0001104659-13-011170.txt : 20130219 0001104659-13-011170.hdr.sgml : 20130219 20130215113341 ACCESSION NUMBER: 0001104659-13-011170 CONFORMED SUBMISSION TYPE: 485BPOS PUBLIC DOCUMENT COUNT: 8 FILED AS OF DATE: 20130215 DATE AS OF CHANGE: 20130215 EFFECTIVENESS DATE: 20130215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MFS SERIES TRUST XI CENTRAL INDEX KEY: 0000911637 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1933 Act SEC FILE NUMBER: 033-68310 FILM NUMBER: 13618092 BUSINESS ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 FORMER COMPANY: FORMER CONFORMED NAME: MFS UNION STANDARD TRUST DATE OF NAME CHANGE: 19930907 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MFS SERIES TRUST XI CENTRAL INDEX KEY: 0000911637 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1940 Act SEC FILE NUMBER: 811-07992 FILM NUMBER: 13618094 BUSINESS ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 FORMER COMPANY: FORMER CONFORMED NAME: MFS UNION STANDARD TRUST DATE OF NAME CHANGE: 19930907 0000911637 S000002499 MFS Mid Cap Value Fund C000006776 A MVCAX C000006777 R4 MVCJX C000006778 529A EACVX C000006779 529B EBCVX C000006780 529C ECCVX C000006781 B MCBVX C000006782 C MVCCX C000006783 I MCVIX C000006785 R1 MVCGX C000006787 R2 MCVRX C000006788 R3 MVCHX C000125404 R5 MVCKX 0000911637 S000002500 MFS Blended Research Core Equity Fund C000006789 A MUEAX C000006790 B MUSBX C000006791 C MUECX C000006792 I MUSEX C000068492 R1 MUERX C000068493 R2 MUESX C000068494 R3 MUETX C000068495 R4 MUEUX C000068496 R5 MUEVX 485BPOS 1 a13-2566_6485bpos.htm POST-EFFECTIVE AMENDMENT FILED PURSUANT TO SECURITIES ACT RULE 485(B)

 

As filed with the Securities and Exchange Commission on February 15, 2013

1933 Act File No. 33-68310

1940 Act File No. 811-7992

 

 

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C.  20549

 


 

FORM N-1A

 

REGISTRATION STATEMENT

UNDER

THE SECURITIES ACT OF 1933

 

POST-EFFECTIVE AMENDMENT NO. 36

 

AND

 

REGISTRATION STATEMENT

UNDER

THE INVESTMENT COMPANY ACT OF 1940

 

AMENDMENT NO. 37

 

MFS® SERIES TRUST XI

(Exact Name of Registrant as Specified in Charter)

 

500 Boylston Street, Boston, Massachusetts  02116

(Address of Principal Executive Offices)

 

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

 

Susan S. Newton, Massachusetts Financial Services Company,

500 Boylston Street, Boston, Massachusetts  02116

(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 15th day of February 2013.

 

 

MFS® SERIES TRUST XI

 

 

 

 

 

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 February 15, 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 (DiLorenzo) (Corcoran); 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 XI

 

MFS® BLENDED RESEARCH CORE EQUITY FUND

MFS® MID CAP VALUE FUND

 

INDEX TO EXHIBITS

 

EXHIBIT NO.

 

DESCRIPTION OF EXHIBITS

 

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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Effective February 1, 2013, Massachusetts Financial Services Company has agreed in writing to reduce its management fee to 0.40% of the fund's average daily net assets annually. This agreement will remain in effect until modified by the fund's Board of Trustees, but such agreement will continue until at least January 31, 2014. In addition, Effective February 1, 2013, Massachusetts Financial Services Company 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 and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.85% of the fund's average daily net assets annually for each of Class A and Class R3 shares, 1.60% of the fund's average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.60% of the fund's average daily net assets annually for each of Class I and Class R4 shares, 1.10% of the fund's average daily net assets annually for Class R2 shares, and 0.53% of the fund's average daily net assets annually for Class R5 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least January 31, 2014. MFS Fund Distributors, Inc. has agreed in writing to waive the program management fee for each of the fund's Class 529A, Class 529B, and Class 529C shares to 0.05% of the fund's average daily net assets attributable to each share class annually. This written agreement will expire on January 31, 2014, unless MFS Fund Distributors, Inc. elects to extend the waiver. In addition, Massachusetts Financial Services Company 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 and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 1.25% of the fund's average daily net assets annually for each of Class A and Class R3 shares, 2.00% of the fund's average daily net assets annually for each of Class B, Class C, and Class R1 shares, 1.00% of the fund's average daily net assets annually for each of Class I and Class R4 shares, 1.30% of the fund's average daily net assets annually for Class 529A shares, 2.05% of the fund's average daily net assets annually for each of Class 529B and Class 529C shares, 1.50% of the fund's average daily net assets annually for Class R2 shares, and 0.91% of the fund's average daily net assets annually for Class R5 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least January 31, 2014. MFS SERIES TRUST XI 485BPOS false 0000911637 2012-09-30 2013-01-25 2013-01-28 2013-01-28 MFS Blended Research Core Equity Fund Summary of Key Information MUEAX MUSBX MUECX MUSEX MUERX MUESX MUETX MUEUX MUEVX 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 59% of the average value of its portfolio.</font> </p> 0.59 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.</font> </p> <br/><p style="margin:0in 0in .0001pt;"> <font size="2" style="font-size:10.0pt; font-family: Times New Roman;">Performance information prior to June&#160;1, 2008, reflects time periods when the fund had a policy of investing at least 80% of its net assets in union- and labor-sensitive companies. This policy was eliminated effective June&#160;1, 2008. 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. 0.2533 0.1297 0.0566 0.2009 0.0820 -0.3657 0.2516 0.1611 0.0171 0.1497 ~ http://mfs.com/20130125/role/ScheduleAnnualTotalReturnsBarChart20005 column dei_LegalEntityAxis compact ck0000911637_S000002500Member 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 0.1530 2009-06-30 lowest quarterly return -0.2123 2009-12-31 <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 15.30% (for the calendar quarter ended June&#160;30, 2009) and the lowest quarterly return was (21.23)% (for the calendar quarter ended December&#160;31, 2009).</font> </p> Performance Table. 0.1010 0.0039 0.0709 B Shares Returns Before Taxes 0.1312 0.0077 0.0695 C Shares Returns Before Taxes 0.1530 0.0176 0.0799 I Shares Returns Before Taxes 0.1414 0.0078 0.0693 R1 Shares Returns Before Taxes 0.1477 0.0129 0.0747 R2 Shares Returns Before Taxes 0.1499 0.0154 0.0774 R3 Shares Returns Before Taxes 0.1520 0.0178 0.0800 R4 Shares Returns Before Taxes 0.1534 0.0176 0.0799 R5 Shares Returns Before Taxes 0.0836 0.0032 0.0704 A Shares Returns Before Taxes 0.0818 0.0006 0.0684 A Shares Returns After Taxes on Distributions 0.0567 0.0023 0.0618 A Shares Returns After Taxes on Distributions and Sale of Fund Shares 0.1600 0.0166 0.0710 Index Comparison (Reflects no deduction for fees, expenses or taxes) Standard & Poor's 500 Stock Index ~ http://mfs.com/20130125/role/ScheduleAverageAnnualReturnsTransposed20006 column dei_LegalEntityAxis compact ck0000911637_S000002500Member 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. 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. 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MFS may invest 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), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.</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 invest the fund&#8217;s assets in companies of any size, MFS generally focuses on companies with large capitalizations.</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 foreign securities.</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 approach to buying and selling investments for the fund.</font> <font size="2" style="font-size:10.0pt;">Investments are selected based on fundamental analysis of individual issuers and quantitative models</font> <font size="2" style="font-size:10.0pt;">that systematically evaluate issuers.</font> </p> 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. 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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. MFS Mid Cap Value Fund Summary of Key Information MVCAX MVCJX EACVX EBCVX ECCVX MCBVX MVCCX MCVIX MVCGX MCVRX MVCHX 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 52% of the average value of its portfolio.</font> </p> 0.52 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.</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. 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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. 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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. Expenses for Class A, Class B, Class C, Class I, Class 529A, Class 529B, Class 529C, Class R1, Class R2, Class R3, and Class R4 shares have been adjusted to reflect current fee arrangements. 50000 Shareholder Fees (fees paid directly from your investment): 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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In addition, foreign markets can react differently to these conditions than the U.S. market.</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. 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