EX-99.(G)2 3 a12-26129_1ex99dg2.htm EX-99.(G)2

EXHIBIT NO. 99.(g) 2

 

As of November 1, 2012

 

APPENDIX A

TO

CUSTODIAN AGREEMENT

BETWEEN

STATE STREET BANK AND TRUST COMPANY

AND

EACH OF THE INVESTMENT COMPANIES

DATED DECEMBER 18, 2006 (the “Agreement”)

 

Trust

 

Fund

 

 

 

Stand-Alone Trusts

 

Massachusetts Investors Trust

 

 

 

Closed End Funds

 

MFS Charter Income Trust

 

 

MFS Government Market Income Trust

 

 

MFS Intermediate Income Trust

 

 

MFS Multimarket Income Trust

 

 

MFS Municipal Income Trust

 

 

MFS Special Value Trust

 

 

MFS California Municipal Fund

 

 

MFS High Income Municipal Trust

 

 

MFS InterMarket Income Trust I

 

 

MFS Intermediate High Income Fund

 

 

MFS Investment Grade Municipal Trust

 

 

MFS High Yield Municipal Trust

 

 

 

MFS Series Trust I

 

MFS Cash Reserve Fund

 

 

MFS Core Equity Fund

 

 

MFS Global Leaders Fund

 

 

MFS New Discovery Fund

 

 

MFS Research International Fund

 

 

MFS Technology Fund

 

 

MFS Value Fund

 

 

 

MFS Series Trust IV

 

MFS Global New Discovery Fund

 

 

MFS Government Money Market Fund

 

 

MFS Money Market Fund

 

 

 

MFS Series Trust VII

 

MFS Equity Income Fund

 

 

MFS Latin American Equity Fund

 

 

 

MFS Series Trust IX

 

MFS Inflation-Adjusted Bond Fund

 

 

 

MFS Series Trust X

 

MFS Aggressive Growth Allocation Fund

 

 

MFS Conservative Allocation Fund

 

 

MFS Emerging Markets Debt Fund

 

1



 

 

 

MFS Emerging Markets Debt Local Currency Fund

 

 

MFS Emerging Markets Equity Fund

 

 

MFS Growth Allocation Fund

 

 

MFS International Diversification Fund

 

 

MFS International Growth Fund

 

 

MFS International Value Fund

 

 

MFS Moderate Allocation Fund

 

 

 

MFS Series Trust XI

 

MFS Mid Cap Value Fund

 

 

MFS Blended Research Core Equity Fund

 

 

 

MFS Series Trust XII

 

MFS Equity Opportunities Fund

 

 

MFS Lifetime Retirement Income Fund

 

 

MFS Lifetime 2010 Fund

 

 

MFS Lifetime 2015 Fund

 

 

MFS Lifetime 2020 Fund

 

 

MFS Lifetime 2025 Fund

 

 

MFS Lifetime 2030 Fund

 

 

MFS Lifetime 2035 Fund

 

 

MFS Lifetime 2040 Fund

 

 

MFS Lifetime 2045 Fund

 

 

MFS Lifetime 2050 Fund

 

 

MFS Lifetime 2055 Fund

 

 

 

MFS Series Trust XIII

 

MFS Global Real Estate Fund

 

 

MFS New Discovery Value Fund

 

 

 

MFS Series Trust XV

 

MFS Commodity Strategy Fund

 

 

 

MFS Series Trust XVI

 

MFS Global Multi-Asset Fund

 

 

 

MFS Variable Insurance Trust

 

MFS Core Equity Series

 

 

MFS Global Equity Series

 

 

MFS Growth Series

 

 

MFS High Income Series

 

 

MFS Investors Growth Stock Series

 

 

MFS Investors Trust Series

 

 

MFS Mid Cap Growth Series

 

 

MFS New Discovery Series

 

 

MFS Research Series

 

 

MFS Research Bond Series

 

 

MFS Research International Series

 

 

MFS Strategic Income Series

 

 

MFS Total Return Series

 

 

MFS Utilities Series

 

 

MFS Value Series

 

 

 

MFS Variable Insurance Trust II

 

MFS Blended Research Core Equity Portfolio

 

 

MFS Bond Portfolio

 

2



 

 

 

MFS Core Equity Portfolio

 

 

MFS Emerging Markets Equity Portfolio

 

 

MFS Global Governments Portfolio

 

 

MFS Global Growth Portfolio

 

 

MFS Global Tactical Allocation Portfolio

 

 

MFS Government Securities Portfolio

 

 

MFS Global Research Portfolio

 

 

MFS High Yield Portfolio

 

 

MFS International Growth Portfolio

 

 

MFS International Value Portfolio

 

 

MFS Mass. Investors Growth Stock Portfolio

 

 

MFS Money Market Portfolio

 

 

MFS New Discovery Portfolio

 

 

MFS Research International Portfolio

 

 

MFS Strategic Income Portfolio

 

 

MFS Technology Portfolio

 

 

MFS Total Return Portfolio

 

 

MFS Utilities Portfolio

 

 

MFS Value Portfolio

 

IN WITNESS WHEREOF, each of the parties has caused this Appendix A to be executed in its name and behalf on the day and year first above written.

 

Each of the Investment Companies listed on this Appendix A, on Behalf of Each of Their Respective Portfolios

 

STATE STREET BANK AND TRUST COMPANY

 

 

 

 

 

 

By:

SUSAN S. NEWTON

 

By:

MICHAEL F. ROGERS

 

 

 

Name: Susan S. Newton

 

Name: Michael F. Rogers

 

 

 

Title: Assistant Secretary

 

Title: Executive Vice President

 

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