0001104659-13-022474.txt : 20130320 0001104659-13-022474.hdr.sgml : 20130320 20130320121454 ACCESSION NUMBER: 0001104659-13-022474 CONFORMED SUBMISSION TYPE: 485BPOS PUBLIC DOCUMENT COUNT: 8 FILED AS OF DATE: 20130320 DATE AS OF CHANGE: 20130320 EFFECTIVENESS DATE: 20130320 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MFS SERIES TRUST VIII CENTRAL INDEX KEY: 0000819673 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1933 Act SEC FILE NUMBER: 033-37972 FILM NUMBER: 13704020 BUSINESS ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02119 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02119 FORMER COMPANY: FORMER CONFORMED NAME: MFS STRATEGIC INCOME FUND DATE OF NAME CHANGE: 19940910 FORMER COMPANY: FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND / DATE OF NAME CHANGE: 19931006 FORMER COMPANY: FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND DATE OF NAME CHANGE: 19930408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MFS SERIES TRUST VIII CENTRAL INDEX KEY: 0000819673 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1940 Act SEC FILE NUMBER: 811-05262 FILM NUMBER: 13704021 BUSINESS ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02119 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02119 FORMER COMPANY: FORMER CONFORMED NAME: MFS STRATEGIC INCOME FUND DATE OF NAME CHANGE: 19940910 FORMER COMPANY: FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND / DATE OF NAME CHANGE: 19931006 FORMER COMPANY: FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND DATE OF NAME CHANGE: 19930408 0000819673 S000002490 MFS Global Growth Fund C000006697 A MWOFX C000006698 R4 MWOJX C000006699 B MWOBX C000006700 C MWOCX C000006701 I MWOIX C000006703 R1 MWOGX C000006705 R2 MGWRX C000006706 R3 MWOHX C000126358 R5 MWOKX 0000819673 S000002491 MFS Strategic Income Fund C000006707 A MFIOX C000006708 B MIOBX C000006709 C MIOCX C000006710 I MFIIX 485BPOS 1 a13-4293_6485bpos.htm POST-EFFECTIVE AMENDMENT FILED PURSUANT TO SECURITIES ACT RULE 485(B)

 

As filed with the Securities and Exchange Commission on March 20, 2013

 

1933 Act File No. 33-37972

 

1940 Act File No. 811-5262

 

 

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 


 

FORM N-1A

 

REGISTRATION STATEMENT

UNDER

THE SECURITIES ACT OF 1933

 

POST-EFFECTIVE AMENDMENT NO. 38

 

AND

 

REGISTRATION STATEMENT

UNDER

THE INVESTMENT COMPANY ACT OF 1940

 

AMENDMENT NO. 37

 

MFS® SERIES TRUST VIII

(Exact Name of Registrant as Specified in Charter)

 

111 Huntington Avenue, Boston, Massachusetts  02119

(Address of Principal Executive Offices)

 

Registrant’s Telephone Number, Including Area Code: 617-954-5000

 

Susan S. Newton, Massachusetts Financial Services Company,

111 Huntington Avenue, Boston, Massachusetts  02119

(Name and Address of Agent for Service)

 

APPROXIMATE DATE OF PROPOSED PUBLIC OFFERING:

It is proposed that this filing will become effective (check appropriate box)

 

x immediately upon filing pursuant to paragraph (b)

o on [date] pursuant to paragraph (b)

o 60 days after filing pursuant to paragraph (a)(i)

o on [date] pursuant to paragraph (a)(i)

o 75 days after filing pursuant to paragraph (a)(ii)

o on [date] pursuant to paragraph (a)(ii) of rule 485.

 

If appropriate, check the following box:

o this post-effective amendment designates a new effective date for a previously filed post-effective amendment

 

 

 



 

SIGNATURES

 

Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant certifies that it meets all of the requirements for effectiveness of this Registration Statement pursuant to Rule 485(b) under the Securities Act of 1933 and has duly caused this Post-Effective Amendment to the Registration Statement to be signed on its behalf by the undersigned, thereto duly authorized, in the City of Boston and The Commonwealth of Massachusetts on the 20th day of March 2013.

 

 

MFS® SERIES TRUST VIII

 

 

 

 

By:

JOHN M. CORCORAN*

 

Name:

John M. Corcoran

 

Title:

President

 

Pursuant to the requirements of the Securities Act of 1933, this Post-Effective Amendment to its Registration Statement has been signed below by the following persons in the capacities indicated on March 20, 2013.

 

SIGNATURE

 

TITLE

 

 

 

JOHN M. CORCORAN*

 

President (Principal Executive Officer)

John M. Corcoran

 

 

 

 

 

 

 

 

DAVID L. DILORENZO*

 

Principal Financial and Accounting Officer

David L. DiLorenzo

 

 

 

 

 

 

 

 

ROBERT E. BUTLER*

 

Trustee

Robert E. Butler

 

 

 

 

 

 

 

 

MAUREEN R. GOLDFARB*

 

Trustee

Maureen R. Goldfarb

 

 

 

 

 

 

 

 

DAVID H. GUNNING*

 

Trustee

David H. Gunning

 

 

 

 

 

 

 

 

WILLIAM R. GUTOW*

 

Trustee

William R. Gutow

 

 

 

 

 

 

 

 

MICHAEL HEGARTY*

 

Trustee

Michael Hegarty

 

 

 

 

 

 

 

 

JOHN P. KAVANAUGH*

 

Trustee

John P. Kavanaugh

 

 

 



 

ROBERT J. MANNING*

 

Trustee

Robert J. Manning

 

 

 

 

 

 

 

 

J. DALE SHERRATT*

 

Trustee

J. Dale Sherratt

 

 

 

 

 

 

 

 

LAURIE J. THOMSEN*

 

Trustee

Laurie J. Thomsen

 

 

 

 

 

 

 

 

ROBERT W. UEK*

 

Trustee

Robert W. Uek

 

 

 

 

 

 

*By:

SUSAN S. NEWTON

 

 

Name:

Susan S. Newton

 

 

 

as Attorney-in-fact

 

 

 

 

 

 

Executed by Susan S. Newton on behalf of those indicated pursuant to a Power of Attorney, dated December 7, 2012 (Trustees) and a Power of Attorney, dated December 7, 2012 (Corcoran) (DiLorenzo); filed herewith.

 



 

MFS Series Trust I

MFS Series Trust II

MFS Series Trust III

MFS Series Trust IV

MFS Series Trust V

MFS Series Trust VI

MFS Series Trust VII

MFS Series Trust VIII

MFS Series Trust IX

MFS Series Trust X

MFS Series Trust XI

MFS Series Trust XII

MFS Series Trust XIII

MFS Series Trust XIV

MFS Series Trust XV

MFS Series Trust XVI

Massachusetts Investors Growth Stock Fund

Massachusetts Investors Trust

MFS Institutional Trust

MFS Municipal Series Trust

MFS Variable Insurance Trust

MFS Variable Insurance Trust II

MFS Variable Insurance Trust III

MFS California Municipal Fund

MFS Charter Income Trust

MFS Government Markets Income Trust

MFS High Income Municipal Trust

MFS High Yield Municipal Trust

MFS InterMarket Income Trust I

MFS Intermediate High Income Fund

MFS Intermediate Income Trust

MFS Investment Grade Municipal Trust

MFS Multimarket Income Trust

MFS Municipal Income Trust

MFS Special Value Trust

 

(each a “Registrant”)

 

POWER OF ATTORNEY

 

The undersigned, a Trustee of each of the above-mentioned Registrants, hereby severally constitutes and appoints Mark N. Polebaum, Susan S. Newton, Christopher R. Bohane, Thomas H. Connors, Brian E. Langenfeld and Susan A. Pereira, and each of them singly, as true and lawful attorneys, with full power to them and each of them to sign for each of the undersigned, in the names of, and in the

 



 

capacities indicated below, any Registration Statement and any and all amendments thereto and to file the same with all exhibits thereto, and other documents in connection therewith, with the Securities and Exchange Commission for the purpose of registering the Registrant as a management investment company under the Investment Company Act of 1940 and/or the shares issued by the Registrant under the Securities Act of 1933 granting unto my said attorneys, and each of them, acting alone, full power and authority to do and perform each and every act and thing requisite or necessary or desirable to be done in the premises, as fully to all intents and purposes as he or she might or could do in person, hereby ratifying and confirming all that said attorneys or any of them may lawfully do or cause to be done by virtue thereof.

 

IN WITNESS WHEREOF, the undersigned have hereunto set their hand on this 7th day of December, 2012.

 

 

ROBERT E. BUTLER

 

Trustee

Robert E. Butler

 

 

 

 

 

 

 

 

MAUREEN R. GOLDFARB

 

Trustee

Maureen R. Goldfarb

 

 

 

 

 

 

 

 

DAVID H. GUNNING

 

Trustee

David H. Gunning

 

 

 

 

 

 

 

 

WILLIAM R. GUTOW

 

Trustee

William R. Gutow

 

 

 

 

 

 

 

 

MICHAEL HEGARTY

 

Trustee

Michael Hegarty

 

 

 

 

 

 

 

 

JOHN P. KAVANAUGH

 

Trustee

John P. Kavanaugh

 

 

 

 

 

 

 

 

ROBERT J. MANNING

 

Trustee

Robert J. Manning

 

 

 

 

 

J. DALE SHERRATT

 

Trustee

J. Dale Sherratt

 

 

 



 

LAURIE J. THOMSEN

 

Trustee

Laurie J. Thomsen

 

 

 

 

 

 

 

 

ROBERT W. UEK

 

Trustee

Robert W. Uek

 

 

 



 

MFS Series Trust I

MFS Series Trust II

MFS Series Trust III

MFS Series Trust IV

MFS Series Trust V

MFS Series Trust VI

MFS Series Trust VII

MFS Series Trust VIII

MFS Series Trust IX

MFS Series Trust X

MFS Series Trust XI

MFS Series Trust XII

MFS Series Trust XIII

MFS Series Trust XIV

MFS Series Trust XV

MFS Series Trust XVI

Massachusetts Investors Growth Stock Fund

Massachusetts Investors Trust

MFS Institutional Trust

MFS Municipal Series Trust

MFS Variable Insurance Trust

MFS Variable Insurance Trust II

MFS Variable Insurance Trust III

MFS California Municipal Fund

MFS Charter Income Trust

MFS Government Markets Income Trust

MFS High Income Municipal Trust

MFS High Yield Municipal Trust

MFS InterMarket Income Trust I

MFS Intermediate High Income Fund

MFS Intermediate Income Trust

MFS Investment Grade Municipal Trust

MFS Multimarket Income Trust

MFS Municipal Income Trust

MFS Special Value Trust

 

(each a “Registrant”)

 

POWER OF ATTORNEY

 

The undersigned, being the President and Principal Executive Officer, and Treasurer and Principal Financial and Accounting Officer, respectively, of each of the above-mentioned Registrants, hereby severally constitutes and appoints Mark N. Polebaum, Susan S. Newton, Christopher R. Bohane,

 



 

Thomas H. Connors, Brian E. Langenfeld and Susan A. Pereira, and each of them singly, as true and lawful attorneys, with full power to them and each of them to sign for each of the undersigned, in the names of, and in the capacities indicated below, any Registration Statement and any and all amendments thereto and to file the same with all exhibits thereto, and other documents in connection therewith, with the Securities and Exchange Commission for the purpose of registering the Registrant as a management investment company under the Investment Company Act of 1940 and/or the shares issued by the Registrant under the Securities Act of 1933 granting unto my said attorneys, and each of them, acting alone, full power and authority to do and perform each and every act and thing requisite or necessary or desirable to be done in the premises, as fully to all intents and purposes as he or she might or could do in person, hereby ratifying and confirming all that said attorneys or any of them may lawfully do or cause to be done by virtue thereof.

 

IN WITNESS WHEREOF, the undersigned have hereunto set their hand on this 7th day of December, 2012.

 

 

JOHN M. CORCORAN

 

President (Principal Executive Officer)

John M. Corcoran

 

 

 

 

 

 

 

 

DAVID L. DILORENZO

 

Principal Financial and Accounting Officer

David L. DiLorenzo

 

 

 



 

MFS® SERIES TRUST VIII

 

MFS® GLOBAL GROWTH FUND

MFS® STRATEGIC INCOME FUND

 

INDEX TO EXHIBITS

 

EXHIBIT NO.

 

DESCRIPTION OF EXHIBIT

 

PAGE NO.

 

 

 

 

 

101

 

Risk/return summary of each fund’s prospectus as an Interactive Data File using eXtensible Business Reporting Language (“XBRL”)

 

 

 


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As of December 31, 2012, the MFS Strategic Income Blended Index (the "Blended Index") consisted of the following indices and weightings: 10% Barclays U.S. Credit Bond Index; 14% JPMorgan Emerging Markets Bond Index Global; 8.5% Citigroup World Government Bond Non-Dollar Index; 8.5% Citigroup World Government Bond Non-Dollar Hedged Index; 26% Barclays U.S. Government/Mortgage Bond Index; and 33% Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index. The underlying indices and weightings of the Blended Index may have differed during the period, and may differ in the future. Massachusetts Financial Services Company has agreed in writing to reduce its management fee to 0.60% of the fund's average daily net assets annually. This written agreement will remain in effect until modified by the fund's Board of Trustees, but such agreement will continue until at least February 28, 2014. In addition, MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, and investment-related expenses (such as interest, borrowing expenses incurred in connection with the fund's investment activity, and fees and expenses associated with investments in investment companies and other similar investment vehicles), such that "Total Annual Fund Operating Expenses" do not exceed 1.05% of the fund's average daily net assets annually for Class A shares, 1.80% of the fund's average daily net assets annually for each of Class B and Class C shares, and 0.80% of the fund's average daily net assets annually for Class I shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least February 28, 2014. MFS SERIES TRUST VIII 485BPOS false 0000819673 2012-10-31 2013-02-27 2013-02-28 2013-02-28 MFS Global Growth Fund Summary of Key Information MWOFX MWOJX MWOBX MWOCX MWOIX MWOGX MGWRX MWOHX MWOKX Principal Risks <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The principal risks of investing in the fund are:</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Stock Market/Company Risk:</font></b> <i><font size="2" style="font-size:10.0pt;font-style:italic;">&#160;</font></i><font size="2" style="font-size:10.0pt;">Stock markets are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions, as well as to investor perceptions of these conditions. The price of an equity security can decrease significantly in response to these conditions, and these conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the market in general.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Growth Company Risk:</font></b> <font size="2" style="font-size:10.0pt;">&#160;The stocks of growth companies can be more sensitive to the company&#8217;s earnings and more volatile than the market in general.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Foreign and Emerging Markets Risk:</font></b> <font size="2" style="font-size:10.0pt;">&#160;Exposure to foreign markets, especially emerging markets, through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, and other conditions. These factors can make foreign investments, especially those in emerging markets, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. Emerging markets can have less developed markets, greater custody and operational risk, less developed legal, regulatory, and accounting systems, and greater political, social, and economic instability than developed markets.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Currency Risk:</font></b> <font size="2" style="font-size:10.0pt;">&#160;The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, and other conditions, and a decline in the value of a foreign currency versus the U.S. dollar reduces the value in U.S. dollars of investments denominated in that foreign currency.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Geographic Concentration Risk:</font></b> <font size="2" style="font-size:10.0pt;">The fund&#8217;s performance could be closely tied to the market, currency, economic, political, regulatory, geopolitical, and other conditions in the countries or regions in which the fund invests and could be more volatile than the performance of more geographically-diversified funds.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Investment Selection Risk:</font></b> <font size="2" style="font-size:10.0pt;">&#160;MFS&#8217; investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Liquidity Risk:</font></b> <i><font size="2" style="font-size:10.0pt;font-style:italic;">&#160;</font></i><font size="2" style="font-size:10.0pt;">It may not be possible to sell certain investments, types of investments, and/or segments of the market at any particular time or at an acceptable price.</font> </p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Portfolio Turnover <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or &#8220;turns over&#8221; its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in &#8220;Annual Fund Operating Expenses&#8221; or in the &#8220;Example,&#8221; affect the fund&#8217;s performance.&#160; During the most recent fiscal year, the fund&#8217;s portfolio turnover rate was 37% of the average value of its portfolio.</font> </p> 0.37 Example <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The example assumes that: 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); your investment has a 5% return each year; and the fund&#8217;s operating expenses remain the same.</font> </p> 722 1031 1361 2294 631 1012 1420 2427 231 712 1220 2427 331 712 1220 2615 231 712 1220 2615 130 406 702 1545 231 712 1220 2615 181 560 964 2095 156 483 834 1824 130 406 702 1545 123 384 665 1466 ~ http://mfs.com/20130227/role/ScheduleExpenseExampleTransposed20003 column dei_LegalEntityAxis compact ck0000819673_S000002490Member row primary compact * ~ ~ http://mfs.com/20130227/role/ScheduleExpenseExampleNoRedemptionTransposed20004 column dei_LegalEntityAxis compact ck0000819673_S000002490Member row primary compact * ~ Although your actual costs will likely be higher or lower, under these assumptions your costs would be: Performance Information <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund&#8217;s performance over time and how the fund&#8217;s performance over time compares with that of a broad measure of market performance and one or more other measures of performance for markets in which the fund may invest.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The fund&#8217;s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at <b>mfs.com</b> or by calling 1-800-225-2606.</font> </p> Class A Bar Chart. 0.3399 0.1513 0.0946 0.1700 0.1281 -0.3925 0.3974 0.1135 -0.0668 0.1943 ~ http://mfs.com/20130227/role/ScheduleAnnualTotalReturnsBarChart20005 column dei_LegalEntityAxis compact ck0000819673_S000002490Member row primary compact * ~ <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt;">The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund's shares. If these sales charges were included, they would reduce the returns shown.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-family: Times New Roman;"/> </p> highest quarterly return 0.2045 2009-06-30 lowest quarterly return -0.2009 2008-12-31 <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">During the period(s)&#160;shown in the bar chart, the highest quarterly return was 20.45% (for the calendar quarter ended June&#160;30, 2009) and the lowest quarterly return was (20.09)% (for the calendar quarter ended December&#160;31, 2008).</font> </p> Performance Table. 0.1459 -0.0010 0.0826 B Shares Returns Before Taxes 0.1755 0.0030 0.0810 C Shares Returns Before Taxes 0.1973 0.0130 0.0919 I Shares Returns Before Taxes 0.1858 0.0029 0.0802 R1 Shares Returns Before Taxes 0.1916 0.0073 0.0850 R2 Shares Returns Before Taxes 0.1944 0.0105 0.0884 R3 Shares Returns Before Taxes 0.1976 0.0131 0.0914 R4 Shares Returns Before Taxes 0.1973 0.0130 0.0919 R5 Shares Returns Before Taxes 0.1256 -0.0014 0.0827 A Shares Returns Before Taxes 0.1256 -0.0011 0.0827 A Shares Returns After Taxes on Distributions 0.0826 -0.0006 0.0738 A Shares Returns After Taxes on Distributions and Sale of Fund Shares 0.1717 -0.0010 0.0813 Index Comparisons (Reflects no deduction for fees, expenses or taxes) MSCI All Country World Growth Index (gross div) 0.1680 -0.0061 0.0866 Index Comparisons (Reflects no deduction for fees, expenses or taxes) MSCI All Country World Index (gross div) ~ http://mfs.com/20130227/role/ScheduleAverageAnnualReturnsTransposed20006 column dei_LegalEntityAxis compact ck0000819673_S000002490Member column rr_PerformanceMeasureAxis compact * row primary compact * ~ <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">Aft</font><font size="2" style="font-size:10.0pt;">er-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-deferred arrangements, such as 401(k)&#160;plans or individual retirement accounts. The after-tax returns are shown for only one of the fund&#8217;s classes of shares, and after-tax returns for the fund&#8217;s other classes of shares will vary from the returns shown.</font> </p> After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund's performance over time and how the fund's performance over time compares with that of a broad measure of market performance and one or more other measures of performance for markets in which the fund may invest. The fund's past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. The after-tax returns are shown for only one of the fund's classes of shares, and after-tax returns for the fund's other classes of shares will vary from the returns shown. (Reflects no deduction for fees, expenses or taxes) The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund's shares. If these sales charges were included, they would reduce the returns shown. 1-800-225-2606 mfs.com Average Annual Total Returns (for the Periods Ended December 31, 2012) Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts. Fees and Expenses <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">This table describes the fees and expenses that you may pay when you buy and hold shares of the fund. The annual fund operating expenses for Class&#160;R5 shares are based on estimated &#8220;Other Expenses&#8221; for the current fiscal year expressed as a percentage of the fund&#8217;s estimated average net assets during the period.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">You may qualify for sales charge reductions if you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS Funds. 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Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): The annual fund operating expenses for Class R5 shares are based on estimated "Other Expenses" for the current fiscal year expressed as a percentage of the fund's estimated average net assets during the period. 50000 Shareholder Fees (fees paid directly from your investment): Principal Investment Strategies <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS (Massachusetts Financial Services Company, the fund&#8217;s investment adviser) normally invests the fund&#8217;s assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS may invest a large percentage of the fund&#8217;s assets in issuers in a single country, a small number of countries, or a particular geographic region.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS focuses on investing the fund&#8217;s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies).</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS may invest the fund&#8217;s assets in companies of any size.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS uses a bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative models that systematically evaluate issuers may also be considered.</font> </p> Investment Objective <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The fund&#8217;s investment objective is to seek capital appreciation.</font> </p> MFS Strategic Income Fund Summary of Key Information MFIOX MIOBX MIOCX MFIIX Example <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The example assumes that: 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); your investment has a 5% return each year; and the fund&#8217;s operating expenses remain the same.</font> </p> 578 823 1086 1839 584 897 1235 2059 184 597 1035 2059 284 597 1035 2254 184 597 1035 2254 83 287 507 1143 ~ http://mfs.com/20130227/role/ScheduleExpenseExampleTransposed20011 column dei_LegalEntityAxis compact ck0000819673_S000002491Member row primary compact * ~ ~ http://mfs.com/20130227/role/ScheduleExpenseExampleNoRedemptionTransposed20012 column dei_LegalEntityAxis compact ck0000819673_S000002491Member row primary compact * ~ Although your actual costs will likely be higher or lower, under these assumptions your costs would be: Portfolio Turnover <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or &#8220;turns over&#8221; its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in &#8220;Annual Fund Operating Expenses&#8221; or in the &#8220;Example,&#8221; affect the fund&#8217;s performance.&#160; During the most recent fiscal year, the fund&#8217;s portfolio turnover rate was 42% of the average value of its portfolio.</font> </p> 0.42 Principal Risks <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. 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Emerging markets can have less developed markets, greater custody and operational risk, less developed legal, regulatory, and accounting systems, and greater political, social, and economic instability than developed markets.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Currency Risk:</font></b> <font size="2" style="font-size:10.0pt;">&#160;The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, and other conditions, and a decline in the value of a foreign currency versus the U.S. dollar reduces the value in U.S. dollars of investments denominated in that foreign currency.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Geographic Concentration Risk:</font></b> <font size="2" style="font-size:10.0pt;">The fund&#8217;s performance could be closely tied to the market, currency, economic, political, regulatory, geopolitical, and other conditions in the countries or regions in which the fund invests and could be more volatile than the performance of more geographically-diversified funds.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Prepayment/Extension Risk:</font></b> <i><font size="2" style="font-size:10.0pt;font-style:italic;">&#160;</font></i><font size="2" style="font-size:10.0pt;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument&#8217;s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Inflation-Adjusted Debt Instruments Risk:</font></b> <i><font size="2" style="font-size:10.0pt;font-style:italic;">&#160;</font></i><font size="2" style="font-size:10.0pt;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. 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The price of an equity security can decrease significantly in response to these conditions, and these conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the market in general.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <b><font size="2" style="font-size:10.0pt;font-weight:bold; font-family: Times New Roman;">Derivatives Risk:</font></b> <i><font size="2" style="font-size:10.0pt;font-style:italic;">&#160;</font></i><font size="2" style="font-size:10.0pt;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s)&#160;on which the derivative is based. 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An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Performance Information <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund&#8217;s performance over time and how the fund&#8217;s performance over time compares with that of a broad measure of market performance and one or more other measures of performance for markets in which the fund may invest.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">The fund&#8217;s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at <b>mfs.com</b> or by calling 1-800-225-2606.</font> </p> Class A Bar Chart. 0.1378 0.0832 0.0208 0.0683 0.0358 -0.1182 0.2497 0.0990 0.0433 0.1071 ~ http://mfs.com/20130227/role/ScheduleAnnualTotalReturnsBarChart20013 column dei_LegalEntityAxis compact ck0000819673_S000002491Member row primary compact * ~ <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt;">The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund's shares. 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Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-deferred arrangements, such as 401(k)&#160;plans or individual retirement accounts. The after-tax returns are shown for only one of the fund&#8217;s classes of shares, and after-tax returns for the fund&#8217;s other classes of shares will vary from the returns shown.</font> </p> After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund's performance over time and how the fund's performance over time compares with that of a broad measure of market performance and one or more other measures of performance for markets in which the fund may invest. The fund's past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. The after-tax returns are shown for only one of the fund's classes of shares, and after-tax returns for the fund's other classes of shares will vary from the returns shown. (Reflects no deduction for fees, expenses or taxes) The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund's shares. If these sales charges were included, they would reduce the returns shown. 1-800-225-2606 mfs.com Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts. Average Annual Total Returns (for the Periods Ended December 31, 2012) Fees and Expenses <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">This table describes the fees and expenses that you may pay when you buy and hold shares of the fund. Expenses have been adjusted to reflect estimated expenses of investing in another MFS fund.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">You may qualify for sales charge reductions if you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS Funds. More information about these and other waivers and reductions is available from your financial intermediary and in &#8220;Sales Charges and Waivers or Reductions&#8221; on page&#160;10 of the fund&#8217;s prospectus and &#8220;Waivers of Sales Charges&#8221; on page&#160;I-13 of the fund&#8217;s statement of additional information Part&#160;I.</font> </p> 0.0475 0.0000 0.0000 0.0000 0.0100 0.0400 0.0100 0.0000 0.0065 0.0065 0.0065 0.0065 0.0025 0.0100 0.0100 0.0000 0.0028 0.0028 0.0028 0.0028 0.0001 0.0001 0.0001 0.0001 0.0119 0.0194 0.0194 0.0094 -0.0013 -0.0013 -0.0013 -0.0013 0.0106 0.0181 0.0181 0.0081 ~ http://mfs.com/20130227/role/ScheduleShareholderFees20009 column dei_LegalEntityAxis compact ck0000819673_S000002491Member row primary compact * ~ ~ http://mfs.com/20130227/role/ScheduleAnnualFundOperatingExpenses20010 column dei_LegalEntityAxis compact ck0000819673_S000002491Member row primary compact * ~ 2014-02-28 You may qualify for sales charge reductions if you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS Funds. Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 50000 Shareholder Fees (fees paid directly from your investment): Principal Investment Strategies <p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS (Massachusetts Financial Services Company, the fund&#8217;s investment adviser) normally invests the fund&#8217;s assets primarily in debt instruments. MFS may invest the fund&#8217;s assets in other mutual funds advised by MFS that invest in securities instead of investing directly in such securities.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS normally invests the fund&#8217;s assets in U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. MFS allocates the fund&#8217;s assets across these categories with a view toward broad diversification across and within these categories. MFS may also invest the fund&#8217;s assets in equity securities.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS may invest up to 100% of the fund&#8217;s assets directly or indirectly in less than investment grade quality debt instruments (lower quality debt instruments).</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS may invest a large percentage of the fund&#8217;s assets in issuers in a single country, a small number of countries, or a particular geographic region.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate or currency exposure, or as alternatives to direct investments. Derivatives include futures, forward contracts, options, structured securities, inverse floating rate instruments, and swaps.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">MFS uses a bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers and instruments. 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