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  • Create compliance-approved hypothetical illustrations to show clients.

The Morningstar Site Builder Hypothetical tool is not maintained by or affiliated with MFS Investment Management® or any of its subsidiaries. The site's administrator, not MFS, is responsible for the accuracy of the information you find there.

MFS Investment Management® and its subsidiaries (MFS®) do not guarantee the accuracy of the results reached by you in connection with your use of this product. In addition and without limiting the foregoing, MFS has no control over the information entered into the computer by you, various presumptions made by you, or future law changes.

This material is not intended to replace the advice of a qualified attorney, tax advisor, investment professional, or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional advisor.