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2012-12-28
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2012-12-28
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2012-12-28
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Other
2012-12-28
MFS SERIES TRUST XIII
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2012-12-28
2012-12-28
2012-06-28
MFS®New Discovery Value Fund
<p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><font style='font-family:"Times New Roman","serif"'> </font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-family:"Times New Roman","serif"'>SUPPLEMENT TO PROSPECTUS</font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><i><font style='font-family:"Times New Roman","serif"'>The date of this supplement is December 28, 2012.</font></i></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:20.0pt;font-family:"Times New Roman","serif"'> </font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:20.0pt;font-family:"Times New Roman","serif"'>MFS<sup>®</sup>New Discovery Value Fund</font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'> </font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'> </font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>Effective immediately, the sub-sections entitled “Fees and Expenses” and “Example” beneath the main heading "Summary of Key Information" are restated in their entirety as follows:</font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;text-align: justify;line-height:normal;text-autospace:none"><font style='font-size:10.0pt; font-family:"Times New Roman","serif"'> </font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><b><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>Summary of Key Information</font></b></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;margin-bottom:10.0pt;line-height:115%;font-size:11.0pt;font-family:'calibri','sans-serif';"> </p>
You may qualify for sales charge reductions if you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS Funds.
50000
Fees and Expenses
<p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>This table describes the fees and expenses that you may pay when you buy and hold shares of the fund. Expenses have been adjusted to reflect current fee arrangements. The annual fund operating expenses for Class R5 shares are based on estimated "Other Expenses" for the current fiscal year expressed as a percentage of the fund's estimated average net assets during the period.</font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;text-align: justify;line-height:normal;text-autospace:none"><font style='font-size:10.0pt; font-family:"Times New Roman","serif"'> </font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>You may qualify for sales charge reductions if you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS Funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers or Reductions” on page 6 of the fund’s prospectus and “Waivers of Sales Charges” on page I-14 of the fund’s statement of additional information Part I.</font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;margin-bottom:10.0pt;line-height:115%;font-size:11.0pt;font-family:'calibri','sans-serif';"> </p>
Shareholder Fees (fees paid directly from your investment):
Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment):
Example
<p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.</font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;text-align: justify;line-height:normal;text-autospace:none"><font style='font-size:10.0pt; font-family:"Times New Roman","serif"'> </font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;font-size:11.0pt;font-family:'calibri','sans-serif';margin-bottom:0in;margin-bottom:.0001pt;line-height: normal;text-autospace:none"><font style='font-size:10.0pt;font-family:"Times New Roman","serif"'>The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same.</font></p> <p class="MsoNormal" style="margin-top:0in;margin-right:0in;margin-left:0in;margin-bottom:10.0pt;line-height:115%;font-size:11.0pt;font-family:'calibri','sans-serif';"> </p>
Although your actual costs will likely be higher or lower, under these assumptions your costs would be:
NDVAX
NDVBX
NDVCX
NDVIX
NDVRX
NDVSX
NDVTX
NDVUX
NDVVX
A
B
C
I
ALL R
0.0575
0.0000
0.0000
0.0000
0.0000
0.0400
0.0100
0.0000
0.0000
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A
B
C
I
R1
R2
R3
R4
R5
0.0090
0.0090
0.0090
0.0090
0.0090
0.0090
0.0090
0.0090
0.0090
0.0025
0.0100
0.0100
0.0000
0.0100
0.0050
0.0025
0.0000
0.0000
0.0051
0.0051
0.0051
0.0051
0.0051
0.0051
0.0051
0.0051
0.0051
0.0166
0.0241
0.0241
0.0141
0.0241
0.0191
0.0166
0.0141
0.0141
0.0145
0.0220
0.0220
0.0120
0.0220
0.0170
0.0145
0.0120
0.0120
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Class A Shares
714
1049
1407
2411
Class B Shares assuming redemption at end of period
623
1031
1467
2544
Class C Shares assuming redemption at end of period
323
731
1267
2730
Class I Shares
122
426
751
1673
Class R1 Shares
223
731
1267
2730
Class R2 Shares
173
580
1012
2216
Class R3 Shares
148
503
882
1948
Class R4 Shares
122
426
751
1673
Class R5 Shares
122
426
751
1673
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Class B Shares assuming no redemption at end of period
223
731
1267
2544
Class C Shares assuming no redemption at end of period
223
731
1267
2730
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On shares purchased without an initial sales charge and redeemed within 18 months of purchase for shares purchased on or after August 1, 2012, and within 24 months of purchase for shares purchased prior to August 1, 2012.
Massachusetts Financial Services Company has agreed in writing to bear the fund’s expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund’s investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 1.45% of the fund’s average daily net assets annually for each of Class A and Class R3 shares, 2.20% of the fund’s average daily net assets annually for each of Class B, Class C, and Class R1 shares, 1.20% of the fund’s average daily net assets annually for each of Class I, Class R4, and Class R5 shares, and 1.70% of the fund’s average daily net assets annually for Class R2 shares. This written agreement will continue until modified by the fund’s Board of Trustees, but such agreement will continue until at least December 31, 2013.