-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, AGkoYDRkxDL04fphXWVzhFE6STcCbMqg8efZ8GEbre82lrXJFJOHCRhuDV3jraBX UfBeIdFzQzCOK0i9yMynrA== 0000912938-08-000267.txt : 20080401 0000912938-08-000267.hdr.sgml : 20080401 20080401092744 ACCESSION NUMBER: 0000912938-08-000267 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20080401 DATE AS OF CHANGE: 20080401 EFFECTIVENESS DATE: 20080401 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MFS SERIES TRUST X CENTRAL INDEX KEY: 0000783740 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-01657 FILM NUMBER: 08727469 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 15TH FL CITY: BOSTON STATE: MA ZIP: 02116 FORMER COMPANY: FORMER CONFORMED NAME: MFS GOVERNMENT MORTGAGE FUND DATE OF NAME CHANGE: 19930408 FORMER COMPANY: FORMER CONFORMED NAME: MFS GOVERNMENT INCOME PLUS FUND DATE OF NAME CHANGE: 19930312 FORMER COMPANY: FORMER CONFORMED NAME: MASSACHUSETTS MFS GOVERNMENT INCOME PLUS FUND DATE OF NAME CHANGE: 19921015

0000783740 S000002506 MFS Aggressive Growth Allocation Fund

C000006838 A MAAGX

C000006839 R5 MAALX

C000006840 529A EAGTX

C000006841 529B EBAAX

C000006842 529C ECAAX

C000006843 B MBAGX

C000006844 C MCAGX

C000006845 I MIAGX

C000006846 R MAARX

C000006847 R1 MAAFX

C000006848 R2 MAAMX

C000006849 R3 MAWAX

C000006850 R4 MAAHX

0000783740 S000002507 MFS Moderate Allocation Fund

C000006851 A MAMAX

C000006852 R5 MAMJX

C000006853 529A EAMDX

C000006854 529B EBMDX

C000006855 529C ECMAX

C000006856 B MMABX

C000006857 C MMACX

C000006858 I MMAIX

C000006859 R MAMRX

C000006860 R1 MAMFX

C000006861 R2 MAMKX

C000006862 R3 MARRX

C000006863 R4 MAMHX

0000783740 S000002510 MFS Conservative Allocation Fund

C000006887 A MACFX

C000006888 R5 MACJX

C000006889 529A ECLAX

C000006890 529B EBCAX

C000006891 529C ECACX

C000006892 B MACBX

C000006893 C MACVX

C000006894 I MACIX

C000006895 R MACRX

C000006896 R1 MACKX

C000006897 R2 MACLX

C000006898 R3 MCARX

C000006899 R4 MACNX

0000783740 S000002514 MFS Growth Allocation Fund

C000006911 A MAGWX

C000006912 R5 MAGJX

C000006913 529A EAGWX

C000006914 529B EBGWX

C000006915 529C ECGWX

C000006916 B MBGWX

C000006917 C MCGWX

C000006918 I MGWIX

C000006919 R MGARX

C000006920 R1 MAGMX

C000006921 R2 MAGNX

C000006922 R3 MGALX

C000006923 R4 MAGEX

497 1 allocation.txt STICKER Supplement to the Current Prospectus MFS(R) Asset Allocation Funds MFS Conservative Allocation Fund MFS Moderate Allocation Fund MFS Growth Allocation Fund MFS Aggressive Growth Allocation Fund Effective April 1, 2008, the introduction and table in the sub-section entitled "Expense Table" under the main heading "Expense Summary" is restated as follows, with respect to Class 529A, 529B, 529C, R1, R2, R3, R4, and R5 shares only: Expense Table The following tables describe the fees and expenses that you may pay when you buy, redeem, and hold shares of the funds. In addition to the fees and expenses which you bear directly, you will indirectly bear a fund's pro rata share of the fees and expenses of the underlying funds in which a fund invests. The annual fund operating expenses shown in each fund's fee table below are based on expenses incurred during the fund's most recently completed fiscal year, adjusted to reflect annualized expenses and current fee arrangements, and a weighted average of the total annual operating expenses (as reported in each underlying fund's most recent shareholder report) of, and the fee (if any) charged by the underlying funds in which the fund invested during the fund's most recently completed fiscal year. The fund's annual operating expenses may vary in future years. MFS Conservative Allocation Fund: Shareholder Fees (fees paid directly from your investment): - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class 529A 529B 529C All R - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Sales Charge (Load) 5.75% N/A N/A N/A Imposed on Purchases (as a percentage of offering price)...................... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Deferred Sales See Below(#) 4.00% 1.00% N/A Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less).......... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 1 Annual Fund Operating Expenses (expenses that are deducted from fund assets): - ---------------------------------------------------------------------------- Share Class 529A 529B 529C - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 0.35% 1.00% 1.00% Other Expenses(2)....................... 0.16% 0.16% 0.16% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.59% 0.59% 0.59% ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.10% 1.75% 1.75% - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class R1 R2 R3 R4 R5 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 1.00% 0.50% 0.50% 0.25% N/A Other Expenses(2)....................... 0.06% 0.06% 0.06% 0.06% 0.06% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.59% 0.59% 0.59% 0.59% 0.59% ----- ----- ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.65% 1.15% 1.15% 0.90% 0.65% MFS Moderate Allocation Fund: Shareholder Fees (fees paid directly from your investment): - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class 529A 529B 529C All R - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Sales Charge (Load) 5.75% N/A N/A N/A Imposed on Purchases (as a percentage of offering price)...................... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Deferred Sales See Below(#) 4.00% 1.00% N/A Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less).......... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Annual Fund Operating Expenses (expenses that are deducted from fund assets): - ---------------------------------------------------------------------------- Share Class 529A 529B 529C - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 0.35% 1.00% 1.00% Other Expenses(2)....................... 0.15% 0.15% 0.15% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.70% 0.70% 0.70% ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.20% 1.85% 1.85% - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class R1 R2 R3 R4 R5 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 1.00% 0.50% 0.50% 0.25% N/A Other Expenses(2)....................... 0.05% 0.05% 0.05% 0.05% 0.05% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.70% 0.70% 0.70% 0.70% 0.70% ----- ----- ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.75% 1.25% 1.25% 1.00% 0.75% 2 MFS Growth Allocation Fund: Shareholder Fees (fees paid directly from your investment): - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class 529A 529B 529C All R - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Sales Charge (Load) 5.75% N/A N/A N/A Imposed on Purchases (as a percentage of offering price)...................... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Deferred Sales See Below(#) 4.00% 1.00% N/A Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less).......... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Annual Fund Operating Expenses (expenses that are deducted from fund assets): - ---------------------------------------------------------------------------- Share Class 529A 529B 529C - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 0.35% 1.00% 1.00% Other Expenses(2)....................... 0.16% 0.16% 0.16% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.83% 0.83% 0.83% ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.34% 1.99% 1.99% - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class R1 R2 R3 R4 R5 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 1.00% 0.50% 0.50% 0.25% N/A Other Expenses(2)....................... 0.06% 0.06% 0.06% 0.06% 0.06% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.83% 0.83% 0.83% 0.83% 0.83% ----- ----- ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.89% 1.39% 1.39% 1.14% 0.89% MFS Aggressive Growth Allocation Fund: Shareholder Fees (fees paid directly from your investment): - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class 529A 529B 529C All R - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Sales Charge (Load) 5.75% N/A N/A N/A Imposed on Purchases (as a percentage of offering price)...................... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Maximum Deferred Sales See Below(#) 4.00% 1.00% N/A Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less).......... - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Annual Fund Operating Expenses (expenses that are deducted from fund assets): - ---------------------------------------------------------------------------- Share Class 529A 529B 529C - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 0.35% 1.00% 1.00% Other Expenses(2)....................... 0.13% 0.13% 0.13% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.92% 0.92% 0.92% ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.40% 2.05% 2.05% 3 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Share Class R1 R2 R3 R4 R5 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Management Fee.......................... N/A N/A N/A N/A N/A Distribution and/or Service (12b-1) Fees(1)................................. 1.00% 0.50% 0.50% 0.25% N/A Other Expenses(2)....................... 0.03% 0.03% 0.03% 0.03% 0.03% Acquired (Underlying) Fund Fees and Expenses(2)............................. 0.92% 0.92% 0.92% 0.92% 0.92% ----- ----- ----- ----- ----- Total Annual Fund Operating Expenses(2). 1.95% 1.45% 1.45% 1.20% 0.95% Effective March 1, 2008, the last sentence in footnote (2) to the table in the sub-section entitled "Expense Table" is hereby deleted. Effective April 1, 2008, the sub-section entitled "Example of Expenses" under the main heading "Expense Summary" is restated as follows, with respect to Class 529A, 529B, 529C, R1, R2, R3, R4, and R5 shares only: Example of Expenses These examples are intended to help you compare the cost of investing in each fund with the cost of investing in other mutual funds. The examples assume that: o........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); o Your investment has a 5% return each year and dividends and other distributions are reinvested; and o The fund's operating expenses remain the same. Although your actual costs may be higher or lower, under these assumptions your costs would be: MFS Conservative Allocation Fund: - ---------------------------------------------------------------------------- Share Class 1 Year 3 Years 5 Years 10 Years - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529A Shares $681 $905 $1,146 $1,838 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529B Shares(1) - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $578 $851 $1,149 $1,891 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $178 $551 $949 $1,891 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529C Shares - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $278 $551 $949 $2,062 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $178 $551 $949 $2,062 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 4 R1 Shares $168 $520 $897 $1,955 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R2 Shares $117 $365 $633 $1,398 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R3 Shares $117 $365 $633 $1,398 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R4 Shares $92 $287 $498 $1,108 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R5 Shares $66 $208 $362 $810 - ---------------------------------------------------------------------------- MFS Moderate Allocation Fund: - ---------------------------------------------------------------------------- Share Class 1 Year 3 Years 5 Years 10 Years - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529A Shares $690 $934 $1,197 $1,946 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529B Shares(1) - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $588 $882 $1,201 $1,999 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $188 $582 $1,001 $1,999 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529C Shares - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $288 $582 $1,001 $2,169 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $188 $582 $1,001 $2,169 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R1 Shares $178 $551 $949 $2,062 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R2 Shares $127 $397 $686 $1,511 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R3 Shares $127 $397 $686 $1,511 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R4 Shares $102 $318 $552 $1,225 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R5 Shares $77 $240 $417 $930 - ---------------------------------------------------------------------------- MFS Growth Allocation Fund: - ---------------------------------------------------------------------------- Share Class 1 Year 3 Years 5 Years 10 Years - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529A Shares $704 $975 $1,267 $2,095 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529B Shares(1) - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $602 $924 $1,273 $2,149 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $202 $624 $1,073 $2,149 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529C Shares - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $302 $624 $1,073 $2,317 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $202 $624 $1,073 $2,317 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R1 Shares $192 $594 $1,021 $2,212 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R2 Shares $142 $440 $761 $1,669 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R3 Shares $142 $440 $761 $1,669 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R4 Shares $116 $362 $628 $1,386 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R5 Shares $91 $284 $493 $1,096 - ---------------------------------------------------------------------------- 5 MFS Aggressive Growth Allocation Fund: - ---------------------------------------------------------------------------- Share Class 1 Year 3 Years 5 Years 10 Years - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529A Shares $709 $993 $1,297 $2,158 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529B Shares(1) - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $608 $943 $1,303 $2,213 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $208 $643 $1,103 $2,213 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- 529C Shares - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming Redemption at End of Period $308 $643 $1,103 $2,379 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Assuming No Redemption $208 $643 $1,103 $2,379 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R1 Shares $198 $612 $1,052 $2,275 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R2 Shares $148 $459 $792 $1,735 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R3 Shares $148 $459 $792 $1,735 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R4 Shares $122 $381 $660 $1,455 - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- R5 Shares $97 $303 $526 $1,166 - ---------------------------------------------------------------------------- (1) Class 529B shares convert to Class 529A shares approximately eight years after purchase; therefore, years nine and ten reflect Class 529A expenses. Effective April 1, 2008, the paragraph in the sub-section entitled "Investment Adviser" under the main heading "Management of the Fund" that begins, "MFS has agreed in writing to bear..." is restated as follows: MFS has agreed in writing to bear each fund's expenses such that "Other Expenses" do not exceed 0.10% annually of the fund's average daily net assets for each of Class A, Class B, Class C, Class I, Class R, Class R1, Class R2, Class R3, Class R4, and Class R5 shares, and 0.20% annually for each of Class 529A, Class 529B, and Class 529C shares. This written agreement excludes management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs and investment-related expenses, and will continue until at least September 30, 2008. Effective March 1, 2008, the second paragraph of the sub-section entitled "Administrator" under the main heading "Management of the Fund" is hereby deleted. Effective April 1, 2008, the sub-section entitled "Program Manager(s)" under the main heading "Management of the Fund" is hereby restated as follows: 6 Program Manager(s) MFD serves as program manager for a qualified tuition program under Section 529 of the Internal Revenue Code through which 529 share classes of each fund are included as investment options to program participants. MFD provides, either directly or through third parties, recordkeeping, tax reporting, and account services, as well as services designed to maintain the program's compliance with the Internal Revenue Code (the "Code") and other regulatory requirements under a Master 529 Administrative Services Agreement. Each fund's 529 share classes may also be offered through qualified tuition programs for which MFD does not serve as program manager. Under the Agreement, each fund pays MFD an annual fee of up to 0.10% of the average daily net assets attributable to each 529 share class. MFD pays all or a portion of this fee to third parties. Please consult the program description for your particular qualified tuition program for a discussion of the fees paid to and services received from the program manager. Effective March 1, 2008, the table in the sub-section entitled "Distribution and Service Fees" under the main heading "Description of Share Classes" is restated as follows, with respect to Class R1 shares only: - ---------------------------------------------------------------------------- Class Maximum Maximum Service Maximum Total Distribution and Distribution Fee Fee Service Fee - ---------------------------------------------------------------------------- - ---------------------------------------------------------------------------- Class R1 0.75% 0.25% 1.00% - ---------------------------------------------------------------------------- Effective April 1, 2008, the first two paragraphs of the sub-section entitled "529 Share Classes" under the main heading "How to Purchase, Redeem, and Exchange Shares" are restated as follows: 529 Share Classes. With respect to the 529 share classes, you can establish an account by having your financial intermediary process your purchase. Generally, the minimum initial investment is $250. MFSC waives or lowers the initial investment minimums for certain types of investors and investments. 7 You may have your financial intermediary process your subsequent purchases or you may contact MFSC directly. Generally, there is no minimum for subsequent investments. The date of this supplement is April 1, 2008. -----END PRIVACY-ENHANCED MESSAGE-----