EX-99.(G)(9) 3 tm2218246d1_ex99-g9.htm EXHIBIT 99.(G)(9)

EXHIBIT NO. 99.(g) 9

 

AMENDMENT TO GLOBAL CUSTODY AGREEMENT

 

This Amendment (this “Amendment”) to the Global Custody Agreement, dated as of November 13, 2006 (as amended from time to time, the “Agreement”), by and among JPMorgan Chase Bank, N.A. (the “Bank”), and each entity listed on Appendix A thereto (each, a “Fund” and collectively, the “Funds”), is made and entered into on this May 3, 2022.

 

WHEREAS, the Bank and the Funds desire to amend the Agreement to add MFS Intrinsic Value Fund as a Fund;

 

NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, it is hereby agreed as follows:

 

1.Appendix A is deleted in its entirety and replaced by Appendix A attached hereto as Exhibit 1.

 

2.All other terms and conditions of the Agreement are hereby ratified, and the Agreement shall, except as expressly modified herein, continue in full force and effect.

 

3.This Amendment shall be governed by and construed in accordance with the laws of the State of New York without giving effect to the conflict of laws principles thereof.

 

[Remainder of Page Intentionally Left Blank]

 

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IN WITNESS WHEREOF, the parties have caused their duly authorized representatives to execute this Amendment as of May 3, 2022.

 

 

  Each of the Investment Companies listed on Appendix A, on Behalf of each of Their Respective Portfolios
   
   
  By:  Christopher R. Bohane
  Name: Christopher R. Bohane
  Title: Assistant Secretary
   
   
  JPMorgan Chase Bank, N.A.
   
   
  By:  Carl Mehldau
  Name: Carl Mehldau
  Title: Vice President

 

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Exhibit 1

 

APPENDIX A

 

TO

 

CUSTODIAN AGREEMENT

 

BETWEEN

 

JPMORGAN CHASE BANK, N.A.

AND EACH OF THE INVESTMENT COMPANIES

 

Dated as of May 3, 2022

 

Trust  Fund
Stand Alone Trusts  Massachusetts Investors Growth Stock Fund
MFS Series Trust II  MFS Growth Fund
MFS Series Trust III  MFS Global High Yield Fund
MFS High Income Fund
MFS High Yield Pooled Portfolio
MFS Municipal High Income Fund
MFS Series Trust IV  MFS Mid Cap Growth Fund
MFS Series Trust V  MFS International New Discovery Fund
MFS Research Fund
MFS Total Return Fund
MFS Series Trust VI  MFS Global Equity Fund
MFS Global Total Return Fund
MFS Utilities Fund
MFS Series Trust VII  MFS Emerging Markets Equity Research Fund
MFS Intrinsic Value Fund
MFS Series Trust VIII  MFS Global Growth Fund
MFS Income Fund
MFS Series Trust IX  MFS Corporate Bond Fund
MFS Limited Maturity Fund
MFS Municipal Limited Maturity Fund
MFS Total Return Bond Fund

 

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MFS Series Trust X  MFS Blended Research Mid Cap Equity Fund
MFS Global Opportunistic Bond Fund
MFS International Large Cap Value Fund
MFS Series Trust XII  MFS Core Bond Fund
MFS Series Trust XIII  MFS Diversified Income Fund
MFS Government Securities Fund
MFS Series Trust XIV  MFS Institutional Money Market Portfolio
MFS Series Trust XV  MFS Global Alternative Strategy Fund
MFS Series Trust XVI  MFS Prudent Investor Fund
MFS Municipal Series Trust  MFS Alabama Municipal Bond Fund
MFS Arkansas Municipal Bond Fund
MFS California Municipal Bond Fund
MFS Georgia Municipal Bond Fund
MFS Maryland Municipal Bond Fund
MFS Massachusetts Municipal Bond Fund
MFS Mississippi Municipal Bond Fund
MFS Municipal Income Fund
MFS Municipal Intermediate Fund
MFS New York Municipal Bond Fund
MFS North Carolina Municipal Bond Fund
MFS Pennsylvania Municipal Bond Fund
MFS South Carolina Municipal Bond Fund
MFS Virginia Municipal Bond Fund
MFS West Virginia Municipal Bond Fund
MFS Institutional Trust  MFS Institutional International Equity Fund

 

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