to state and local taxes. For investors subject to the alternative minimum tax, a small portion of dividend income may be taxable. Capital gains distributions, if any, are taxable.

 
S3 A small portion of income may be subject to state, federal, and/or alternative minimum tax. Capital gains, if any, are subject to a capital gains tax.

 
S4 Effective as of the close of business on January 16, 2009, the fund closed to all purchases except for the reinvestment of distributions.

 
S5 Effective February 27, 2009, new purchases into this fund have been suspended. Please see the prospectus for more information on purchase restrictions.

 
S6 Subadvised by UBS Global Asset Management (Americas), Inc.

 
S7 Commodity Strategy Fund is not available for direct purchase.

 
S10 Global Real Estate Fund is not available for direct purchase.

 
S11 Effective February 27, 2009, new purchases into this fund have been suspended. Please see the prospectus for more information on purchase restrictions.

 
Sales Charges

 
Class A shares ("A") for MFS Cash Reserve Fund, MFS Government Money Market Fund and MFS Money Market Fund may be purchased and redeemed at net asset value and have no initial sales charge.

 
Returns including sales charges include the deduction of the MFS Equity Opportunities Fund’s Class A maximum sales charge of 5.75%.

 
Class A shares ("A") results include the maximum sales charge.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.