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MFS® Cash Reserve Fund

       
   
   
   

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Symbol: MSRXX   CUSIP:  552983306   Newspaper Abbreviation: MFSCashA   Fund number: 1  
Daily NAV:  $1.00  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Performance S11

Start of Investment Operations: December 29, 1986
Class Inception: September 7, 1993
Maximum Sales Charge:  1%


Average Annual Total Returns, not including sales charges (%)
These results represent the percent change in net asset value.

  Updated Daily as of 4/22/14, subject to revision. (not annualized) Updated Monthly as of 3/31/14
  YTD 1Yr 3Yr 5Yr 10Yr Life
  0.00 0.00 0.00 0.00 1.52 2.62


Average Annual Total Returns, including sales charges (%)
These results represent the percent change in net asset value.

Updated Daily
as of 4/22/14,
subject to revision.
(not annualized)
Updated Monthly as of 3/31/14
YTD 1Yr 3Yr 5Yr 10Yr Life
0.00 0.00 0.00 0.00 1.52 2.62


Average Annual Total Returns , not including sales charges (%) Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

  YTD 1Yr 3Yr 5Yr 10Yr Life
  0.00 0.00 0.00 0.00 1.52 2.62



Average Annual Total Returns, including sales charges (%), Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

YTD 1Yr 3Yr 5Yr 10Yr Life
0.00 0.00 0.00 0.00 1.52 2.62


 
An investment in the portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the portfolio seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the portfolio.

 
Important Performance Information



Annual Rates of Return at NAV (%)
  Year Rate of Return
  2013   0.00    
  2012   0.00    
  2011   0.00    
  2010   0.00    
  2009   0.01    
  2008   2.13    
  2007   4.97    
  2006   4.71    
  2005   2.82    
  2004   0.92    

Expense Ratios (%)
Gross Net
0.93 0.68
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 and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least December 31, 2014.

For complete information view the Prospectus

7 Day Current Yield as of 3/31/14 (%)
Without
Waiver
With
Waiver
-0.8000 0.0000
Based on the latest seven days ended with dividends annualized. The yield quotation more closely reflects the current earnings of the Money Market portfolio than the total return quotation.

 
Subsidies and fee waivers may be imposed at any time to enhance a fund's yield during periods when the fund's operating expenses have a significant impact on the fund's yield due to lower interest rates.

 

 
Important Performance Information

 
 
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 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.

 
S11 Effective February 27, 2009, new purchases into this fund have been suspended. Please see the prospectus for more information on purchase restrictions.

 
Sales Charges

 
Class A shares ("A") for MFS Cash Reserve Fund, MFS Government Money Market Fund and MFS Money Market Fund may be purchased and redeemed at net asset value and have no initial sales charge.

 
Important Risk Considerations

 
Although the fund seeks to maintain a stable $1.00 NAV, it may not achieve its objective, and you could lose money on your investment in the fund. A major increase in interest rates or a decline in the credit quality of an issuer or entity providing credit support, an inactive trading market for money market instruments, or adverse market, economic, political, regulatory, geopolitical, or other conditions could cause the fund's share price to decrease to below $1.00.

 
Events that affect the banking or related industries may have a significant adverse effect on the fund.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or other conditions.

 
The fund's performance could be more volatile than the performance of more diversified funds.

 
Please see the prospectus for further information on these and other risk considerations.

 
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.