Signature Guarantee/Validation Reference Guide

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

Proxy Voting Reports

10 Facts About Social Security Benefits
Things to keep in mind when planning for retirement.

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.

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

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.

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 6/30/16.

America's First Mutual Fund: A Guide for Long-Term Investors: Massachusetts Investors Trust
Updated as 6/30/16.

Build Global Balance
Put a world of investment opportunities to work for you. Updated as of 6/30/16.

Combine forces
MFS Total Return Fund - Let the potential of stocks and bonds work together for you. Updated as of 6/30/16.

Active-Passive
Identifying the right approach to align with your goals. Updated as of 6/30/16.

Capital Markets View - 3Q 2016
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.

Aging with Dignity Resource Tools
Enhancing the lives of aging adults

2015 Global Proxy Voting Annual Report

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.

About MFS - US Investor

Aging with Dignity Checklist
Caring for our parents and ourselves.

2016 Closed-End Funds Dividend and Capital Gain Schedule

2016 Dividend and Capital Gain Schedule

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MFS Business Continuity Program

A Uniquely Collaborative Approach To Investing
MFS has a long-term discipline that drives the way we think, the way we invest and the way we are rewarded.

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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

April 2016: Closed-End Fund Income Distribution Sources for Certain Funds

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

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

CSA: Is Asset Retention Important to Your Business?

Best practices of exceptional sales teams

Branding Your Practice

Build With Precision - PowerPoint Presentation
Designed to pursue your risk & return goals

Barron's Full Rankings Flyer
Detailed one-, five-, and ten-year fund-family rankings

Buffer page - Closed-End Fund Accounts

Capital Markets View: Second Quarter 2016
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

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.

Capital Markets View: First Quarter 2016
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

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.

DOL's Proposed Conflict of Interest Rule
Overview and Impact

Culture and Sustainable Alpha Generation: Six Key Factors
Higher-quality companies created more value than average companies in the marketplace.

December 2011: 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

Emotion Drives Investor Decisions
"Buy low, sell high" requires discipline

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.

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Family Philanthropy
Useful resources to help start a tradition of giving

Capital Markets View - 4Q 2015
A quarterly outlook on regions and asset classes, which is generated from our investment research and informed by our insights into what drives the markets.

Characteristics - Fixed Income Fund - Credit Quality - Label

Contact Us - Unknown

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

Planning to Retire at 65?
You may want to reassess that plan.

Family Wealth Conversation - PowerPoint Presentation
Helping families successfully transfer wealth

Expertise Through Collaboration
For clients worldwide

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

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

Go Domestic! Go Global!
Go balanced with MFS Total Return Fund and MFS Global Total Return Fund. Updated as of 6/30/16.

Morningstar Analyst Report: MFS Value Fund
Seeking - and finding - durability.

Information on the Remuneration Policy of MFS Investment Management Company (Lux) S.à r.l.

Family Wealth Conversation - PowerPoint Presentation
Helping families successfully transfer wealth

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

December 2009: 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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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

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
Careful planning in the months leading up to retirement can help you ensure a smooth transition from employee to retiree.

Form 5305-S SIMPLE Individual Retirement Trust Account

Fund Profile - Fixed Income - Quality label

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Important Notification: Portfolio Management Announcement For MFS Global Equity Fund
June 23, 2016

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

January 2014: 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 2013: Closed-End Fund Income Distribution Sources for Certain Funds

MFS Equity Income Fund Fact Sheet

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

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

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

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Morningstar Rankings
A consistent process yields competitive results. Updated as of 6/30/16.

News & Commentary: Market Commentary: Dart tags

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

Quarterly Investment Update
MFS Aggressive Growth Allocation Fund

Quarterly Investment Update
MFS Conservative Allocation Fund

Quarterly Investment Update
MFS High Yield Opportunities Fund

Quarterly Investment Update
MFS Municipal Income Fund

Quarterly Investment Update
MFS International Diversification 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 Municipal High Income Fund

Quarterly Investment Update
MFS Utilities Fund

Quarterly Investment Update
MFS Moderate Allocation Fund

Quarterly Investment Update
MFS Municipal Limited Maturity Fund

Quarterly Investment Update
MFS Technology Fund

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.

The Beginning of Designing Great Client Events

Important Notification: MFS Lifetime 2015 Fund
29 April 2016

Does Your Workspace Work?

MFS Defined Contribution Investment Trends Study – TDF Results
US plan sponsor & financial advisor perspectives on target date funds

Feb 2016: 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 2015: Closed-End Fund Income Distribution Sources for Certain Funds

Form 5305-S SIMPLE Individual Retirement Trust Account

Forms & Applications - usinv

Fund Profile - Balanced Funds - Credit Quality - Label

Historically True To Form
Consider the track record of MFS Asset Allocation Funds. Updated as of 6/30/16.

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

MFS Total Return Bond Fund
A solid core holding for a diversified portfolio. Updated as of 6/30/16.

MFS Value Fund brochure
Put traditional value investing to work for you. Updated as of 6/30/16.

MFS Utilities Fund
Consider MFS Utilities Fund for a mix of growth and income potential. Updated as of 6/30/16.

July 2016: Closed-End Fund Income Distribution Sources for Certain Funds

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 6/30/16.

One World: Diversify Internationally
The case for international investing with MFS. Updated as of 6/30/16.

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.

I want to...USINV

Illustrating Your Value

Institutional International Equity Fund: Links to Regulatory Reports

MFS Lifetime Funds – Glide Path Overview
Target date strategies for your time horizon

Important Notice Regarding Expense Ratios
Effective August 1, 2016

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

IRA Distribution - Ready, Set, Retire
Taking income distributions during retirement

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 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

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 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 Large Cap Value Private Portfolio Profile Sheet
Updated as of 6/30/16.

MFS Research International Private Portfolio Profile Sheet
Updated as of 6/30/16.

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 6/30/16.

Market Insights: Be Careful of What You Think You Know
Funding the UK’s large current account and budget deficits could prove more challenging in an uncertain post-Brexit environment.

June 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Market Quick Points - August 2016
Many markets have been buoyed by ample liquidity but tailwinds are weakening and the risk of market complacency grows.

MFS Market Insights
MFS Market Insight and Perspective

March 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Managing Your Risk Tolerance Over Time
Common pitfalls and how to avoid them

Market Insights: Separation Anxiety
Everywhere we look — across regions, countries, markets and assets — we see divergence. The US Federal Reserve has started to tighten, while most central banks keep easing. In China, manufacturing continues to falter, though the service sector appears to be faring better. And in the United States, we find industrials and goods producers subsiding, but nonmanufacturing and retail sales expanding.

Market Insights: Like a Bear in a China Shop
The MFS Capital Markets Board considers the first, second and even third order effects of China’s slowdown on global growth and financial markets in the fourth quarter and beyond.

Market Quick Points - September 2015
China has become the center of attention, with each report of bad economic news triggering bouts of market volatility around the world. Though not unusual by historical standards, the recent turbulence was widely perceived to be a warning shot for a future recession. Could this be another global financial crisis in the making?

May 2009: 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

Monthly Fund Holdings

Product Profile MFS Total Return Bond Fund

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

News & Commentary - usiinv

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

Social Security Reference Guide

Quarterly Investment Update
MFS Diversified Income Fund

Quarterly Investment Update
MFS Emerging Markets Debt Fund

Quarterly Investment Update
MFS Limited Maturity Fund

Historically True To Form
Consider the track record of MFS Asset Allocation Funds. Updated as of 6/30/16.

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 6/30/16.

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 6/30/16.

Important Notification: Contractual Management Fee Change for Certain MFS Funds
June 28, 2016

Important Notification: Contractual Management Fee Change for Certain MFS Funds
June 28, 2016

Quick Guide to Risk Metrics
Understanding key investment performance statistics

Segmenting Your Way to More Assets

Important Notification: Launch of R6 Shares
Effective August 26, 2016

Important Notification: Launch of R6 Shares
Effective August 26, 2016

Important Notification: Launch of R6 Shares
Effective August 26, 2016

Important Notification: MFS Lifetime Funds
June 28, 2016

Privacy Policy - US

Our 8th Straight Year Recognized By Barron's
One of the "Best Mutual Fund Families"

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

Market Quick Points - October 2015
Financial markets are often viewed as forward-looking. Equities and credit spreads in particular have historically predicted recessions, including some that never happened. Should we be worried about the recent volatility — both down and up — in global markets?

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

Philanthropic Giving Made Easy - Worksheet

Market Quick Points - May 2016
With global growth still slow, central bank policies being called into question and markets around the world generally fairly to fully priced, security selection will remain paramount for the balance of 2016.

Important Notification: MFS Lifetime 2015 Fund
29 April 2016

Primaries, Caucuses, and Elections - Oh My!
Politics and stock market behavior

Is Your Bond Portfolio Vulnerable to Rising Rates?
Consider investing in equities.

Jan 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Important Notification: Contractual Management Fee Change for Certain MFS Funds
December 28, 2015

IRS sets 2016 IRA and 401(k) limits
The Internal Revenue Service has announced the following retirement plan contribution limits for the 2016 tax year.

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

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

July 2012: 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 2014: Closed-End Fund Income Distribution Sources for Certain Funds

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

MFS Lifetime Funds
An overview presentation on the MFS Lifetime Funds.

MFS Prototype Basic Plan Document

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

Market Insights: Fed Finds Itself in the Hotel California
Tighter financial conditions are front-running US Federal Reserve policy, limiting its ability to act. Monetary policy remains exceptionally loose globally, while fiscal policy is easier than anticipated. Credit markets have shown signs of stress, but they don’t signal recession, in our view.

Market Quick Points - February 2016
After January’s volatile trading environment, we watch for evidence of renewed US earnings gains and stabilization in China’s economy and global commodity prices that would support our longer-term macro and market outlook.

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

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

May 2016: Closed-End Fund Income Distribution Sources for Certain Funds

Merrill Lynch Trading Details

Message to IE 7 users on MFS Access page

Philanthropic Giving Made Easy - Worksheet

Nov 2015: 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 2013: Closed-End Fund Income Distribution Sources for Certain Funds

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

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Proxy Voting Frequently Asked Questions

Q2 MFS Fundfacts
Completing investment portfolios takes choosing all the right pieces. Updated as of 6/30/16.

SIMPLE IRA Employer Brochure
A simple retirement option for you and your employees.

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

Take a Systematic Approach to Long-Term Investing
Consider the potential benefits of dollar-cost averaging

Ready To Retire?
When planning for income, consider how the sequence of returns could impact a portfolio's value over time.

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Registration Email Opt In

Registration Why Register

Related Resource for Compass Variable Accounts

Retirement Planning Calculator

Rollover IRA - Ready For What's Next?
Rollover IRA strategies and features.

SIMPLE IRA Employee Guide
A simple retirement option for you.

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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Supersizing Lunch Could Downsize Your Future
Put your lunch money to work for your retirement

The College Graduate Job Search
AKA "Moving the kids out of the house"

The Case for Low-Volatility Equity Investing
An lternative for risk-sensitive investors

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.

The Partnership Advantage
A financial advisor can be your greatest asset

US Investor & Financial Advisor Disclosure Note

US Investor Log in/Register

US Investor Log in/Register

US Investor Log in/Register

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Weathering Market Downturns
Five questions to help you maintain perspective

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

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

The Retirement Equation
Results of the 2014 DC MFS Pulse Survey

Savvy Women, Smart Investors - PowerPoint Presentation

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

The Awful Truth
There's a good chance you're underestimating your income needs

What Are You Worried About?
The majority of investors are deeply concerned about a wide array of socioeconomic issues

Unconstrained Fixed Income: Risks Lurking in the Shadows
Significant assets are flowing into unconstrained fixed income strategies as investors search for higher risk-adjusted returns in an investment environment influenced by central bank activity and dominated by low global interest rates.

The Rule of 72
An easy way to estimate how long it will take to double your money

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XBRL-based fund information -

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