The investment seeks total return. The fund seeks to achieve the fund's objective by providing exposure to the commodities markets through investing in commodity-linked derivatives rather than investing directly in commodities. Commodities are assets with tangible properties, including oil, natural gas, agricultural products, and industrial and other precious metals.

Nasdaq

MCSIX

The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds).

MDIJX

MEDIX

The investment seeks capital appreciation. The fund normally invests in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

MEGBX

The investment seeks capital appreciation. The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

MEIAX

MEIIX

MEIKX

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging market countries are countries whose financial and capital markets are in the development phase and include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. The adviser may also invest in equity securities of issuers that are not tied economically to emerging market countries.

MEMAX

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Alabama, but also considering capital appreciation.  The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Alabama. Interest from the fund&#39;s investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund&#39;s assets primarily in municipal instruments.

MFALX

The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Arkansas. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

MFARX

The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The adviser normally invests at least 80% of the fund's net assets in corporate debt instruments. It may also invest the fund's assets in U.S. government securities. MFS invests the majority of the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.

MFBFX

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2050; thereafter, the fund will seek total return through a combination of current income and capital appreciation.  The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2050. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFFIX

The investment seeks total return with an emphasis on current income, but also considering capital appreciation.  The fund normally invests at least 80% of its net assets in U.S. government securities. U.S. government securities include mortgage-backed securities and other types of securitized instruments issued or guaranteed by the U.S. Treasury, by an agency or instrumentality of the U.S. government, or by a U.S. government-sponsored entity. It generally invests substantially all of its assets in investment grade quality debt instruments. The fund may invest a significant percentage of the fund's assets in a single issuer or a small number of issuers.

MFGSX

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.

MFIOX

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2060; thereafter, the fund will seek total return through a combination of current income and capital appreciation.  The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2060. MFS invests substantially all of the fund&#39;s assets in other MFS mutual funds, referred to as underlying funds.

MFJIX

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Pennsylvania, but also considering capital appreciation.  The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Pennsylvania. Interest from the fund&#39;s investments may be subject to the federal alternative minimum tax. It primarily invests the fund&#39;s assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.

MFPAX

The investment seeks capital appreciation. The fund normally invests its assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

MFRFX

The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of South Carolina. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

MFSCX

The investment seeks total return with an emphasis on income exempt from federal income tax and personal income tax, if any, of Maryland, but also considering capital appreciation.  The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Maryland. Interest from the fund&#39;s investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund&#39;s assets primarily in municipal instruments.

MFSMX

The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Massachusetts. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
MCSIX	MFS Commodity Strategy Fund	Commodities	Jun 1, 2010	0.90%	3.44%	-1.15%	2.14%
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	Sep 30, 2004	0.82%	4.05%	5.72%	3.98%
MEDIX	MFS Emerging Markets Debt Fund	Emerging Markets Bonds	Mar 17, 1998	0.81%	1.48%	2.67%	6.29%
MEGBX	MFS Growth Fund	Large Cap Growth Equities	Dec 29, 1986	1.59%	13.48%	13.53%	6.35%
MEIAX	MFS Value Fund	Large Cap Value Equities	Jan 2, 1996	0.80%	5.19%	9.07%	7.89%
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	Feb 1, 1996	0.55%	5.25%	9.36%	8.07%
MEIKX	MFS Value Fund	Large Cap Value Equities	May 1, 2006	0.43%	5.29%	9.47%	8.24%
MEMAX	MFS Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 23, 1995	1.31%	5.19%	2.01%	2.35%
MFALX	MFS Alabama Municipal Bond Fund	Municipal Bonds	Jan 31, 1990	0.90%	-1.32%	1.99%	3.01%
MFARX	MFS Arkansas Municipal Bond Fund	Municipal Bonds	Feb 2, 1992	0.70%	-0.96%	2.04%	3.05%
MFBFX	MFS Corporate Bond Fund	Corporate Bonds	May 8, 1974	0.76%	-1.12%	2.18%	4.19%
MFFIX	MFS Lifetime 2050 Fund	Target Retirement Date	Sep 14, 2010	0.00%	5.70%	8.69%	3.32%
MFGSX	MFS Government Securities Fund	Government Bonds	Jul 24, 1984	0.76%	-2.38%	0.35%	3.45%
MFIOX	MFS Income Fund	Intermediate Core-Plus Bond	Oct 29, 1987	0.73%	-1.24%	1.95%	4.96%
MFJIX	MFS Lifetime 2060 Fund	Target Retirement Date	Dec 5, 2016	0.00%	5.69%	—	3.01%
MFPAX	MFS Pennsylvania Municipal Bond Fund	Municipal Bonds	Jan 31, 1993	0.69%	-0.70%	2.29%	3.26%
MFRFX	MFS Research Fund	Large Cap Blend Equities	Oct 13, 1971	0.78%	7.01%	11.64%	5.72%
MFSCX	MFS South Carolina Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.84%	-0.70%	1.76%	2.95%
MFSMX	MFS Maryland Municipal Bond Fund	Municipal Bonds	Oct 30, 1984	0.83%	-0.92%	1.96%	3.17%
MFSSX	MFS Massachusetts Municipal Bond Fund	Municipal Bonds	Apr 8, 1985	0.83%	-0.64%	1.99%	3.01%

MFS Mutual Funds List

Risk vs. Return Scatterplot