As of September 30, 2019 Class A MFS Fund Performance Results
[Pages:30]As of December 31, 2021
Class A MFS? Fund Performance Results
Average annual total returns with capital gain distributions and income dividends reinvested.
Distribution Frequency, if applicable a Annually s Semiannually q Quarterly m Monthly
STOCK FUNDS
a Massachusetts Investors Growth Stock Fund a Massachusetts Investors Trust a MFS? Blended Research? Core Equity Fund a MFS? Blended Research? Growth Equity Fund a MFS? Blended Research? Mid Cap Equity Fund a MFS? Blended Research? Small Cap Equity Fund a MFS? Blended Research? Value Equity Fund a MFS? Core Equity Fund F1 q MFS? Equity Income Fund a MFS? Growth Fund q MFS? Low Volatility Equity Fund a MFS? Mid Cap Growth Fund a MFS? Mid Cap Value Fund a MFS? New Discovery Fund a MFS? New Discovery Value Fund S1 a MFS? Research Fund a MFS? Technology Fund m MFS? Total Return Fund q MFS? Utilities Fund q MFS? Value Fund
Average Annual Total Returns (%)
Expense Ratios (%) E1
Not Including Sales Charges
Including Sales Charges
Class A Comparable
Inception Share Class
Max Sales 10 yr/
10 yr/
Waiver
Date Inception Date Symbol Charge (%) Life 5 yr 3 yr 1 yr YTD* Life 5 yr 3 yr 1 yr YTD* Gross Net End Data
01/01/35 (N/A) MIGFX 5.75 17.58 22.90 29.30 26.20 26.20 16.88 21.45 26.77 18.94 18.94 0.71 0.71 -- 07/15/24 (N/A) MITTX 5.75 15.57 17.44 24.05 26.82 26.82 14.89 16.05 21.63 19.53 19.53 0.71 0.71 -- 08/07/97 (N/A) MUEAX 5.75 14.89 16.11 24.02 29.03 29.03 14.22 14.75 21.59 21.61 21.61 0.82 0.74 01/31/22 09/15/15 (N/A) BRWAX 5.75 18.29 21.62 30.37 28.64 28.64 17.18 20.19 27.82 21.24 21.24 0.86 0.74 09/30/22 08/19/16 (N/A) BMSFX 5.75 13.59 13.75 21.85 26.43 26.43 12.35 12.41 19.47 19.16 19.16 0.92 0.84 09/30/22 09/15/15 (N/A) BRSDX 5.75 12.45 12.07 18.19 28.74 28.74 11.40 10.75 15.88 21.34 21.34 1.11 0.99 09/30/22 09/15/15 (N/A) BRUDX 5.75 11.25 10.82 16.25 25.90 25.90 10.21 9.51 13.97 18.66 18.66 0.86 0.74 09/30/22 01/02/96 (N/A) MRGAX 5.75 16.28 18.62 25.32 25.08 25.08 15.59 17.23 22.87 17.89 17.89 0.93 0.93 -- 09/27/12 (N/A) EQNAX 5.75 12.30 13.57 19.62 25.97 25.97 11.59 12.23 17.28 18.72 18.72 0.99 0.89 11/30/22 09/13/93 (N/A) MFEGX 5.75 18.87 24.34 30.53 23.34 23.34 18.17 22.87 27.98 16.24 16.24 0.87 0.87 -- 12/05/13 (N/A) MLVAX 5.75 12.93 15.22 20.90 25.16 25.16 12.11 13.86 18.54 17.96 17.96 0.92 0.89 12/31/22 12/01/93 (N/A) OTCAX 5.75 17.57 21.87 28.37 13.74 13.74 16.88 20.43 25.86 7.20 7.20 1.01 1.01 -- 08/31/01 (N/A) MVCAX 5.75 13.48 12.16 21.02 30.50 30.50 12.81 10.84 18.65 23.00 23.00 1.07 1.07 -- 01/02/97 (N/A) MNDAX 5.75 15.64 20.65 27.27 1.26 1.26 14.96 19.23 24.79 -4.57 -4.57 1.24 1.24 -- 05/26/11 (N/A) NDVAX 5.75 14.68 13.33 22.51 33.45 33.45 14.00 11.99 20.12 25.78 25.78 1.23 1.23 -- 10/13/71 (N/A) MFRFX 5.75 15.61 17.93 24.63 24.71 24.71 14.93 16.54 22.19 17.54 17.54 0.79 0.79 -- 01/02/97 (N/A) MTCAX 5.75 20.46 25.89 30.99 13.37 13.37 19.75 24.41 28.43 6.86 6.86 1.12 1.12 -- 10/06/70 (N/A) MSFRX 5.75 9.45 9.70 14.55 13.98 13.98 8.81 8.40 12.31 7.42 7.42 0.73 0.73 -- 02/14/92 (N/A) MMUFX 5.75 9.76 11.76 14.66 13.85 13.85 9.11 10.44 12.42 7.30 7.30 1.01 1.01 -- 01/02/96 (N/A) MEIAX 5.75 13.29 12.18 18.93 25.08 25.08 12.62 10.86 16.60 17.89 17.89 0.80 0.80 --
* Periods less than one year are actual not annualized. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these
reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. F1 Included in all fund classes' total returns for the year ended December 31, 2017, are proceeds received from a non-recurring litigation settlement against Household International Inc. Had these proceeds not been included, all total returns
within calendar year 2017 would have been lower by 0.89%. S1 Effective at the close of business on August 14, 2019, the fund will be closed to new investors subject to certain exceptions. Please see the prospectus for additional information.
Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Class A shares ("A") results include the maximum sales charge.
NOT FDIC INSURED ? MAY LOSE VALUE ? NO BANK GUARANTEE
Page 1 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Average annual total returns with capital gain distributions and income dividends reinvested.
Distribution Frequency, if applicable a Annually s Semiannually q Quarterly m Monthly
ASSET ALLOCATION STRATEGIES a MFS? Aggressive Growth Allocation Fund q MFS? Conservative Allocation Fund m MFS? Diversified Income Fund a MFS? Global Alternative Strategy Fund 1 a MFS? Growth Allocation Fund a MFS? Lifetime? 2020 Fund a MFS? Lifetime? 2025 Fund a MFS? Lifetime? 2030 Fund a MFS? Lifetime? 2035 Fund a MFS? Lifetime? 2040 Fund a MFS? Lifetime? 2045 Fund a MFS? Lifetime? 2050 Fund a MFS? Lifetime? 2055 Fund a MFS? Lifetime? 2060 Fund a MFS? Lifetime? 2065 Fund m MFS? Lifetime? Income Fund a MFS? Managed Wealth Fund q MFS? Moderate Allocation Fund a MFS? Prudent Investor Fund
Average Annual Total Returns (%)
Expense Ratios (%) E1
Not Including Sales Charges
Including Sales Charges
Class A Comparable
Inception Share Class
Max Sales 10 yr/
10 yr/
Waiver
Date Inception Date Symbol Charge (%) Life 5 yr 3 yr 1 yr YTD* Life 5 yr 3 yr 1 yr YTD* Gross Net End Data
06/28/02 (N/A) MAAGX 5.75 12.82 15.28 21.20 18.89 18.89 12.15 13.92 18.83 12.06 12.06 1.04 1.02 09/30/22
06/28/02 (N/A) MACFX 5.75 7.06 8.63 12.11 7.85 7.85 6.43 7.35 9.92 1.65 1.65 0.87 0.86 09/30/22
05/26/06 (N/A) DIFAX 4.25 6.87 6.52 9.43 9.30 9.30 6.41 5.60 7.86 4.66 4.66 0.99 0.99 --
12/20/07 (N/A) DVRAX 5.75 4.07 5.13 6.81 3.43 3.43 3.46 3.90 4.72 -2.51 -2.51 1.47 1.32 02/28/22
06/28/02 (N/A) MAGWX 5.75 11.15 13.35 18.69 15.70 15.70 10.50 12.02 16.37 9.05 9.05 0.98 0.96 09/30/22
09/29/05 (N/A) MFLAX 5.75 6.87 7.19 9.98 6.19 6.19 6.24 5.93 7.83 0.08 0.08 0.94 0.72 08/31/22
11/02/12 (N/A) LTTAX 5.75 7.92 8.75 11.99 8.28 8.28 7.22 7.47 9.80 2.05 2.05 0.96 0.74 08/31/22
09/29/05 (N/A) MLTAX 5.75 10.22 10.93 15.18 12.45 12.45 9.57 9.63 12.93 5.98 5.98 0.97 0.78 08/31/22
11/02/12 (N/A) LFEAX 5.75 10.83 12.65 17.98 16.89 16.89 10.11 11.32 15.67 10.16 10.16 1.04 0.81 08/31/22
09/29/05 (N/A) MLFAX 5.75 11.84 13.35 18.99 18.59 18.59 11.18 12.01 16.67 11.77 11.77 1.04 0.82 08/31/22
11/02/12 (N/A) LTMAX 5.75 11.56 13.74 19.67 19.92 19.92 10.84 12.40 17.33 13.03 13.03 1.09 0.83 08/31/22
09/15/10 (N/A) MFFSX 5.75 12.06 13.78 19.74 20.11 20.11 11.40 12.44 17.40 13.21 13.21 1.09 0.83 08/31/22
11/02/12 (N/A)
LFIAX 5.75 11.57 13.78 19.76 20.13 20.13 10.85 12.44 17.42 13.23 13.23 1.19 0.83 08/31/22
12/06/16 (N/A) MFJAX 5.75 13.89 13.84 19.85 20.10 20.10 12.57 12.50 17.50 13.20 13.20 1.65 0.83 08/31/22
09/01/21 (N/A)
LFTFX 5.75 2.22 --
--
--
-- -3.66 --
--
--
-- 4.67 0.83 08/31/22
09/29/05 (N/A) MLLAX 4.25 5.64 6.88 9.85 6.29 6.29 5.18 5.95 8.27 1.77 1.77 0.90 0.72 08/31/22
06/27/14 (N/A) MNWAX 5.75 2.85 4.21 4.17 1.13 1.13 2.04 2.99 2.13 -4.68 -4.68 1.40 1.40 --
06/28/02 (N/A) MAMAX 5.75 9.19 11.12 15.60 11.70 11.70 8.55 9.81 13.34 5.28 5.28 0.93 0.91 09/30/22
01/18/18 (N/A) FPPAX 5.75 6.00 -- 8.69 1.54 1.54 4.42 -- 6.57 -4.29 -4.29 1.75 1.24 10/31/22
* Periods less than one year are actual not annualized. 1 Performance information for periods prior to July 13, 2018 reflects periods when a subadvisor was responsible for managing the fund's tactical asset allocation overlay under a different investment process. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Class A shares ("A") results include the maximum sales charge.
Page 2 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Average annual total returns with capital gain distributions and income dividends reinvested.
Distribution Frequency, if applicable a Annually s Semiannually q Quarterly m Monthly
GLOBAL/INTERNATIONAL FUNDS
a
MFS? Blended Research? Emerging Markets Equity Fund
a MFS? Blended Research? International Equity Fund
a MFS? Emerging Markets Equity Fund
a MFS? Emerging Markets Equity Research Fund
a MFS? Global Equity Fund
a MFS? Global Growth Fund
a MFS? Global New Discovery Fund
a MFS? Global Real Estate Fund
q MFS? Global Total Return Fund
a MFS? International Diversification Fund
a MFS? International Growth Fund
a MFS? International Intrinsic Value Fund S2
a MFS? International New Discovery Fund S3
q MFS? Low Volatility Global Equity Fund
a MFS? Research International Fund
Average Annual Total Returns (%)
Not Including Sales Charges
Including Sales Charges
Class A Comparable
Inception Share Class
Max Sales 10 yr/
10 yr/
Date Inception Date Symbol Charge (%) Life 5 yr 3 yr 1 yr YTD* Life 5 yr 3 yr 1 yr
09/15/15 (N/A) BRKAX 5.75 9.35 9.28 10.46 3.42 3.42 8.32 7.99 8.30 -2.53
09/15/15 (N/A) BRXAX 5.75 7.82 9.91 14.51 13.23 13.23 6.81 8.62 12.27 6.72 10/24/95 (N/A) MEMAX 5.75 3.67 7.71 7.07 -6.98 -6.98 3.06 6.44 4.98 -12.33 02/23/21 (N/A) EEMPX 5.75 -7.52 -- -- -- -- -12.84 -- -- -- 09/07/93 (N/A) MWEFX 5.75 12.77 14.11 20.17 17.04 17.04 12.10 12.77 17.82 10.31 11/18/93 (N/A) MWOFX 5.75 14.04 19.19 24.42 18.36 18.36 13.36 17.79 21.99 11.56 12/16/11 (N/A) GLNAX 5.75 13.47 16.34 21.67 11.86 11.86 12.80 14.97 19.29 5.43 03/11/09 (N/A) MGLAX 5.75 11.69 12.46 18.46 29.47 29.47 11.03 11.14 16.15 22.02 09/04/90 (N/A) MFWTX 5.75 7.53 8.38 11.85 8.27 8.27 6.89 7.10 9.66 2.04 09/30/04 (N/A) MDIDX 5.75 9.24 12.35 15.78 7.41 7.41 8.60 11.03 13.52 1.24 10/24/95 (N/A) MGRAX 5.75 9.71 13.96 16.94 9.23 9.23 9.06 12.62 14.66 2.95 10/24/95 (N/A) MGIAX 5.75 12.22 13.88 18.50 10.29 10.29 11.55 12.54 16.18 3.95 10/09/97 (N/A) MIDAX 5.75 9.42 10.61 12.05 4.67 4.67 8.78 9.31 9.86 -1.35 12/05/13 (N/A) MVGAX 5.75 9.18 11.16 13.83 16.62 16.62 8.38 9.85 11.61 9.92 01/02/97 (N/A) MRSAX 5.75 8.23 12.06 17.17 11.60 11.60 7.59 10.74 14.88 5.18
YTD*
-2.53
6.72 -12.33
-- 10.31 11.56 5.43 22.02 2.04 1.24 2.95 3.95 -1.35 9.92 5.18
Expense Ratios (%) E1
Waiver Gross Net End Data
1.82 1.24 12/31/22 0.98 0.89 12/31/22 1.34 1.31 09/30/22 11.50 1.31 11/30/22 1.16 1.16 -- 1.36 1.22 02/28/22 1.69 1.35 12/31/22 1.20 1.20 -- 1.17 1.09 02/28/22 1.09 1.08 09/30/22 1.08 1.08 -- 0.97 0.97 -- 1.29 1.29 -- 1.03 0.99 12/31/22 1.02 1.02 --
* Periods less than one year are actual not annualized. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these
reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. S2 Effective at the close of business on May 29, 2015 (the "Closing Date"), the fund will be closed to new investors subject to certain exceptions. Please see the prospectus for additional information. S3 Effective at the close of business on November 29, 2019 (the "Closing Date"), the fund is closed to new investors subject to certain exceptions. Please see the prospectus for additional information.
Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Class A shares ("A") results include the maximum sales charge.
Page 3 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Average annual total returns with capital gain distributions and income dividends reinvested.
Distribution Frequency, if applicable a Annually s Semiannually q Quarterly m Monthly
BOND FUNDS m MFS? Corporate Bond Fund m MFS? Emerging Markets Debt Fund m MFS? Emerging Markets Debt Local Currency Fund m MFS? Global High Yield Fund m MFS? Global Opportunistic Bond Fund 2,3 m MFS? Government Securities Fund P1 m MFS? High Income Fund m MFS? Income Fund P1,4 q MFS? Inflation-Adjusted Bond Fund m MFS? Limited Maturity Fund m MFS? Municipal High Income Fund m MFS? Municipal Income Fund m MFS? Municipal Limited Maturity Fund m MFS? Total Return Bond Fund
Average Annual Total Returns (%)
Not Including Sales Charges
Including Sales Charges
Class A Comparable
Inception Share Class
Max Sales 10 yr/
10 yr/
Date Inception Date Symbol Charge (%) Life 5 yr 3 yr 1 yr YTD* Life 5 yr 3 yr 1 yr YTD*
05/08/74 (N/A) MFBFX 4.25 4.63 5.13 7.75 -1.48 -1.48 4.18 4.22 6.20 -5.67 -5.67 03/17/98 (N/A) MEDAX 4.25 4.52 4.34 6.07 -2.65 -2.65 4.06 3.44 4.54 -6.79 -6.79 09/15/11 (N/A) EMLAX 4.25 0.44 3.10 2.83 -8.30 -8.30 0.01 2.21 1.35 -12.20 -12.20 07/01/98 (N/A) MHOAX 4.25 5.47 4.80 6.79 2.71 2.71 5.02 3.89 5.26 -1.66 -1.66 06/02/10 (N/A) MGBAX 4.25 1.26 4.00 5.03 -3.21 -3.21 0.82 3.10 3.52 -7.32 -7.32 07/25/84 (N/A) MFGSX 4.25 1.65 2.43 3.34 -2.18 -2.18 1.21 1.54 1.85 -6.34 -6.34 02/17/78 (N/A) MHITX 4.25 5.52 4.82 7.24 3.20 3.20 5.07 3.92 5.69 -1.19 -1.19 10/29/87 (N/A) MFIOX 4.25 4.33 4.62 6.70 -0.30 -0.30 3.88 3.71 5.17 -4.54 -4.54 09/30/03 (N/A) MIAAX 4.25 2.27 4.55 7.55 4.50 4.50 1.83 3.64 6.01 0.06 0.06 02/26/92 (N/A) MQLFX 2.50 1.72 2.20 2.85 -0.25 -0.25 1.46 1.68 1.98 -2.74 -2.74 02/24/84 (N/A) MMHYX 4.25 5.59 5.56 6.06 5.30 5.30 5.13 4.65 4.54 0.83 0.83 09/07/93 (N/A) MFIAX 4.25 4.17 4.39 5.04 3.00 3.00 3.72 3.48 3.53 -1.38 -1.38 03/17/92 (N/A) MTLFX 2.50 2.08 2.74 3.08 0.71 0.71 1.82 2.22 2.21 -1.80 -1.80 01/04/99 (N/A) MRBFX 4.25 3.45 3.95 5.72 -1.06 -1.06 3.01 3.06 4.20 -5.26 -5.26
Expense Ratios (%) E1
Waiver Gross Net End Data
0.76 0.76 -- 1.07 1.07 -- 1.44 1.10 02/28/22 1.17 1.06 05/31/22 1.05 0.97 03/31/23 0.80 0.80 -- 0.95 0.95 -- 0.99 0.73 02/28/22 0.92 0.67 02/28/22 0.78 0.59 08/31/22 0.65 0.65 -- 0.74 0.74 -- 0.71 0.61 08/31/22 0.76 0.60 08/31/22
* Periods less than one year are actual not annualized. 2 Performance information prior to December 1, 2014, reflects time periods when the fund had (i) a policy of focusing its investments on debt instruments of U.S. and foreign governments and (ii) a policy permitting the fund to invest up to 100% of its assets in less than investment grade quality debt instruments (lower quality debt instruments). The fund's investment policies and strategies changed effective December 1, 2014. 3 Performance information prior to April 30, 2021, reflects time periods when the fund (i) had a policy of primarily investing in investment grade quality debt instruments and (ii) did not have a policy to engage in a currency hedging strategy to primarily expose the fund to the U.S. dollar. The fund's investment policies and strategies changed effective April 30, 2021. 4 Performance information prior to December 2, 2019 reflects time periods when the fund had (i) a policy permitting the fund to invest up to 100% of its assets in below investment grade quality debt instruments and (ii) a policy permitting the fund to invest in equity securities as a principal investment strategy. The fund's investment policies and strategies changed effective December 2, 2019. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. P1 A portion of the fund's distributions may include a return of capital for shareholders. Distributions that are treated for federal income tax purposes as a return of capital will reduce a shareholder's tax basis in his or her shares and, to the extent the distribution exceeds a shareholder's adjusted tax basis, will be treated as a gain to the shareholder from a sale of shares. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Class A shares ("A") results include the maximum sales charge.
Page 4 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Average annual total returns with capital gain distributions and income dividends reinvested.
Distribution Frequency, if applicable a Annually s Semiannually q Quarterly m Monthly
STATE TAX-ADVANTAGED BOND FUNDS** m MFS? Alabama Municipal Bond Fund m MFS? Arkansas Municipal Bond Fund m MFS? California Municipal Bond Fund m MFS? Georgia Municipal Bond Fund m MFS? Maryland Municipal Bond Fund m MFS? Massachusetts Municipal Bond Fund m MFS? Mississippi Municipal Bond Fund m MFS? New York Municipal Bond Fund m MFS? North Carolina Municipal Bond Fund m MFS? Pennsylvania Municipal Bond Fund m MFS? South Carolina Municipal Bond Fund m MFS? Virginia Municipal Bond Fund m MFS? West Virginia Municipal Bond Fund
Average Annual Total Returns (%)
Expense Ratios (%) E1
Not Including Sales Charges
Including Sales Charges
Class A Comparable
Inception Share Class
Max Sales 10 yr/
10 yr/
Waiver
Date Inception Date Symbol Charge (%) Life 5 yr 3 yr 1 yr YTD* Life 5 yr 3 yr 1 yr YTD* Gross Net End Data
02/01/90 (N/A) MFALX 4.25 3.38 3.66 4.28 1.86 1.86 2.93 2.77 2.79 -2.47 -2.47 1.01 0.90 07/31/22 02/03/92 (N/A) MFARX 4.25 3.04 3.61 4.26 2.38 2.38 2.59 2.72 2.76 -1.97 -1.97 0.91 0.70 07/31/22 06/18/85 (N/A) MCFTX 4.25 4.45 4.44 5.06 2.93 2.93 4.00 3.53 3.55 -1.45 -1.45 0.85 0.70 07/31/22 06/06/88 (N/A) MMGAX 4.25 3.25 3.48 4.13 2.01 2.01 2.81 2.59 2.63 -2.33 -2.33 0.93 0.90 07/31/22 10/31/84 (N/A) MFSMX 4.25 3.19 3.70 4.30 2.55 2.55 2.74 2.81 2.80 -1.80 -1.80 0.98 0.83 07/31/22 04/09/85 (N/A) MFSSX 4.25 3.36 3.70 4.31 2.02 2.02 2.92 2.80 2.81 -2.32 -2.32 0.86 0.85 07/31/22 08/06/92 (N/A) MISSX 4.25 3.23 3.55 4.23 1.95 1.95 2.79 2.65 2.73 -2.38 -2.38 0.97 0.82 07/31/22 06/06/88 (N/A) MSNYX 4.25 3.68 4.09 4.80 2.96 2.96 3.23 3.19 3.30 -1.42 -1.42 0.88 0.83 07/31/22 10/31/84 (N/A) MSNCX 4.25 3.15 3.55 4.25 2.16 2.16 2.71 2.65 2.75 -2.18 -2.18 0.84 0.84 -- 02/01/93 (N/A) MFPAX 4.25 3.90 4.21 4.84 2.64 2.64 3.45 3.31 3.34 -1.72 -1.72 0.92 0.69 07/31/22 10/31/84 (N/A) MFSCX 4.25 3.08 3.52 4.09 1.77 1.77 2.63 2.62 2.59 -2.55 -2.55 0.86 0.84 07/31/22 10/31/84 (N/A) MSVAX 4.25 3.26 3.64 4.33 1.82 1.82 2.81 2.74 2.83 -2.51 -2.51 0.88 0.82 07/31/22 10/31/84 (N/A) MFWVX 4.25 2.99 3.45 4.10 2.04 2.04 2.54 2.56 2.61 -2.30 -2.30 0.97 0.87 07/31/22
* Periods less than one year are actual not annualized. ** A small portion of income may be subject to state, federal, and/or alternative minimum tax. Capital gains, if any, are subject to a capital gains tax. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these
reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. Class A shares ("A") results include the maximum sales charge.
Page 5 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Calendar year total returns with capital gain distributions and income dividends reinvested.
**
STOCK FUNDS Massachusetts Investors Growth Stock Fund Massachusetts Investors Trust MFS? Blended Research? Core Equity Fund MFS? Blended Research? Growth Equity Fund MFS? Blended Research? Mid Cap Equity Fund MFS? Blended Research? Small Cap Equity Fund MFS? Blended Research? Value Equity Fund MFS? Core Equity Fund F1 MFS? Equity Income Fund MFS? Growth Fund MFS? Low Volatility Equity Fund MFS? Mid Cap Growth Fund MFS? Mid Cap Value Fund MFS? New Discovery Fund MFS? New Discovery Value Fund S1 MFS? Research Fund MFS? Technology Fund MFS? Total Return Fund MFS? Utilities Fund MFS? Value Fund
Past Years' Annual Rates of Return (%), Not Including Sales Charges
Expense Ratios (%) E1
Class A Comparable
Inception Share Class
Waiver
Date Inception Date Symbol 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Gross Net End Data
01/01/35 (N/A) MIGFX 16.91 30.15 11.53 -0.04 6.16 28.69 0.77 39.91 22.43 26.20 0.71 0.71
--
07/15/24 (N/A) MITTX 19.15 31.90 10.99 0.28 8.77 23.56 -5.31 31.91 14.12 26.82 0.71 0.71
--
08/07/97 (N/A) MUEAX 14.97 35.70 11.84 0.66 8.12 20.34 -8.05 28.44 15.10 29.03 0.82 0.74 01/31/22
09/15/15 (N/A) BRWAX --
--
--
--
6.38 26.56 -5.11 32.01 30.47 28.64 0.86 0.74 09/30/22
08/19/16 (N/A) BMSFX --
--
--
--
-- 18.81 -11.41 29.97 10.10 26.43 0.92 0.84 09/30/22
09/15/15 (N/A) BRSDX --
--
--
-- 20.01 13.52 -5.67 25.92 1.85 28.74 1.11 0.99 09/30/22
09/15/15 (N/A) BRUDX --
--
--
-- 13.85 16.36 -8.58 23.00 1.44 25.90 0.86 0.74 09/30/22
01/02/96 (N/A) MRGAX 16.57 34.16 11.11 -0.37 11.09 24.46 -4.11 32.73 18.55 25.08 0.93 0.93
--
09/27/12 (N/A) EQNAX -- 30.89 8.98 -1.08 10.40 19.64 -7.73 25.44 8.32 25.97 0.99 0.89 11/30/22
09/13/93 (N/A) MFEGX 17.10 36.28 8.52 7.11 2.21 30.54 2.34 37.35 31.30 23.34 0.87 0.87
--
12/05/13 (N/A) MLVAX --
-- 12.54 4.45 9.77 16.53 -1.41 26.83 11.33 25.16 0.92 0.89 12/31/22
12/01/93 (N/A) OTCAX 16.18 36.87 8.61 4.21 4.33 25.99 0.85 37.43 35.33 13.74 1.01 1.01
--
08/31/01 (N/A) MVCAX 18.52 36.19 9.91 -2.52 15.38 13.38 -11.66 30.54 4.03 30.50 1.07 1.07
--
01/02/97 (N/A) MNDAX 20.89 40.81 -7.52 -2.13 8.59 26.08 -1.65 40.78 44.63 1.26 1.24 1.24
--
05/26/11 (N/A) NDVAX 20.15 39.30 2.91 -3.12 26.13 14.65 -11.34 33.27 3.40 33.45 1.23 1.23
--
10/13/71 (N/A) MFRFX 17.17 32.11 10.18 0.85 8.73 23.35 -4.49 33.10 16.63 24.71 0.79 0.79
--
01/02/97 (N/A) MTCAX 14.18 35.25 10.33 10.37 8.16 38.47 1.59 35.76 46.04 13.37 1.12 1.12
--
10/06/70 (N/A) MSFRX 11.25 18.87 8.34 -0.38 8.87 12.16 -5.78 20.20 9.71 13.98 0.73 0.73
--
02/14/92 (N/A) MMUFX 13.33 20.16 12.58 -14.77 11.40 14.68 0.85 24.89 6.02 13.85 1.01 1.01
--
01/02/96 (N/A) MEIAX 16.13 35.48 10.29 -0.79 13.86 17.45 -10.07 29.74 3.66 25.08 0.80 0.80
--
E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column.
F1 Included in all fund classes' total returns for the year ended December 31, 2017, are proceeds received from a non-recurring litigation settlement against Household International Inc. Had these proceeds not been included, all total returns within calendar year 2017 would have been lower by 0.89%.
S1 Effective at the close of business on August 14, 2019, the fund will be closed to new investors subject to certain exceptions. Please see the prospectus for additional information. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.
Page 6 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Calendar year total returns with capital gain distributions and income dividends reinvested.
**
ASSET ALLOCATION STRATEGIES MFS? Aggressive Growth Allocation Fund MFS? Conservative Allocation Fund MFS? Diversified Income Fund MFS? Global Alternative Strategy Fund 1 MFS? Growth Allocation Fund MFS? Lifetime? 2020 Fund MFS? Lifetime? 2025 Fund MFS? Lifetime? 2030 Fund MFS? Lifetime? 2035 Fund MFS? Lifetime? 2040 Fund MFS? Lifetime? 2045 Fund MFS? Lifetime? 2050 Fund MFS? Lifetime? 2055 Fund MFS? Lifetime? 2060 Fund MFS? Lifetime? 2065 Fund MFS? Lifetime? Income Fund MFS? Managed Wealth Fund MFS? Moderate Allocation Fund MFS? Prudent Investor Fund
Past Years' Annual Rates of Return (%), Not Including Sales Charges
Expense Ratios (%) E1
Class A Comparable
Inception Share Class
Waiver
Date Inception Date Symbol 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Gross Net End Data
06/28/02 (N/A) MAAGX 17.26 26.04 3.66 -0.14 7.24 22.92 -6.97 29.67 15.48 18.89 1.04 1.02 09/30/22
06/28/02 (N/A) MACFX 10.65 8.72 3.94 -0.78 5.42 10.78 -3.10 17.09 11.59 7.85 0.87 0.86 09/30/22
05/26/06 (N/A) DIFAX 13.19 7.60 9.69 -2.18 8.49 8.64 -3.69 17.38 2.15 9.30 0.99 0.99
--
12/20/07 (N/A) DVRAX 11.37 7.75 2.36 -1.87 -3.73 6.18 -0.71 12.81 4.42 3.43 1.47 1.32 02/28/22
06/28/02 (N/A) MAGWX 15.71 20.20 3.74 -0.87 7.56 18.90 -5.87 26.26 14.46 15.70 0.98 0.96 09/30/22
09/29/05 (N/A) MFLAX 12.42 11.37 4.10 -0.67 6.06 9.66 -3.00 14.38 9.52 6.19 0.94 0.72 08/31/22
11/02/12 (N/A) LTTAX -- 17.27 4.10 -0.71 7.28 13.06 -4.24 17.53 10.37 8.28 0.96 0.74 08/31/22
09/29/05 (N/A) MLTAX 16.03 21.29 3.84 -0.72 8.60 16.91 -5.96 21.73 11.62 12.45 0.97 0.78 08/31/22
11/02/12 (N/A) LFEAX -- 23.24 3.77 -0.42 8.87 19.13 -7.28 24.76 12.61 16.89 1.04 0.81 08/31/22
09/29/05 (N/A) MLFAX 16.89 24.31 3.75 -0.13 8.73 20.47 -7.82 25.86 12.88 18.59 1.04 0.82 08/31/22
11/02/12 (N/A) LTMAX -- 24.51 3.79 -0.18 8.81 20.87 -8.12 26.44 13.01 19.92 1.09 0.83 08/31/22
09/15/10 (N/A) MFFSX 16.92 24.30 3.70 -0.14 8.80 20.86 -8.12 26.49 13.01 20.11 1.09 0.83 08/31/22
11/02/12 (N/A)
LFIAX
-- 24.52 3.76 -0.20 8.74 20.93 -8.21 26.47 13.05 20.13 1.19 0.83 08/31/22
12/06/16 (N/A) MFJAX --
--
--
--
-- 20.92 -8.16 26.58 13.23 20.10 1.65 0.83 08/31/22
09/01/21 (N/A)
LFTFX --
--
--
--
--
--
--
--
--
--
4.67 0.83 08/31/22
09/29/05 (N/A) MLLAX 8.83 5.54 3.61 -0.68 5.03 8.05 -2.64 13.52 9.87 6.29 0.90 0.72 08/31/22
06/27/14 (N/A) MNWAX --
--
--
1.10 -1.16 6.67 1.95 8.67 2.85 1.13 1.40 1.40
--
06/28/02 (N/A) MAMAX 13.12 14.52 4.04 -0.91 6.47 14.81 -4.46 21.73 13.61 11.70 0.93 0.91 09/30/22
01/18/18 (N/A) FPPAX --
--
--
--
--
--
-- 13.89 11.03 1.54 1.75 1.24 10/31/22
1 Performance information for periods prior to July 13, 2018 reflects periods when a subadvisor was responsible for managing the fund's tactical asset allocation overlay under a different investment process. E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these
reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column. Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.
Page 7 of 30
As of December 31, 2021
Class A MFS? Fund Performance Results
Calendar year total returns with capital gain distributions and income dividends reinvested.
**
Past Years' Annual Rates of Return (%), Not Including Sales Charges
Expense Ratios (%) E1
Class A Comparable
Inception Share Class
Waiver
Date Inception Date Symbol 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Gross Net End Data
GLOBAL/INTERNATIONAL FUNDS
MFS? Blended Research? Emerging Markets Equity Fund
09/15/15
(N/A)
BRKAX
--
--
--
-- 14.43 38.74 -16.66 18.75 9.73 3.42 1.82 1.24 12/31/22
MFS? Blended Research? International Equity Fund 09/15/15 (N/A) BRXAX --
--
--
--
1.32 26.84 -15.78 21.78 8.88 13.23 0.98 0.89 12/31/22
MFS? Emerging Markets Equity Fund
10/24/95 (N/A) MEMAX 18.69 -5.42 -6.85 -12.91 8.60 37.38 -14.02 19.78 10.17 -6.98 1.34 1.31 09/30/22
MFS? Emerging Markets Equity Research Fund
02/23/21 (N/A) EEMPX --
--
--
--
--
--
--
--
--
-- 11.50 1.31 11/30/22
MFS? Global Equity Fund
09/07/93 (N/A) MWEFX 23.42 27.51 3.75 -1.68 7.07 23.62 -9.82 30.22 13.87 17.04 1.16 1.16
--
MFS? Global Growth Fund
11/18/93 (N/A) MWOFX 19.43 20.87 4.03 -2.01 5.08 31.38 -4.94 35.35 20.23 18.36 1.36 1.22 02/28/22
MFS? Global New Discovery Fund
12/16/11 (N/A) GLNAX 25.16 29.90 -6.24 2.19 6.59 29.42 -8.56 30.27 23.59 11.86 1.69 1.35 12/31/22
MFS? Global Real Estate Fund
03/11/09 (N/A) MGLAX 29.49 4.74 14.96 0.40 7.23 12.64 -3.92 26.04 1.88 29.47 1.20 1.20
--
MFS? Global Total Return Fund
09/04/90 (N/A) MFWTX 10.99 16.07 3.48 -1.55 5.28 15.14 -7.18 18.24 9.30 8.27 1.17 1.09 02/28/22
MFS? International Diversification Fund
09/30/04 (N/A) MDIDX 18.16 16.93 -4.08 -0.12 2.16 29.94 -11.24 25.68 14.97 7.41 1.09 1.08 09/30/22
MFS? International Growth Fund
10/24/95 (N/A) MGRAX 19.39 13.56 -5.32 0.02 2.39 32.17 -9.08 26.82 15.45 9.23 1.08 1.08
--
MFS? International Intrinsic Value Fund S2
10/24/95 (N/A) MGIAX 15.81 27.35 1.28 6.48 3.93 26.83 -9.22 25.56 20.15 10.29 0.97 0.97
--
MFS? International New Discovery Fund S3
10/09/97 (N/A) MIDAX 24.71 19.46 -2.90 2.48 0.22 31.75 -10.66 22.52 9.71 4.67 1.29 1.29
--
MFS? Low Volatility Global Equity Fund
12/05/13 (N/A) MVGAX --
--
9.85 1.11 5.72 18.15 -2.61 20.32 5.11 16.62 1.03 0.99 12/31/22
MFS? Research International Fund
01/02/97 (N/A) MRSAX 16.69 18.64 -6.97 -2.02 -1.10 28.05 -14.21 27.67 12.90 11.60 1.02 1.02
--
E1 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These contractual reductions will continue until at least date noted under the "Waiver End Date" column.
S2 Effective at the close of business on May 29, 2015 (the "Closing Date"), the fund will be closed to new investors subject to certain exceptions. Please see the prospectus for additional information. S3 Effective at the close of business on November 29, 2019 (the "Closing Date"), the fund is closed to new investors subject to certain exceptions. Please see the prospectus for additional information.
Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit . Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.
Page 8 of 30
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