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

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.
4/30/15
MFS Asset Allocation Strategies have delivered performance just as they were designed to do. Updated as of 3/31/15.
4/17/15
This questionnaire will help you help your clients determine what strategy fits them best. Updated as of 3/31/15.
4/17/15
Consider the track record of MFS Asset Allocation Funds. Updated as of 3/31/15.
4/17/15

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.