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EXPENSES

Cost Per $10,000:
3-Year: $297
5-Year: $521
10-Year: $1,186
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: +15.14%    
83th
3-Year: +22.38%    
86th
5-Year: +13.83%    
75th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -1.21%    
27th
3-Year: +0.98%    
59th
5-Year: +0.07%    
51th
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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 9/30/2014. Underlying data provided by Value Line, INC.