EX-99.(H)5 6 a16-20938_1ex99dh5.htm EX-99.(H)5

EXHIBIT NO. 99.(h) 5

 

AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS

 

WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and

 

WHEREAS, MFSC and each of the Funds listed on Annex A have agreed to amend their respective Agreements as provided below.

 

NOW, THEREFORE, in consideration of the mutual covenants and agreements of the parties hereto as herein set forth, the parties covenant and agree as follows:

 

Section 1.  Section 15 of each Agreement is amended to add the following Subsections to the end of that Section:

 

15.1     Forum Selection.   Any legal action or proceeding with respect to this Agreement or the services provided hereunder or for recognition and enforcement of any judgment in respect hereof brought by the other party hereto or its successors or assigns must be brought and determined in the state courts of the Commonwealth of Massachusetts or the United States District Court for the District of Massachusetts (and may not be brought or determined in any other forum or jurisdiction), and each party hereto submits with regard to any action or proceeding for itself and in respect of its property, generally and unconditionally, to the sole and exclusive jurisdiction of the aforesaid courts.

 

15.2     No Third Party Beneficiary.   This agreement does not and is not intended to confer any rights or remedies upon any person other than the parties to this Agreement; there are no third-party beneficiaries of this Agreement, including but not limited to shareholders of each Fund.

 

Section 2.  This Amendment shall be construed under and shall be governed by the laws of The Commonwealth of Massachusetts.

 

Section 3.  This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original.

 



 

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in duplicate original by its officers thereunto duly authorized, as of May 2, 2016.

 

 

 

MFS SERVICE CENTER, INC.

 

 

 

By:

MARGARHEETA C. WISE

 

 

Margarheeta C. Wise

 

 

President

 

 

 

 

 

Each of the Funds listed on Annex A

 

 

 

 

 

By:

KRISTIN V. COLLINS

 

 

Kristin V. Collins

 

 

Assistant Secretary

 

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ANNEX A TO AMENDMENT TO SHAREHOLDER SERVICING AGREEMENT

 

FUND NAME

 

ACRONYM

Massachusetts Investors Trust

 

MIT

 

 

 

Massachusetts Investors Growth Stock Fund

 

MIG

 

 

 

MFS SERIES TRUST I

 

 

MFS Core Equity Fund

 

RGI

MFS Low Volatility Equity Fund

 

LVU

MFS Low Volatility Global Equity Fund

 

LVO

MFS New Discovery Fund

 

NDF

MFS Research International Fund

 

RIF

MFS Technology Fund

 

SCT

MFS U.S. Government Cash Reserve Fund

 

MCF

MFS Value Fund

 

EIF

 

 

 

MFS SERIES TRUST II

 

 

MFS Growth Fund

 

MEG

 

 

 

MFS SERIES TRUST III

 

 

MFS Global High Yield Fund

 

HYO

MFS High Income Fund

 

MFH

MFS High Yield Pooled Portfolio

 

HYO

MFS Municipal High Income Fund

 

MMH

 

 

 

MFS SERIES TRUST IV

 

 

MFS Blended Research Emerging Markets Equity Fund

 

BRK

MFS Blended Research Global Equity Fund

 

BRL

MFS Blended Research International Equity Fund

 

BRX

MFS Global New Discovery Fund

 

GND

MFS Mid Cap Growth Fund

 

OTC

MFS U.S. Government Money Market Fund

 

MMM

 

 

 

MFS SERIES TRUST V

 

 

MFS International New Discovery Fund

 

MIO

MFS Research Fund

 

MFR

MFS Total Return Fund

 

MTR

 

 

 

MFS SERIES TRUST VI

 

 

MFS Global Equity Fund

 

MWE

MFS Global Total Return Fund

 

MWT

 

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MFS Utilities Fund

 

MMU

 

 

 

MFS SERIES TRUST VII

 

 

MFS Equity Income Fund

 

EQI

 

 

 

MFS SERIES TRUST VIII

 

 

MFS Global Growth Fund

 

WGF

MFS Strategic Income Fund

 

MSI

 

 

 

MFS SERIES TRUST IX

 

 

MFS Corporate Bond Fund

 

MFB

MFS Inflation-Adjusted Bond Fund

 

IAB

MFS Limited Maturity Fund

 

MLM

MFS Municipal Limited Maturity Fund

 

MML

MFS Total Return Bond Fund

 

RBF

 

 

 

MFS SERIES TRUST X

 

 

MFS Absolute Return Fund

 

ART

MFS Aggressive Growth Allocation Fund

 

AGG

MFS Blended Research Growth Equity Fund

 

BRW

MFS Blended Research Small Cap Equity Fund

 

BRS

MFS Blended Research Value Equity Fund

 

BRU

MFS Conservative Allocation Fund

 

CON

MFS Emerging Markets Debt Fund

 

EMD

MFS Emerging Markets Debt Local Currency Fund

 

EML

MFS Emerging Markets Equity Fund

 

FEM

MFS Global Bond Fund

 

GLB

MFS Growth Allocation Fund

 

GRO

MFS International Diversification Fund

 

MDI

MFS International Growth Fund

 

FGF

MFS International Value Fund

 

FGI

MFS Managed Wealth Fund

 

MGW

MFS Moderate Allocation Fund

 

MOD

 

 

 

MFS SERIES TRUST XI

 

 

MFS Blended Research Core Equity Fund

 

UNE

MFS Mid Cap Value Fund

 

MDV

 

 

 

MFS SERIES TRUST XII

 

 

MFS Equity Opportunities Fund

 

MSR

MFS Lifetime Income Fund

 

LRT

MFS Lifetime 2015 Fund

 

L15

MFS Lifetime 2020 Fund

 

ML2

MFS Lifetime 2025 Fund

 

L25

MFS Lifetime 2030 Fund

 

ML3

 

4



 

MFS Lifetime 2035 Fund

 

L35

MFS Lifetime 2040 Fund

 

ML4

MFS Lifetime 2045 Fund

 

L45

MFS Lifetime 2050 Fund

 

ML5

MFS Lifetime 2055 Fund

 

L55

 

 

 

MFS SERIES TRUST XIII

 

 

MFS Diversified Income Fund

 

DIF

MFS Global Real Estate Fund

 

GRE

MFS Government Securities Fund

 

MGS

MFS New Discovery Value Fund

 

NDV

 

 

 

MFS SERIES TRUST XIV

 

 

MFS Institutional Money Market Portfolio

 

IMM

 

 

 

MFS SERIES TRUST XV

 

 

MFS Commodity Strategy Fund

 

CMS

MFS Global Alternative Strategy Fund

 

DTR

 

 

 

MFS SERIES TRUST XVI

 

 

MFS Global Multi-Asset Fund

 

GMA

 

 

 

MFS MUNICIPAL SERIES TRUST

 

 

MFS Alabama Municipal Bond Fund

 

MAL

MFS Arkansas Municipal Bond Fund

 

MAR

MFS California Municipal Bond Fund

 

MCA

MFS Georgia Municipal Bond Fund

 

MGA

MFS Maryland Municipal Bond Fund

 

MMD

MFS Massachusetts Municipal Bond Fund

 

MMA

MFS Mississippi Municipal Bond Fund

 

MMP

MFS Municipal Income Fund

 

MMI

MFS New York Municipal Bond Fund

 

MNY

MFS North Carolina Municipal Bond Fund

 

MNC

MFS Pennsylvania Municipal Bond Fund

 

MPA

MFS South Carolina Municipal Bond Fund

 

MSC

MFS Tennessee Municipal Bond Fund

 

MTN

MFS Virginia Municipal Bond Fund

 

MVA

MFS West Virginia Municipal Bond Fund

 

MWV

 

 

 

MFS VARIABLE INSURANCE TRUST

 

 

MFS Global Equity Series

 

VGE

MFS Growth Series

 

VEG

MFS Investors Trust Series

 

VGI

MFS Mid Cap Growth Series

 

VMG

MFS New Discovery Series

 

VND

 

5



 

MFS Research Series

 

VFR

MFS Total Return Bond Series

 

VFB

MFS Total Return Series

 

VTR

MFS Utilities Series

 

VUF

MFS Value Series

 

VLU

 

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