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MFS Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
MFS Funds MASSACHUSETTS INV GROWTH STOCK CL R 575719844 MIGKX Mutual Fund   Growth  $           -  $             -  $           - 0.59 0 None No Yes 0 Y
MFS Funds MASSACHUSETTS INVS TRUST CLASS A 575736103 MITTX Mutual Fund   Growth and Income  $           1000  $             -  $           250 0.89 0.35 5.75 Yes Yes 0 Y
MFS Funds MASSACHUSETTS INVS TRUST CLASS B 575736202 MITBX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.54 1 4.00 No Yes 0 Y
MFS Funds MASSACHUSETTS INVS TRUST CLASS C 575736301 MITCX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.54 1 1.00 No Yes 0 Y
MFS Funds MASSACUSETTS INVESTORS TRUST R3 575736848 MITHX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.79 0.25 None No Yes 0 Y
MFS Funds MFS AGGRESSIVE GROWTH ALLOC CL C 55273G660 MCAGX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 1.06 1 1.00 No Yes 0 Y
MFS Funds MFS AGGRESSIVE GROWTH ALLOCATION B 55273G678 MBAGX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 1.06 1 4.00 No Yes 0 Y
MFS Funds MFS AGGRESSIVE GRWTH ALLOCATION CL R4 55273G116 MAALX Mutual Fund   Aggressive Growth  $           -  $             -  $           - 0.06 0 None No Yes 0 Y
MFS Funds MFS AGGRESSIVE GWTH ALLOCATION CLASS A 55273G686 MAAGX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 0.39 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS ALABAMA MUNICIPAL BOND CL A 55273N301 MFALX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.8 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS ARKANSAS MUNICIPAL BOND CL A 55273N400 MFARX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.6 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS BLENDED RESEARCH CORE EQUITY CL A 55273W400 MUEAX Mutual Fund   Growth  $           1000  $             -  $           250 1.18 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS BLENDED RESEARCH CORE EQUITY CL I 55273W103 MUSEX Mutual Fund   Growth  $           -  $             -  $           - 0.88 0 None No Yes 0 Y
MFS Funds MFS BLENDED RESEARCH CORE EQUITY FD CL B 55273W509 MUSBX Mutual Fund   Growth  $           1000  $             -  $           250 1.85 1 4.00 No Yes 0 Y
MFS Funds MFS BLENDED RESEARCH CORE EQUITY FD CL C 55273W608 MUECX Mutual Fund   Growth  $           1000  $             -  $           250 1.86 1 1.00 No Yes 0 Y
MFS Funds MFS BOND CLASS A 55272P208 MFBFX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 0.89 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS BOND CLASS B 55272P307 MFBBX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 1.59 1 4.00 No Yes 0 Y
MFS Funds MFS BOND CLASS C 55272P703 MFBCX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 1.59 1 1.00 No Yes 0 Y
MFS Funds MFS BOND FD CL R2 55272P356 MBRRX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 1.1 0.5 None No Yes 0 Y
MFS Funds MFS BOND FUND CLASS I 55272P877 MBDIX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.59 0 None No Yes 0 Y
MFS Funds MFS CALIFORNIA BOND CLASS C 55273N558 MCCAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.46 1 1.00 No Yes 0 Y
MFS Funds MFS CASH RESERVE CLASS B 552983405 MCRXX Mutual Fund    $           1000  $             -  $           250 4.00 No No 0 Y
MFS Funds MFS CONSERVATIVE ALLOCATION CL C 55273G793 MACVX Mutual Fund   Balanced  $           1000  $             -  $           250 1.06 1 1.00 No Yes 0 Y
MFS Funds MFS CONSERVATIVE ALLOCATION CLASS A 55273G827 MACFX Mutual Fund   Balanced  $           1000  $             -  $           250 0.38 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS CONSERVATIVE ALLOCATION CLASS B 55273G819 MACBX Mutual Fund   Balanced  $           1000  $             -  $           250 1.06 1 4.00 No Yes 0 Y
MFS Funds MFS CONSERVATIVE ALLOCATION FD CL R4 552746604 MACJX Mutual Fund   Balanced  $           -  $             -  $           - 0.06 0 None No Yes 0 Y
MFS Funds MFS CORE EQUITY FUND CL A 552983884 MRGAX Mutual Fund   Growth  $           1000  $             -  $           250 1.21 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS CORE EQUITY FUND CL B 552983827 MRGBX Mutual Fund   Growth  $           1000  $             -  $           250 1.9 1 4.00 No Yes 0 Y
MFS Funds MFS CORE EQUITY FUND CL C 552983819 MRGCX Mutual Fund   Growth  $           1000  $             -  $           250 1.91 1 1.00 No Yes 0 Y
MFS Funds MFS CORE EQUITY FUND CLASS I 552983686 MRGRX Mutual Fund   Growth  $           -  $             -  $           - 0.91 0 None No Yes 0 Y
MFS Funds MFS CORE EQUITY FUND CLASS R2 552983165 MRERX Mutual Fund   Growth  $           -  $             -  $           - 1.41 0.5 None No Yes 0 Y
MFS Funds MFS CORE GROWTH CLASS A 552983876 MFCAX Mutual Fund   Growth  $           1000  $             -  $           250 1.25 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS CORE GROWTH CLASS B 552983793 MFCBX Mutual Fund   Growth  $           1000  $             -  $           250 1.94 1 4.00 No Yes 0 Y
MFS Funds MFS CORE GROWTH CLASS C 552983785 MFCCX Mutual Fund   Growth  $           1000  $             -  $           250 1.94 1 1.00 No Yes 0 Y
MFS Funds MFS CORE GROWTH FD CL R2 552983140 MCRRX Mutual Fund   Growth  $           -  $             -  $           - 1.44 0.5 None No Yes 0 Y
MFS Funds MFS CORE GROWTH FD CL W 55273H429 MFCWX Mutual Fund   Growth  $           -  $             -  $           - 1.03 0.1 None No Yes 0 Y
MFS Funds MFS CORE GROWTH FUND CL R3 55273H619 MFCHX Mutual Fund   Growth  $           -  $             -  $           - 1.2 0.25 None No Yes 0 Y
MFS Funds MFS CORE GROWTH FUND CL R4 55273H593 MFCJX Mutual Fund   Growth  $           -  $             -  $           - 0.96 0 None No Yes 0 Y
MFS Funds MFS CORE GROWTH FUND CLASS I 552983678 MFCIX Mutual Fund   Growth  $           -  $             -  $           - 0.95 0 None No Yes 0 Y
MFS Funds MFS DIVERSIFIED INCOME FD CL A 552982837 DIFAX Mutual Fund   Income  $           1000  $             -  $           250 0.95 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS DIVERSIFIED INCOME FD CL C 552982829 DIFCX Mutual Fund   Income  $           1000  $             -  $           250 1.65 1 1.00 No Yes 0 Y
MFS Funds MFS DIVERSIFIED INCOME FUND R1 552982795 DIFDX Mutual Fund   Income  $           -  $             -  $           - 1.65 1 None No Yes 0 N
MFS Funds MFS DIVERSIFIED INCOME FUND R2 552982787 DIFEX Mutual Fund   Income  $           -  $             -  $           - 1.15 0.5 None No Yes 0 N
MFS Funds MFS DIVERSIFIED INCOME FUND R3 552982779 DIFFX Mutual Fund   Income  $           -  $             -  $           - 0.9 0.25 None No Yes 0 N
MFS Funds MFS DIVERSIFIED INCOME FUND R4 552982761 DIFGX Mutual Fund   Income  $           -  $             -  $           - 0.65 0 None No Yes 0 N
MFS Funds MFS DIVERSIFIED TARGET RETURN CL A 55276T107 DVRAX Mutual Fund   Income  $           1000  $             -  $           250 1.41 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN CL B 55276T206 DVRBX Mutual Fund   Income  $           1000  $             -  $           250 2.06 1 4.00 No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN CL C 55276T305 DVRCX Mutual Fund   Income  $           1000  $             -  $           250 2.06 1 1.00 No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN CL I 55276T404 DVRIX Mutual Fund   Income  $           -  $             -  $           - 1.06 0 None No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN CL R1 55276T701 DVRFX Mutual Fund   Income  $           -  $             -  $           - 2.06 1 None No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN CL W 55276T503 DVRWX Mutual Fund   Income  $           -  $             -  $           - 1.16 0.1 None No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN R2 55276T883 DVRHX Mutual Fund   Income  $           -  $             -  $           - 1.56 0.5 None No Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN R3 55276T875 DVRJX Mutual Fund   Income  $           -  $             -  $           - 1.31 0.25 None Yes Yes 0 Y
MFS Funds MFS DIVERSIFIED TARGET RETURN R4 55276T867 DVRKX Mutual Fund   Income  $           -  $             -  $           - 1.06 0 None No Yes 0 Y
MFS Funds MFS EMERGING GROWTH FD CL I 552985863 MFEIX Mutual Fund   Aggressive Growth  $           -  $             -  $           - 0.89 0 None No Yes 0 Y
MFS Funds MFS EMERGING MARKETS DEBT CL A 55273E673 MEDAX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 1.34 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS EMERGING MARKETS DEBT FUND CL I 55273E640 MEDIX Mutual Fund   Diversified Emerging Markets  $           -  $             -  $           - 1.06 0 None No Yes 0 Y
MFS Funds MFS EMERGING MARKETS EQUITY CL A 55273E509 MEMAX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 1.98 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS EMERGING MARKETS EQUITY CLASS I 55273E855 MEMIX Mutual Fund   Diversified Emerging Markets  $           -  $             -  $           100000 1.66 0 None No Yes 0 N
MFS Funds MFS EMERGING MKT DEBT CL B 55273E665 MEDBX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 2.1 1 4.00 No Yes 0 Y
MFS Funds MFS EMERGING MKTS DEBT CLASS C 55273E657 MEDCX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 2.09 1 1.00 No Yes 0 Y
MFS Funds MFS EMERGING MRKTS DEBT FD CL W 552743304 MEDWX Mutual Fund   Diversified Emerging Markets  $           -  $             -  $           - 1.17 0.1 None No Yes 0 Y
MFS Funds MFS EMERGING MRKTS EQUITY CLASS B 55273E608 MEMBX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 2.63 1 4.00 No Yes 0 Y
MFS Funds MFS EMERGING MRKTS EQUITY CLASS C 55273E889 MEMCX Mutual Fund   Diversified Emerging Markets  $           1000  $             -  $           250 2.64 1 1.00 No Yes 0 Y
MFS Funds MFS FIXED INCOME MUNI LTD MAT CLASS C 55272P885 MTLCX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.48 1 1.00 No Yes 0 Y
MFS Funds MFS FLORIDA MUNICIPAL BOND CL A 55273N509 MFFLX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.63 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS GEORGIA MUNI BOND CL A 55273N608 MMGAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.87 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS GLOBAL EQUITY CLASS A 552986507 MWEFX Mutual Fund   World Stock  $           1000  $             -  $           250 1.44 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS GLOBAL EQUITY CLASS B 552986606 MWEBX Mutual Fund   World Stock  $           1000  $             -  $           250 2.19 1 4.00 No Yes 0 Y
MFS Funds MFS GLOBAL EQUITY CLASS C 552986887 MWECX Mutual Fund   World Stock  $           1000  $             -  $           250 2.19 1 1.00 No Yes 0 Y
MFS Funds MFS GLOBAL EQUITY FD CL R2 552986796 MEQRX Mutual Fund   World Stock  $           -  $             -  $           - 1.71 0.5 None No Yes 0 Y
MFS Funds MFS GLOBAL EQUITY FD CLASS I 552986861 MWEIX Mutual Fund   World Stock  $           -  $             -  $           - 1.19 0 None No Yes 0 Y
MFS Funds MFS GLOBAL EQUITY FUND CL R3 552986754 MWEHX Mutual Fund   World Stock  $           -  $             -  $           - 1.47 0.25 None No Yes 0 Y
MFS Funds MFS GLOBAL GROWTH CLASS A 552989303 MWOFX Mutual Fund   World Stock  $           1000  $             -  $           250 1.52 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS GLOBAL GROWTH CLASS B 552989402 MWOBX Mutual Fund   World Stock  $           1000  $             -  $           250 2.27 1 4.00 No Yes 0 Y
MFS Funds MFS GLOBAL GROWTH CLASS C 552989501 MWOCX Mutual Fund   World Stock  $           1000  $             -  $           250 2.27 1 1.00 No Yes 0 Y
MFS Funds MFS GLOBAL TOTAL RETURN CLASS A 552986101 MFWTX Mutual Fund   Multi-Asset Global  $           1000  $             -  $           250 1.3 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS GLOBAL TOTAL RETURN CLASS B 552986200 MFWBX Mutual Fund   Multi-Asset Global  $           1000  $             -  $           250 1.95 1 4.00 No Yes 0 Y
MFS Funds MFS GLOBAL TOTAL RETURN CLASS C 552986804 MFWCX Mutual Fund   Multi-Asset Global  $           1000  $             -  $           250 1.95 1 1.00 No Yes 0 Y
MFS Funds MFS GLOBAL TOTAL RETURN FD CL R4 552986713 MFWJX Mutual Fund   Multi-Asset Global  $           -  $             -  $           250 0.95 0 None No Yes 0 Y
MFS Funds MFS GOVERNMENT SECS CLASS A 552982100 MFGSX Mutual Fund   Government Bond - General  $           1000  $             -  $           250 0.8 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS GOVERNMENT SECS CLASS B 552982209 MFGBX Mutual Fund   Government Bond - General  $           1000  $             -  $           250 1.55 1 4.00 No Yes 0 Y
MFS Funds MFS GOVERNMENT SECS CLASS C 552982308 MFGDX Mutual Fund   Government Bond - General  $           1000  $             -  $           250 1.55 1 1.00 No Yes 0 Y
MFS Funds MFS GOVERNMENT SECURITIES FUND R4 552982852 MFGJX Mutual Fund   Government Bond - General  $           -  $             -  $           - 0.55 0 None No Yes 0 Y
MFS Funds MFS GROWTH ALLOCATION CL B 55273G728 MBGWX Mutual Fund   Growth  $           1000  $             -  $           250 1.04 1 4.00 No Yes 0 Y
MFS Funds MFS GROWTH ALLOCATION CL C 55273G710 MCGWX Mutual Fund   Growth  $           1000  $             -  $           250 1.04 1 1.00 No Yes 0 Y
MFS Funds MFS GROWTH ALLOCATION CL R2 55273G363 MGALX Mutual Fund   Growth  $           -  $             -  $           250 0.54 0.5 None No Yes 0 Y
MFS Funds MFS GROWTH ALLOCATION CLASS A 55273G736 MAGWX Mutual Fund   Growth  $           1000  $             -  $           250 0.37 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS GROWTH ALLOCATION FUND CL R 552746307 MAGJX Mutual Fund   Growth  $           -  $             -  $           - 0.04 0 None No Yes 0 Y
MFS Funds MFS GROWTH CLASS R4 552985715 MFEJX Mutual Fund   Aggressive Growth  $           -  $             -  $           - 0.91 0 None No Yes 0 Y
MFS Funds MFS GROWTH PORT CLASS A 552985103 MFEGX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 1.14 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS GROWTH PORT CLASS B 552985202 MEGBX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 1.89 1 4.00 No Yes 0 Y
MFS Funds MFS GROWTH PORT CLASS C 552985889 MFECX Mutual Fund   Aggressive Growth  $           1000  $             -  $           250 1.89 1 1.00 No Yes 0 Y
MFS Funds MFS HIGH INCOME CLASS A 552984106 MHITX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 1.05 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS HIGH INCOME CLASS B 552984205 MHIBX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 1.75 1 4.00 No Yes 0 Y
MFS Funds MFS HIGH INCOME CLASS C 552984502 MHICX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 1.75 1 1.00 No Yes 0 Y
MFS Funds MFS HIGH INCOME INSTITUTIONAL 552984601 MHIIX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           - 0.76 0 None No Yes 0 N
MFS Funds MFS HIGH YIELD OPPORTUNITIES CL A 552984700 MHOAX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 0.85 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS HIGH YIELD OPPORTUNITIES CL B 552984809 MHOBX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 1.5 1 4.00 No Yes 0 Y
MFS Funds MFS HIGH YIELD OPPORTUNITIES CL C 552984882 MHOCX Mutual Fund   Corporate Bond - High Yield  $           1000  $             -  $           250 1.5 1 1.00 No Yes 0 Y
MFS Funds MFS HIGH YIELD OPPORTUNITIES CL I 552984874 MHOIX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           250 0.5 0 None No Yes 0 Y
MFS Funds MFS HIGH YIELD OPPORTUNITIES FD R1 552984759 MHORX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           - 1.5 1 None No Yes 0 N
MFS Funds MFS HIGH YIELD OPPORTUNITIES FD R3 552984734 MHOTX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           - 0.74 0.25 None No Yes 0 N
MFS Funds MFS HIGH YIELD OPPORTUNITIES FD R4 552984726 MHOUX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           - 0.5 0 None No Yes 0 N
MFS Funds MFS INFLATION ADJUSTED BOND CL A 55272P414 MIAAX Mutual Fund   Worldwide Bond  $           1000  $             -  $           250 0.65 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS INFLATION ADJUSTED BOND CL B 55272P349 MIABX Mutual Fund   Worldwide Bond  $           1000  $             -  $           250 1.43 0.93 4.00 No Yes 0 Y
MFS Funds MFS INFLATION ADJUSTED BOND CL C 55272P331 MIACX Mutual Fund   Worldwide Bond  $           1000  $             -  $           250 1.5 1 1.00 No Yes 0 Y
MFS Funds MFS INFLATION-ADJUST BOND FUND CL R2 55272P315 MIATX Mutual Fund   Worldwide Bond  $           -  $             -  $           - 1.01 0.5 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL DIVERSIFICATION CL B 55273G322 MDIFX Mutual Fund   World Stock  $           1000  $             -  $           250 1.04 1 4.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL DIVERSIFICATION CL C 55273G314 MDIGX Mutual Fund   World Stock  $           1000  $             -  $           250 1.04 1 1.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL DIVERSIFICATION CL I 55273G298 MDIJX Mutual Fund   World Stock  $           -  $             -  $           - 0.04 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL DIVERSIFICATION FD A 55273G330 MDIDX Mutual Fund   World Stock  $           1000  $             -  $           250 0.37 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH CLASS A 55273E103 MGRAX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.54 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH CLASS B 55273E202 MGRBX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.2 1 4.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH CLASS C 55273E863 MGRCX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.21 1 1.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH FD CL I 55273E848 MQGIX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.21 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH FD CL W 552743205 MGRWX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.35 0.1 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH FUND CL R2 552746711 MGRQX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.79 0.5 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL GROWTH FUND CL R3 552746695 MGRTX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.53 0.25 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOV FD CL R2 552981565 MIDRX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.68 0.5 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOVERY CL A 552981888 MIDAX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.45 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOVERY CL B 552981870 MIDBX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.15 1 4.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOVERY CL C 552981862 MIDCX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.15 1 1.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOVERY CL I 552981854 MWNIX Mutual Fund   Foreign Stock  $           -  $             -  $           100000 1.15 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL NEW DISCOVERY CL R4 552981482 MIDJX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.18 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FD CL I 55273E822 MINIX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.16 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FD CL W 552743106 MINWX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.29 0.1 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND CL A 55273E301 MGIAX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.48 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND CL B 55273E400 MGIBX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.16 1 4.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND CL C 55273E871 MGICX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 2.16 1 1.00 No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND CL R2 552746661 MINFX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.71 0.5 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND CL R4 552746646 MINHX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.21 0 None No Yes 0 Y
MFS Funds MFS INTERNATIONAL VALUE FUND R3 552746653 MINGX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.45 0.25 None No Yes 0 Y
MFS Funds MFS INTERTNATIONAL GROWTH FUND CL R4 552746687 MGRVX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.29 0 None No Yes 0 N
MFS Funds MFS INTL DIVERSIFIC FUNDS CLASS R2 55273G272 MDIKX Mutual Fund   World Stock  $           -  $             -  $           - 0.54 0.5 None No Yes 0 Y
MFS Funds MFS LIFETIME 2010 FD CL B 55275E861 MFSBX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 4.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2010 FD CL C 55275E853 MFSDX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 1.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2010 FD CLASS A 55275E879 MFSAX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 0.43 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS LIFETIME 2020 FD CL C 55275E754 MFLCX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 1.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2020 FD CLASS A 55275E770 MFLAX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 0.43 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS LIFETIME 2020 FD CLASS B 55275E762 MFLBX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 4.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2020 FD R1 55275E739 MFLEX Mutual Fund   Asset Allocation  $           -  $             -  $           - 1.1 1 None No Yes 0 Y
MFS Funds MFS LIFETIME 2030 FD B 55275E663 MLTBX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 4.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2030 FD C 55275E655 MLTCX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 1.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2030 FD CLASS A 55275E671 MLTAX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 0.44 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS LIFETIME 2040 FD C 55275E556 MLFCX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 1.00 No Yes 0 Y
MFS Funds MFS LIFETIME 2040 FD CLASS A 55275E572 MLFAX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 0.43 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS LIFETIME 2040 FD CLASS B 55275E564 MLFBX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 4.00 No Yes 0 Y
MFS Funds MFS LIFETIME RETIRE INC FD B 55275E200 MLLBX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 4.00 No Yes 0 Y
MFS Funds MFS LIFETIME RETIRE INC FD C 55275E309 MLLCX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 1.1 1 1.00 No Yes 0 Y
MFS Funds MFS LIFETIME RETIREMENT INC FD A 55275E101 MLLAX Mutual Fund   Asset Allocation  $           1000  $             -  $           250 0.43 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS LIMITED MATURITY CLASS A 55272P109 MQLFX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 0.69 0.25 2.50 Yes Yes 0 Y
MFS Funds MFS LIMITED MATURITY CLASS C 55272P802 MQLCX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 1.54 1 1.00 No Yes 0 Y
MFS Funds MFS LIMITED MATURITY FUND CL R 55272P273 MQLJX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.54 0 None No Yes 0 Y
MFS Funds MFS MA INVESTORS GROWTH STOCK INSTL 575719406 MGTIX Mutual Fund   Growth  $           -  $             -  $           - 0.58 0 None No Yes 0 N
MFS Funds MFS MA INVESTORS TRUST INSTITUTIONAL 575736400 MITIX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.54 0 None No Yes 0 N
MFS Funds MFS MARYLAND MUNI BOND CLASS A 55273N707 MFSMX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.89 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MASS INV GROWTH STOCK FUND CL R2 575719877 MIRGX Mutual Fund   Growth  $           -  $             -  $           - 1.1 0.5 None No Yes 0 Y
MFS Funds MFS MASS INVESTOR GROWTH STOCK A 575719109 MIGFX Mutual Fund   Growth  $           1000  $             -  $           250 0.93 0.35 5.75 Yes Yes 0 Y
MFS Funds MFS MASS INVESTOR GROWTH STOCK B 575719208 MIGBX Mutual Fund   Growth  $           1000  $             -  $           250 1.58 1 4.00 No Yes 0 Y
MFS Funds MFS MASS INVESTOR GROWTH STOCK C 575719307 MIGDX Mutual Fund   Growth  $           1000  $             -  $           250 1.58 1 1.00 No Yes 0 Y
MFS Funds MFS MASSACHUSETTS INV TRUST FD CL R2 575736863 MIRTX Mutual Fund   Growth and Income  $           -  $             -  $           - 1.05 0.5 None No Yes 0 Y
MFS Funds MFS MID CAP GROWTH CLASS A 552987703 OTCAX Mutual Fund   Growth  $           1000  $             -  $           250 1.42 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS MID CAP GROWTH CLASS B 552987802 OTCBX Mutual Fund   Growth  $           1000  $             -  $           250 2.18 1 4.00 No Yes 0 Y
MFS Funds MFS MID CAP GROWTH CLASS C 552987885 OTCCX Mutual Fund   Growth  $           1000  $             -  $           250 2.17 1 1.00 No Yes 0 Y
MFS Funds MFS MID CAP VALUE CLASS A 55272P638 MVCAX Mutual Fund   Growth  $           1000  $             -  $           250 1.34 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS MID CAP VALUE CLASS B 55272P620 MCBVX Mutual Fund   Growth  $           1000  $             -  $           250 1.99 1 4.00 No Yes 0 Y
MFS Funds MFS MID CAP VALUE CLASS C 55272P612 MVCCX Mutual Fund   Growth  $           1000  $             -  $           250 1.99 1 1.00 No Yes 0 Y
MFS Funds MFS MID CAP VALUE FD CL R3 55273W574 MVCHX Mutual Fund   Growth  $           -  $             -  $           - 1.27 0.25 None No Yes 0 Y
MFS Funds MFS MISSISSIPPI MUNICIPAL BOND CL A 55273N103 MISSX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.54 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MODERATE ALLOCATION CL B 55273G769 MMABX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.04 1 4.00 No Yes 0 Y
MFS Funds MFS MODERATE ALLOCATION CL C 55273G751 MMACX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.04 1 1.00 No Yes 0 Y
MFS Funds MFS MODERATE ALLOCATION CLASS A 55273G777 MAMAX Mutual Fund   Growth and Income  $           1000  $             -  $           250 0.37 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS MODERATE ALLOCATION FUND R3 552746802 MAMHX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.29 0.25 None No Yes 0 Y
MFS Funds MFS MODERATE ALLOCATION FUND R4 552746885 MAMJX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.04 0 None No Yes 0 Y
MFS Funds MFS MUNICIPAL ALABAMA BOND CLASS B 55273N780 MBABX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.55 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL ARKANSAS BOND CL B 55273N772 MBARX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.35 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL CALIFORNIA BOND CL A 55273N590 MCFTX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.56 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL CALIFORNIA BOND CL B 55273N582 MBCAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.32 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL FLORIDA BOND CLASS B 55273N764 MBFLX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.39 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL GEORGIA BOND CLASS B 55273N756 MBGAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.61 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL HIGH INCOME CLASS A 552984304 MMHYX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 0.64 0 4.75 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL HIGH INCOME CLASS B 552984403 MMHBX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.41 0.77 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL HIGH INCOME CLASS C 552984866 MMHCX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.7 1 1.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL INCOME CL A1 55273N459 MMIDX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 0.42 0 4.75 Yes No 0 O
MFS Funds MFS MUNICIPAL INCOME CL B1 55273N442 MMIGX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.17 1 4.00 No No 0 O
MFS Funds MFS MUNICIPAL INCOME CLASS A 55273N574 MFIAX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 0.67 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL INCOME CLASS B 55273N566 MMIBX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.42 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL INCOME CLASS C 55273N525 MMICX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 1.41 1 1.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL LTD MATURITY CLASS A 55272P505 MTLFX Mutual Fund   Municipal Bond - National  $           1000  $             -  $           250 0.63 0.25 2.50 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL MARYLAND BOND CL B 55273N723 MBMDX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.55 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL MASSACHUSETTS CL A 55273N806 MFSSX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.83 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL MASSACHUSETTS CL B 55273N731 MBMAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.48 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL MISSISSIPPI BD CL B 55273N715 MBMSX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.31 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL N CAROLINA BD CL B 55273N699 MBNCX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.46 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL N CAROLINA BOND CL C 55273N541 MCNCX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.47 1 1.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL NEW YORK BOND CL B 55273N681 MBNYX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.52 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL PENNSYLVANIA BD CL A 55273N798 MFPAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.61 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS MUNICIPAL PENNSYLVANIA BD CL B 55273N673 MBPAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.37 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL S CAROLINA BOND CL B 55273N665 MBSCX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.5 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL TENNESSEE BOND CL B 55273N657 MBTNX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.51 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL VIRGINIA BOND CL C 55273N533 MVACX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.48 1 1.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL VIRGINIA CLASS B 55273N632 MBVAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.47 1 4.00 No Yes 0 Y
MFS Funds MFS MUNICIPAL W VIRGINIA CLASS B 55273N616 MBWVX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.51 1 4.00 No Yes 0 Y
MFS Funds MFS NEW DISCOVERY CLASS A 552983553 MNDAX Mutual Fund   Growth  $           1000  $             -  $           250 1.6 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS NEW DISCOVERY CLASS B 552983546 MNDBX Mutual Fund   Growth  $           1000  $             -  $           250 2.3 1 4.00 No Yes 0 Y
MFS Funds MFS NEW DISCOVERY CLASS C 552983538 MNDCX Mutual Fund   Growth  $           1000  $             -  $           250 2.3 1 1.00 No Yes 0 Y
MFS Funds MFS NEW DISCOVERY FD CL I 552983520 MNDIX Mutual Fund   Growth  $           -  $             -  $           100000 1.25 0 None No Yes 0 Y
MFS Funds MFS NEW DISCOVERY FUND 55273H734 MNDJX Mutual Fund   Growth  $           -  $             -  $           - 1.3 0 None No Yes 0 Y
MFS Funds MFS NEW YORK MUNI BOND CL A 55273N889 MSNYX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.75 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS NORTH CAROLINA MUNI BOND CL A 55273N871 MSNCX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.81 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS NY MUNI BOND CLASS C 55273N467 MCNYX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 1.5 1 1.00 No Yes 0 Y
MFS Funds MFS RESEARCH BOND CL B 55272P794 MRBBX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 1.44 1 4.00 No Yes 0 Y
MFS Funds MFS RESEARCH BOND CL C 55272P786 MRBCX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 1.49 1 1.00 No Yes 0 Y
MFS Funds MFS RESEARCH BOND CLASS A 55272P810 MRBFX Mutual Fund   Corporate Bond - General  $           1000  $             -  $           250 0.64 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS RESEARCH BOND CLASS I 55272P778 MRBIX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.49 0 None No Yes 0 Y
MFS Funds MFS RESEARCH BOND FD CL R2 55272P372 MRRRX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.99 0.5 None No Yes 0 Y
MFS Funds MFS RESEARCH BOND FD CL R4 55272P240 MRBJX Mutual Fund   Corporate Bond - General  $           -  $             -  $           250 0.49 0 None No Yes 0 Y
MFS Funds MFS RESEARCH BOND FD CL W 55274K306 MRBWX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.59 0.1 None No Yes 0 Y
MFS Funds MFS RESEARCH CLASS A 552981102 MFRFX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS RESEARCH CLASS B 552981201 MFRBX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.65 1 4.00 No Yes 0 Y
MFS Funds MFS RESEARCH CLASS C 552981508 MFRCX Mutual Fund   Growth and Income  $           1000  $             -  $           250 1.65 1 1.00 No Yes 0 Y
MFS Funds MFS RESEARCH FD CL W 552981417 MFRWX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.74 0.1 None No Yes 0 Y
MFS Funds MFS RESEARCH FUND CL I 552981706 MRFIX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.64 0 None No Yes 0 Y
MFS Funds MFS RESEARCH FUND CL R2 552981573 MSRRX Mutual Fund   Growth and Income  $           -  $             -  $           - 1.18 0.5 None No Yes 0 Y
MFS Funds MFS RESEARCH FUND CL R3 552982860 MFGHX Mutual Fund   Government Bond - General  $           -  $             -  $           - 0.8 0.25 None No Yes 0 Y
MFS Funds MFS RESEARCH INTERNATIONAL FD R2 552983124 MRSRX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.51 0.5 None No Yes 0 Y
MFS Funds MFS RESEARCH INTL CLASS A 552983512 MRSAX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.32 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS RESEARCH INTL CLASS B 552983496 MRIBX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.97 1 4.00 No Yes 0 Y
MFS Funds MFS RESEARCH INTL CLASS C 552983488 MRICX Mutual Fund   Foreign Stock  $           1000  $             -  $           250 1.97 1 1.00 No Yes 0 Y
MFS Funds MFS RESEARCH INTL FD CL I 552983470 MRSIX Mutual Fund   Foreign Stock  $           -  $             -  $           - 0.97 0 None No Yes 0 Y
MFS Funds MFS RESEARCH INTL FD CL R3 55273H544 MRSHX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.27 0.25 None No Yes 0 Y
MFS Funds MFS RESEARCH INTL FD CL W 55273H437 MRIWX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.07 0.1 None No Yes 0 Y
MFS Funds MFS RESEARCH INTL FD CLASS R4 55273H536 MRSJX Mutual Fund   Foreign Stock  $           -  $             -  $           - 1.01 0 None No Yes 0 Y
MFS Funds MFS RESEARCH INTL FUND CL R1 55273H551 MRSGX Mutual Fund   Foreign Stock  $           -  $             -  $           - 2.02 1 None No Yes 0 Y
MFS Funds MFS SECTOR ROTATION FD CL B 55275E465 SRFBX Mutual Fund   Growth  $           1000  $             -  $           250 2.03 1 4.00 No Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL CL A 55275E473 SRFAX Mutual Fund   Growth  $           1000  $             -  $           250 1.38 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL CL C 55275E457 SRFCX Mutual Fund   Growth  $           1000  $             -  $           250 2.03 1 1.00 No Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL FUND CL W 55275E440 SRFWX Mutual Fund   Growth  $           -  $             -  $           - 1.12 0.1 None No Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL FUND R1 55275E432 SRFDX Mutual Fund   Growth  $           -  $             -  $           - 2.03 1 None No Yes 0 N
MFS Funds MFS SECTOR ROTATIONAL FUND R2 55275E424 SRFEX Mutual Fund   Growth  $           -  $             -  $           - 1.52 0.5 None No Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL FUND R3 55275E416 SRFFX Mutual Fund   Growth  $           -  $             -  $           - 1.27 0.25 None No Yes 0 Y
MFS Funds MFS SECTOR ROTATIONAL FUND R4 55275E390 SRFGX Mutual Fund   Growth  $           -  $             -  $           - 1.03 0 None No Yes 0 Y
MFS Funds MFS SOUTH CAROLINA MUNI BOND CL A 55273N863 MFSCX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.85 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS STRATEGIC INCOME CLASS A 552989105 MFIOX Mutual Fund   Multisector Bond  $           1000  $             -  $           250 0.83 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS STRATEGIC INCOME CLASS B 552989204 MIOBX Mutual Fund   Multisector Bond  $           1000  $             -  $           250 1.48 1 4.00 No Yes 0 Y
MFS Funds MFS STRATEGIC INCOME CLASS C 552989600 MIOCX Mutual Fund   Multisector Bond  $           1000  $             -  $           250 1.48 1 1.00 No Yes 0 Y
MFS Funds MFS STRATEGIC INCOME FD CL I 552989709 MFIIX Mutual Fund   Multisector Bond  $           -  $             -  $           - 0.48 0 None No Yes 0 Y
MFS Funds MFS TECHNOLOGY CLASS A 552983462 MTCAX Mutual Fund   Specialty - Technology  $           1000  $             -  $           250 1.51 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS TECHNOLOGY CLASS B 552983454 MTCBX Mutual Fund   Specialty - Technology  $           1000  $             -  $           250 2.16 1 4.00 No Yes 0 Y
MFS Funds MFS TECHNOLOGY CLASS C 552983447 MTCCX Mutual Fund   Specialty - Technology  $           1000  $             -  $           250 2.16 1 1.00 No Yes 0 Y
MFS Funds MFS TENNESSEE MUNI BOND CL A 55273N855 MSTNX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.85 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS TOTAL RETURN CLASS A 552981300 MSFRX Mutual Fund   Balanced  $           1000  $             -  $           250 0.87 0.35 5.75 Yes Yes 0 Y
MFS Funds MFS TOTAL RETURN CLASS B 552981409 MTRBX Mutual Fund   Balanced  $           1000  $             -  $           250 1.52 1 4.00 No Yes 0 Y
MFS Funds MFS TOTAL RETURN CLASS C 552981607 MTRCX Mutual Fund   Balanced  $           1000  $             -  $           250 1.52 1 1.00 No Yes 0 Y
MFS Funds MFS TOTAL RETURN FD CL R2 552981557 MTRRX Mutual Fund   Balanced  $           -  $             -  $           - 1.05 0.5 None No Yes 0 Y
MFS Funds MFS TOTAL RETURN FD CL R3 552981466 MSFHX Mutual Fund   Balanced  $           -  $             -  $           - 0.81 0.25 None No Yes 0 Y
MFS Funds MFS TOTAL RETURN FD CL R4 552981458 MSFJX Mutual Fund   Balanced  $           -  $             -  $           - 0.54 0 None No Yes 0 Y
MFS Funds MFS TOTAL RETURN INSTITIUTIONAL 552981805 MTRIX Mutual Fund   Balanced  $           -  $             -  $           - 0.52 0 None No Yes 0 N
MFS Funds MFS UTILITIES CLASS A 552986309 MMUFX Mutual Fund   Specialty - Utility  $           1000  $             -  $           250 1.04 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS UTILITIES CLASS B 552986408 MMUBX Mutual Fund   Specialty - Utility  $           1000  $             -  $           250 1.78 1 4.00 No Yes 0 Y
MFS Funds MFS UTILITIES CLASS C 552986705 MMUCX Mutual Fund   Specialty - Utility  $           1000  $             -  $           250 1.79 1 1.00 No Yes 0 Y
MFS Funds MFS UTILITIES FD CL I 552986879 MMUIX Mutual Fund   Specialty - Utility  $           -  $             -  $           - 0.78 0 None No Yes 0 Y
MFS Funds MFS UTILITIES FUND CL R2 552986770 MURRX Mutual Fund   Specialty - Utility  $           -  $             -  $           - 1.32 0.5 None No Yes 0 Y
MFS Funds MFS UTILITIES FUND CL R3 552986689 MMUHX Mutual Fund   Specialty - Utility  $           -  $             -  $           - 1.07 0.25 None No Yes 0 Y
MFS Funds MFS UTILITIES FUND CLASS R-4 552986671 MMUJX Mutual Fund   Specialty - Utility  $           -  $             -  $           - 0.82 0 None No Yes 0 Y
MFS Funds MFS VALUE CLASS A 552983801 MEIAX Mutual Fund   Growth  $           1000  $             -  $           250 1.1 0.25 5.75 Yes Yes 0 Y
MFS Funds MFS VALUE CLASS B 552983843 MFEBX Mutual Fund   Growth  $           1000  $             -  $           250 1.75 1 4.00 No Yes 0 Y
MFS Funds MFS VALUE CLASS C 552983835 MEICX Mutual Fund   Growth  $           1000  $             -  $           250 1.75 1 1.00 No Yes 0 Y
MFS Funds MFS VALUE FD CL W 55273H445 MEIWX Mutual Fund   Growth  $           -  $             -  $           - 0.85 0.1 None No Yes 0 Y
MFS Funds MFS VALUE FUND CL R1 55273H650 MEIGX Mutual Fund   Growth  $           -  $             -  $           - 1.79 1 None No Yes 0 Y
MFS Funds MFS VALUE FUND CL R2 552983116 MVRRX Mutual Fund   Growth  $           -  $             -  $           - 1.28 0.5 None No Yes 0 Y
MFS Funds MFS VALUE FUND CL R3 55273H643 MEIHX Mutual Fund   Growth  $           -  $             -  $           - 1.04 0.25 None No Yes 0 Y
MFS Funds MFS VALUE FUND CL R4 55273H635 MEIJX Mutual Fund   Growth  $           -  $             -  $           - 0.79 0 None No Yes 0 Y
MFS Funds MFS VALUE FUND CLASS I 552983694 MEIIX Mutual Fund   Growth  $           -  $             -  $           - 0.75 0 None No Yes 0 Y
MFS Funds MFS VIRGINIA MUNI BOND CL A 55273N830 MSVAX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.82 0.25 4.75 Yes Yes 0 Y
MFS Funds MFS WEST VA MUNI BOND CL A 55273N822 MFWVX Mutual Fund   Municipal Bond - Single State  $           1000  $             -  $           250 0.85 0.25 4.75 Yes Yes 0 Y
MFS Funds MSF HIGH YIELD OPPORTUNITIES FD R2 552984742 MHOSX Mutual Fund   Corporate Bond - High Yield  $           -  $             -  $           - 1 0.5 None No Yes 0 N



 








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