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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.

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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

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Board Review of Investment Advisory Agreement

Close the knowledge gap
2013 Investing Sentiment Findings white paper.

Family philanthropy
Useful resources to help start a tradition of giving

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 12/31/13.

Global Markets Outlook - April 2014
More careful selection in a less certain world

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

If your budget resembled the U.S. government
Figures adjusted to various income levels

If your budget resembled the U.S. government
Figures adjusted to various income levels

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: 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.

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

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

Morningstar Ratings
As of December 31, 2013

Q4 MFS Fundfacts
Building better insights for investors and their advisors. Updated as of 12/31/13.

Quarterly Investment Update
MFS Value Fund

Quick guide to risk metrics
Understanding key investment performance statistics

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

Signature Guarantee/Validation Reference Guide

Style Investing: Value, Growth or Both?
MFS Growth Fund and MFS Value Fund: Investing in large-cap companies with strong fundamentals. Updated as of 12/31/13.

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 12/31/13.

Understanding duration risk today

MFS Market Insights
MFS Market Insight and Perspective

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

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.

Ready, set, retire
Taking income distributions during retirement

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

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 12/31/13.

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 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.

MFS Business Continuity Program

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 85 years. Updated as of 12/31/13.

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.

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 12/31/13.

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 89-year history

About MFS - US Investor

Active-Passive
Identifying the right approach to align with your goals. Updated as of 12/31/13.

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 12/31/13.

America's first mutual fund: a guide for long-term investors: Massachusetts Investors Trust
Updated as of 12/31/13.

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

Are you seeking income potential in a low-yield world?
MFS Bond Fund. Updated as of 12/31/13.

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

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.

Buffer page - Closed-End Fund Accounts

Building Better Insights
For clients worldwide

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

CD

Characteristics - Fixed Income Fund - Credit Quality - Label

Choosing beneficiaries for your traditional IRA

Compass Variable Accounts - Board Review of Investment Advisory Agreement
Compass Variable Accounts - Board Review of Investment Advisory Agreement" contains a discussion of the Board of Trustees' annual consideration of the continuation of the investment advisory agreement between each of the Compass Variable Accounts and MFS.

Consider investing long term with MFS Value Fund
Competitive historical performance with less risk. Updated as of 12/31/13.

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 12/31/13).

Consolidating retirement plan assets

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Contribution Direct
MFS Contribution Direct allows Plan administrators, investment professionals and agents to manage and submit investment plan allocations and contributions to MFS over the internet.

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

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

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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.

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

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 Growth Allocation Fund

Fact sheet: MFS Moderate Allocation Fund

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.

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 issues as retirement draws near

Form 5305-S SIMPLE Individual Retirement Trust Account

Forms & Applications - usinv

Fund Profile - Balanced Funds - Credit Quality - Label

Fund Profile - Fixed Income - Quality label

Historically true to form
Consider the track record of MFS Asset Allocation Funds. Updated as of 12/31/13.

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.

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IRA Index footnote

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.

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 Diversified Target Return Fund
December 23, 2013

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

Important notification: MFS International Value Fund
December 26, 2013

Important notification: MFS Lifetime 2010 Fund

Important notification: Portfolio mangement team update
February 12, 2014

Insights blog
Updates and perspectives to move your business

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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

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

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

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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

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.

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 12/31/13.

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 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 12/31/13.

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 12/31/13.

MFS Large Cap Value Private Portfolio Profile Sheet
Updated as of 12/31/13

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

MFS Mutual Funds Board changes
February 27, 2014

MFS Prototype Basic Plan Document

MFS Research Bond Fund
A solid core holding for a diversified portfolio. Updated as of 12/31/13.

MFS Research International Private Portfolio Profile Sheet
Updated as of 12/31/13

MFS Utilities Fund
Consider MFS Utilities Fund for a mix of growth and income potential. Updated as of 12/31/13.

MFS® Fund Information in the XBRL Format

MFS® Fund Information in the XBRL Format

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

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

Merrill Lynch Trading Details

Message to IE 7 users on MFS Access page

Monthly Fund Holdings

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Morgan Stanley Portal

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News & Commentary: Market Commentary: Dart tags

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

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

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

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

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

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

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
The case for international investing with MFS. Updated as of 12/31/13.

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

Portfolio Management Team Update

Portfolio Management Team Update

Portfolio Management Update

Portfolio Management Update

Portfolio management update

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Product Profile MFS Low Volatility Equity Fund

Product Profile MFS Low Volatility Global Equity Fund

Product Profile MFS Research Bond Fund

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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

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Related Resource for Compass Variable Accounts

Retirement Planning Calculator

Roth IRA: A retirement investment choice

Savvy women, smart investors - PowerPoint Presentation

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

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Solid results in the municipal bond market
Consider MFS' highly competitive national offerings. Updated as of 12/31/13.

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

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

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

US Investor Log in/Register

US Investor Log in/Register

US Investor Log in/Register

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

What allocation strategy fits you best?
This questionnaire will help you help your clients determine what strategy fits them best. Updated as of 12/31/13.

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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 12/31/13.

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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.

Board Review of Investment Advisory Agreement

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Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 12/31/13.

2014 dividend and capital gain schedule

Emerging markets debt: Is dollar-denominated or local currency the better bet? - June 2013
By Robert Hall, Institutional Portfolio Manager. A features, benefits and risks discussion of U.S. dollar denominated foreign debt vs. local currency denominated debt.