497 1 mststicker.htm STICKER mststicker.htm
 
MFS® ALABAMA MUNICIPAL BOND FUND
MFS® NEW YORK MUNICIPAL BOND FUND
MFS® ARKANSAS MUNICIPAL BOND FUND
MFS® NORTH CAROLINA MUNICIPAL BOND FUND
MFS® CALIFORNIA MUNICIPAL BOND FUND
MFS® PENNSYLVANIA MUNICIPAL BOND FUND
MFS® GEORGIA MUNICIPAL BOND FUND
MFS® SOUTH CAROLINA MUNICIPAL BOND FUND
MFS® MARYLAND MUNICIPAL BOND FUND
MFS® TENNESSEE MUNICIPAL BOND FUND
MFS® MASSACHUSETTS MUNICIPAL BOND FUND
MFS® VIRGINIA MUNICIPAL BOND FUND
MFS® MISSISSIPPI MUNICIPAL BOND FUND
MFS® WEST VIRGINIA MUNICIPAL BOND FUND
MFS® MUNICIPAL INCOME FUND
  
   
 
Effective immediately, the table beneath the sub-section entitled “Ownership By Trustees and Officers” under the main heading “Appendix C – Share Ownership” is restated in its entirety as follows:
 
Name and Position
Dollar Range of Equity Securities in MFS Alabama Municipal Bond Fund
Dollar Range of Equity Securities in MFS Arkansas Municipal Bond Fund
Dollar Range of Equity Securities in MFS California Municipal Bond Fund
Dollar Range of Equity Securities in MFS Georgia Municipal Bond Fund
Interested Trustee
        
Robert J. Manning
N
N
N
N
 
Independent Trustees
        
Robert E. Butler
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
David H. Gunning
N
N
N
N
William R. Gutow
N
N
N
N
Michael Hegarty
N
N
N
N
John P. Kavanaugh
N
N
N
N
J. Dale Sherratt
N
N
N
N
Laurie J. Thomsen
N
N
N
N
Robert W. Uek
N
N
N
N


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Name and Position
Dollar Range of Equity Securities in MFS Maryland Municipal Bond Fund
Dollar Range of Equity Securities in MFS Massachusetts Municipal Bond Fund
Dollar Range of Equity Securities in MFS Mississippi Municipal Bond Fund
Dollar Range of Equity Securities in MFS Municipal Income Fund
Interested Trustee
        
Robert J. Manning
N
N
N
N
 
Independent Trustees
        
Robert E. Butler
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
David H. Gunning
N
N
N
N
William R. Gutow
N
N
N
N
Michael Hegarty
N
N
N
N
John P. Kavanaugh
N
B
N
N
J. Dale Sherratt
N
B
N
N
Laurie J. Thomsen
N
N
N
N
Robert W. Uek
N
N
N
N

Name and Position
Dollar Range of Equity Securities in MFS New York Municipal Bond Fund
Dollar Range of Equity Securities in MFS North Carolina Municipal Bond Fund
Dollar Range of Equity Securities in MFS Pennsylvania Municipal Bond Fund
Dollar Range of Equity Securities in MFS South Carolina Municipal Bond Fund
Interested Trustee
        
Robert J. Manning
N
N
N
N
 
Independent Trustees
        
Robert E. Butler
N
N
N
N
Maureen R. Goldfarb
N
N
N
N
David H. Gunning
N
N
N
N
William R. Gutow
N
N
N
N
Michael Hegarty
N
N
N
N
John P. Kavanaugh
N
N
N
N
J. Dale Sherratt
N
N
N
N
Laurie J. Thomsen
N
N
N
N
Robert W. Uek
N
N
N
N


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Name and Position
Dollar Range of Equity Securities in MFS Tennessee Municipal Bond Fund
Dollar Range of Equity Securities in MFS Virginia Municipal Bond Fund
Dollar Range of Equity Securities in MFS West Virginia Municipal Bond Fund
Aggregate Dollar Range of Equity Securities in All MFS Funds Overseen by Trustee
Interested Trustee
        
Robert J. Manning
N
N
N
D
   
Independent Trustees
        
Robert E. Butler
N
N
N
D
Maureen R. Goldfarb
N
N
N
D
David H. Gunning
N
N
N
D
William R. Gutow
N
N
N
D
Michael Hegarty
N
N
N
D
John P. Kavanaugh
N
N
N
D
J. Dale Sherratt
N
N
N
    D(1)
Laurie J. Thomsen
N
N
N
D
Robert W. Uek
N
N
N
D
 
 
Effective immediately, the first table beneath the main heading “Appendix G – Sales Charges” is restated in its entirety as follows:
 
   
Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fund
Fiscal Year Ended
Total
Retained by
MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
 
MFS Alabama Municipal Bond Fund
March 31, 2011
$172,293
$31,142
$141,151
$0
$3,461
N/A
March 31, 2012
$140,248
$24,243
$116,005
$27
$708
N/A
March 31, 2013
$149,173
$26,427
$122,746
$0
$886
N/A
 
MFS Arkansas Municipal Bond Fund
March 31, 2011
$835,184
$147,405
$687,779
$13,518
$16,833
N/A
March 31, 2012
$741,153
$132,130
$609,023
$14,282
$20,654
N/A
March 31, 2013
$1,101,619
$197,474
$904,145
$12,589
$8,961
N/A
 
MFS California Municipal Bond Fund
March 31, 2011
$365,220
$65,759
$299,461
$37,507
$14,847
$5,366
March 31, 2012
$329,188
$60,244
$268,944
$12,232
$10,051
$3,808
March 31, 2013
$469,728
$84,746
$384,982
$3,067
$8,375
$3,932
 
MFS Georgia Municipal Bond Fund
March 31, 2011
$183,634
$33,771
$149,863
$0
$2,676
N/A
March 31, 2012
$248,152
$45,156
$202,996
$0
$2,290
N/A
March 31, 2013
$470,292
$82,339
$387,953
$0
$2,010
N/A
 
MFS Maryland Municipal Bond Fund
March 31, 2011
$191,816
$32,957
$158,859
$0
$3,372
N/A
March 31, 2012
$149,779
$27,144
$122,635
$0
$2,734
N/A
March 31, 2013
$261,351
$48,073
$213,278
$0
$2,050
N/A
 
MFS Massachusetts Municipal Bond Fund
March 31, 2011
$405,259
$71,551
$333,708
$5,298
$9,547
N/A
March 31, 2012
$303,237
$55,067
$248,170
$9,091
$8,167
N/A
March 31, 2013
$472,762
$84,567
$388,195
$358
$5,575
N/A

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Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fund
Fiscal Year Ended
Total
Retained by
MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
 
MFS Mississippi Municipal Bond
Fund
March 31, 2011
$294,194
$51,021
$243,173
$12,464
$4,579
N/A
March 31, 2012
$271,601
$47,801
$223,800
$1,351
$5,122
N/A
March 31, 2013
$334,913
$58,426
$276,487
$5,939
$1,727
N/A
 
MFS Municipal Income Fund
March 31, 2011
$2,860,530
$511,295
$2,349,235
$74,783
$40,675
$60,569
March 31, 2012
$3,293,353
$597,294
$2,696,059
$93,988
$50,115
$27,101
March 31, 2013
$6,203,738
$1,121,090
$5,082,638
$30,254
$46,302
$40,718
 
MFS New York Municipal Bond Fund
March 31, 2011
$456,190
$82,553
$373,637
$331
$7,568
$10,588
March 31, 2012
$245,195
$44,054
$201,141
$5,310
$10,620
$3,524
March 31, 2013
$356,477
$64,898
$291,579
$14,229
$5,033
$2,828
 
MFS North Carolina Municipal Bond Fund
March 31, 2011
$587,529
$106,151
$481,378
$43,083
$15,482
$13,768
March 31, 2012
$564,538
$102,881
$461,657
$9,738
$21,129
$7,634
March 31, 2013
$842,096
$150,876
$691,220
$2,809
$10,188
$7,708
 
MFS Pennsylvania Municipal Bond Fund
March 31, 2011
$724,721
$129,984
$594,737
$5,531
$10,786
N/A
March 31, 2012
$502,746
$90,131
$412,615
$1,217
$7,543
N/A
March 31, 2013
$604,320
$108,361
$495,959
$44
$8,248
N/A
 
MFS South Carolina Municipal Bond Fund
March 31, 2011
$776,144
$135,455
$640,689
$14,243
$7,176
N/A
March 31, 2012
$660,942
$115,206
$545,736
$2,929
$8,865
N/A
March 31, 2013
$1,227,465
$218,850
$1,008,615
$17,043
$9,528
N/A
 
MFS Tennessee Municipal Bond Fund
March 31, 2011
$266,067
$47,152
$218,915
$0
$3,168
N/A
March 31, 2012
$261,369
$45,905
$215,465
$12,980
$10,365
N/A
March 31, 2013
$440,862
$78,762
$362,100
$0
$1,170
N/A
 
MFS Virginia Municipal Bond Fund
March 31, 2011
$523,091
$93,902
$429,189
$38,968
$4,021
$7,936
March 31, 2012
$268,866
$48,620
$220,246
$222
$2,131
$1,682
March 31, 2013
$450,853
$80,847
$370,006
$500
$2,272
$3,942
 
MFS West Virginia Municipal Bond Fund
March 31, 2011
$234,347
$42,396
$191,951
$38,232
$1,983
N/A
March 31, 2012
$216,765
$37,951
$178,814
$0
$2,917
N/A
March 31, 2013
$405,733
$72,684
$333,049
$0
$1,289
N/A

Effective immediately, the table beneath the main heading “Appendix I – Distribution Plan Payments” is restated in its entirety as follows:
 
Fund
Class of Shares
Amount of Distribution and/or Service Fees
Accrued or Paid by Fund to MFD
Accrued or Paid by MFD  to Financial Intermediaries
Retained by MFD
MFS Alabama Municipal Bond Fund
Class A Shares
$176,461
$175,282
$1,179
Class B Shares
$13,665
$3,147
$10,518

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Fund
Class of Shares
Amount of Distribution and/or Service Fees
Accrued or Paid by Fund to MFD
Accrued or Paid by MFD  to Financial Intermediaries
Retained by MFD
 
MFS Arkansas Municipal Bond Fund
Class A Shares
$227,470
$222,109
$5,361
Class B Shares
$83,799
$7,186
$76,613
 
MFS California Municipal Bond Fund
Class A Shares
$284,716
$281,181
$3,535
Class B Shares
$47,998
$4,403
$43,595
Class C Shares
$350,442
$307,796
$42,646
 
MFS Georgia Municipal Bond Fund
Class A Shares
$190,541
$182,878
$7,663
Class B Shares
$22,201
$3,855
$18,346
 
MFS Maryland Municipal Bond Fund
Class A Shares
$275,862
$274,223
$1,639
Class B Shares
$34,738
$6,365
$28,373
 
MFS Massachusetts Municipal Bond Fund
Class A Shares
$744,384
$696,469
$47,915
Class B Shares
$54,329
$10,738
$43,591
 
MFS Mississippi Municipal Bond Fund
Class A Shares
$116,511
$112,196
$4,315
Class B Shares
$21,783
$0
$21,783
 
MFS Municipal Income Fund
Class A Shares
$2,381,556
$2,253,569
$127,987
Class B Shares
$332,630
$63,560
$269,070
Class C Shares
$2,161,086
$1,572,850
$588,236
Class B1 Shares
$18,973
$0
$18,973
 
MFS New York  Municipal Bond Fund
Class A Shares
$468,307
$465,023
$3,284
Class B Shares
$66,633
$12,598
$54,035
Class C Shares
$359,932
$301,834
$58,098
 
MFS North Carolina  Municipal Bond Fund
Class A Shares
$945,343
$933,349
$11,994
Class B Shares
$79,619
$15,654
$63,965
Class C Shares
$832,509
$658,835
$173,674
 
MFS Pennsylvania  Municipal Bond Fund
Class A Shares
$144,107
$144,014
$93
Class B Shares
$94,873
$9,099
$85,774
 
MFS South Carolina  Municipal Bond Fund
Class A Shares
$528,388
$508,567
$19,821
Class B Shares
$74,610
$13,005
$61,605
 
MFS Tennessee Municipal Bond Fund
Class A Shares
$316,629
$315,418
$1,211
Class B Shares
$27,057
$5,057
$22,000

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Fund
Class of Shares
Amount of Distribution and/or Service Fees
Accrued or Paid by Fund to MFD
Accrued or Paid by MFD  to Financial Intermediaries
Retained by MFD
 
MFS Virginia Municipal Bond Fund
Class A Shares
$827,015
$805,600
$21,415
Class B Shares
$36,571
$8,408
$28,163
Class C Shares
$346,251
$289,665
$56,586
 
MFS West Virginia Municipal Bond Fund
Class A Shares
$375,201
$374,455
$746
Class B Shares
$21,134
$4,341
$16,793
 

 

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