MFS® Low Volatility Equity Fund

Average Annual Total Returns %

These results represent the percent change in net asset value.

As of 4/30/15 (YTD Updated Daily, as of 5/27/15) As of 3/31/15
 

*YTD Updated Daily as of 5/27/15, subject to revision and not annualized.

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 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.

Annual Rates of Return at NAV %

As of 12/31/14

 
2014
Rate of Return
12.54
 
Rate of Return
2014
12.54

Performance Information

Start of Investment Operations
12/5/13
Class Inception
12/5/13
Max Sales Charge
5.75%
Expense Ratio (%)
Gross
4.99
Net
1.20

Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers, reimbursements, and the exclusion of interest and fees. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least December 31, 2015.

Important Performance Information

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.

Sales Charges

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.