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 |