Mutual Funds

MFS Investment Management

Exchange Hours Website
9:30 - 15:59 ET www.mfs.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
MFS UTILITIES FUND-C MMUCX USD 1,000 USD 0 N/A Level Load C No
MFS RESEARCH FUND-A MFRFX USD 1,000 USD 0 N/A Front-End Load A No
MASS INVESTORS GROWTH STOCK FUND-A MIGFX USD 1,000 USD 0 N/A Front-End Load A No
MASSACHUSETTS INVESTORS TRUST-A MITTX USD 1,000 USD 0 N/A Front-End Load A No
MFS CORPORATE BOND FUND - A MFBFX USD 1,000 USD 0 Bond Front-End Load A No
MFS HIGH INCOME FUND-A MHITX USD 1,000 USD 0 Balanced Front-End Load A No
MFS TOTAL RETURN FUND-A MSFRX USD 1,000 USD 0 Balanced Front-End Load A No
MFS MUNICIPAL HIGH INCOME FUND-A MMHYX USD 1,000 USD 0 Bond Front-End Load A Yes
MFS GOVERNMENT SECURITIES FUND-A MFGSX USD 1,000 USD 0 Bond Front-End Load A No
MFS MARYLAND MUNI BOND FUND-A MFSMX USD 1,000 USD 0 Bond Front-End Load A No
MFS NORTH CAROLINA MUNI BOND FUND-A MSNCX USD 1,000 USD 0 Bond Front-End Load A No
MFS SOUTH CAROLINA MUNI BOND FUND-A MFSCX USD 1,000 USD 0 Bond Front-End Load A No
MFS VIRGINIA MUNI BOND FUND-A MSVAX USD 1,000 USD 0 Bond Front-End Load A No
MFS WEST VIRGINIA MUNI BOND FUND-A MFWVX USD 1,000 USD 0 Bond Front-End Load A No
MFS CALIFORNIA MUNI BOND FUND-A MCFTX USD 1,000 USD 0 Bond Front-End Load A No
MFS PENNSYLVANIA MUNI BOND FUND-A MFPAX USD 1,000 USD 0 Bond Front-End Load A No
MFS MID CAP GROWTH FUND-A OTCAX USD 1,000 USD 0 N/A Front-End Load A No
MFS STRATEGIC INCOME FUND-A MFIOX USD 1,000 USD 0 Bond Front-End Load A No
MFS LIMITED MATURITY FUND-A MQLFX USD 1,000 USD 0 Bond Front-End Load A No
MFS MUNICIPAL LIMITED MATURITY FUND-A MTLFX USD 1,000 USD 0 Bond Front-End Load A No
MFS GROWTH FUND-A MFEGX USD 1,000 USD 0 N/A Front-End Load A No
MFS GEORGIA MUNI BOND FUND-A MMGAX USD 1,000 USD 0 Bond Front-End Load A No
MFS NEW YORK MUNICIPAL BOND FUND-A MSNYX USD 1,000 USD 0 Bond Front-End Load A No
MFS ALABAMA MUNI BOND FUND-A MFALX USD 1,000 USD 0 Bond Front-End Load A No
MFS GLOBAL TOTAL RETURN FUND-A MFWTX USD 1,000 USD 0 Balanced Front-End Load A No
MFS MISSISSIPPI MUNI BOND FUND-A MISSX USD 1,000 USD 0 Bond Front-End Load A No
MFS BLENDED RESEARCH CORE EQUITY FUND-I MUSEX USD 0 USD 0 N/A No Load I Yes
MFS GLOBAL EQUITY FUND-A MWEFX USD 1,000 USD 0 Stock Front-End Load A No
MFS MUNICIPAL INCOME FUND-A MFIAX USD 1,000 USD 0 Bond Front-End Load A No
MFS ARKANSAS MUNI BOND FUND-A MFARX USD 1,000 USD 0 Bond Front-End Load A No
MFS UTILITIES FUND-A MMUFX USD 1,000 USD 0 N/A Front-End Load A No
MFS CASH RESERVE FUND-A MSRXX USD 10,000 USD 0 Money Market No Load A No
MFS EMERGING MARKETS EQUITY FUND-A MEMAX USD 1,000 USD 0 N/A Front-End Load A No
MFS INTERNATIONAL GROWTH FUND-A MGRAX USD 1,000 USD 0 Stock Front-End Load A No
MFS INTL INTRINSIC VALUE FUND (A) MGIAX USD 1,000 USD 0 Stock Front-End Load A No
MFS VALUE FUND-A MEIAX USD 1,000 USD 0 N/A Front-End Load A No
MFS CORE EQUITY FUND-A MRGAX USD 1,000 USD 0 N/A Front-End Load A No
MFS HIGH INCOME FUND-I MHIIX USD 0 USD 0 Balanced No Load I Yes
MFS RESEARCH FUND-I MRFIX USD 0 USD 0 N/A No Load I Yes
MFS INTL NEW DISCOVERY FUND-I MWNIX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND-A MUEAX USD 1,000 USD 0 N/A Front-End Load A No
MFS GOVERNMENT SECURITIES FUND-I MGSIX USD 0 USD 0 Bond No Load I Yes
MFS GLOBAL HIGH YIELD FUND-I MHOIX USD 0 USD 0 Bond No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND-A MIDAX USD 1,000 USD 0 Stock Front-End Load A No
MFS TOTAL RETURN FUND-I MTRIX USD 0 USD 0 Balanced No Load I Yes
MFS NEW DISCOVERY FUND-A MNDAX USD 1,000 USD 0 N/A Front-End Load A No
MFS NEW DISCOVERY FUND-I MNDIX USD 0 USD 0 N/A No Load I Yes
MFS TECHNOLOGY FUND-A MTCAX USD 1,000 USD 0 N/A Front-End Load A No
MFS RESEARCH INTERNATIONAL FUND-A MRSAX USD 1,000 USD 0 Stock Front-End Load A No
MFS EMERGING MARKETS DEBT FUND-A MEDAX USD 1,000 USD 0 N/A Front-End Load A No
MFS EQUITY OPPORTUNITIES FUND SRFAX USD 1,000 USD 1,000 N/A Front-End Load A No
MFS MID CAP VALUE FUND-A MVCAX USD 1,000 USD 0 N/A Front-End Load A No
MFS MID CAP VALUE FUND-I MCVIX USD 0 USD 0 N/A No Load I Yes
MFS CONSERVATIVE ALLOCATION FUND-A MACFX USD 1,000 USD 0 N/A Front-End Load A No
MFS MODERATE ALLOCATION FUND-A MAMAX USD 1,000 USD 0 N/A Front-End Load A No
MFS GROWTH ALLOCATION FUND-A MAGWX USD 1,000 USD 0 N/A Front-End Load A No
MFS AGGRESSIVE GROWTH ALLOCATION FD-A MAAGX USD 1,000 USD 0 N/A Front-End Load A No
MFS INTERNTL DIVERSIFICATION FUND-A MDIDX USD 1,000 USD 0 Stock Front-End Load A No
MFS LIFETIME RETIREMENT INCOME FUND-A MLLAX USD 1,000 USD 0 N/A Front-End Load A No
MFS INFLATION ADJUSTED BOND FUND-A MIAAX USD 1,000 USD 0 Bond Front-End Load A No
MFS DIVERSIFIED INCOME FUND-A DIFAX USD 1,000 USD 0 N/A Front-End Load A No
MFS DIVERSIFIED INCOME FUND-I DIFIX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2030 FUND-A MLTAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2020 FUND-A MFLAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2040 FUND-A MLFAX USD 1,000 USD 0 N/A Front-End Load A No
MFS GLOBAL REAL ESTATE FUND-A MGLAX USD 1,000 USD 0 N/A Front-End Load A No
MFS GLOBAL REAL ESTATE FUND-I MGLIX USD 0 USD 0 N/A No Load I Yes
MFS GLOBAL FUND - A MGBAX USD 1,000 USD 0 Bond Front-End Load A No
MFS GLOBAL NEW DISCOVERY FUND - A GLNAX USD 1,000 USD 0 Stock Front-End Load A No
MFS MUNICIPAL INCOME FUND - I MIMIX USD 0 USD 0 Bond No Load I Yes
MFS EQUITY OPPORTUNITIES FUND SRFIX USD 0 USD 0 N/A No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL FD - A EMLAX USD 1,000 USD 0 N/A Front-End Load A No
MFS EMERGING MARKETS DEBT LOCAL FD - I EMLIX USD 0 USD 0 N/A No Load I Yes
MFS NEW DISCOVERY VALUE FUND - A NDVAX USD 1,000 USD 0 N/A Front-End Load A No
MFS NEW DISCOVERY VALUE FUND - I NDVIX USD 0 USD 0 N/A No Load I Yes
MFS MUNICIPAL HIGH INCOME FUND - I MMIIX USD 0 USD 0 Bond No Load I Yes
MFS LIFETIME 2050 FUND - A MFFSX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2025 FUND-A LTTAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2035 FUND - A LFEAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2045 FUND-A LTMAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2055 FUND-A LFIAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LOW VOLATILITY EQUITY FUND - A MLVAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LOW VOLATILITY GLOBAL EQUITY FUND-A MVGAX USD 1,000 USD 0 Stock Front-End Load A No
MFS RESEARCH FUND-C MFRCX USD 1,000 USD 0 N/A Level Load C No
MFS CORPORATE BOND FUND - C MFBCX USD 1,000 USD 0 Bond Level Load C No
MFS CALIFORNIA MUNI BOND FUND-C MCCAX USD 1,000 USD 0 Bond Level Load C No
MFS HIGH INCOME FUND-C MHICX USD 1,000 USD 0 Balanced Level Load C No
MFS MUNICIPAL INCOME FUND-C MMICX USD 1,000 USD 0 Bond Level Load C No
MFS NORTH CAROLINA MUNI BOND FUND-C MCNCX USD 1,000 USD 0 Bond Level Load C No
MFS VIRGINIA MUNI BOND FUND-C MVACX USD 1,000 USD 0 Bond Level Load C No
MFS GLOBAL EQUITY FUND-C MWECX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL GROWTH FUND-C MWOCX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL TOTAL RETURN FUND-C MFWCX USD 1,000 USD 0 Balanced Level Load C No
MFS LIMITED MATURITY FUND-C MQLCX USD 1,000 USD 0 Bond Level Load C No
MFS MUNICIPAL LIMITED MATURITY FUND-C MTLCX USD 1,000 USD 0 Bond Level Load C No
MFS MID CAP GROWTH FUND-C OTCCX USD 1,000 USD 0 N/A Level Load C No
MFS TOTAL RETURN FUND-C MTRCX USD 1,000 USD 0 Balanced Level Load C No
MFS STRATEGIC INCOME FUND-C MIOCX USD 1,000 USD 0 Bond Level Load C No
MASS INVESTORS GROWTH STOCK FUND-I MGTIX USD 0 USD 0 N/A No Load I Yes
MFS VALUE FUND-C MEICX USD 1,000 USD 0 N/A Level Load C No
MFS CORE EQUITY FUND-C MRGCX USD 1,000 USD 0 N/A Level Load C No
MFS GROWTH FUND-C MFECX USD 1,000 USD 0 N/A Level Load C No
MASSACHUSETTS INVESTORS TRUST-C MITCX USD 1,000 USD 0 N/A Level Load C No
MFS EMERGING MARKETS EQUITY FUND-C MEMCX USD 1,000 USD 0 N/A Level Load C No
MFS INTL INTRINSIC VALUE FUND (C) MGICX USD 1,000 USD 0 Stock Level Load C No
MFS INTERNATIONAL GROWTH FUND-C MGRCX USD 1,000 USD 0 Stock Level Load C No
MFS GOVERNMENT SECURITIES FUND-C MFGDX USD 1,000 USD 0 Bond Level Load C No
MFS CORPORATE BOND FUND - I MBDIX USD 0 USD 0 Bond No Load I Yes
MFS EMERGING MARKETS EQUITY FUND-I MEMIX USD 0 USD 0 N/A No Load I Yes
MFS INTL INTRINSIC VALUE FUND (I) MINIX USD 0 USD 0 Stock No Load I Yes
MFS INTERNATIONAL GROWTH FUND-I MQGIX USD 0 USD 0 Stock No Load I Yes
MFS CORE EQUITY FUND-I MRGRX USD 0 USD 0 N/A No Load I Yes
MFS STRATEGIC INCOME FUND-I MFIIX USD 0 USD 0 Bond No Load I Yes
MFS MID CAP GROWTH FUND-I OTCIX USD 0 USD 0 N/A No Load I Yes
MFS GROWTH FUND-I MFEIX USD 0 USD 0 N/A No Load I Yes
MFS UTILITIES FUND-I MMUIX USD 0 USD 0 N/A No Load I Yes
MFS GLOBAL EQUITY FUND-I MWEIX USD 0 USD 0 Stock No Load I Yes
MFS GLOBAL GROWTH FUND-I MWOIX USD 0 USD 0 Stock No Load I Yes
MFS VALUE FUND-I MEIIX USD 0 USD 0 N/A No Load I Yes
MASSACHUSETTS INVESTORS TRUST-I MITIX USD 0 USD 0 N/A No Load I Yes
MFS GLOBAL TOTAL RETURN FUND-I MFWIX USD 0 USD 0 Balanced No Load I Yes
MFS EMERGING MARKETS DEBT FUND-I MEDIX USD 0 USD 0 N/A No Load I Yes
MFS BLENDED RESEARCH CORE EQUITY FUND-C MUECX USD 1,000 USD 0 N/A Level Load C No
MFS GLOBAL HIGH YIELD FUND-C MHOCX USD 1,000 USD 0 Bond Level Load C No
MASS INVESTORS GROWTH STOCK FUND-C MIGDX USD 1,000 USD 0 N/A Level Load C No
MFS TECHNOLOGY FUND-C MTCCX USD 1,000 USD 0 N/A Level Load C No
MFS MUNICIPAL HIGH INCOME FUND-C MMHCX USD 1,000 USD 0 Bond Level Load C No
MFS NEW DISCOVERY FUND-C MNDCX USD 1,000 USD 0 N/A Level Load C No
MFS LIMITED MATURITY FUND-I MQLIX USD 0 USD 0 Bond No Load I Yes
MFS RESEARCH INTERNATIONAL FUND-C MRICX USD 1,000 USD 0 Stock Level Load C No
MFS TOTAL RETURN BOND FUND-C MRBCX USD 1,000 USD 0 Bond Level Load C No
MFS TOTAL RETURN BOND FUND-I MRBIX USD 0 USD 0 Bond No Load I Yes
MFS TECHNOLOGY FUND-I MTCIX USD 0 USD 0 N/A No Load I Yes
MFS RESEARCH INTERNATIONAL FUND-I MRSIX USD 0 USD 0 Stock No Load I Yes
MFS EMERGING MARKETS DEBT FUND-C MEDCX USD 1,000 USD 0 N/A Level Load C No
MFS MID CAP VALUE FUND-C MVCCX USD 1,000 USD 0 N/A Level Load C No
MFS CONSERVATIVE ALLOCATION FUND-C MACVX USD 1,000 USD 0 N/A Level Load C No
MFS CONSERVATIVE ALLOCATION FUND-I MACIX USD 0 USD 0 N/A No Load I Yes
MFS MODERATE ALLOCATION FUND-C MMACX USD 1,000 USD 0 N/A Level Load C No
MFS MODERATE ALLOCATION FUND-I MMAIX USD 0 USD 0 N/A No Load I Yes
MFS GROWTH ALLOCATION FUND-C MCGWX USD 1,000 USD 0 N/A Level Load C No
MFS GROWTH ALLOCATION FUND-I MGWIX USD 0 USD 0 N/A No Load I Yes
MFS AGGRESS GROWTH ALLOCATION FD-C MCAGX USD 1,000 USD 0 N/A Level Load C No
MFS AGGRESS GROWTH ALLOCATION FD-I MIAGX USD 0 USD 0 N/A No Load I Yes
MFS INTERNATIONAL NEW DISCOVERY FUND-C MIDCX USD 1,000 USD 0 Stock Level Load C No
MFS NEW YORK MUNICIPAL BOND FUND-C MCNYX USD 1,000 USD 0 Bond Level Load C No
MFS INTERNTL DIVERSIFICATION FUND-C MDIGX USD 1,000 USD 0 Stock Level Load C No
MFS INTERNTL DIVERSIFICATION FUND-I MDIJX USD 0 USD 0 Stock No Load I Yes
MFS EQUITY OPPORTUNITIES FUND SRFCX USD 1,000 USD 1,000 N/A Level Load C No
MFS LIFETIME RETIREMENT INCOME FUND-C MLLCX USD 1,000 USD 0 N/A Level Load C No
MFS INFLATION ADJUSTED BOND FUND-I MIAIX USD 0 USD 0 Bond No Load I Yes
MFS INFLATION ADJUSTED BOND FUND-C MIACX USD 1,000 USD 0 Bond Level Load C No
MFS DIVERSIFIED INCOME FUND-C DIFCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME RETIREMENT INCOME FUND-I MLLIX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2030 FUND-C MLTCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2030 FUND-I MLTIX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2020 FUND-C MFLCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2020 FUND-I MFLIX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2040 FUND-C MLFCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2040 FUND-I MLFIX USD 0 USD 0 N/A No Load I Yes
MFS MUNICIPAL INCOME FUND-A1 MMIDX USD 1,000 USD 0 Bond Front-End Load A Yes
MFS GLOBAL BOND FUND - C MGBDX USD 1,000 USD 0 Bond Level Load C No
MFS GLOBAL BOND FUND - I MGBJX USD 0 USD 0 Bond No Load I Yes
MFS GLOBAL NEW DISCOVERY FUND - C GLNCX USD 1,000 USD 0 Stock Level Load C No
MFS GLOBAL NEW DISCOVERY FUND - I GLNIX USD 0 USD 0 Stock No Load I Yes
MFS EMERGING MARKETS DEBT LOCAL FD - C EMLCX USD 1,000 USD 0 N/A Level Load C No
MFS NEW DISCOVERY VALUE FUND -C NDVCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2050 FUND - C MFFDX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2050 FUND - I MFFIX USD 0 USD 0 N/A No Load I Yes
MFS EQUITY INCOME FUND-A EQNAX USD 1,000 USD 0 Stock Front-End Load A No
MFS EQUITY INCOME FUND-C EQNCX USD 1,000 USD 0 Stock Level Load C No
MFS EQUITY INCOME FUND-I EQNIX USD 0 USD 0 Stock No Load I Yes
MFS MUNICIPAL LIMITED MATURITY FUND (I) MTLIX USD 0 USD 0 Bond No Load I Yes
MFS LIFETIME 2025 FUND-C LTTCX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2025 FUND-I LTTIX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2035 - C LFECX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2035 FUND - I LFEDX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2045 FUND-C LTMDX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2045 FUND-I LTMKX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2055 FUND-C LFICX USD 1,000 USD 0 N/A Level Load C No
MFS LIFETIME 2055 FUND-I LFIIX USD 0 USD 0 N/A No Load I Yes
MFS LOW VOLATILITY EQUITY FUND - C MLVGX USD 1,000 USD 0 N/A Level Load C No
MFS LOW VOLATILITY EQUITY FUND - I MLVHX USD 0 USD 0 N/A No Load I Yes
MFS LOW VOLATILITY GLOBAL EQUITY FUND-C MVGCX USD 1,000 USD 0 Stock Level Load C No
MFS LOW VOLATILITY GLOBAL EQUITY FUND-I MVGIX USD 0 USD 0 Stock No Load I Yes
MFS COMMODITY STRATEGY FUND-A MCSAX USD 1,000 USD 0 Commodity N/A A Yes
MFS GLOBAL ALTERNATIVE STRATEGY FUND-A DVRAX USD 1,000 USD 0 N/A Front-End Load A No
MFS GLOBAL ALTERNATIVE STRATEGY FUND-C DVRCX USD 1,000 USD 0 N/A Level Load C No
MFS GLOBAL ALTERNATIVE STRATEGY FD-I DVRIX USD 0 USD 0 N/A No Load I Yes
MFS MANAGED WEALTH FUND MNWAX USD 1,000 USD 0 N/A Front-End Load A No
MFS MANAGED WEALTH FUND MNWCX USD 1,000 USD 0 N/A Level Load C No
MFS MANAGED WEALTH FUND MNWIX USD 0 USD 0 N/A No Load I Yes
MFS GLOBAL REAL ESTATE FUND-C MGLCX USD 1,000 USD 0 N/A Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXIX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLJX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKIX USD 0 USD 0 Stock No Load I Yes
MFS BLENDED RESEARCH VAL EQUITY FD-I BRUHX USD 0 USD 0 Balanced No Load I Yes
MFS BLENDED RESEARCH GRWTH EQUTY FUND-I BRWIX USD 0 USD 0 Balanced No Load I Yes
MFS BLENDED RESEARCH SM CAP EQ FD-C BRSCX USD 1,000 USD 0 Balanced Level Load C No
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKCX USD 1,000 USD 0 Stock Level Load C No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXCX USD 1,000 USD 0 Stock Level Load C No
MFS BLENDED RESEARCH VAL EQUITY FD-C BRUGX USD 1,000 USD 0 Balanced Level Load C No
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLCX USD 1,000 USD 0 Stock Level Load C No
MFS BLENDED RESEARCH GRWTH EQUITY FUND-C BRWCX USD 1,000 USD 0 Balanced Level Load C No
MFS BLENDED RESEARCH GROWTH EQUITY FUND BRWAX USD 1,000 USD 0 Balanced Front-End Load A No
MFS BLENDED RESEARCH SM CAP EQ FD-A BRSDX USD 1,000 USD 0 Balanced Front-End Load A No
MFS BLENDED RESEARCH INTERNATIONAL EQUIT BRXAX USD 1,000 USD 0 Stock Front-End Load A No
MFS BLENDED RESEARCH GLOBAL EQUITY FUND BRLAX USD 1,000 USD 0 Stock Front-End Load A No
MFS BLENDED RESEARCH EMERGING MARKETS EQ BRKAX USD 1,000 USD 0 Stock Front-End Load A No
MFS BLENDED RESEARCH VAL EQUITY FD-A BRUDX USD 1,000 USD 0 Balanced Front-End Load A No
MFS ARKANSAS MUNI BOND FUND-I MARLX USD 0 USD 0 Bond No Load I Yes
MFS CALIFORNIA MUNI BOND FUND-I MCAVX USD 0 USD 0 Bond No Load I Yes
MFS ALABAMA MUNI BOND FUND-I MLALX USD 0 USD 0 Bond No Load I Yes
MFS GEORGIA MUNI BOND FUND-I MGATX USD 0 USD 0 Bond No Load I Yes
MFS MARYLAND MUNI BOND FUND-I MMDIX USD 0 USD 0 Bond No Load I Yes
MFS MASSACHUSETTS MUNI BOND FUND-I MTALX USD 0 USD 0 Bond No Load I Yes
MFS MISSISSIPPI MUNI BOND FUND-I MMSTX USD 0 USD 0 Bond No Load I Yes
MFS NEW YORK MUNICIPAL BOND FUND-I MNYLX USD 0 USD 0 Bond No Load I Yes
MFS NORTH CAROLINA MUNI BOND FUND-I MNCLX USD 0 USD 0 Bond No Load I Yes
MFS PENNSYLVANIA MUNI BOND FUND-I MPALX USD 0 USD 0 Bond No Load I Yes
MFS SOUTH CAROLINA MUNI BOND FUND-I MTSCX USD 0 USD 0 Bond No Load I Yes
MFS VIRGINIA MUNI BOND FUND-I MIVAX USD 0 USD 0 Bond No Load I Yes
MFS WEST VIRGINIA MUNI BOND FUND-I MWVIX USD 0 USD 0 Bond No Load I Yes
MFS BLENDED RESEARCH MD CAP EQ FD - A BMSFX USD 1,000 USD 0 N/A Front-End Load A No
MFS BLENDED RESEARCH MD CAP EQ FD - I BMSLX USD 0 USD 0 N/A No Load I Yes
MFS LIFETIME 2060 FUND-A MFJAX USD 1,000 USD 0 N/A Front-End Load A No
MFS LIFETIME 2060 FUND-I MFJIX USD 0 USD 0 N/A No Load I Yes
MFS MUNICIPAL HIGH INCOME FUND -R6 MMHKX USD 0 USD 0 N/A N/A R6 Yes
MFS MUNICIPAL INTERMEDIATE FUND MIUIX USD 0 USD 0 N/A N/A I Yes
MFS MUNICIPAL INTERMEDIATE FUND MIURX USD 0 USD 0 N/A N/A R6 Yes
MFS MUNICIPAL INTERMEDIATE FUND MIUAX USD 250 USD 0 N/A N/A A Yes
MFS MUNICIPAL INTERMEDIATE FUND MIUCX USD 250 USD 0 N/A N/A C Yes
MFS AGGRESSIVE GROWTH ALLOCATION FUND AGGPX USD 0 USD 0 N/A N/A R6 Yes
MFS CONSERVATIVE ALLOCATION FUND MACQX USD 0 USD 0 N/A N/A R6 Yes
MFS GROWTH ALLOCATION FUND MAGQX USD 0 USD 0 N/A N/A R6 Yes
MFS MODERATE ALLOCATION FUND MAMPX USD 0 USD 0 N/A N/A R6 Yes
MFS INTRINSIC VALUE FUND UIVIX USD 0 USD 0 N/A N/A I Yes

Notes:

  1. Advisor minimums may be lower.