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EXPENSES

Cost Per $10,000:
3-Year: $284
5-Year: $498
10-Year: $1,134
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: +9.69%    
78th
3-Year: +15.82%    
86th
5-Year: +13.20%    
77th
Avg. Annualized Returns Vs. Similar Funds
1-Year: +1.73%    
74th
3-Year: +1.41%    
77th
5-Year: +0.89%    
72th
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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 03/31/2015. Underlying data provided by Value Line, INC.