Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| MFS DIVERSIFIED INCM A (DIFAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GBL ALTERNATIVE STRAT CL I (DVRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS AGGRESSIVE GROWTH ALLOCATION FUND CL (MAAGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CONSERVATIVE ALLOCATION FD CL A (MACFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GROWTH ALLOCATION FUND CL A (MAGWX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MODERATE ALLOCATION FUND CL A (MAMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CORP BOND CL I (MBDIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CA MUNI BOND FD CL A (MCFTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MID CAP VALUE FD CL I (MCVIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTL DIVERSIFICATION A (MDIDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTERNATIONAL DIVERSIFICATION I (MDIJX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS EMERGING MKTS DEBT FUND CL A (MEDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS EMRG MKTS DEBT I (MEDIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS VALUE FUND CLASS A (MEIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS VALUE FUND CL I (MEIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS VALUE R4 (MEIJX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS EMERGING MKTS EQUITY FUND CL A (MEMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS EMERGING MKTS EQUITY FD CL I (MEMIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CORP BOND CL C (MFBCX) View Prospectus |
1 | $1,000.00 | $0.00 | $250.00 | $0.00 |
| MFS CORP BOND CL A (MFBFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GROWTH FD CL A (MFEGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GROWTH I (MFEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GOVT SECURITIES FUND CL A (MFGSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INCOME FD CL I (MFIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS RESEARCH FUND CL A (MFRFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL TOTAL RETURN I (MFWIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL TOTAL RETURN FUND CL A (MFWTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTERNATIONAL INTRINSIC VALUE FD CL (MGIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTERNATIONAL INTRINSIC VALUE FD CL (MGIBX) View Prospectus |
1 | $1,000.00 | $1,000.00 | $250.00 | $250.00 |
| MFS INTERNATIONAL GROWTH FUND CL A (MGRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GOVT SECURITIES I (MGSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MASSACHUSETTS INVESTORS GR STK I (MGTIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS HIGH INCOME FUND CL A (MHITX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL HIGH YIELD FD A (MHOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTL NEW DISCOVERY CL A (MIDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INSTL INTL EQUITY (MIEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MASS INVESTORS GROWTH STOCK FUND CL (MIGBX) View Prospectus |
1 | $1,000.00 | $0.00 | $250.00 | $0.00 |
| MFS MASS INVESTORS GROWTH STOCK FD CL A (MIGFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTERNATIONAL INTRINSIC VALUE FD CL (MINIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MASS INV TRUST CL I (MITIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MASS INVESTORS TRUST CL A (MITTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS LOW VOLATILITY EQTY FD I (MLVHX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MUNI HIGH INCOME FD CL A (MMHYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MUNI HIGH INCOME FD CL I (MMIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS UTILITIES FUND CL C (MMUCX) View Prospectus |
1 | $1,000.00 | $0.00 | $250.00 | $0.00 |
| MFS UTILITIES FUND CL A (MMUFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS UTILITIES I (MMUIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS NEW DISCOVERY FUND CLASS A (MNDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS LIMITED MATURITY FUND CL A (MQLFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS TOTAL RETURN BOND CL A (MRBFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CORE EQUITY CL A (MRGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS CORE EQUITY FD CL I (MRGRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS RESEARCH INTL FUND CL A (MRSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS RESEARCH INTL I (MRSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS TOTAL RETURN FUND CL A (MSFRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS NC MUNI BOND FUND CL A (MSNCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS U.S. GOVERNMENT CASH RESERVE FD A (MSRXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS TECHNOLOGY FUND CL A (MTCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MUNICIPAL LIMITED MATURITY FUND CL A (MTLFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MUNI LTD MATURITY FD CL I (MTLIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS BLENDED RESEARCH CORE EQTY I (MUSEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MID CAP VALUE FUND CL A (MVCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL EQTY FD CL A (MWEFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS INTL NEW DISCOVERY I (MWNIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL GROWTH FUND CL A (MWOFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS GLOBAL GROWTH FUND CL I (MWOIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS NEW DISCOVERY VALUE FD A (NDVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MID CAP GROWTH FUND CL A (OTCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| MFS MID CAP GROWTH CL I (OTCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.