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2021 Capital Gain Estimates
2021 CAPITAL GAIN ESTIMATES (CONT.) Capital Gain Es timates as of September 30, 202 1 (as a % of average NAV) Fund Name Short-Term Long-Term Total Record Date Ex Date Payable Date MFS® Emerging Markets Debt Fund 0% 0% 0% 12/15 12/16 12/17 MFS® Emerging Markets Debt Local Currency Fund 0% 0% 0% 12/15 12/16 12/17
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As of December 31, 2021 Fact Sheet MFS Moderate …
www.mfs.comwill indirectly bear the fees and expenses of the underlying funds. n Please see the prospectus for further information on these and other risk considerations. Benchmark and vendor disclosures Standard & Poor's 500 Stock Index - a market capitalization-weighted index of 500 widely held equity securities, designed to measure
20 Years of the Best and Worst: Disciplined diversification
www.mfs.comAsset Allocation Diversification – 20 Years of the Best and Worst Everyone wants to be in the best-performing asset class every year. The thing is, few people …
2022 Social Security Reference Guide - MFS
www.mfs.comGovernment employees 13 Windfall Elimination Provision and Government Pension Offset 14 Windfall Elimination Provision Adjustment Based on Years of Substantial Earnings ... (possible exception if born on or before 1/1/1954; see page 8)
MFS SIMPLE IRA Plan
www.mfs.comSponsored Retirement Plan within 60 days, mark “Rollover check attached”in Section 3 of the application and send the application with your check to MFS. Be sure to keep the MFS SIMPLE IRA Disclosure Statement, the Form 5305-S SIMPLE Individual Retirement Trust Account, and a copy of your application for your records.
Fact Sheet MFS Growth Fund
www.mfs.comThe fund seeks companies whose duration of growth potential we believe is underappreciated by the market. Emphasis is placed on high-quality, above-average businesses with pricing power and free cash ... constructed to provide a comprehensive barometer for growth securities in the large-cap segment of the U.S. equity universe. Companies in this ...
As of September 30, 2021 Fact Sheet MFS Value Fund
www.mfs.comBefore investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully. Fact Sheet | Q3 | 2021 MFS ® Value Fund EIF-FS-10-21 14891.59 CALENDAR YEAR TOTAL ...
Application - MFS
www.mfs.com529 SAVINGS PLAN. HOW TO OPEN YOUR ACCOUNT. 1.o establish an MFS 529 Savings Plan account, complete the appropriate sections T of the enclosed MFS 529 Savings Plan Application. 2.ake your check(s) payable to MFS Service Center, Inc. The minimum initial M . contribution is $250 per fund/account.
Massachusetts Investors Trust - MFS
www.mfs.comFact Sheet Massachusetts Investors Trust Q4 | 2021 As of December 31, 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 ...
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11 June 2021 J.P. Morgan Emerging Markets Bond Index ...
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