MFS® Moderate Allocation Fund

Class R4 shares ("R4") are available only to certain retirement plans.

Facts and Overview

Quarterly Investment Update
Available approximately 25 days after quarter end

Insightful Investing

One of the "Best Mutual Fund Families"
Take a deeper look at the target-risk MFS Asset Allocation Funds, designed to pursue your clients' risk and return needs. Updated as of 12/31/15.
This questionnaire will help you help your clients determine what strategy fits them best. Updated as of 12/31/15.
Consider the track record of MFS Asset Allocation Funds. Updated as of 12/31/15.

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.