The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

Nasdaq

MVCAX

The MFS Mid Cap Value Fund seeks capital appreciation by investing primarily in equity securities of mid-cap companies that the fund's investment adviser believes are undervalued.

MVCKX

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund invests its assets in U.S. and foreign securities, including emerging market securities.

MVGIX

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets 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. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

MWEBX

The fund normally invests its assets primarily in foreign equity securities, including emerging market 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 fund may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

MWNIX

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market 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 adviser believes to have above average earnings growth potential compared to other companies (growth companies).

MWOFX

The MFS New Discovery Fund seeks capital appreciation by investing in small-cap companies with significant growth potential across various market environments, focusing on emerging, high-quality durable, and out-of-favor industries.

NDVAX

The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund’s assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth. MFS may invest the fund's assets in foreign securities.

NDVIX

The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index over the last 13 months at the time of purchase.

OTCAX

The MFS Mid Cap Growth Fund seeks capital appreciation by investing in mid-cap growth companies with the potential for steady, above-average growth, emphasizing high-quality businesses with competitive advantages and strong management teams.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	Aug 31, 2001	1.02%	1.53%	9.31%	8.08%	17
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	Feb 1, 2013	0.62%	1.63%	8.98%	8.14%	18
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	Dec 4, 2013	0.74%	0.87%	9.22%	10.85%	54
MWEBX	MFS Global Equity Fund	Global Equities	Dec 28, 1986	1.90%	-7.60%	8.64%	26.12%	6
MWNIX	MFS International New Discovery Fund	Foreign Small & Mid Cap Equities	Oct 8, 1997	1.03%	-0.30%	5.95%	3.25%	38
MWOFX	MFS Global Growth Fund	Global Equities	Nov 17, 1993	1.22%	-8.81%	9.86%	5.95%	5
NDVAX	MFS New Discovery Value Fund Class A	Small Cap Value Equities	May 26, 2011	1.21%	1.99%	9.97%	10.42%	13
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	May 26, 2011	0.93%	2.08%	10.01%	10.54%	14
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 1, 1993	1.00%	-5.54%	11.30%	17.74%	6
OTCKX	MFS Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 1, 1993	0.65%	-5.49%	11.93%	15.75%	6

MFS Mutual Funds List

Risk vs. Return Scatterplot