Mutual Funds

MFS Meridian Funds

Exchange Hours Website
07:15 - 19:00 Mon - Fri CET www.mfs.com/wps/portal/plp/meridianreports


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Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
MFS MERIDIAN FUNDS - ABSOLUTE RETURN I1 USD MMARI1U LX USD 3,000 USD 3,000 N/A N/A I1 Yes
MFS MERIDIAN FUNDS - ABSOLUTE RETURN W1 USD MMARW1U LX USD 3,000 USD 3,000 N/A N/A W1 Yes
MFS MERIDIAN FUNDS - ABSOLUTE RETURN W2 USD MMARW2U LX USD 3,000 USD 3,000 N/A N/A W2 Yes
MFS MERIDIAN ASIA EX-JAPAN "I1"(USD) ACC 021945480 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN FUNDS - ASIA PACIFIC EX-JAPAN W1 USD 077616543 USD 3,000 USD 3,000 Stock N/A W1 Yes
BLENDED RESEARCH EUROPEAN EQUITY "I1" (USD) ACC 094440629 USD 3,000 USD 3,000 Stock N/A I1 Yes
BLENDED RESEARCH EUROPEAN EQUITYED FUND "IH1" (USDHDG) ACC 134070579 USD 3,000 USD 3,000 Stock N/A IH1 Yes
BLENDED RESEARCH EUROPEAN EQUITYED FUND "W1" (USD) ACC 134070609 USD 3,000 USD 3,000 Stock N/A W1 Yes
BLENDED RESEARCH EUROPEAN EQUITYED FUND "WH1" (USDHDG) ACC 134070617 USD 3,000 USD 3,000 Stock N/A WH1 Yes
MFS MERIDIAN CONTINENTAL EUROPEAN EQUITY "I1" (USD) ACC 094440599 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN CONTINENTAL EUROPEAN EQUITY "W1" (USD) ACC 152951230 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN DIVERSIFIED INCOME "I1" (USD) ACC 109998761 USD 3,000 USD 3,000 Balanced N/A I1 Yes
MFS MERIDIAN DIVERSIFIED INCOME "W1" (USD) ACC 109998737 USD 3,000 USD 3,000 Balanced N/A W1 Yes
MFS MERIDIAN DIVERSIFIED INCOME "W2" (USD) INC I285849891 USD 3,000 USD 3,000 Balanced N/A W2 Yes
MFS MERIDIAN FUNDS - DIVERSIFIED INCOME W3 USD MFDIW3U LX USD 3,000 USD 3,000 N/A N/A W3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "I1" ACC 021945595 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "I1" (USD) ACC 040671862 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "W1" (USD) ACC 045849546 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "W2" (USD) INC I285849911 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "W1" (USD) ACC 045849538 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "W2" (USD) INC I285849920 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN FUNDS - EMERGING MARKETS DEBT W3 USD MFSMDW3 LX USD 3,000 USD 3,000 N/A N/A W3 Yes
MFS MERIDIAN EMERGING MARKETS EQUITY "I1" (USD) 021945811 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN EMERGING MARKETS EQUITY "W1" (USD) ACC 094440742 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN EUROPEAN CORE EQUITY "I1" (USD) ACC 094440645 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN EUROPEAN CORE EQUITY "W1" (USD) ACC 112373756 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN EUROPEAN RESEARCH "I1" (USD) ACC 024461599 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN EUROPEAN RESEARCH "IH1" (USD) ACC 098238956 USD 3,000 USD 3,000 Stock N/A IH1 Yes
MFS MERIDIAN EUROPEAN RESEARCH "W1" (USD) ACC 112373675 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN EUROPEAN RESEARCH "WH1" (USDHDG) ACC 112373683 USD 3,000 USD 3,000 Stock N/A WH1 Yes
MFS MERIDIAN EUROPEAN SMALLER COMPANIES "I1" (USD) ACC 094440661 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN EUROPEAN SMALLER COMPANIES "IH1" (USDHDG) ACC 116470861 USD 3,000 USD 3,000 Stock N/A IH1 Yes
MFS MERIDIAN FUNDS - EUROPEAN SMALLER COMPANIES W1 USD 112373632 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN EUROPEAN SMALLER COMPANIES "WH1" (USDHDG) ACC 112373659 USD 3,000 USD 3,000 Stock N/A WH1 Yes
MFS MERIDIAN EUROPEAN VALUE "I1" ACC 092570207 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN EUROPEAN VALUE "IH1" (USD) ACC 094776163 USD 3,000 USD 3,000 Stock N/A IH1 Yes
MFS MERIDIAN EUROPEAN VALUE "W1" (USD) ACC 045849554 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN EUROPEAN VALUE "WH1" (USDHDG) ACC 152951248 USD 3,000 USD 3,000 Stock N/A WH1 Yes
MFS MERIDIAN GLOBAL CONCENTRATED "I1" ACC 021945501 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN GLOBAL CONCENTRATED "W1" (USD) ACC 130798861 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN GLOBAL CREDIT "I1" (USD) ACC 045849651 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN GLOBAL CREDIT "W1" (USD) ACC 045849678 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN FUNDS - GLOBAL CREDIT W2 USD I285850008 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN GLOBAL EQUITY "I1" ACC 021945463 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN GLOBAL EQUITY INCOME "I1" (USD) ACC 128018638 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN GLOBAL EQUITY INCOME "W1" (USD) ACC 128018590 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN GLOBAL EQUITY INCOME "W2" (USD) INC I286852784 USD 3,000 USD 3,000 Stock N/A W2 Yes
MFS MERIDIAN GLOBAL EQUITY "W1" (USD) ACC 045849694 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN GLOBAL HIGH YIELD "I1"(USD) ACC 021945510 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN GLOBAL HIGH YIELD "W1" (USD) ACC 045849805 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN FUNDS - GLOBAL HIGH YIELD W3 USD MFSGYW3 LX USD 3,000 USD 3,000 N/A N/A W3 Yes
MFS MERIDIAN FUNDS - GLOBAL MULTI-ASSET I1 USD MFSIIU1 LX USD 3,000 USD 3,000 N/A N/A I1 Yes
MFS MERIDIAN FUNDS - GLOBAL MULTI-ASSET W1 USD MFSIW1U LX USD 3,000 USD 3,000 N/A N/A W1 Yes
MFS MERIDIAN FUNDS - GLOBAL MULTI-ASSET W2 USD MFSMW2U LX USD 3,000 USD 3,000 N/A N/A W2 Yes
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "W1" (USD) ACC 134070447 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "W2" (USD) INC I286852822 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN FUNDS - GLOBAL RESEARCH FOCUSED W1 USD 045849775 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN GLOBAL TOTAL RETURN "I1" (USD) ACC 021945498 USD 3,000 USD 3,000 Balanced N/A I1 Yes
MFS MERIDIAN FUNDS - GLOBAL TOTAL RETURN I3 USD MGTRI3U LX USD 3,000,000 USD 3,000,000 N/A N/A I3 Yes
MFS MERIDIAN GLOBAL TOTAL RETURN "W1" (USD) ACC 045849716 USD 3,000 USD 3,000 Balanced N/A W1 Yes
MFS MERIDIAN INFLATION-ADJUSTED BOND "W1" (USD) ACC I286852849 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN INFLATION-ADJUSTED BOND "W2" (USD) INC I286852852 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN JAPAN EQUITY "I1" (USD) ACC 021945803 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN LATIN AMERICAN EQUITY "I1" (USD) ACC 040671536 USD 3,000 USD 3,000 N/A N/A I1 Yes
MFS MERIDIAN FUNDS - LATIN AMERICAN EQUITY W1 USD 045849732 USD 3,000 USD 3,000 N/A N/A W1 Yes
MFS MERIDIAN LIMITED MATURITY "I1" 021945579 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN LIMITED MATURITY "W1" (USD) ACC 045849759 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN MANAGED WEALTH "I1" (USD) ACC 128018077 USD 3,000 USD 3,000 Alternatives N/A I1 Yes
MFS MERIDIAN FUNDS - MANAGED WEALTH W1 USD 128018026 USD 3,000 USD 3,000 Alternatives N/A W1 Yes
MFS MERIDIAN PRUDENT CAPITAL "I1" (USD) ACC 144255003 USD 3,000 USD 3,000 Balanced N/A I1 Yes
MFS MERIDIAN PRUDENT CAPITAL "W1" (USD) ACC 144254953 USD 3,000 USD 3,000 Balanced N/A W1 Yes
MFS MERIDIAN PRUDENT WEALTH "W1" (USD) ACC 058324388 USD 3,000 USD 3,000 Balanced N/A W1 Yes
MFS MERIDIAN UK EQUITY "I1" (USD) ACC 094440700 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN UK EQUITY "W1" (USD) ACC 112373721 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN US CONCENTRATED GROWTH "W1" (USD) ACC 045849813 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN US CORPORATE BOND "I1" (USD) ACC 087026868 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN US CORPORATE BOND "W1" (USD) ACC 087026817 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN US CORPORATE BOND "W2" (USD) INC I286852918 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN US GOVERNMENT BOND "I1" ACC 021945544 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN US GOVERNMENT BOND "W1" (USD) ACC 045849791 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN US TOTAL RETURN BOND FUND "I1" (USD) ACC 021945587 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN US TOTAL RETURN BOND FUND "W1" (USD) ACC 045849767 USD 3,000 USD 3,000 Bond N/A W1 Yes
MFS MERIDIAN US TOTAL RETURN BOND FUND "W2" (USD) INC I286852959 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN FUNDS - U.S. TOTAL RETURN BOND W3 USD MFRBW3U LX USD 3,000 USD 3,000 N/A N/A W3 Yes
MFS MERIDIAN US VALUE "I1" ACC 021944564 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN FUNDS - GLOBAL HIGH YIELD W2 USD I286852978 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "I1" (USD) ACC 134070366 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN GLOBAL RESEARCH FOCUSED "I1" (USD) ACC 021945471 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN GLOBAL TOTAL RETURN "W2" (USD) INC 080856172 USD 3,000 USD 3,000 Balanced N/A W2 Yes
MFS MERIDIAN INFLATION ADJUSTED BOND "I1" ACC I286852994 USD 3,000 USD 3,000 Bond N/A I1 Yes
MFS MERIDIAN JAPAN EQUITY "W1" (USD) ACC 152951221 USD 3,000 USD 3,000 Stock N/A W1 Yes
MFS MERIDIAN LIMITED MATURITY "W2" (USD) INC I286853000 USD 3,000 USD 3,000 Bond N/A W2 Yes
MFS MERIDIAN PRUDENT WEALTH "I1" (USD) ACC 033778708 USD 3,000 USD 3,000 Balanced N/A I1 Yes
MFS MERIDIAN US CONCENTRATED GROWTH "I1" (USD) ACC 021944548 USD 3,000 USD 3,000 Stock N/A I1 Yes
MFS MERIDIAN FUNDS - U.S. CORPORATE BOND W3 USD MBW3USD LX USD 3,000 USD 3,000 N/A N/A W3 Yes
MFS MERIDIAN US GOVERNMENT BOND "W2" (USD) INC I286853020 USD 3,000 USD 3,000 Bond N/A W2 Yes
GLOBAL INTRINSIC VALUE "W1" (USD) ACC 191459962 USD 0 USD 0 Stock N/A W1 Yes
GLOBAL INTRINSIC VALUE "I1" (USD) ACC 191460049 USD 0 USD 0 Stock N/A I1 Yes
EURO CREDIT "W1" (USD) ACC 191459849 USD 0 USD 0 Bond N/A W1 Yes
EURO CREDIT "I1" (USD) ACC 191459881 USD 0 USD 0 Bond N/A I3 Yes
EURO CREDIT "C1" (USD) ACC 191459792 USD 0 USD 0 Bond N/A C1 No
EURO CREDIT "C2" (USD) INC I355731281 USD 0 USD 0 Bond N/A C2 No
EURO CREDIT "A1" (USD) ACC 191460383 USD 0 USD 0 Bond N/A A1 No
EURO CREDIT "A2" (USD) INC I355731291 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN ASIA EX-JAPAN "A1"(USD) ACC 021944122 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN ASIA EX-JAPAN "C1"(USD) ACC 021949167 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN ASIA EX-JAPAN "N1" (USD) ACC 087026604 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN DIVERSIFIED INCOME "A1" (USD) ACC 109998648 USD 0 USD 0 Balanced N/A A1 No
MFS MERIDIAN DIVERSIFIED INCOME "A2" (USD) INC I355865669 USD 0 USD 0 Balanced N/A A2 No
MFS MERIDIAN DIVERSIFIED INCOME "A3" (USD) INC 128019057 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN DIVERSIFIED INCOME "C1" (USD) ACC 109998672 USD 0 USD 0 Balanced N/A C1 No
MFS MERIDIAN DIVERSIFIED INCOME "C2" (USD) INC I355865681 USD 0 USD 0 Balanced N/A C2 No
MFS MERIDIAN DIVERSIFIED INCOME MFDIC3U LX USD 3,000 USD 3,000 N/A N/A C3 Yes
MFS MERIDIAN DIVERSIFIED INCOME "N1" (USD) ACC 109998702 USD 0 USD 0 Balanced N/A N1 No
MFS MERIDIAN DIVERSIFIED INCOME "N2" (USD) INC I355865694 USD 0 USD 0 Balanced N/A N2 No
MFS MERIDIAN DIVERSIFIED INCOME MFDIN3U LX USD 3,000 USD 3,000 N/A N/A N3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "A1" (USD) ACC 012594810 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN EMERGING MARKETS DEBT "A2" (USD) INC I688836506 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN EMERGING MARKETS DEBT "A3" (USD) INC 128018930 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "C1" (USD) ACC 015263890 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN EMERGING MARKETS DEBT "C2" (USD) INC I356857937 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN EMERGING MARKETS DEBT "C3" (USD) INC I356857940 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT "N1" (USD) ACC 087025900 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN EMERGING MARKETS DEBT "N2" (USD) INC I356857950 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN EMERGING MARKETS DEBT "N3" (USD) INC 128018999 USD 0 USD 0 N/A N/A N3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "A1" (USD) ACC 040671595 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "A2" (USD) INC I356857960 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "A3" (USD) INC 139913272 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "C1" (USD) ACC 040671803 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "C2" (USD) INC I356857974 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "N1" (USD) ACC 087025985 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN EMERGING MARKETS DEBT LOCAL CURRENCY "N2" (USD) INC I357081291 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN EMERGING MARKETS EQUITY "A1" ACC 021944483 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN EMERGING MARKETS EQUITY "C1" (USD) ACC 021949752 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN EMERGING MARKETS EQUITY "N1" (USD) ACC 087026914 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL CONCENTRATED "A1" ACC 021944157 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN GLOBAL CONCENTRATED "C1" ACC 021949272 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN GLOBAL CONCENTRATED "N1" (USD) ACC 087026213 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL CREDIT "A1" (USD) ACC 045849562 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN GLOBAL CREDIT "A2" (EUR) INC I357081324 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN GLOBAL CREDIT "C1" (USD) ACC 045849643 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN GLOBAL CREDIT "C2" (USD) INC I357081335 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN GLOBAL CREDIT "N1" (USD) ACC 087026167 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN GLOBAL CREDIT "N2" (USD) INC I357081341 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN GLOBAL EQUITY "A1" ACC 021944106 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN GLOBAL EQUITY "C1" ACC 021949124 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN GLOBAL EQUITY "N1" (USD) ACC 087026965 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL EQUITY INCOME "A1" (USD) ACC 128018506 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN GLOBAL EQUITY INCOME "A2" (USD) INC I358155154 USD 0 USD 0 Stock N/A A2 No
MFS MERIDIAN GLOBAL EQUITY INCOME "A3" (USD) INC 128018689 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN GLOBAL EQUITY INCOME "C1" (USD) ACC 128018557 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN GLOBAL EQUITY INCOME "C2" (USD) INC I358155165 USD 0 USD 0 Stock N/A C2 No
MFS MERIDIAN GLOBAL EQUITY INCOME "N1" (USD) ACC 128018573 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL EQUITY INCOME "N2" (USD) INC I358155182 USD 0 USD 0 Stock N/A N2 No
MFS MERIDIAN GLOBAL HIGH YIELD "A1" ACC 003537781 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN GLOBAL HIGH YIELD "A2" (USD) INC I358155194 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN GLOBAL HIGH YIELD "A3" (USD) INC 128018859 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN GLOBAL HIGH YIELD "C1" (USD) ACC 015264454 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN GLOBAL HIGH YIELD "C2" (USD) INC I358155213 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN GLOBAL HIGH YIELD FUND "C3" (USD) INC I358155219 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN GLOBAL HIGH YIELD "N1" (USD) ACC 087026230 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN GLOBAL HIGH YIELD "N2" (USD) INC I358155225 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN GLOBAL HIGH YIELD FUND "N3" (USD) INC 128018883 USD 0 USD 0 N/A N/A N3 Yes
GLOBAL INTRINSIC VALUE "A1" (USD) ACC 191459911 USD 0 USD 0 Stock N/A A1 No
GLOBAL INTRINSIC VALUE "C1" (USD) ACC 191459946 USD 0 USD 0 Stock N/A C1 No
GLOBAL INTRINSIC VALUE "N1" (USD) ACC 191459954 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "A1" (USD) ACC 134070269 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "A2" (USD) INC I358155252 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "A3" (USD) INC 134070285 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "C1" (USD) ACC I358155267 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "C2" (USDHDG) INC I358155270 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "C3" (USD) INC 134070358 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "N1" (USD) ACC 134070404 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN GLOBAL OPPORTUNISTIC BOND "N2" (USD) INC I358155287 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN FUNDS GLOBAL OPPORTUNISTIC BOND MGOBN3U LX USD 3,000 USD 3,000 N/A N/A N3 Yes
MFS MERIDIAN GLOBAL RESEARCH FOCUSED "A1" (USD) ACC 021944114 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN GLOBAL RESEARCH FOCUSED "C1" (USD) ACC 021949132 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN GLOBAL RESEARCH FOCUSED "N1" (USD) ACC 112373837 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN GLOBAL TOTAL RETURN "A1" (USD) ACC 021944149 USD 0 USD 0 Balanced N/A A1 No
MFS MERIDIAN GLOBAL TOTAL RETURN "A2" (USD) INC 021944238 USD 0 USD 0 Balanced N/A A2 No
MFS MERIDIAN GLOBAL TOTAL RETURN "A3" (USD) INC 128018751 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN GLOBAL TOTAL RETURN "C1" ACC 021949175 USD 0 USD 0 Balanced N/A C1 No
MFS MERIDIAN GLOBAL TOTAL RETURN "C2" INC 021949256 USD 0 USD 0 Balanced N/A C2 No
MFS MERIDIAN GLOBAL TOTAL RETURN "C3" (USD) INC I358155335 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN GLOBAL TOTAL RETURN "N1" (USD) ACC 087027015 USD 0 USD 0 Balanced N/A N1 No
MFS MERIDIAN GLOBAL TOTAL RETURN "N2" (USD) INC 128018824 USD 0 USD 0 Balanced N/A N2 No
MFS MERIDIAN GLOBAL TOTAL RETURN "N3" (USD) INC 128018786 USD 0 USD 0 N/A N/A N3 Yes
MFS MERIDIAN INFLATION ADJUSTED BOND "A1" ACC I358803372 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN INFLATION ADJUSTED BOND "A2" INC I358803383 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN INFLATION ADJUSTED BOND "C1" ACC I358803384 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN INFLATION ADJUSTED BOND "C2"D INC I358803392 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN INFLATION-ADJUSTED BOND "N1" (USD) ACC I358803397 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN INFLATION-ADJUSTED BOND "N2" (USD) INC I358803407 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN JAPAN EQUITY "A1" (USD) ACC 021944475 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN FUNDS JAPAN EQUITY MFSJECU LX USD 3,000 USD 3,000 N/A N/A C1 Yes
MFS MERIDIAN JAPAN EQUITY "N1" (USD) ACC 112373845 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN LATIN AMERICAN EQUITY "A1" (USD) ACC 040671471 USD 0 USD 0 N/A N/A A1 No
MFS MERIDIAN LATIN AMERICAN EQUITY "C1" (USD) ACC 040671528 USD 0 USD 0 N/A N/A C1 No
MFS MERIDIAN LATIN AMERICAN EQUITY "N1" (USD) ACC 087026353 USD 0 USD 0 N/A N/A N1 No
MFS MERIDIAN LIMITED MATURITY "A1" ACC 021944289 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN LIMITED MATURITY "A2" INC I358803449 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN LIMITED MATURITY "C1" ACC 021949531 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN LIMITED MATURITY "C2" INC I358803462 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN LIMITED MATURITY "N1" (USD) ACC 087026418 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN LIMITED MATURITY "N2" (USD) INC I358803474 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN MANAGED WEALTH "A1" (USD) ACC 128017984 USD 0 USD 0 Alternatives N/A A1 No
MFS MERIDIAN MANAGED WEALTH "C1" (USD) ACC 128018000 USD 0 USD 0 Alternatives N/A C1 No
MFS MERIDIAN MANAGED WEALTH "N1" (USD) ACC 128018018 USD 0 USD 0 Alternatives N/A N1 No
MFS MERIDIAN PRUDENT CAPITAL "A1" (USD) INC 144254899 USD 0 USD 0 Balanced N/A A1 No
MFS MERIDIAN PRUDENT CAPITAL "C1" (USD) ACC 144254937 USD 0 USD 0 Balanced N/A C1 No
MFS MERIDIAN PRUDENT CAPITAL "N1" (USD) ACC 144254945 USD 0 USD 0 Balanced N/A N1 No
MFS MERIDIAN PRUDENT WEALTH "A1" (USD) ACC 033778643 USD 0 USD 0 Balanced N/A A1 No
MFS MERIDIAN PRUDENT WEALTH "C1" (USD)ACC 033778686 USD 0 USD 0 Balanced N/A C1 No
MFS MERIDIAN PRUDENT WEALTH "N1" (USD) ACC 087026477 USD 0 USD 0 Balanced N/A N1 No
MFS MERIDIAN US CONCENTRATED GROWTH "A1" ACC 009455515 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN US CONCENTRATED GROWTH "C1" (USD) ACC 015264098 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN US EMERGING GROWTH "N1" (USD) ACC 087027074 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN US CORPORATE BOND "A1" (USD) ACC 087026639 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN US CORPORATE BOND "A2" (USD) INC I358803552 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN US CORPORATE BOND "A3" (USD) INC 139913159 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN US CORPORATE BOND "C1" (USD) ACC 087026701 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN US CORPORATE BOND "C2" (USD) INC I358803569 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN US CORPORATE BOND "C3" (USD) INC 139913183 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN US CORPORATE BOND "N1" (USD) ACC 087026752 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN US CORPORATE BOND "N2" (USD) INC I358803588 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN BOND "N3" (USD) INC 139913213 USD 0 USD 0 N/A N/A N3 Yes
MFS MERIDIAN FUNDS U.S. EQUITY OPPORTUNITIES MFSEON1 LX USD 3,000 USD 3,000 N/A N/A N1 Yes
MFS MERIDIAN US GOVERNMENT BOND "A1" ACC 021944254 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN US GOVERNMENT BOND "A2" (USD) INC I358913584 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN US GOVERNMENT BOND "C1" (USD) ACC 021949523 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN US GOVERNMENT BOND "C2" (USD) INC I358913594 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN US GOVERNMENT BOND "N1" (USD) ACC 087027112 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN US GOVERNMENT BOND "N2" (USD) INC I358913602 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN US TOTAL RETURN BOND FUND "A1" (USD) ACC 021944297 USD 0 USD 0 Bond N/A A1 No
MFS MERIDIAN US TOTAL RETURN BOND FUND "A2" (USD) INC I358913608 USD 0 USD 0 Bond N/A A2 No
MFS MERIDIAN RESEARCH BOND "A3" (USD) INC 139913418 USD 0 USD 0 N/A N/A A3 Yes
MFS MERIDIAN US TOTAL RETURN BOND FUND "C1" (USD) ACC 021949540 USD 0 USD 0 Bond N/A C1 No
MFS MERIDIAN US TOTAL RETURN BOND FUND "C2" (USD) INC I358913622 USD 0 USD 0 Bond N/A C2 No
MFS MERIDIAN US TOTAL RETURN BOND "C3" (USD) INC 139913442 USD 0 USD 0 N/A N/A C3 Yes
MFS MERIDIAN US TOTAL RETURN BOND FUND "N1" (USD) ACC 087026493 USD 0 USD 0 Bond N/A N1 No
MFS MERIDIAN US TOTAL RETURN BOND FUND "N2" (USD) INC I358913632 USD 0 USD 0 Bond N/A N2 No
MFS MERIDIAN US VALUE "A1" ACC 012597916 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN US VALUE "C1" (USD) ACC 015264586 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN US VALUE "N1" (USD) ACC 087027058 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN FUNDS U.S. GROWTH "A1" (USD) ACC 198581003 USD 0 USD 0 Stock N/A A1 No
MFS MERIDIAN US GROWTH FUND 198581020 USD 0 USD 0 Stock N/A C1 No
MFS MERIDIAN FUNDS U.S. GROWTH "N1" (USD) ACC 198581038 USD 0 USD 0 Stock N/A N1 No
MFS MERIDIAN US GROWTH FUND 198581046 USD 0 USD 0 Stock N/A W1 Yes
MFS MERIDIAN US GROWTH FUND BJK3982 USD 3,000 USD 3,000 N/A N/A I1 Yes

Notes:

  1. Advisor minimums may be lower.