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Mutual Funds

MFS Investment Management

Exchange Hours Website
9:30 - 15:59 ET www.mfs.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
MFS UTILITIES FUND-C MMUCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS RESEARCH FUND-A MFRFX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MASS INVESTORS GROWTH STOCK FUND-A MIGFX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MASSACHUSETTS INVESTORS TRUST-A MITTX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS CORPORATE BOND FUND - A MFBFX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS HIGH INCOME FUND-A MHITX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS TOTAL RETURN FUND-A MSFRX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS MUNICIPAL HIGH INCOME FUND-A MMHYX Bond USD 1,000,000 USD 1,000 Front-End Load A Yes
MFS GOVERNMENT SECURITIES FUND-A MFGSX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS MARYLAND MUNI BOND FUND-A MFSMX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS NORTH CAROLINA MUNI BOND FUND-A MSNCX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS SOUTH CAROLINA MUNI BOND FUND-A MFSCX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS VIRGINIA MUNI BOND FUND-A MSVAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS WEST VIRGINIA MUNI BOND FUND-A MFWVX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS CALIFORNIA MUNI BOND FUND-A MCFTX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS PENNSYLVANIA MUNI BOND FUND-A MFPAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS MID CAP GROWTH FUND-A OTCAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS STRATEGIC INCOME FUND-A MFIOX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIMITED MATURITY FUND-A MQLFX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS MUNICIPAL LIMITED MATURITY FUND-A MTLFX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS GROWTH FUND-A MFEGX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS TENNESSEE MUNI BOND FUND-A MSTNX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS GEORGIA MUNI BOND FUND-A MMGAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS NEW YORK MUNICIPAL BOND FUND-A MSNYX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS ALABAMA MUNI BOND FUND-A MFALX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS GLOBAL TOTAL RETURN FUND-A MFWTX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS MISSISSIPPI MUNI BOND FUND-A MISSX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH CORE EQUITY FUND-I MUSEX Equity USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL EQUITY FUND-A MWEFX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS MUNICIPAL INCOME FUND-A MFIAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS ARKANSAS MUNI BOND FUND-A MFARX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS UTILITIES FUND-A MMUFX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS CASH RESERVE FUND-A MSRXX Money Market USD 1,000,000 USD 10,000 No Load A No
MFS EMERGING MARKETS EQUITY FUND-A MEMAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS INTERNATIONAL GROWTH FUND-A MGRAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS INTL INTRINSIC VALUE FUND (A) MGIAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS VALUE FUND-A MEIAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS CORE EQUITY FUND-A MRGAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS HIGH INCOME FUND-I MHIIX Balanced USD 1,000,000 USD 0 No Load I Yes
MFS RESEARCH FUND-I MRFIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS INTL NEW DISCOVERY FUND-I MWNIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND-A MUEAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS GOVERNMENT SECURITIES FUND-I MGSIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL HIGH YIELD FUND-I MHOIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND-A MIDAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS TOTAL RETURN FUND-I MTRIX Balanced USD 1,000,000 USD 0 No Load I Yes
MFS NEW DISCOVERY FUND-A MNDAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS NEW DISCOVERY FUND-I MNDIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS TECHNOLOGY FUND-A MTCAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS RESEARCH INTERNATIONAL FUND-A MRSAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS EMERGING MARKETS DEBT FUND-A MEDAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS EQUITY OPPORTUNITIES FUND SRFAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS MID CAP VALUE FUND-A MVCAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS MID CAP VALUE FUND-I MCVIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS CONSERVATIVE ALLOCATION FUND-A MACFX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS MODERATE ALLOCATION FUND-A MAMAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS GROWTH ALLOCATION FUND-A MAGWX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS AGGRESSIVE GROWTH ALLOCATION FD-A MAAGX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS INTERNTL DIVERSIFICATION FUND-A MDIDX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME RETIREMENT INCOME FUND-A MLLAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS INFLATION ADJUSTED BOND FUND-A MIAAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS DIVERSIFIED INCOME FUND-A DIFAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS DIVERSIFIED INCOME FUND-I DIFIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2030 FUND-A MLTAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2020 FUND-A MFLAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2040 FUND-A MLFAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS GLOBAL REAL ESTATE FUND-A MGLAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS GLOBAL REAL ESTATE FUND-I MGLIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL FUND - A MGBAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS GLOBAL NEW DISCOVERY FUND - A GLNAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS MUNICIPAL INCOME FUND - I MIMIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS EQUITY OPPORTUNITIES FUND SRFIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL FD - A EMLAX Bond USD 1,000,000 USD 1,000 Front-End Load A No
MFS EMERGING MARKETS DEBT LOCAL FD - I EMLIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS NEW DISCOVERY VALUE FUND - A NDVAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS NEW DISCOVERY VALUE FUND - I NDVIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS MUNICIPAL HIGH INCOME FUND - I MMIIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2050 FUND - A MFFSX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2025 FUND-A LTTAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2035 FUND - A LFEAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2045 FUND-A LTMAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2055 FUND-A LFIAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LOW VOLATILITY EQUITY FUND - A MLVAX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS LOW VOLATILITY GLOBAL EQUITY FUND-A MVGAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS RESEARCH FUND-C MFRCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS CORPORATE BOND FUND - C MFBCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS CALIFORNIA MUNI BOND FUND-C MCCAX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS HIGH INCOME FUND-C MHICX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS MUNICIPAL INCOME FUND-C MMICX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS NORTH CAROLINA MUNI BOND FUND-C MCNCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS VIRGINIA MUNI BOND FUND-C MVACX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL EQUITY FUND-C MWECX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL GROWTH FUND-C MWOCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL TOTAL RETURN FUND-C MFWCX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS LIMITED MATURITY FUND-C MQLCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS MUNICIPAL LIMITED MATURITY FUND-C MTLCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS MID CAP GROWTH FUND-C OTCCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS TOTAL RETURN FUND-C MTRCX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS STRATEGIC INCOME FUND-C MIOCX Bond USD 1,000,000 USD 1,000 Level Load C No
MASS INVESTORS GROWTH STOCK FUND-I MGTIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS VALUE FUND-C MEICX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS CORE EQUITY FUND-C MRGCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS GROWTH FUND-C MFECX Equity USD 1,000,000 USD 1,000 Level Load C No
MASSACHUSETTS INVESTORS TRUST-C MITCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS EMERGING MARKETS EQUITY FUND-C MEMCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS INTL INTRINSIC VALUE FUND (C) MGICX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS INTERNATIONAL GROWTH FUND-C MGRCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS GOVERNMENT SECURITIES FUND-C MFGDX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS CORPORATE BOND FUND - I MBDIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS EMERGING MARKETS EQUITY FUND-I MEMIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS INTL INTRINSIC VALUE FUND (I) MINIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS INTERNATIONAL GROWTH FUND-I MQGIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS CORE EQUITY FUND-I MRGRX Equity USD 1,000,000 USD 0 No Load I Yes
MFS STRATEGIC INCOME FUND-I MFIIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS MID CAP GROWTH FUND-I OTCIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS GROWTH FUND-I MFEIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS UTILITIES FUND-I MMUIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL EQUITY FUND-I MWEIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL GROWTH FUND-I MWOIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS VALUE FUND-I MEIIX Equity USD 1,000,000 USD 0 No Load I Yes
MASSACHUSETTS INVESTORS TRUST-I MITIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL TOTAL RETURN FUND-I MFWIX Balanced USD 1,000,000 USD 0 No Load I Yes
MFS EMERGING MARKETS DEBT FUND-I MEDIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND-C MUECX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL HIGH YIELD FUND-C MHOCX Bond USD 1,000,000 USD 1,000 Level Load C No
MASS INVESTORS GROWTH STOCK FUND-C MIGDX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS TECHNOLOGY FUND-C MTCCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS MUNICIPAL HIGH INCOME FUND-C MMHCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS NEW DISCOVERY FUND-C MNDCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS LIMITED MATURITY FUND-I MQLIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS RESEARCH INTERNATIONAL FUND-C MRICX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS TOTAL RETURN BOND FUND-C MRBCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS TOTAL RETURN BOND FUND-I MRBIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS TECHNOLOGY FUND-I MTCIX Equity USD 1,000,000 USD 0 No Load I Yes
MFS RESEARCH INTERNATIONAL FUND-I MRSIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS EMERGING MARKETS DEBT FUND-C MEDCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS MID CAP VALUE FUND-C MVCCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS CONSERVATIVE ALLOCATION FUND-C MACVX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS CONSERVATIVE ALLOCATION FUND-I MACIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS MODERATE ALLOCATION FUND-C MMACX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS MODERATE ALLOCATION FUND-I MMAIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS GROWTH ALLOCATION FUND-C MCGWX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS GROWTH ALLOCATION FUND-I MGWIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS AGGRESS GROWTH ALLOCATION FD-C MCAGX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS AGGRESS GROWTH ALLOCATION FD-I MIAGX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND-C MIDCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS NEW YORK MUNICIPAL BOND FUND-C MCNYX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS INTERNTL DIVERSIFICATION FUND-C MDIGX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS INTERNTL DIVERSIFICATION FUND-I MDIJX Stock USD 1,000,000 USD 0 No Load I Yes
MFS EQUITY OPPORTUNITIES FUND SRFCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME RETIREMENT INCOME FUND-C MLLCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS INFLATION ADJUSTED BOND FUND-I MIAIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS INFLATION ADJUSTED BOND FUND-C MIACX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS DIVERSIFIED INCOME FUND-C DIFCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME RETIREMENT INCOME FUND-I MLLIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2030 FUND-C MLTCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2030 FUND-I MLTIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2020 FUND-C MFLCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2020 FUND-I MFLIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2040 FUND-C MLFCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2040 FUND-I MLFIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS MUNICIPAL INCOME FUND-A1 MMIDX Bond USD 1,000,000 USD 1,000 Front-End Load A Yes
MFS GLOBAL BOND FUND - C MGBDX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL BOND FUND - I MGBJX Bond USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL NEW DISCOVERY FUND - C GLNCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL NEW DISCOVERY FUND - I GLNIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL FD - C EMLCX Bond USD 1,000,000 USD 1,000 Level Load C No
MFS NEW DISCOVERY VALUE FUND -C NDVCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2050 FUND - C MFFDX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2050 FUND - I MFFIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS EQUITY INCOME FUND-A EQNAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS EQUITY INCOME FUND-C EQNCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS EQUITY INCOME FUND-I EQNIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS MUNICIPAL LIMITED MATURITY FUND (I) MTLIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2025 FUND-C LTTCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2025 FUND-I LTTIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2035 - C LFECX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2035 FUND - I LFEDX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2045 FUND-C LTMDX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2045 FUND-I LTMKX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2055 FUND-C LFICX Mixed Investments USD 1,000,000 USD 1,000 Level Load C No
MFS LIFETIME 2055 FUND-I LFIIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes
MFS LOW VOLATILITY EQUITY FUND - C MLVGX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS LOW VOLATILITY EQUITY FUND - I MLVHX Equity USD 1,000,000 USD 0 No Load I Yes
MFS LOW VOLATILITY GLOBAL EQUITY FUND-C MVGCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS LOW VOLATILITY GLOBAL EQUITY FUND-I MVGIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS COMMODITY STRATEGY FUND-A MCSAX Commodity USD 1,000,000 USD 1,000 N/A A Yes
MFS GLOBAL ALTERNATIVE STRATEGY FUND-A DVRAX Alternatives USD 1,000,000 USD 1,000 Front-End Load A No
MFS GLOBAL ALTERNATIVE STRATEGY FUND-C DVRCX Alternatives USD 1,000,000 USD 1,000 Level Load C No
MFS GLOBAL ALTERNATIVE STRATEGY FD-I DVRIX Alternatives USD 1,000,000 USD 0 No Load I Yes
MFS MANAGED WEALTH FUND MNWAX Alternatives USD 1,000,000 USD 1,000 Front-End Load A No
MFS MANAGED WEALTH FUND MNWCX Alternatives USD 1,000,000 USD 1,000 Level Load C No
MFS MANAGED WEALTH FUND MNWIX Alternatives USD 1,000,000 USD 0 No Load I Yes
MFS GLOBAL REAL ESTATE FUND-C MGLCX Equity USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLJX Stock USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKIX Stock USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH VAL EQUITY FD-I BRUHX Balanced USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH GRWTH EQUTY FUND-I BRWIX Balanced USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH SM CAP EQ FD-C BRSCX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH VAL EQUITY FD-C BRUGX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLCX Stock USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH GRWTH EQUITY FUND-C BRWCX Balanced USD 1,000,000 USD 1,000 Level Load C No
MFS BLENDED RESEARCH GROWTH EQUITY FUND BRWAX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH SM CAP EQ FD-A BRSDX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKAX Stock USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH VAL EQUITY FD-A BRUDX Balanced USD 1,000,000 USD 1,000 Front-End Load A No
MFS ARKANSAS MUNI BOND FUND-I MARLX Bond USD 1,000,000 USD 0 No Load I Yes
MFS CALIFORNIA MUNI BOND FUND-I MCAVX Bond USD 1,000,000 USD 0 No Load I Yes
MFS ALABAMA MUNI BOND FUND-I MLALX Bond USD 1,000,000 USD 0 No Load I Yes
MFS GEORGIA MUNI BOND FUND-I MGATX Bond USD 1,000,000 USD 0 No Load I Yes
MFS MARYLAND MUNI BOND FUND-I MMDIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS MASSACHUSETTS MUNI BOND FUND-I MTALX Bond USD 1,000,000 USD 0 No Load I Yes
MFS MISSISSIPPI MUNI BOND FUND-I MMSTX Bond USD 1,000,000 USD 0 No Load I Yes
MFS NEW YORK MUNICIPAL BOND FUND-I MNYLX Bond USD 1,000,000 USD 0 No Load I Yes
MFS NORTH CAROLINA MUNI BOND FUND-I MNCLX Bond USD 1,000,000 USD 0 No Load I Yes
MFS PENNSYLVANIA MUNI BOND FUND-I MPALX Bond USD 1,000,000 USD 0 No Load I Yes
MFS SOUTH CAROLINA MUNI BOND FUND-I MTSCX Bond USD 1,000,000 USD 0 No Load I Yes
MFS TENNESSEE MUNI BOND FUND-I MTNLX Bond USD 1,000,000 USD 0 No Load I Yes
MFS VIRGINIA MUNI BOND FUND-I MIVAX Bond USD 1,000,000 USD 0 No Load I Yes
MFS WEST VIRGINIA MUNI BOND FUND-I MWVIX Bond USD 1,000,000 USD 0 No Load I Yes
MFS BLENDED RESEARCH MD CAP EQ FD - A BMSFX Equity USD 1,000,000 USD 1,000 Front-End Load A No
MFS BLENDED RESEARCH MD CAP EQ FD - I BMSLX Equity USD 1,000,000 USD 0 No Load I Yes
MFS LIFETIME 2060 FUND-A MFJAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A No
MFS LIFETIME 2060 FUND-I MFJIX Mixed Investments USD 1,000,000 USD 0 No Load I Yes

Notes:

  1. Advisor minimums may be lower.