497 1 aaf.htm STICKER aaf.htm

 
Effective immediately, the sub-section entitled “Sales Charges” in Appendix E entitled “Sales Charges and Distribution Plan Payments” is hereby restated in its entirety as follows:
 
Sales Charges
 
The following sales charges were paid during the specified periods:
 
 
MFS Conservative Allocation Fund:
 
 
Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
May 31, 2010
$2,824,928
$454,009
$2,370,919
$12
$143,525
$18,149
May 31, 2009
$959,424
$153,559
$805,865
$5
$308,154
$30,739
May 31, 2008
$963,323
$158,382
$804,941
$16,158
$242,364
$16,401
     
 
Class 529A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class  529A Shares
Class 529B Shares
Class 529C Shares
May 31, 2010
$155,943
$24,163
$131,780
N/A
$3,654
$95
May 31, 2009
$95,497
$14,419
$81,078
N/A
$3.602
$353
May 31, 2008
$103,620
$15,383
$88,237
N/A
$1,036
$1,397
 
MFS Moderate Allocation Fund:
 
 
Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
May 31, 2010
$4,296,388
$668,507
$3,627,881
$355
$462,615
$29,203
May 31, 2009
$1,989,311
$308,431
$1,680,880
$8,073
$863,423
$44,344
May 31, 2008
$2,718,197
$436,548
$2,281,649
$17,620
$895,542
$49,067
     
 
Class 529A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class  529A Shares
Class 529B Shares
Class 529C Shares
May 31, 2010
$302,715
$46,574
$256,141
N/A
$9,721
$137
May 31, 2009
$194,941
$29,555
$165,386
N/A
$16,607
$199
May 31, 2008
$236,845
$35,638
$201,207
N/A
$15,710
$1,611
 
MFS Growth Allocation Fund:
 
 
Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
May 31, 2010
$4,115,276
$616,634
$3,498,642
$8,898
$502,476
$28,319
May 31, 2009
$2,459,635
$370,883
$2,088,752
$3,344
$867,236
$47,189
May 31, 2008
$3,816,918
$590,148
$3,226,770
$15,738
$1,024,808
$53,680
     
 
Class 529A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class  529A Shares
Class 529B Shares
Class 529C Shares
May 31, 2010
$398,551
$58,466
$340,085
N/A
$12,751
$763
May 31, 2009
$284,750
$42,043
$242,707
N/A
$18,756
$305
May 31, 2008
$363,017
$54,173
$308,844
N/A
$18,086
$568
 
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MFS Aggressive Growth Allocation Fund:
 
 
Class A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class A Shares
Class B Shares
Class C Shares
May 31, 2010
$1,074,455
$163,085
$   911,360
$1,080
$216,308
$  18,723
May 31, 2009
$   954,447
$143,258
$   811,189
$   585
$269,935
$  17,948
May 31, 2008
$1,709,587
$261,013
$1,448,574
$7,088
$411,713
$291,164
     
 
Class 529A Initial Sales Charges:
CDSC Paid to MFD On:
Fiscal Year End
Total
Retained by MFD
Reallowed to Financial Intermediaries
Class  529A Shares
Class 529B Shares
Class 529C Shares
May 31, 2010
$358,418
$49,681
$308,737
N/A
$7.036
$286
May 31, 2009
$293,736
$41,824
$251,912
N/A
$15,366
$222
May 31, 2008
$429,644
$63,465
$366,179
N/A
$  9,527
$231