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MFS Funds



Select Share Class as needed

Past Performance is No Guarantee for Future Results

Notes (Jan-24) : Conservative, Moderate, and Moderate-Aggressive Models Updated 

Effective June 1, 2019 MFS closed their Class B-shares to new purchases from new and existing shareholders. Auto-Invests are suspended until new share class purchase instructions are given. 

MFS Class B shareholders will need to decide whether to purchase upfront sales charge Class A-shares or the contingent deferred sales charge Class C-shares effective June 1, 2019. Class A-shares have a maximum upfront charge of 5.75% and do not have a redemption fee. Class C-shares are similar to B-shares in that they don't have an upfront charge, but the have a 1% CDSC (contingent deferred sales charge) if redeemed in the first year. While the B-shares convert to the lower expenses A-shares after the 8th year, the C-shares convert to A-shares after the 10th year, making them more expensive to own for the long-term due to their higher internal 12b-1 expenses (1.00% versus 0.25% for A-shares). Talk to your Nelson Advisor at 800-345-7593 to determine which share-class best fits your situation going forward as well as other alternatives to meet your objectives.

Bench:  Equity Opportunities, Equity Income, Diversified Income (A & C shares), Research International, Research, International Diversification Fund, Global Equity, Global Growth, Utilities, Government Limited Maturity Source: MFS Funds/ Morningstar. Performance data current to the most recent month ended can be obtained by calling the toll-free number above or at

Returns Source: Morningstar/MFS, Not All Returns Reflect Maximum Sales Charge. Class B shares have a maximum Contingent Deferred Sales Charge of 4%, declining to 0% after 6 years. Class A shares have a Maximum Offering Purchase Charge of 5.75% for stock funds, 4.25% for fixed income funds (2.50% MOP for MFS Limited Maturity). See prospectus/ summary prospectus for additional details.  ++Reflects Maximum Sales Charge

Performance data current to the most recent month ended can be obtained by calling the toll-free number above or at

Investor Note:  Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small- and medium-sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds has an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa. Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.

The prospectus/summary prospectus contains this and other information. A prospectus/summary prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed above.