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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Label Element Value
Risk/Return: rr_RiskReturnAbstract  
Risk/Return [Heading] rr_RiskReturnHeading MFS Blended Research Core Equity Fund Summary of Key Information
Objective [Heading] rr_ObjectiveHeading Investment Objective
Objective, Primary [Text Block] rr_ObjectivePrimaryTextBlock

The fund’s investment objective is to seek capital appreciation.

Expense [Heading] rr_ExpenseHeading Fees and Expenses
Expense Narrative [Text Block] rr_ExpenseNarrativeTextBlock

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 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.


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 “Sales Charges and Waivers or Reductions” on page 7 of the fund’s prospectus and “Waivers of Sales Charges” on page I-15 of the fund’s statement of additional information Part I.

Shareholder Fees Caption [Text] rr_ShareholderFeesCaption Shareholder Fees (fees paid directly from your investment):
Operating Expenses Caption [Text] rr_OperatingExpensesCaption Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment):
Fee Waiver or Reimbursement over Assets, Date of Termination rr_FeeWaiverOrReimbursementOverAssetsDateOfTermination 2014-01-31
Portfolio Turnover [Heading] rr_PortfolioTurnoverHeading Portfolio Turnover
Portfolio Turnover [Text Block] rr_PortfolioTurnoverTextBlock

The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” 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 “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance.  During the most recent fiscal year, the fund’s portfolio turnover rate was 59% of the average value of its portfolio.

Portfolio Turnover, Rate rr_PortfolioTurnoverRate 59.00%
Expense Breakpoint Discounts [Text] rr_ExpenseBreakpointDiscounts 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.
Expense Breakpoint, Minimum Investment Required [Amount] rr_ExpenseBreakpointMinimumInvestmentRequiredAmount $ 50,000
Other Expenses, New Fund, Based on Estimates [Text] rr_OtherExpensesNewFundBasedOnEstimates 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.
Expense Example [Heading] rr_ExpenseExampleHeading Example
Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock

This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.


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’s operating expenses remain the same.

Expense Example by, Year, Caption [Text] rr_ExpenseExampleByYearCaption Although your actual costs will likely be higher or lower, under these assumptions your costs would be:
Strategy [Heading] rr_StrategyHeading Principal Investment Strategies
Strategy Narrative [Text Block] rr_StrategyNarrativeTextBlock

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities.


Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities.


In selecting investments for the fund, MFS is not constrained to any particular investment style. MFS may invest the fund’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.


While MFS may invest the fund’s assets in companies of any size, MFS generally focuses on companies with large capitalizations.


MFS may invest the fund’s assets in foreign securities.


MFS uses a bottom-up approach to buying and selling investments for the fund. Investments are selected based on fundamental analysis of individual issuers and quantitative models that systematically evaluate issuers.

Risk [Heading] rr_RiskHeading Principal Risks
Risk Narrative [Text Block] rr_RiskNarrativeTextBlock

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.


The principal risks of investing in the fund are:


Stock Market/Company Risk:  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.


Foreign Risk:  Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, 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.


Investment Selection Risk:  MFS’ investment analysis, its development and use of quantitative models, 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.


Liquidity Risk:  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.

Risk Lose Money [Text] rr_RiskLoseMoney As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund.
Risk Not Insured Depository Institution [Text] rr_RiskNotInsuredDepositoryInstitution 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.
Bar Chart and Performance Table [Heading] rr_BarChartAndPerformanceTableHeading Performance Information
Performance Narrative [Text Block] rr_PerformanceNarrativeTextBlock

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.


Performance information prior to June 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 1, 2008. The fund’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 mfs.com or by calling 1-800-225-2606.

Performance Information Illustrates Variability of Returns [Text] rr_PerformanceInformationIllustratesVariabilityOfReturns 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.
Performance Availability Phone [Text] rr_PerformanceAvailabilityPhone 1-800-225-2606
Performance Availability Website Address [Text] rr_PerformanceAvailabilityWebSiteAddress mfs.com
Performance Past Does Not Indicate Future [Text] rr_PerformancePastDoesNotIndicateFuture The fund's past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future.
Bar Chart [Heading] rr_BarChartHeading Class A Bar Chart.
Bar Chart Narrative [Text Block] rr_BarChartNarrativeTextBlock

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.


Bar Chart Does Not Reflect Sales Loads [Text] rr_BarChartDoesNotReflectSalesLoads 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.
Bar Chart Closing [Text Block] rr_BarChartClosingTextBlock

During the period(s) shown in the bar chart, the highest quarterly return was 15.30% (for the calendar quarter ended June 30, 2009) and the lowest quarterly return was (21.23)% (for the calendar quarter ended December 31, 2009).

Highest Quarterly Return, Label rr_HighestQuarterlyReturnLabel highest quarterly return
Highest Quarterly Return, Date rr_BarChartHighestQuarterlyReturnDate Jun. 30, 2009
Highest Quarterly Return rr_BarChartHighestQuarterlyReturn 15.30%
Lowest Quarterly Return, Label rr_LowestQuarterlyReturnLabel lowest quarterly return
Lowest Quarterly Return, Date rr_BarChartLowestQuarterlyReturnDate Dec. 31, 2009
Lowest Quarterly Return rr_BarChartLowestQuarterlyReturn (21.23%)
Performance Table Heading rr_PerformanceTableHeading Performance Table.
Index No Deduction for Fees, Expenses, Taxes [Text] rr_IndexNoDeductionForFeesExpensesTaxes Reflects no deduction for fees, expenses or taxes
Performance Table Uses Highest Federal Rate rr_PerformanceTableUsesHighestFederalRate 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.
Performance Table Not Relevant to Tax Deferred rr_PerformanceTableNotRelevantToTaxDeferred 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.
Performance Table One Class of after Tax Shown [Text] rr_PerformanceTableOneClassOfAfterTaxShown 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.
Performance Table Closing [Text Block] rr_PerformanceTableClosingTextBlock

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. 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. 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.

Caption rr_AverageAnnualReturnCaption Average Annual Total Returns (for the Periods Ended December 31, 2012)
Standard & Poor’s 500 Stock Index
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel Index Comparison (Reflects no deduction for fees, expenses or taxes) Standard & Poor's 500 Stock Index
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 16.00%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.66%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.10%
A
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 5.75%
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 1.00% [1]
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.31%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.85%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 657
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 924
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,210
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,025
Annual Return 2003 rr_AnnualReturn2003 25.33%
Annual Return 2004 rr_AnnualReturn2004 12.97%
Annual Return 2005 rr_AnnualReturn2005 5.66%
Annual Return 2006 rr_AnnualReturn2006 20.09%
Annual Return 2007 rr_AnnualReturn2007 8.20%
Annual Return 2008 rr_AnnualReturn2008 (36.57%)
Annual Return 2009 rr_AnnualReturn2009 25.16%
Annual Return 2010 rr_AnnualReturn2010 16.11%
Annual Return 2011 rr_AnnualReturn2011 1.71%
Annual Return 2012 rr_AnnualReturn2012 14.97%
Label rr_AverageAnnualReturnLabel A Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 8.36%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.32%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.04%
A | After Taxes on Distributions
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel A Shares Returns After Taxes on Distributions
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 8.18%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.06%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 6.84%
A | After Taxes on Distributions and Sale of Fund Shares
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel A Shares Returns After Taxes on Distributions and Sale of Fund Shares
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 5.67%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.23%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 6.18%
B
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 4.00%
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.06%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.60%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 563
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 901
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,266
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,160
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 163
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 601
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,066
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,160
Label rr_AverageAnnualReturnLabel B Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 10.10%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.39%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.09%
C
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 1.00%
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.06%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.60%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 263
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 601
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,066
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,353
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 163
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 601
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,066
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,353
Label rr_AverageAnnualReturnLabel C Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 13.12%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.77%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 6.95%
I
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.06%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.60%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 61
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 291
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 540
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,253
Label rr_AverageAnnualReturnLabel I Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 15.30%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.76%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.99%
CLASS R1
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.06%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.60%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 163
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 601
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,066
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,353
Label rr_AverageAnnualReturnLabel R1 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 14.14%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 0.78%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 6.93%
CLASS R2
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.50%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.56%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.10%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 112
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 448
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 806
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,817
Label rr_AverageAnnualReturnLabel R2 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 14.77%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.29%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.47%
CLASS R3
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.31%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.85%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 87
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 370
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 674
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,539
Label rr_AverageAnnualReturnLabel R3 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 14.99%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.54%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.74%
CLASS R4
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.46%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.06%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.46%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.60%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 61
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 291
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 540
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,253
Label rr_AverageAnnualReturnLabel R4 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 15.20%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.78%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.00%
CLASS R5
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.60%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.33%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 0.93%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.40%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.53%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 54
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 256
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 476
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 1,106
Label rr_AverageAnnualReturnLabel R5 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 15.34%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 1.76%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.99%
[1] On shares purchased without an initial sales charge and redeemed within 18 months of purchase for shares purchased on or after August 1, 2012, and within 24 months of purchase for shares purchased prior to August 1, 2012.
[2] 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.
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MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund
MFS Blended Research Core Equity Fund Summary of Key Information
Investment Objective

The fund’s investment objective is to seek capital appreciation.

Fees and Expenses

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 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.


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 “Sales Charges and Waivers or Reductions” on page 7 of the fund’s prospectus and “Waivers of Sales Charges” on page I-15 of the fund’s statement of additional information Part I.

Shareholder Fees (fees paid directly from your investment):
Shareholder Fees MFS Blended Research Core Equity Fund
A
B
C
I
CLASS R1
CLASS R2
CLASS R3
CLASS R4
CLASS R5
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) 5.75% none none none none none none none none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) 1.00% [1] 4.00% 1.00% none none none none none none
[1] On shares purchased without an initial sales charge and redeemed within 18 months of purchase for shares purchased on or after August 1, 2012, and within 24 months of purchase for shares purchased prior to August 1, 2012.
Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment):
Annual Fund Operating Expenses MFS Blended Research Core Equity Fund
A
B
C
I
CLASS R1
CLASS R2
CLASS R3
CLASS R4
CLASS R5
Management Fee 0.60% 0.60% 0.60% 0.60% 0.60% 0.60% 0.60% 0.60% 0.60%
Distribution and/or Service (12b-1) Fees 0.25% 1.00% 1.00% none 1.00% 0.50% 0.25% none none
Other Expenses 0.46% 0.46% 0.46% 0.46% 0.46% 0.46% 0.46% 0.46% 0.33%
Total Annual Fund Operating Expenses 1.31% 2.06% 2.06% 1.06% 2.06% 1.56% 1.31% 1.06% 0.93%
Fee Reductions and/or Expense Reimbursements [1] (0.46%) (0.46%) (0.46%) (0.46%) (0.46%) (0.46%) (0.46%) (0.46%) (0.40%)
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements 0.85% 1.60% 1.60% 0.60% 1.60% 1.10% 0.85% 0.60% 0.53%
[1] 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.
Example

This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.


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’s operating expenses remain the same.

Although your actual costs will likely be higher or lower, under these assumptions your costs would be:
Expense Example MFS Blended Research Core Equity Fund (USD $)
1 YEAR
3 YEARS
5 YEARS
10 YEARS
A
657 924 1,210 2,025
B
563 901 1,266 2,160
C
263 601 1,066 2,353
I
61 291 540 1,253
CLASS R1
163 601 1,066 2,353
CLASS R2
112 448 806 1,817
CLASS R3
87 370 674 1,539
CLASS R4
61 291 540 1,253
CLASS R5
54 256 476 1,106
Expense Example No Redemption MFS Blended Research Core Equity Fund (USD $)
1 YEAR
3 YEARS
5 YEARS
10 YEARS
B
163 601 1,066 2,160
C
163 601 1,066 2,353
Portfolio Turnover

The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” 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 “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance.  During the most recent fiscal year, the fund’s portfolio turnover rate was 59% of the average value of its portfolio.

Principal Investment Strategies

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities.


Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities.


In selecting investments for the fund, MFS is not constrained to any particular investment style. MFS may invest the fund’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.


While MFS may invest the fund’s assets in companies of any size, MFS generally focuses on companies with large capitalizations.


MFS may invest the fund’s assets in foreign securities.


MFS uses a bottom-up approach to buying and selling investments for the fund. Investments are selected based on fundamental analysis of individual issuers and quantitative models that systematically evaluate issuers.

Principal Risks

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.


The principal risks of investing in the fund are:


Stock Market/Company Risk:  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.


Foreign Risk:  Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, 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.


Investment Selection Risk:  MFS’ investment analysis, its development and use of quantitative models, 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.


Liquidity Risk:  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.

Performance Information

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.


Performance information prior to June 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 1, 2008. The fund’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 mfs.com or by calling 1-800-225-2606.

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.


Class A Bar Chart.
Bar Chart

During the period(s) shown in the bar chart, the highest quarterly return was 15.30% (for the calendar quarter ended June 30, 2009) and the lowest quarterly return was (21.23)% (for the calendar quarter ended December 31, 2009).

Performance Table.
Average Annual Total Returns (for the Periods Ended December 31, 2012)
Average Annual Returns MFS Blended Research Core Equity Fund
Label
Average Annual Returns, 1 Year
Average Annual Returns, 5 Years
Average Annual Returns, 10 Years
B
B Shares Returns Before Taxes 10.10% 0.39% 7.09%
C
C Shares Returns Before Taxes 13.12% 0.77% 6.95%
I
I Shares Returns Before Taxes 15.30% 1.76% 7.99%
CLASS R1
R1 Shares Returns Before Taxes 14.14% 0.78% 6.93%
CLASS R2
R2 Shares Returns Before Taxes 14.77% 1.29% 7.47%
CLASS R3
R3 Shares Returns Before Taxes 14.99% 1.54% 7.74%
CLASS R4
R4 Shares Returns Before Taxes 15.20% 1.78% 8.00%
CLASS R5
R5 Shares Returns Before Taxes 15.34% 1.76% 7.99%
A
A Shares Returns Before Taxes 8.36% 0.32% 7.04%
After Taxes on Distributions A
A Shares Returns After Taxes on Distributions 8.18% 0.06% 6.84%
After Taxes on Distributions and Sale of Fund Shares A
A Shares Returns After Taxes on Distributions and Sale of Fund Shares 5.67% 0.23% 6.18%
Standard & Poor’s 500 Stock Index
Index Comparison (Reflects no deduction for fees, expenses or taxes) Standard & Poor's 500 Stock Index 16.00% 1.66% 7.10%

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. 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. 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.

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XML 16 R17.htm IDEA: XBRL DOCUMENT v2.4.0.6
Label Element Value
Risk/Return: rr_RiskReturnAbstract  
Risk/Return [Heading] rr_RiskReturnHeading MFS Mid Cap Value Fund Summary of Key Information
Objective [Heading] rr_ObjectiveHeading Investment Objective
Objective, Primary [Text Block] rr_ObjectivePrimaryTextBlock

The fund’s investment objective is to seek capital appreciation.

Expense [Heading] rr_ExpenseHeading Fees and Expenses
Expense Narrative [Text Block] rr_ExpenseNarrativeTextBlock

This table describes the fees and expenses that you may pay when you buy and hold shares of the fund. 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. 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.


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 “Sales Charges and Waivers or Reductions” on page 7 of the fund’s prospectus and “Waivers of Sales Charges” on page I-15 of the fund’s statement of additional information Part I.

Shareholder Fees Caption [Text] rr_ShareholderFeesCaption Shareholder Fees (fees paid directly from your investment):
Operating Expenses Caption [Text] rr_OperatingExpensesCaption Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment):
Fee Waiver or Reimbursement over Assets, Date of Termination rr_FeeWaiverOrReimbursementOverAssetsDateOfTermination 2014-01-31
Portfolio Turnover [Heading] rr_PortfolioTurnoverHeading Portfolio Turnover
Portfolio Turnover [Text Block] rr_PortfolioTurnoverTextBlock

The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” 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 “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance.  During the most recent fiscal year, the fund’s portfolio turnover rate was 52% of the average value of its portfolio.

Portfolio Turnover, Rate rr_PortfolioTurnoverRate 52.00%
Expense Breakpoint Discounts [Text] rr_ExpenseBreakpointDiscounts 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.
Expense Breakpoint, Minimum Investment Required [Amount] rr_ExpenseBreakpointMinimumInvestmentRequiredAmount $ 50,000
Other Expenses, New Fund, Based on Estimates [Text] rr_OtherExpensesNewFundBasedOnEstimates 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 Restated to Reflect Current [Text] rr_ExpensesRestatedToReflectCurrent 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.
Expense Example [Heading] rr_ExpenseExampleHeading Example
Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock

This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.


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’s operating expenses remain the same.

Expense Example by, Year, Caption [Text] rr_ExpenseExampleByYearCaption Although your actual costs will likely be higher or lower, under these assumptions your costs would be:
Strategy [Heading] rr_StrategyHeading Principal Investment Strategies
Strategy Narrative [Text Block] rr_StrategyNarrativeTextBlock

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. As of December 31, 2012, the range of the Russell Midcap® Value Index was between $28.5 million and $21.5 billion.


MFS normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities.


MFS focuses on investing the fund’s assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies).


MFS may invest the fund’s assets in foreign securities.


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.

Risk [Heading] rr_RiskHeading Principal Risks
Risk Narrative [Text Block] rr_RiskNarrativeTextBlock

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.


The principal risks of investing in the fund are:


Stock Market/Company Risk:  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.


Value Company Risk:  The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.


Mid Cap Risk:  The stocks of mid cap companies can be more volatile than stocks of larger companies.


Foreign Risk:  Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, 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.


Investment Selection Risk:  MFS’ 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.


Liquidity Risk:  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.

Risk Lose Money [Text] rr_RiskLoseMoney As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund.
Risk Not Insured Depository Institution [Text] rr_RiskNotInsuredDepositoryInstitution 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.
Bar Chart and Performance Table [Heading] rr_BarChartAndPerformanceTableHeading Performance Information
Performance Narrative [Text Block] rr_PerformanceNarrativeTextBlock

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. Updated performance is available online at mfs.com or by calling 1-800-225-2606.

Performance Information Illustrates Variability of Returns [Text] rr_PerformanceInformationIllustratesVariabilityOfReturns 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.
Performance Availability Phone [Text] rr_PerformanceAvailabilityPhone 1-800-225-2606
Performance Availability Website Address [Text] rr_PerformanceAvailabilityWebSiteAddress mfs.com
Performance Past Does Not Indicate Future [Text] rr_PerformancePastDoesNotIndicateFuture The fund's past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future.
Bar Chart [Heading] rr_BarChartHeading Class A Bar Chart.
Bar Chart Narrative [Text Block] rr_BarChartNarrativeTextBlock

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.


Bar Chart Does Not Reflect Sales Loads [Text] rr_BarChartDoesNotReflectSalesLoads 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.
Bar Chart Closing [Text Block] rr_BarChartClosingTextBlock

During the period(s) shown in the bar chart, the highest quarterly return was 21.06% (for the calendar quarter ended September 30, 2009) and the lowest quarterly return was (27.10)% (for the calendar quarter ended December 31, 2008).

Highest Quarterly Return, Label rr_HighestQuarterlyReturnLabel highest quarterly return
Highest Quarterly Return, Date rr_BarChartHighestQuarterlyReturnDate Sep. 30, 2009
Highest Quarterly Return rr_BarChartHighestQuarterlyReturn 21.06%
Lowest Quarterly Return, Label rr_LowestQuarterlyReturnLabel lowest quarterly return
Lowest Quarterly Return, Date rr_BarChartLowestQuarterlyReturnDate Dec. 31, 2008
Lowest Quarterly Return rr_BarChartLowestQuarterlyReturn (27.10%)
Performance Table Heading rr_PerformanceTableHeading Performance Table.
Index No Deduction for Fees, Expenses, Taxes [Text] rr_IndexNoDeductionForFeesExpensesTaxes Reflects no deduction for fees, expenses or taxes
Performance Table Uses Highest Federal Rate rr_PerformanceTableUsesHighestFederalRate 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.
Performance Table Not Relevant to Tax Deferred rr_PerformanceTableNotRelevantToTaxDeferred 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.
Performance Table One Class of after Tax Shown [Text] rr_PerformanceTableOneClassOfAfterTaxShown 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.
Performance Table Closing [Text Block] rr_PerformanceTableClosingTextBlock

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. 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. 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.

Caption rr_AverageAnnualReturnCaption Average Annual Total Returns (for the Periods Ended December 31, 2012)
Russell Midcap Value Index
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel Index Comparison (Reflects no deduction for fees, expenses or taxes) Russell Midcap Value Index
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.51%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.79%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 10.63%
A
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 5.75%
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 1.00% [1]
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.29%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.25%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 695
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 957
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,238
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,039
Annual Return 2003 rr_AnnualReturn2003 34.28%
Annual Return 2004 rr_AnnualReturn2004 21.47%
Annual Return 2005 rr_AnnualReturn2005 7.75%
Annual Return 2006 rr_AnnualReturn2006 10.85%
Annual Return 2007 rr_AnnualReturn2007 1.67%
Annual Return 2008 rr_AnnualReturn2008 (41.90%)
Annual Return 2009 rr_AnnualReturn2009 39.75%
Annual Return 2010 rr_AnnualReturn2010 27.08%
Annual Return 2011 rr_AnnualReturn2011 (2.04%)
Annual Return 2012 rr_AnnualReturn2012 18.52%
Label rr_AverageAnnualReturnLabel A Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 11.70%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.46%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.38%
A | After Taxes on Distributions
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel A Shares Returns After Taxes on Distributions
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 11.55%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.34%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 7.46%
A | After Taxes on Distributions and Sale of Fund Shares
 
Risk/Return: rr_RiskReturnAbstract  
Label rr_AverageAnnualReturnLabel A Shares Returns After Taxes on Distributions and Sale of Fund Shares
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 7.80%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.08%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 6.97%
B
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 4.00%
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.04%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 2.00%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 603
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 936
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,295
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,173
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 203
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 636
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,095
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,173
Label rr_AverageAnnualReturnLabel B Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 13.66%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.55%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.45%
C
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 1.00%
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.04%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 2.00%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 303
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 636
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,095
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,366
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 203
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 636
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,095
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,366
Label rr_AverageAnnualReturnLabel C Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 16.67%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.93%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.28%
I
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.04%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.00%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 102
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 327
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 570
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,267
Label rr_AverageAnnualReturnLabel I Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.86%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.97%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 9.37%
529A
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 5.75%
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other Expenses rr_OtherExpensesOverAssets 0.39%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.39%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.09%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.30%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 700
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 981
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,284
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,140
Label rr_AverageAnnualReturnLabel 529A Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 11.69%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.35%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.19%
529B
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 4.00%
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.39%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.14%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.09%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 2.05%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 608
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 961
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,341
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,274
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 208
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 661
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,141
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,274
Label rr_AverageAnnualReturnLabel 529B Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 13.61%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.48%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.25%
529C
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther 1.00%
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.39%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.14%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.09%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 2.05%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 308
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 661
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,141
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,465
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 208
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 661
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 1,141
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 2,465
Label rr_AverageAnnualReturnLabel 529C Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 16.60%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.83%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.10%
R1
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 2.04%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 2.00%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 203
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 636
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,095
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,366
Label rr_AverageAnnualReturnLabel R1 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 17.65%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 2.94%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.21%
R2
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.50%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.54%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.50%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 153
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 483
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 836
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,831
Label rr_AverageAnnualReturnLabel R2 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.18%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.45%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 8.73%
R3
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.29%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.25%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 127
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 405
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 704
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,553
Label rr_AverageAnnualReturnLabel R3 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.55%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.70%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 9.02%
R4
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.29%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 1.04%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 1.00%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 102
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 327
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 570
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,267
Label rr_AverageAnnualReturnLabel R4 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.84%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.95%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 9.32%
R5
 
Risk/Return: rr_RiskReturnAbstract  
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) rr_MaximumDeferredSalesChargeOverOther none
Management Fee rr_ManagementFeesOverAssets 0.75%
Distribution and/or Service (12b-1) Fees rr_DistributionAndService12b1FeesOverAssets none
Other Expenses rr_OtherExpensesOverAssets 0.20%
Total Annual Fund Operating Expenses rr_ExpensesOverAssets 0.95%
Fee Reductions and/or Expense Reimbursements rr_FeeWaiverOrReimbursementOverAssets (0.04%) [2]
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements rr_NetExpensesOverAssets 0.91%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 93
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 299
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 522
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 1,163
Label rr_AverageAnnualReturnLabel R5 Shares Returns Before Taxes
Average Annual Returns, 1 Year rr_AverageAnnualReturnYear01 18.86%
Average Annual Returns, 5 Years rr_AverageAnnualReturnYear05 3.97%
Average Annual Returns, 10 Years rr_AverageAnnualReturnYear10 9.37%
[1] On shares purchased without an initial sales charge and redeemed within 18 months of purchase for shares purchased on or after August 1, 2012, and within 24 months of purchase for shares purchased prior to August 1, 2012.
[2] 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.
XML 17 R1.htm IDEA: XBRL DOCUMENT v2.4.0.6
Document and Entity Information
0 Months Ended
Sep. 30, 2012
Risk/Return:  
Document Type 485BPOS
Document Period End Date Sep. 30, 2012
Registrant Name MFS SERIES TRUST XI
Central Index Key 0000911637
Amendment Flag false
Document Creation Date Jan. 25, 2013
Document Effective Date Jan. 28, 2013
Prospectus Date Jan. 28, 2013
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | A
 
Risk/Return:  
Trading Symbol MUEAX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | B
 
Risk/Return:  
Trading Symbol MUSBX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | C
 
Risk/Return:  
Trading Symbol MUECX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | I
 
Risk/Return:  
Trading Symbol MUSEX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | CLASS R1
 
Risk/Return:  
Trading Symbol MUERX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | CLASS R2
 
Risk/Return:  
Trading Symbol MUESX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | CLASS R3
 
Risk/Return:  
Trading Symbol MUETX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | CLASS R4
 
Risk/Return:  
Trading Symbol MUEUX
MFS Blended Research Core Equity Fund | MFS Blended Research Core Equity Fund | CLASS R5
 
Risk/Return:  
Trading Symbol MUEVX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | A
 
Risk/Return:  
Trading Symbol MVCAX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | R4
 
Risk/Return:  
Trading Symbol MVCJX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | 529A
 
Risk/Return:  
Trading Symbol EACVX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | 529B
 
Risk/Return:  
Trading Symbol EBCVX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | 529C
 
Risk/Return:  
Trading Symbol ECCVX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | B
 
Risk/Return:  
Trading Symbol MCBVX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | C
 
Risk/Return:  
Trading Symbol MVCCX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | I
 
Risk/Return:  
Trading Symbol MCVIX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | R1
 
Risk/Return:  
Trading Symbol MVCGX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | R2
 
Risk/Return:  
Trading Symbol MCVRX
MFS Mid Cap Value Fund | MFS Mid Cap Value Fund | R3
 
Risk/Return:  
Trading Symbol MVCHX
XML 18 R18.htm IDEA: XBRL DOCUMENT v2.4.0.6
Label Element Value
Risk/Return: rr_RiskReturnAbstract  
Prospectus Date rr_ProspectusDate Jan. 28, 2013
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MFS Mid Cap Value Fund | MFS Mid Cap Value Fund
MFS Mid Cap Value Fund Summary of Key Information
Investment Objective

The fund’s investment objective is to seek capital appreciation.

Fees and Expenses

This table describes the fees and expenses that you may pay when you buy and hold shares of the fund. 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. 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.


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 “Sales Charges and Waivers or Reductions” on page 7 of the fund’s prospectus and “Waivers of Sales Charges” on page I-15 of the fund’s statement of additional information Part I.

Shareholder Fees (fees paid directly from your investment):
Shareholder Fees MFS Mid Cap Value Fund
A
B
C
I
529A
529B
529C
R1
R2
R3
R4
R5
Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) 5.75% none none none 5.75% none none none none none none none
Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or redemption proceeds, whichever is less) 1.00% [1] 4.00% 1.00% none none 4.00% 1.00% none none none none none
[1] On shares purchased without an initial sales charge and redeemed within 18 months of purchase for shares purchased on or after August 1, 2012, and within 24 months of purchase for shares purchased prior to August 1, 2012.
Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment):
Annual Fund Operating Expenses MFS Mid Cap Value Fund
A
B
C
I
529A
529B
529C
R1
R2
R3
R4
R5
Management Fee 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75% 0.75%
Distribution and/or Service (12b-1) Fees 0.25% 1.00% 1.00% none 0.25% 1.00% 1.00% 1.00% 0.50% 0.25% none none
Other Expenses 0.29% 0.29% 0.29% 0.29% 0.39% 0.39% 0.39% 0.29% 0.29% 0.29% 0.29% 0.20%
Total Annual Fund Operating Expenses 1.29% 2.04% 2.04% 1.04% 1.39% 2.14% 2.14% 2.04% 1.54% 1.29% 1.04% 0.95%
Fee Reductions and/or Expense Reimbursements [1] (0.04%) (0.04%) (0.04%) (0.04%) (0.09%) (0.09%) (0.09%) (0.04%) (0.04%) (0.04%) (0.04%) (0.04%)
Total Annual Fund Operating Expenses After Fee Reductions and/or Expense Reimbursements 1.25% 2.00% 2.00% 1.00% 1.30% 2.05% 2.05% 2.00% 1.50% 1.25% 1.00% 0.91%
[1] 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.
Example

This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds.


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’s operating expenses remain the same.

Although your actual costs will likely be higher or lower, under these assumptions your costs would be:
Expense Example MFS Mid Cap Value Fund (USD $)
1 YEAR
3 YEARS
5 YEARS
10 YEARS
A
695 957 1,238 2,039
B
603 936 1,295 2,173
C
303 636 1,095 2,366
I
102 327 570 1,267
529A
700 981 1,284 2,140
529B
608 961 1,341 2,274
529C
308 661 1,141 2,465
R1
203 636 1,095 2,366
R2
153 483 836 1,831
R3
127 405 704 1,553
R4
102 327 570 1,267
R5
93 299 522 1,163
Expense Example No Redemption MFS Mid Cap Value Fund (USD $)
1 YEAR
3 YEARS
5 YEARS
10 YEARS
B
203 636 1,095 2,173
C
203 636 1,095 2,366
529B
208 661 1,141 2,274
529C
208 661 1,141 2,465
Portfolio Turnover

The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” 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 “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance.  During the most recent fiscal year, the fund’s portfolio turnover rate was 52% of the average value of its portfolio.

Principal Investment Strategies

MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. As of December 31, 2012, the range of the Russell Midcap® Value Index was between $28.5 million and $21.5 billion.


MFS normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for such securities.


MFS focuses on investing the fund’s assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies).


MFS may invest the fund’s assets in foreign securities.


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.

Principal Risks

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.


The principal risks of investing in the fund are:


Stock Market/Company Risk:  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.


Value Company Risk:  The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.


Mid Cap Risk:  The stocks of mid cap companies can be more volatile than stocks of larger companies.


Foreign Risk:  Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, 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.


Investment Selection Risk:  MFS’ 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.


Liquidity Risk:  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.

Performance Information

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. Updated performance is available online at mfs.com or by calling 1-800-225-2606.

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.


Class A Bar Chart.
Bar Chart

During the period(s) shown in the bar chart, the highest quarterly return was 21.06% (for the calendar quarter ended September 30, 2009) and the lowest quarterly return was (27.10)% (for the calendar quarter ended December 31, 2008).

Performance Table.
Average Annual Total Returns (for the Periods Ended December 31, 2012)
Average Annual Returns MFS Mid Cap Value Fund
Label
Average Annual Returns, 1 Year
Average Annual Returns, 5 Years
Average Annual Returns, 10 Years
B
B Shares Returns Before Taxes 13.66% 2.55% 8.45%
C
C Shares Returns Before Taxes 16.67% 2.93% 8.28%
I
I Shares Returns Before Taxes 18.86% 3.97% 9.37%
529A
529A Shares Returns Before Taxes 11.69% 2.35% 8.19%
529B
529B Shares Returns Before Taxes 13.61% 2.48% 8.25%
529C
529C Shares Returns Before Taxes 16.60% 2.83% 8.10%
R1
R1 Shares Returns Before Taxes 17.65% 2.94% 8.21%
R2
R2 Shares Returns Before Taxes 18.18% 3.45% 8.73%
R3
R3 Shares Returns Before Taxes 18.55% 3.70% 9.02%
R4
R4 Shares Returns Before Taxes 18.84% 3.95% 9.32%
R5
R5 Shares Returns Before Taxes 18.86% 3.97% 9.37%
A
A Shares Returns Before Taxes 11.70% 2.46% 8.38%
After Taxes on Distributions A
A Shares Returns After Taxes on Distributions 11.55% 2.34% 7.46%
After Taxes on Distributions and Sale of Fund Shares A
A Shares Returns After Taxes on Distributions and Sale of Fund Shares 7.80% 2.08% 6.97%
Russell Midcap Value Index
Index Comparison (Reflects no deduction for fees, expenses or taxes) Russell Midcap Value Index 18.51% 3.79% 10.63%

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. 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. 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.

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