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EXPENSES

Cost Per $10,000:
3-Year: $281
5-Year: $492
10-Year: $1,121
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: +2.80%    
86th
3-Year: +10.26%    
90th
5-Year: +11.14%    
94th
Avg. Annualized Returns Vs. Similar Funds
1-Year: +4.96%    
89th
3-Year: +2.60%    
93th
5-Year: +2.14%    
91th
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MANAGEMENT

Fund Manager:
Steven R. Gorham
Since: 01/02

PORTFOLIO

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RESOURCES

Contact Info:

MFS
500 Boylston St
Boston, MA 127
800 225-2606

NTF Availability:

NO NTF AVAILABILITY

Data on this page as of 05/31/2016. Underlying data provided by Value Line, INC.