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CD

Characteristics - Fixed Income Fund - Credit Quality - Label

Close the knowledge gap
2013 Investing Sentiment Findings white paper.

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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.

Family philanthropy
Useful resources to help start a tradition of giving

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

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

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

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

MFS Value Fund brochure
Put traditional value investing to work for you. Updated as of 3/31/15.

Monthly Fund Holdings

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 04/30/15.

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

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

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

Signature Guarantee/Validation Reference Guide

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.

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

MFS Market Insights
MFS Market Insight and Perspective

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.

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

MFS 529 Savings Plan application
This kit includes a plan application, service form and a listing of MFS 529 Savings Plan Investment Funds.

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

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

IRA distribution - Ready, set, retire
Taking income distributions during retirement

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.

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

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 3/31/15.

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: 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

401(k) plan choices for job changers

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MFS Fixed-Income Strategies
Fixed-income diversification offers solid investment opportunity and a way to potentially add more stability and income potential to your portfolio. Updated as of 3/31/15.

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 90 years. Updated as of 3/31/15.

A Balanced Approach with Compelling Results
Consider MFS Global Total Return Fund. Updated as of 3/31/15.

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

About MFS - US Investor

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 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.

An IRA dilemma: To roll or not to roll

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

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

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

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

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

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

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 3/31/15.

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 assistants

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

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 3/31/15.

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 3/31/15.

Consolidating retirement plan assets

Culture and sustainable alpha generation: Six key factors - September 2014
Authored by Michael Cantara, Carol Geremia, Ben Kottler and Sanjay Natarajan, this white paper highlights the important role that culture plays in a firm's ability to generate sustainable investment performance.

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

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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: MFS Aggressive Growth Allocation Fund

Fact sheet: MFS Conservative Allocation Fund

Fact sheet: MFS Growth Allocation Fund

Fact sheet: MFS Moderate Allocation Fund

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 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

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

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.

Historically true to form
Consider the track record of MFS Asset Allocation Funds. Updated as of 3/31/15.

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.

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.

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 Research Bond Fund
February 20, 2015

Important Notification: MFS Research Bond Series
February 20, 2015

Important notification: MFS Global Alternative Strategy Fund portfolio management team update
July 18, 2014

Important notification: MFS Global Total Return Fund
17 November 2014

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

Important notification: Portfolio mangement team update
June 24, 2014

Important notification: Portfolio mangement team updates
June 24, 2014

Institutional International Equity Fund: Links to Regulatory Reports

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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

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

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

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

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

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

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

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

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

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

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 Fixed-Income Strategies - with MFS municipal bond funds
Keep more of what you earn. This brochure illustrates the impact of tax equivalent yields, the relative stability of municipals and the importance of professional management. Updated as of 3/31/15.

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 03/31/15.

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 Prototype Basic Plan Document

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

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 3/31/15.

MFS® Fund Information in the XBRL Format

MFS® Fund Information in the XBRL Format

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

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

Merrill Lynch Trading Details

Message to IE 7 users on MFS Access page

More News -- USINV

Morgan Stanley Portal

News & Commentary - usiinv

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

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

One world: Diversify internationally
The case for international investing with MFS. Updated as of 3/31/15.

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

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Product Profile MFS Low Volatility Global Equity Fund

Proxy Voting Frequently Asked Questions

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 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

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Registration Why Register

Related Resource for Compass Variable Accounts

Retirement Planning Calculator

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.

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

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

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Sharing philanthropic efforts

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Staying calm when the markets go wild
A client-cleared white paper that provides perspective on bear markets while highlighting the merits of investing in mutual funds and diversification.

Stretch your IRA across generations

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

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

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

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

The 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

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 3/31/15.

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XBRL-based fund information -

Yield may help offset rising rates
Positioning your bond portfolio for the next rate hike. Updated as of 03/31/15.

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Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 3/31/15.

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 3/31/15.

2015 dividend and capital gain schedule

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

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

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