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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
MFS UTILITIES FUND-C MMUCX USD 1,000 USD 0 Equity Level Load C No
MFS RESEARCH FUND-A MFRFX USD 1,000 USD 0 Equity Front-End Load A No
MFS MASSACHUSETTS INVESTORS GROWTH STOCK FUND - A MIGFX USD 1,000 USD 0 Equity Front-End Load A No
MFS MASSACHUSETTS INVESTORS TRUST FUND - A MITTX USD 1,000 USD 0 Equity Front-End Load A No
MFS CORPORATE BOND FUND MFBFX USD 1,000 USD 0 Bond Front-End Load A No
MFS HIGH INCOME FUND 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 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 MUNICIPAL BOND FUND 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 Equity 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 MFEGX USD 1,000 USD 0 Equity Front-End Load A No
MFS TENNESSEE MUNI BOND FUND-A MSTNX USD 1,000 USD 0 Bond Front-End Load A No
MFS GEORGIA MUNICIPAL BOND FUND 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 MUNICIPAL BOND FUND MFALX USD 1,000 USD 0 Bond Front-End Load A No
MFS GLOBAL TOTAL RETURN FUND 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 FUND MUSEX USD 0 USD 0 Equity No Load I Yes
MFS GLOBAL EQUITY FUND 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 MUNICIPAL BOND FUND MFARX USD 1,000 USD 0 Bond Front-End Load A No
MFS UTILITIES FUND-A MMUFX USD 1,000 USD 0 Equity Front-End Load A No
MFS U.S. GOVERNMENT CASH RESERVE FUND-A MSRXX USD 10,000 USD 0 Money Market No Load A No
MFS EMERGING MARKETS EQUITY FUND MEMAX USD 1,000 USD 0 Equity Front-End Load A No
MFS INTERNATIONAL GROWTH FUND MGRAX USD 1,000 USD 0 Stock Front-End Load A No
MFS INTERNATIONAL VALUE FUND MGIAX USD 1,000 USD 0 Stock Front-End Load A No
MFS VALUE FUND-A MEIAX USD 1,000 USD 0 Equity Front-End Load A No
MFS CORE EQUITY FUND MRGAX USD 1,000 USD 0 Equity Front-End Load A No
MFS HIGH INCOME FUND MHIIX USD 0 USD 0 Balanced No Load I Yes
MFS RESEARCH FUND-I MRFIX USD 0 USD 0 Equity No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND MWNIX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND MUEAX USD 1,000 USD 0 Equity Front-End Load A No
MFS GOVERNMENT SECURITIES FUND MGSIX USD 0 USD 0 Bond No Load I Yes
MFS GLOBAL HIGH YIELD FUND MHOIX USD 0 USD 0 Bond No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND 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 Equity Front-End Load A No
MFS NEW DISCOVERY FUND-I MNDIX USD 0 USD 0 Equity No Load I Yes
MFS TECHNOLOGY FUND-A MTCAX USD 1,000 USD 0 Equity 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 MEDAX USD 1,000 USD 0 Bond Front-End Load A No
MFS EQUITY OPPORTUNITIES FUND SRFAX USD 1,000 USD 0 Equity Front-End Load A No
MFS MID CAP VALUE FUND-A MVCAX USD 1,000 USD 0 Equity Front-End Load A No
MFS MID CAP VALUE FUND-I MCVIX USD 0 USD 0 Equity No Load I Yes
MFS CONSERVATIVE ALLOCATION FUND MACFX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS MODERATE ALLOCATION FUND-A MAMAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS GROWTH ALLOCATION FUND MAGWX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS AGGRESSIVE GROWTH ALLOCATION FUND MAAGX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS INTERNATIONAL DIVERSIFICATION FUND MDIDX USD 1,000 USD 0 Stock Front-End Load A No
MFS LIFETIME INCOME FUND-A MLLAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS INFLATION ADJUSTED BOND FUND MIAAX USD 1,000 USD 0 Bond Front-End Load A No
MFS DIVERSIFIED INCOME FUND DIFAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS DIVERSIFIED INCOME FUND DIFIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2030 FUND-A MLTAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2020 FUND MFLAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2040 FUND-A MLFAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS GLOBAL REAL ESTATE FUND MGLAX USD 1,000 USD 0 Equity Front-End Load A No
MFS GLOBAL REAL ESTATE FUND MGLIX USD 0 USD 0 Equity No Load I Yes
MFS GLOBAL BOND FUND MGBAX USD 1,000 USD 0 Bond Front-End Load A No
MFS GLOBAL NEW DISCOVERY FUND GLNAX USD 1,000 USD 0 Stock Front-End Load A No
MFS GLOBAL MULTI-ASSET FUND GLMAX USD 1,000 USD 0 Alternatives 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 Equity No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND - A EMLAX USD 1,000 USD 0 Bond Front-End Load A No
MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND EMLIX USD 0 USD 0 Bond No Load I Yes
MFS NEW DISCOVERY VALUE FUND - A NDVAX USD 1,000 USD 0 Equity Front-End Load A No
MFS NEW DISCOVERY VALUE FUND - I NDVIX USD 0 USD 0 Equity 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 Mixed Investments Front-End Load A No
MFS LIFETIME 2025 FUND LTTAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2035 FUND - A LFEAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2045 FUND-A LTMAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2055 FUND-A LFIAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LOW VOLATILITY EQUITY FUND - A MLVAX USD 1,000 USD 0 Equity Front-End Load A No
MFS LOW VOLATILITY GLOBAL EQUITY FUND - A MVGAX USD 1,000 USD 0 Stock Front-End Load A No
MFS RESEARCH FUND-C MFRCX USD 1,000 USD 0 Equity Level Load C No
MFS CORPORATE BOND FUND MFBCX USD 1,000 USD 0 Bond Level Load C No
MFS CALIFORNIA MUNICIPAL BOND FUND MCCAX USD 1,000 USD 0 Bond Level Load C No
MFS HIGH INCOME FUND 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 MWECX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL GROWTH FUND MWOCX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL TOTAL RETURN FUND 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 Equity 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
MFS MASSACHUSETTS INVESTORS GROWTH STOCK FUND - I MGTIX USD 0 USD 0 Equity No Load I Yes
MFS VALUE FUND-C MEICX USD 1,000 USD 0 Equity Level Load C No
MFS CORE EQUITY FUND MRGCX USD 1,000 USD 0 Equity Level Load C No
MFS GROWTH FUND MFECX USD 1,000 USD 0 Equity Level Load C No
MFS MASSACHUSETTS INVESTORS TRUST FUND - C MITCX USD 1,000 USD 0 Equity Level Load C No
MFS EMERGING MARKETS EQUITY FUND MEMCX USD 1,000 USD 0 Equity Level Load C No
MFS INTERNATIONAL VALUE FUND MGICX USD 1,000 USD 0 Stock Level Load C No
MFS INTERNATIONAL GROWTH FUND MGRCX USD 1,000 USD 0 Stock Level Load C No
MFS GOVERNMENT SECURITIES FUND MFGDX USD 1,000 USD 0 Bond Level Load C No
MFS CORPORATE BOND FUND MBDIX USD 0 USD 0 Bond No Load I Yes
MFS EMERGING MARKETS EQUITY FUND MEMIX USD 0 USD 0 Equity No Load I Yes
MFS INTERNATIONAL VALUE FUND MINIX USD 0 USD 0 Stock No Load I Yes
MFS INTERNATIONAL GROWTH FUND MQGIX USD 0 USD 0 Stock No Load I Yes
MFS CORE EQUITY FUND MRGRX USD 0 USD 0 Equity 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 Equity No Load I Yes
MFS GROWTH FUND MFEIX USD 0 USD 0 Equity No Load I Yes
MFS UTILITIES FUND-I MMUIX USD 0 USD 0 Equity No Load I Yes
MFS GLOBAL EQUITY FUND MWEIX USD 0 USD 0 Stock No Load I Yes
MFS GLOBAL GROWTH FUND MWOIX USD 0 USD 0 Stock No Load I Yes
MFS VALUE FUND-I MEIIX USD 0 USD 0 Equity No Load I Yes
MFS MASSACHUSETTS INVESTORS TRUST FUND - I MITIX USD 0 USD 0 Equity No Load I Yes
MFS GLOBAL TOTAL RETURN FUND MFWIX USD 0 USD 0 Balanced No Load I Yes
MFS EMERGING MARKETS DEBT FUND MEDIX USD 0 USD 0 Bond No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND MUECX USD 1,000 USD 0 Equity Level Load C No
MFS GLOBAL HIGH YIELD FUND MHOCX USD 1,000 USD 0 Bond Level Load C No
MFS MASSACHUSETTS INVESTORS GROWTH STOCK FUND - C MIGDX USD 1,000 USD 0 Equity Level Load C No
MFS TECHNOLOGY FUND-C MTCCX USD 1,000 USD 0 Equity 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 Equity Level Load C No
MFS LIMITED MATURITY FUND 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 Equity No Load I Yes
MFS RESEARCH INTERNATIONAL FUND-I MRSIX USD 0 USD 0 Stock No Load I Yes
MFS EMERGING MARKETS DEBT FUND MEDCX USD 1,000 USD 0 Bond Level Load C No
MFS MID CAP VALUE FUND-C MVCCX USD 1,000 USD 0 Equity Level Load C No
MFS CONSERVATIVE ALLOCATION FUND MACVX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS CONSERVATIVE ALLOCATION FUND MACIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS MODERATE ALLOCATION FUND-C MMACX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS MODERATE ALLOCATION FUND-I MMAIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS GROWTH ALLOCATION FUND MCGWX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS GROWTH ALLOCATION FUND MGWIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS AGGRESSIVE GROWTH ALLOCATION FUND MCAGX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS AGGRESSIVE GROWTH ALLOCATION FUND MIAGX USD 0 USD 0 Mixed Investments No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND 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 INTERNATIONAL DIVERSIFICATION FUND MDIGX USD 1,000 USD 0 Stock Level Load C No
MFS INTERNATIONAL DIVERSIFICATION FUND MDIJX USD 0 USD 0 Stock No Load I Yes
MFS EQUITY OPPORTUNITIES FUND SRFCX USD 1,000 USD 0 Equity Level Load C No
MFS LIFETIME INCOME FUND-C MLLCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS INFLATION ADJUSTED BOND FUND MIAIX USD 0 USD 0 Bond No Load I Yes
MFS INFLATION ADJUSTED BOND FUND MIACX USD 1,000 USD 0 Bond Level Load C No
MFS DIVERSIFIED INCOME FUND DIFCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME INCOME FUND-I MLLIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2030 FUND-C MLTCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2030 FUND-I MLTIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2020 FUND MFLCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2020 FUND MFLIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2040 FUND-C MLFCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2040 FUND-I MLFIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS MUNICIPAL INCOME FUND-A1 MMIDX USD 1,000 USD 0 Bond Front-End Load A Yes
MFS GLOBAL BOND FUND MGBDX USD 1,000 USD 0 Bond Level Load C No
MFS GLOBAL BOND FUND MGBJX USD 0 USD 0 Bond No Load I Yes
MFS GLOBAL NEW DISCOVERY FUND GLNCX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL NEW DISCOVERY FUND GLNIX USD 0 USD 0 Stock No Load I Yes
MFS GLOBAL MULTI-ASSET FUND GLMCX USD 1,000 USD 0 Alternatives Level Load C No
MFS GLOBAL MULTI-ASSET FUND GLMIX USD 0 USD 0 Alternatives No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND EMLCX USD 1,000 USD 0 Bond Level Load C No
MFS GLOBAL LEADERS FUND - I GLODX USD 0 USD 0 Stock No Load I Yes
MFS NEW DISCOVERY VALUE FUND - C NDVCX USD 1,000 USD 0 Equity Level Load C No
MFS LIFETIME 2050 FUND - C MFFDX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2050 FUND - I MFFIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS EQUITY INCOME FUND EQNAX USD 1,000 USD 0 Stock Front-End Load A No
MFS EQUITY INCOME FUND EQNCX USD 1,000 USD 0 Stock Level Load C No
MFS EQUITY INCOME FUND 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 LIFETIME 2015 FUND-I LFTIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2025 FUND LTTCX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2025 FUND LTTIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2035 FUND - C LFECX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2035 FUND - I LFEDX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2045 FUND-C LTMDX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2045 FUND-I LTMKX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LIFETIME 2055 FUND-C LFICX USD 1,000 USD 0 Mixed Investments Level Load C No
MFS LIFETIME 2055 FUND-I LFIIX USD 0 USD 0 Mixed Investments No Load I Yes
MFS LOW VOLATILITY EQUITY FUND - C MLVGX USD 1,000 USD 0 Equity Level Load C No
MFS LOW VOLATILITY EQUITY FUND - I MLVHX USD 0 USD 0 Equity No Load I Yes
MFS LOW VOLATILITY GLOBAL EQUITY FUND - C MVGCX USD 1,000 USD 0 Stock Level Load C No
MFS LOW VOLATILITY GLOBAL EQUITY FUND - I MVGIX USD 0 USD 0 Stock No Load I Yes
MFS ABSOLUTE RETURN FUND MRNAX USD 1,000 USD 0 Alternatives Front-End Load A No
MFS ABSOLUTE RETURN FUND MRNCX USD 1,000 USD 0 Alternatives Level Load C No
MFS ABSOLUTE RETURN FUND MRNIX USD 0 USD 0 Alternatives No Load I Yes
MFS GLOBAL ALTERNATIVE STRATEGY FUND DVRAX USD 1,000 USD 0 Alternatives Front-End Load A No
MFS GLOBAL ALTERNATIVE STRATEGY FUND DVRCX USD 1,000 USD 0 Alternatives Level Load C No
MFS GLOBAL ALTERNATIVE STRATEGY FUND DVRIX USD 0 USD 0 Alternatives No Load I Yes
MFS MANAGED WEALTH FUND - A MNWAX USD 1,000 USD 0 Alternatives Front-End Load A No
MFS MANAGED WEALTH FUND - C MNWCX USD 1,000 USD 0 Alternatives Level Load C No
MFS MANAGED WEALTH FUND - I MNWIX USD 0 USD 0 Alternatives No Load I Yes
MFS GLOBAL REAL ESTATE FUND MGLCX USD 1,000 USD 0 Equity Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND 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 EQUITY FUND BRKIX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH VALUE EQUITY FUND BRUHX USD 0 USD 0 Balanced No Load I Yes
MFS BLENDED RESEARCH GROWTH EQUITY FUND BRWIX USD 0 USD 0 Balanced No Load I Yes
MFS BLENDED RESEARCH SMALL CAP EQUITY FUND BRSCX USD 1,000 USD 0 Balanced Level Load C No
MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND BRKCX USD 1,000 USD 0 Stock Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND BRXCX USD 1,000 USD 0 Stock Level Load C No
MFS BLENDED RESEARCH VALUE EQUITY FUND 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 GROWTH EQUITY FUND BRWCX USD 1,000 USD 0 Balanced Level Load C No
MFS BLENDED RESEARCH GROWTH EQUITY FUND BRWAX USD 1,000 USD 0 Balanced Front-End Load A No
MFS BLENDED RESEARCH SMALL CAP EQUITY FUND BRSDX USD 1,000 USD 0 Balanced Front-End Load A No
MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND 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 EQUITY FUND BRKAX USD 1,000 USD 0 Stock Front-End Load A No
MFS BLENDED RESEARCH VALUE EQUITY FUND BRUDX USD 1,000 USD 0 Balanced Front-End Load A No
MFS ARKANSAS MUNICIPAL BOND FUND MARLX USD 0 USD 0 Bond No Load I Yes
MFS CALIFORNIA MUNICIPAL BOND FUND MCAVX USD 0 USD 0 Bond No Load I Yes
MFS ALABAMA MUNICIPAL BOND FUND MLALX USD 0 USD 0 Bond No Load I Yes
MFS GEORGIA MUNICIPAL BOND FUND 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 MUNICIPAL 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 TENNESSEE MUNI BOND FUND-I MTNLX 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 MID CAP EQUITY FUND BMSFX USD 1,000 USD 0 Equity Front-End Load A No
MFS BLENDED RESEARCH MID CAP EQUITY FUND BMSLX USD 0 USD 0 Equity No Load I Yes
MFS LIFETIME 2060 FUND-A MFJAX USD 1,000 USD 0 Mixed Investments Front-End Load A No
MFS LIFETIME 2060 FUND-I MFJIX USD 0 USD 0 Mixed Investments No Load I Yes

Notes:

  1. Advisor minimums may be lower.