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As of December 31, 2021 Fact Sheet MFS Moderate

www.mfs.com

Fact Sheet MFS ® Moderate Allocation Fund Q4 | 2021 As of December 31, 2021 Objective Seeks a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. Investment team Team of Quantitative Professionals General Oversight

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As of December 31, 2021 Fact Sheet MFS Value Fund

www.mfs.com

Fact Sheet MFS ® Value Fund Q4 | 2021 ... (lesser of purchases or sales)/average market value. Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of

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