| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.mfs.com |
| Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| MFS UTILITIES FUND-C | MMUCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS RESEARCH FUND-A | MFRFX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MASS INVESTORS GROWTH STOCK FUND-A | MIGFX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MASSACHUSETTS INVESTORS TRUST-A | MITTX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS CORPORATE BOND FUND-A | MFBFX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS HIGH INCOME FUND-A | MHITX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS TOTAL RETURN FUND-A | MSFRX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS MUNICIPAL HIGH INCOME FUND-A | MMHYX | USD 1,000 | USD 0 | Bond | Front-End Load | A | Yes |
| MFS GOVERNMENT SECURITIES FUND-A | MFGSX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS MARYLAND MUNI BOND FUND-A | MFSMX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS NORTH CAROLINA MUNI BOND FUND-A | MSNCX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS SOUTH CAROLINA MUNI BOND FUND-A | MFSCX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS VIRGINIA MUNI BOND FUND-A | MSVAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS WEST VIRGINIA MUNI BOND FUND-A | MFWVX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS CALIFORNIA MUNI BOND FUND-A | MCFTX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS PENNSYLVANIA MUNI BOND FUND-A | MFPAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS MID CAP GROWTH FUND-A | OTCAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS STRATEGIC INCOME FUND-A | MFIOX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS LIMITED MATURITY FUND-A | MQLFX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS MUNICIPAL LIMITED MATURITY FUND-A | MTLFX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS GROWTH FUND-A | MFEGX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GEORGIA MUNI BOND FUND-A | MMGAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS NEW YORK MUNICIPAL BOND FUND-A | MSNYX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS ALABAMA MUNI BOND FUND-A | MFALX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS GLOBAL TOTAL RETURN FUND-A | MFWTX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS MISSISSIPPI MUNI BOND FUND-A | MISSX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS BLENDED RESEARCH CORE EQUITY FD-I | MUSEX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GLOBAL EQUITY FUND-A | MWEFX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS MUNICIPAL INCOME FUND-A | MFIAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS ARKANSAS MUNI BOND FUND-A | MFARX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS UTILITIES FUND-A | MMUFX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS US GOVERNMENT CASH RESERVE FD-A | MSRXX | USD 10,000 | USD 0 | Money Market | No Load | A | No |
| MFS EMERGING MARKETS EQUITY FUND-A | MEMAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS INTERNATIONAL GROWTH FUND-A | MGRAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS INTL INTRINSIC VALUE FUND-A | MGIAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS VALUE FUND-A | MEIAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS CORE EQUITY FUND-A | MRGAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS HIGH INCOME FUND-I | MHIIX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS RESEARCH FUND-I | MRFIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS INTL NEW DISCOVERY FUND-I | MWNIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS BLENDED RESEARCH CORE EQUITY FD-A | MUEAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GOVERNMENT SECURITIES FUND-I | MGSIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS GLOBAL HIGH YIELD FUND-I | MHOIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS INTERNATIONAL NEW DISCOVERY FUND-A | MIDAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS TOTAL RETURN FUND-I | MTRIX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS NEW DISCOVERY FUND-A | MNDAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS NEW DISCOVERY FUND-I | MNDIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS TECHNOLOGY FUND-A | MTCAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS RESEARCH INTERNATIONAL FUND-A | MRSAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS EMERGING MARKETS DEBT FUND-A | MEDAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS EQUITY OPPORTUNITIES FUND | SRFAX | USD 1,000 | USD 1,000 | N/A | Front-End Load | A | No |
| MFS MID CAP VALUE FUND-A | MVCAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS MID CAP VALUE FUND-I | MCVIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS CONSERVATIVE ALLOCATION FUND-A | MACFX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS MODERATE ALLOCATION FUND-A | MAMAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GROWTH ALLOCATION FUND-A | MAGWX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS AGGRESSIVE GROWTH ALLOCATION FD-A | MAAGX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS INTERNTL DIVERSIFICATION FUND-A | MDIDX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS LIFETIME INCOME FUND-A | MLLAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS INFLATION ADJUSTED BOND FUND-A | MIAAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS DIVERSIFIED INCOME FUND-A | DIFAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS DIVERSIFIED INCOME FUND-I | DIFIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2030 FUND-A | MLTAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2040 FUND-A | MLFAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GLOBAL REAL ESTATE FUND-A | MGLAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GLOBAL REAL ESTATE FUND-I | MGLIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GLOBAL OPPORTUNISTIC BOND FUND-A | MGBAX | USD 1,000 | USD 0 | Bond | Front-End Load | A | No |
| MFS GLOBAL NEW DISCOVERY FUND - A | GLNAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS MUNICIPAL INCOME FUND - I | MIMIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS EQUITY OPPORTUNITIES FUND | SRFIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS EMERGING MARKETS DEBT LOCAL FD-A | EMLAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS EMERGING MARKETS DEBT LOCAL FD-I | EMLIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS NEW DISCOVERY VALUE FUND-A | NDVAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS NEW DISCOVERY VALUE FUND-I | NDVIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS MUNICIPAL HIGH INCOME FUND - I | MMIIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS LIFETIME 2050 FUND-A | MFFSX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2025 FUND-A | LTTAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2035 FUND - A | LFEAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2045 FUND-A | LTMAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2055 FUND-A | LFIAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LOW VOLATILITY EQUITY FUND-A | MLVAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LOW VOLATILITY GLOBAL EQUITY FD-A | MVGAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS INTERNATIONAL EQUITY FUND-R6 | MIEIX | USD 0 | USD 0 | Stock | No Load | R6 | Yes |
| MFS RESEARCH FUND-C | MFRCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS CORPORATE BOND FUND-C | MFBCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS CALIFORNIA MUNI BOND FUND-C | MCCAX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS HIGH INCOME FUND-C | MHICX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS MUNICIPAL INCOME FUND-C | MMICX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS NORTH CAROLINA MUNI BOND FUND-C | MCNCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS VIRGINIA MUNI BOND FUND-C | MVACX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS GLOBAL EQUITY FUND-C | MWECX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS GLOBAL GROWTH FUND-C | MWOCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS GLOBAL TOTAL RETURN FUND-C | MFWCX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS LIMITED MATURITY FUND-C | MQLCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS MUNICIPAL LIMITED MATURITY FUND-C | MTLCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS MID CAP GROWTH FUND-C | OTCCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS TOTAL RETURN FUND-C | MTRCX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS STRATEGIC INCOME FUND-C | MIOCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MASS INVESTORS GROWTH STOCK FUND-I | MGTIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS VALUE FUND-C | MEICX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS CORE EQUITY FUND-C | MRGCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS GROWTH FUND-C | MFECX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MASSACHUSETTS INVESTORS TRUST-C | MITCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS EMERGING MARKETS EQUITY FUND-C | MEMCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS INTL INTRINSIC VALUE FUND-C | MGICX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS INTERNATIONAL GROWTH FUND-C | MGRCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS GOVERNMENT SECURITIES FUND-C | MFGDX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS CORPORATE BOND FUND-I | MBDIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS EMERGING MARKETS EQUITY FUND-I | MEMIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS INTL INTRINSIC VALUE FUND-I | MINIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS INTERNATIONAL GROWTH FUND-I | MQGIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS CORE EQUITY FUND-I | MRGRX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS STRATEGIC INCOME FUND-I | MFIIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS MID CAP GROWTH FUND-I | OTCIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GROWTH FUND-I | MFEIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS UTILITIES FUND-I | MMUIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GLOBAL EQUITY FUND-I | MWEIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS GLOBAL GROWTH FUND-I | MWOIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS VALUE FUND-I | MEIIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MASSACHUSETTS INVESTORS TRUST-I | MITIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GLOBAL TOTAL RETURN FUND-I | MFWIX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS EMERGING MARKETS DEBT FUND-I | MEDIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS BLENDED RESEARCH CORE EQUITY FD-C | MUECX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS GLOBAL HIGH YIELD FUND-C | MHOCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MASS INVESTORS GROWTH STOCK FUND-C | MIGDX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS TECHNOLOGY FUND-C | MTCCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS MUNICIPAL HIGH INCOME FUND-C | MMHCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS NEW DISCOVERY FUND-C | MNDCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIMITED MATURITY FUND-I | MQLIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS RESEARCH INTERNATIONAL FUND-C | MRICX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS TOTAL RETURN BOND FUND-C | MRBCX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS TOTAL RETURN BOND FUND-I | MRBIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS TECHNOLOGY FUND-I | MTCIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS RESEARCH INTERNATIONAL FUND-I | MRSIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS EMERGING MARKETS DEBT FUND-C | MEDCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS MID CAP VALUE FUND-C | MVCCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS CONSERVATIVE ALLOCATION FUND-C | MACVX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS CONSERVATIVE ALLOCATION FUND-I | MACIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS MODERATE ALLOCATION FUND-C | MMACX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS MODERATE ALLOCATION FUND-I | MMAIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GROWTH ALLOCATION FUND-C | MCGWX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS GROWTH ALLOCATION FUND-I | MGWIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS AGGRESSIVE GROWTH ALLOCATION FD-C | MCAGX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS AGGRESSIVE GROWTH ALLOCATION FD-I | MIAGX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS INTERNATIONAL NEW DISCOVERY FUND-C | MIDCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS NEW YORK MUNICIPAL BOND FUND-C | MCNYX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS INTERNTL DIVERSIFICATION FUND-C | MDIGX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS INTERNTL DIVERSIFICATION FUND-I | MDIJX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS EQUITY OPPORTUNITIES FUND | SRFCX | USD 1,000 | USD 1,000 | N/A | Level Load | C | No |
| MFS LIFETIME INCOME FUND-C | MLLCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS INFLATION ADJUSTED BOND FUND-I | MIAIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS INFLATION ADJUSTED BOND FUND-C | MIACX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS DIVERSIFIED INCOME FUND-C | DIFCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME INCOME FUND-I | MLLIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2030 FUND-C | MLTCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2030 FUND-I | MLTIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2040 FUND-C | MLFCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2040 FUND-I | MLFIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS MUNICIPAL INCOME FUND-A1 | MMIDX | USD 1,000 | USD 0 | Bond | Front-End Load | A | Yes |
| MFS GLOBAL OPPORTUNISTIC BOND FUND-C | MGBDX | USD 1,000 | USD 0 | Bond | Level Load | C | No |
| MFS GLOBAL OPPORTUNISTIC BOND FUND-I | MGBJX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS GLOBAL NEW DISCOVERY FUND-C | GLNCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS GLOBAL NEW DISCOVERY FUND-I | GLNIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS EMERGING MARKETS DEBT LOCAL FD-C | EMLCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS NEW DISCOVERY VALUE FUND-C | NDVCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2050 FUND-C | MFFDX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2050 FUND-I | MFFIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS EQUITY INCOME FUND-A | EQNAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS EQUITY INCOME FUND-C | EQNCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS EQUITY INCOME FUND-I | EQNIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS MUNICIPAL LIMITED MATURITY FUND (I) | MTLIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS MID CAP VALUE FUND-R6 | MVCKX | USD 0 | USD 0 | N/A | No Load | R6 | Yes |
| MFS LIFETIME 2025 FUND-C | LTTCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2025 FUND-I | LTTIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2035 - C | LFECX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2035 FUND - I | LFEDX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2045 FUND-C | LTMDX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2045 FUND-I | LTMKX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS NEW DISCOVERY VALUE FUND-R6 | NDVVX | USD 0 | USD 0 | N/A | No Load | R6 | Yes |
| MFS LIFETIME 2055 FUND-C | LFICX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LIFETIME 2055 FUND-I | LFIIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LOW VOLATILITY EQUITY FUND-C | MLVGX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS LOW VOLATILITY EQUITY FUND-I | MLVHX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LOW VOLATILITY GLOBAL EQUITY FD-C | MVGCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS LOW VOLATILITY GLOBAL EQUITY FD-I | MVGIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS COMMODITY STRATEGY FUND-A | MCSAX | USD 1,000 | USD 0 | Commodity | N/A | A | Yes |
| MFS GLOBAL ALTERNATIVE STRATEGY FUND-A | DVRAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS GLOBAL ALTERNATIVE STRATEGY FUND-C | DVRCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS GLOBAL ALTERNATIVE STRATEGY FD-I | DVRIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS MANAGED WEALTH FUND-A | MNWAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS MANAGED WEALTH FUND-C | MNWCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS MANAGED WEALTH FUND-I | MNWIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS GLOBAL REAL ESTATE FUND-C | MGLCX | USD 1,000 | USD 0 | N/A | Level Load | C | No |
| MFS BLENDED RESEARCH INTERNATIONAL EQUIT | BRXIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS BLENDED RESEARCH GLOBAL EQUITY FUND | BRLJX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS BLENDED RESEARCH EMERGING MARKETS EQ | BRKIX | USD 0 | USD 0 | Stock | No Load | I | Yes |
| MFS BLENDED RESEARCH VAL EQUITY FD-I | BRUHX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS BLENDED RESEARCH GRWTH EQUITY FD-I | BRWIX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS BLENDED RESEARCH SM CAP EQ FD-C | BRSCX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS BLENDED RESEARCH EMERGING MARKETS EQ | BRKCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS BLENDED RESEARCH INTERNATIONAL EQUIT | BRXCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS BLENDED RESEARCH VAL EQUITY FD-C | BRUGX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS BLENDED RESEARCH GLOBAL EQUITY FUND | BRLCX | USD 1,000 | USD 0 | Stock | Level Load | C | No |
| MFS BLENDED RESEARCH GRWTH EQUITY FD-C | BRWCX | USD 1,000 | USD 0 | Balanced | Level Load | C | No |
| MFS BLENDED RESEARCH GRWTH EQUITY FD-A | BRWAX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS BLENDED RESEARCH SM CAP EQ FD-A | BRSDX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS BLENDED RESEARCH INTERNATIONAL EQUIT | BRXAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS BLENDED RESEARCH GLOBAL EQUITY FUND | BRLAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS BLENDED RESEARCH EMERGING MARKETS EQ | BRKAX | USD 1,000 | USD 0 | Stock | Front-End Load | A | No |
| MFS BLENDED RESEARCH VAL EQUITY FD-A | BRUDX | USD 1,000 | USD 0 | Balanced | Front-End Load | A | No |
| MFS ARKANSAS MUNI BOND FUND-I | MARLX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS CALIFORNIA MUNI BOND FUND-I | MCAVX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS ALABAMA MUNI BOND FUND-I | MLALX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS GEORGIA MUNI BOND FUND-I | MGATX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS MARYLAND MUNI BOND FUND-I | MMDIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS MASSACHUSETTS MUNI BOND FUND-I | MTALX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS MISSISSIPPI MUNI BOND FUND-I | MMSTX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS NEW YORK MUNI BOND FUND-I | MNYLX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS NORTH CAROLINA MUNI BOND FUND-I | MNCLX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS PENNSYLVANIA MUNI BOND FUND-I | MPALX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS SOUTH CAROLINA MUNI BOND FUND-I | MTSCX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS VIRGINIA MUNI BOND FUND-I | MIVAX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS WEST VIRGINIA MUNI BOND FUND-I | MWVIX | USD 0 | USD 0 | Bond | No Load | I | Yes |
| MFS BLENDED RESEARCH MD CAP EQ FD-A | BMSFX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS BLENDED RESEARCH MD CAP EQ FD-I | BMSLX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS LIFETIME 2060 FUND-A | MFJAX | USD 1,000 | USD 0 | N/A | Front-End Load | A | No |
| MFS LIFETIME 2060 FUND-I | MFJIX | USD 0 | USD 0 | N/A | No Load | I | Yes |
| MFS MUNICIPAL HIGH INCOME FUND -R6 | MMHKX | USD 0 | USD 0 | N/A | N/A | R6 | Yes |
| MFS MUNICIPAL INTERMEDIATE FUND | MIUIX | USD 0 | USD 0 | N/A | N/A | I | Yes |
| MFS MUNICIPAL INTERMEDIATE FUND | MIURX | USD 0 | USD 0 | N/A | N/A | R6 | Yes |
| MFS MUNICIPAL INTERMEDIATE FUND | MIUAX | USD 250 | USD 0 | N/A | N/A | A | Yes |
| MFS MUNICIPAL INTERMEDIATE FUND | MIUCX | USD 250 | USD 0 | N/A | N/A | C | Yes |
| MFS AGGRESSIVE GROWTH ALLOCATION FUND-R6 | AGGPX | USD 0 | USD 0 | Balanced | No Load | R6 | Yes |
| MFS CONSERVATIVE ALLOCATION FUND-R6 | MACQX | USD 0 | USD 0 | Balanced | No Load | R6 | Yes |
| MFS GROWTH ALLOCATION FUND-R6 | MAGQX | USD 0 | USD 0 | Balanced | No Load | R6 | Yes |
| MFS MODERATE ALLOCATION FUND-R6 | MAMPX | USD 0 | USD 0 | Balanced | No Load | R6 | Yes |
| MFS INTRINSIC VALUE FUND-I | UIVIX | USD 0 | USD 0 | Balanced | No Load | I | Yes |
| MFS INTERNATIONAL EQUITY FUND | MIEJX | USD 1,000 | USD 0 | N/A | N/A | A | Yes |
| MFS INTERNATIONAL EQUITY FUND | MIEKX | USD 0 | USD 0 | N/A | N/A | I | Yes |
Notes: