# EDGAR Filing Document

**Accession Number:** 0000911637
**File Stem:** 0001410368-25-035688
**Filing Date:** 2025-12
**Character Count:** 144868
**Document Hash:** 77ec030c858fde08bcdec6993fa2df0d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410368-25-035688.hdr.sgml**: 20251212

**ACCESSION NUMBER**: 0001410368-25-035688

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251212

**DATE AS OF CHANGE**: 20251212

**EFFECTIVENESS DATE**: 20251212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XI
- **CENTRAL INDEX KEY:** 0000911637

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-07992
- **FILM NUMBER:** 251567341

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 18006372929

**MAIL ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS UNION STANDARD TRUST
- **DATE OF NAME CHANGE:** 19930907

## Series and Classes Contracts Data

### MFS Mid Cap Value Fund (Series ID: S000002499)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006776 | A            | MVCAX           |
| C000006777 | R4           | MVCJX           |
| C000006781 | B            | MCBVX           |
| C000006782 | C            | MVCCX           |
| C000006783 | I            | MCVIX           |
| C000006785 | R1           | MVCGX           |
| C000006787 | R2           | MCVRX           |
| C000006788 | R3           | MVCHX           |
| C000125404 | R6           | MVCKX           |

### MFS Blended Research Core Equity Fund (Series ID: S000002500)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006789 | A            | MUEAX           |
| C000006790 | B            | MUSBX           |
| C000006791 | C            | MUECX           |
| C000006792 | I            | MUSEX           |
| C000068492 | R1           | MUERX           |
| C000068493 | R2           | MUESX           |
| C000068494 | R3           | MUETX           |
| C000068495 | R4           | MUEUX           |
| C000068496 | R6           | MUEVX           |

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of MFS Series Trust XI and the Shareholders of MFS Blended Research Core Equity Fund:

In planning and performing our audit of the financial statements of MFS Blended Research Core Equity Fund (a series of MFS Series Trust XI) (the "Fund"), as of and for the year ended September 30, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Fund's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Fund's internal control over financial reporting. Accordingly, we express no such opinion.

The management of the Fund is responsible for establishing and maintaining effective internal control over financial reporting. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of controls. A fund's internal control over financial reporting is a process designed to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles. A fund's internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the fund; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and expenditures of the fund are being made only in accordance with authorizations of management of the fund and trustees of the trust; and (3) provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use, or disposition of a fund's assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.

A deficiency in internal control over financial reporting exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control over financial reporting, such that there is a reasonable possibility that a material misstatement of the fund's annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Fund's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the Public Company Accounting Oversight Board (United States). However, we noted no deficiencies in the Fund's internal control over financial reporting and its operations, including controls for safeguarding securities, that we consider to be a material weakness, as defined above, as of September 30, 2025.

------

This report is intended solely for the information and use of management, the Board of Trustees of MFS Series Trust XI and the Securities and Exchange Commission and is not intended to be and should not be used by anyone other than these specified parties.

/c/ Deloitte & Touche LLP

Boston, Massachusetts

November 13, 2025

## Internal

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Mid Cap Value Fund and the Board of Trustees of MFS Series Trust XI

In planning and performing our audit of the financial statements of MFS Mid Cap Value Fund (the Fund) (one of the series constituting MFS Series Trust XI (the Trust)) as of and for the year ended September 30, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Trust's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Trust's internal control over financial reporting. Accordingly, we express no such opinion.

The management of the Trust is responsible for establishing and maintaining effective internal control over financial reporting. In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of controls. A company's internal control over financial reporting is a process designed to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with U.S. generally accepted accounting principles. A company's internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the company; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with U.S. generally accepted accounting principles, and that receipts and expenditures of the company are being made only in accordance with authorizations of management and directors of the company; and (3) provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use or disposition of a company's assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements. Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.

A deficiency in internal control over financial reporting exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control over financial reporting, such that there is a reasonable possibility that a material misstatement of the Trust's annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Trust's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the PCAOB. However, we noted no deficiencies in the Trust's internal control over financial reporting and its operation, including controls over safeguarding securities, that we consider to be a material weakness as defined above as of September 30, 2025.

------

This report is intended solely for the information and use of management and the Board of Trustees of MFS Series Trust XI and the Securities and Exchange Commission and is not intended to be and should not be used by anyone other than these specified parties.

/s/ Ernst & Young LLP

Boston, Massachusetts

November 13, 2025

# Form N-CEN: Annual Report for Registered Investment Companies

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000911637

## N-CEN: Series/Class (Contract) Information

### N-CEN: Part A: General Information

**Item A.1.a - Report for period ending:** 2025-09-30

**Item A.1.b - Does this report cover a period of less than 12 months?:** No

## N-CEN: Part B: Information About the Registrant

- **Item B.1.a - Full name of Registrant:** MFS SERIES TRUST XI

- **Item B.1.b - Investment Company Act file number:** 811-07992

- **Item B.1.c - CIK:** 0000911637

- **Item B.1.d - LEI:** 549300O3TPADV1WWUX67

- **Item B.2.a - Street 1:** 111 HUNTINGTON AVENUE

- **Item B.2.b - City:** BOSTON

- **Item B.2.c - State:** MA

- **Item B.2.e - Zip Code:** 02199

- **Item B.2.f - Telephone:** 617-954-5000

- **Item B.2.g - Public Website:** www.mfs.com

### Item B.3 - Location of books and records

**Location books Record: 1**

- **a. Name of person (e.g., a custodian of records):** Ropes & Gray LLP

- **b. Street 1:** 800 Boylston Street

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199-3600

- **g. Telephone number:** 617-951-7000

- **h. Briefly describe the books and records kept at this location:** Counsel Record

**Location books Record: 2**

- **a. Name of person (e.g., a custodian of records):** Mycomplianceoffice Limited (New York, NY, US, Branch)

- **b. Street 1:** 535 5th Avenue

- **Street 2:** 4th Floor

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10017

- **g. Telephone number:** 866-951-2280

- **h. Briefly describe the books and records kept at this location:** Personal Trading System

**Location books Record: 3**

- **a. Name of person (e.g., a custodian of records):** Micro Focus, LLC

- **b. Street 1:** 4555 Great America Parkway

- **Street 2:** Suite 400

- **c. City:** Santa Clara

- **d. State, if applicable:** CA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 95054-1243

- **g. Telephone number:** 650-258-6827

- **h. Briefly describe the books and records kept at this location:** Storage Vendor

**Location books Record: 4**

- **a. Name of person (e.g., a custodian of records):** SS&C Technologies, Inc.

- **b. Street 1:** 333 West 11th Street

- **c. City:** Kansas City

- **d. State, if applicable:** MO

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 64105

- **g. Telephone number:** 816-435-1000

- **h. Briefly describe the books and records kept at this location:** Technology Vendor

**Location books Record: 5**

- **a. Name of person (e.g., a custodian of records):** MFS Service Center, Inc.

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Transfer Agency Record

**Location books Record: 6**

- **a. Name of person (e.g., a custodian of records):** Icertis, Inc.

- **b. Street 1:** 14711 NE 29th Place

- **Street 2:** Suite 100

- **c. City:** Bellevue

- **d. State, if applicable:** WA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 98007

- **g. Telephone number:** 425-869-7649

- **h. Briefly describe the books and records kept at this location:** Contract Management System

**Location books Record: 7**

- **a. Name of person (e.g., a custodian of records):** Iron Mountain, Inc.

- **b. Street 1:** 1 Federal Street

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02110

- **g. Telephone number:** 800-899-4766

- **h. Briefly describe the books and records kept at this location:** Storage Vendor

**Location books Record: 8**

- **a. Name of person (e.g., a custodian of records):** Institutional Shareholder Services Inc.

- **b. Street 1:** 702 King Farm Boulevard

- **Street 2:** Suite 400

- **c. City:** Rockville

- **d. State, if applicable:** MD

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 20850-4045

- **g. Telephone number:** 301-556-0500

- **h. Briefly describe the books and records kept at this location:** Proxy Voting Administrator

**Location books Record: 9**

- **a. Name of person (e.g., a custodian of records):** State Street Bank and Trust Company

- **b. Street 1:** 1 Congress Street

- **Street 2:** Suite 1

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02114

- **g. Telephone number:** 617-786-3000

- **h. Briefly describe the books and records kept at this location:** Custody and Accounting Records

**Location books Record: 10**

- **a. Name of person (e.g., a custodian of records):** Massachusetts Financial Services Company

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Investment Adviser Record

**Location books Record: 11**

- **a. Name of person (e.g., a custodian of records):** The Depository Trust Company

- **b. Street 1:** 55 Water Street

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10041

- **g. Telephone number:** 212-855-1000

- **h. Briefly describe the books and records kept at this location:** Central Clearinghouse

**Location books Record: 12**

- **a. Name of person (e.g., a custodian of records):** Charles River Development

- **b. Street 1:** 700 District Avenue

- **c. City:** Burlington

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 01803

- **g. Telephone number:** 781-238-0099

- **h. Briefly describe the books and records kept at this location:** Investment related records

**Location books Record: 13**

- **a. Name of person (e.g., a custodian of records):** MFS Fund Distributors, Inc.

- **b. Street 1:** 111 Huntington Avenue

- **c. City:** Boston

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 02199

- **g. Telephone number:** 617-954-5000

- **h. Briefly describe the books and records kept at this location:** Principal Underwriter Record

- **Item B.4.a - Is this the first filing by the Registrant?:** No

- **Item B.4.b - Is this the last filing by the Registrant?:** No

- **Item B.5.a - Is the Registrant part of a family of investment companies?:** Yes

- **Item B.5.a.i - Full name of family of investment companies:** MFS Funds

### Item B.6 - Organization

- [x] a. Open-end management investment company registered under the Act on Form N-1A

- [ ] b. Closed-end management investment company registered under the Act on Form N-2

- [ ] c. Separate account offering variable annuity contracts which is registered under the Act as a management investment company on Form N-3

- [ ] d. Separate account offering variable annuity contracts which is registered under the Act as a unit investment trust on Form N-4

- [ ] e. Small business investment company registered under the Act on Form N-5

- [ ] f. Separate account offering variable insurance contracts which is registered under the Act as a unit investment trust on Form N-6

- [ ] g. Unit investment trust registered under the Act on Form N-8B-2

- **Item B.6.i - Total number of Series:** 2

- **Item B.7 - Is the Registrant the issuer of a class of securities registered under the Securities Act?:** Yes

### Item B.8 - Directors

| Name                 | Is Interested Person?   | Other Investment Company File Numbers                                                                                                                                                                                                                                                                                                               |
|:---|:---|:---|
| Laurie J. Thomsen    | No                      | 811-06102, 811-05440, 811-00203, 811-03732, 811-04492, 811-04841, 811-00859, 811-06174, 811-22033, 811-04253, 811-04777, 811-02464, 811-05754, 811-08326, 811-05078, 811-05262, 811-04992, 811-05567, 811-21780, 811-04975, 811-02032, 811-02031, 811-03090, 811-04096, 811-03327, 811-08879, 811-05785, 811-02594, 811-04775, 811-05822, 811-02794 |
| Peter D. Jones       | No                      | 811-04775, 811-03732, 811-04777, 811-08326, 811-04492, 811-05822, 811-05440, 811-00203, 811-05078, 811-04253, 811-02464, 811-04992, 811-21780, 811-05567, 811-06102, 811-06174, 811-03327, 811-04975, 811-03090, 811-05262, 811-00859, 811-02031, 811-04841, 811-04096, 811-08879, 811-05754, 811-05785, 811-02032, 811-02594, 811-02794, 811-22033 |
| John P. Kavanaugh    | No                      | 811-05262, 811-04777, 811-02794, 811-05754, 811-08879, 811-06174, 811-02464, 811-05078, 811-22033, 811-06102, 811-04841, 811-05822, 811-02594, 811-05785, 811-00203, 811-03327, 811-08326, 811-02031, 811-04975, 811-04253, 811-04096, 811-02032, 811-03090, 811-04492, 811-00859, 811-05440, 811-04992, 811-21780, 811-03732, 811-05567, 811-04775 |
| Paula E. Smith       | No                      | 811-04841, 811-08879, 811-08326, 811-00859, 811-03732, 811-02464, 811-04975, 811-05262, 811-02032, 811-22033, 811-03090, 811-04775, 811-05754, 811-21780, 811-05078, 811-04492, 811-06102, 811-05822, 811-05785, 811-02594, 811-02794, 811-04777, 811-03327, 811-06174, 811-02031, 811-04992, 811-04096, 811-00203, 811-05567, 811-05440, 811-04253 |
| Michael W. Roberge   | Yes                     | 811-03327, 811-05785, 811-04975, 811-05822, 811-03090, 811-05440, 811-02594, 811-05262, 811-04253, 811-02464, 811-02032, 811-22033, 811-21780, 811-04992, 811-04777, 811-04096, 811-02031, 811-04775, 811-00203, 811-02794, 811-08326, 811-08879, 811-03732, 811-06174, 811-04841, 811-05078, 811-00859, 811-05567, 811-06102, 811-05754, 811-04492 |
| Maryanne L. Roepke   | No                      | 811-08879, 811-04841, 811-06102, 811-04492, 811-04992, 811-00203, 811-08326, 811-02032, 811-05754, 811-04975, 811-02594, 811-02464, 811-21780, 811-22033, 811-05262, 811-05822, 811-05785, 811-05567, 811-03732, 811-02031, 811-04777, 811-04775, 811-06174, 811-03327, 811-05078, 811-00859, 811-05440, 811-04253, 811-03090, 811-02794, 811-04096 |
| Clarence Otis, Jr.   | No                      | 811-05078, 811-04841, 811-06174, 811-02031, 811-21780, 811-05754, 811-04096, 811-03327, 811-02032, 811-03732, 811-03090, 811-05567, 811-05440, 811-05785, 811-05262, 811-04492, 811-05822, 811-22033, 811-00859, 811-02794, 811-00203, 811-08326, 811-04777, 811-04992, 811-02594, 811-02464, 811-04975, 811-04253, 811-06102, 811-08879, 811-04775 |
| Darrell A. Williams  | No                      | 811-08879, 811-04975, 811-04492, 811-04841, 811-06174, 811-00203, 811-03732, 811-00859, 811-04775, 811-02032, 811-04253, 811-03090, 811-02031, 811-02794, 811-02464, 811-05440, 811-05785, 811-04777, 811-05078, 811-04096, 811-04992, 811-03327, 811-05822, 811-06102, 811-05754, 811-08326, 811-22033, 811-02594, 811-05567, 811-05262, 811-21780 |
| Maureen R. Goldfarb  | No                      | 811-02032, 811-05785, 811-06102, 811-03090, 811-04253, 811-05822, 811-05440, 811-04096, 811-08326, 811-04992, 811-22033, 811-04975, 811-04775, 811-00203, 811-05754, 811-05078, 811-02594, 811-21780, 811-04841, 811-00859, 811-04492, 811-06174, 811-02464, 811-05567, 811-03327, 811-03732, 811-08879, 811-02794, 811-04777, 811-02031, 811-05262 |
| James W. Kilman, Jr. | No                      | 811-22033, 811-08326, 811-05440, 811-02032, 811-05754, 811-04975, 811-00203, 811-06174, 811-02464, 811-05567, 811-04775, 811-04492, 811-00859, 811-08879, 811-21780, 811-05785, 811-04992, 811-04096, 811-03732, 811-03327, 811-04841, 811-05262, 811-04253, 811-04777, 811-02031, 811-03090, 811-02594, 811-05822, 811-05078, 811-06102, 811-02794 |
| Steven E. Buller     | No                      | 811-03327, 811-05822, 811-06102, 811-04992, 811-08326, 811-00859, 811-22033, 811-05440, 811-21780, 811-00203, 811-05754, 811-02794, 811-04777, 811-02032, 811-06174, 811-05262, 811-04975, 811-03090, 811-02594, 811-04775, 811-03732, 811-05078, 811-04492, 811-04841, 811-02464, 811-05567, 811-05785, 811-02031, 811-04096, 811-08879, 811-04253 |
| John A. Caroselli    | No                      | 811-08326, 811-04992, 811-04775, 811-05078, 811-04492, 811-02031, 811-06102, 811-21780, 811-05754, 811-05822, 811-22033, 811-02032, 811-04777, 811-04253, 811-03327, 811-06174, 811-03090, 811-05262, 811-02794, 811-03732, 811-04096, 811-04841, 811-00859, 811-05785, 811-08879, 811-02594, 811-00203, 811-05567, 811-05440, 811-02464, 811-04975 |

### Item B.9. Chief compliance officer.

**Chief compliance officer Record: 1**

- **a. Full Name:** Rosa E. Licea-Mailloux

- **b. CRD Number, if any:** N/A

- **c. Street Address 1:** 111 Huntington Avenue

- **d. City:** Boston

- **e. State, if applicable:** MA

- **f. Foreign country, if applicable:** US

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

- **i. Has the chief compliance officer changed since the last filing?:** No

If the chief compliance officer is compensated or employed by any person other than the Registrant, provide:

**CCO employer Record: 1**

- **i. Name of the person:** —

- **ii. Person’s IRS Employer Identification Number:** —

### Item B.10. Matters for security holder vote.

- **Were any matters submitted by the Registrant for its security holders’ vote during the reporting period?** —

| Series Name   | Series ID   |
|:---|:---|
| N/A           | N/A         |

- **Item B.11.a - Have there been any material legal proceedings?:** No

- **Item B.11.b - Has any proceeding previously reported been terminated?:** No

- **Item B.12.a - Were any claims with respect to the Registrant filed under a fidelity bond?:** No

- **Item B.13.a - Are the Registrant's officers or directors covered under any insurance policy?:** Yes

- **Item B.13.a.i - If yes, were any claims filed under the policy during the reporting period?:** No

- **Item B.14 - Did an affiliated person provide any form of financial support to the Registrant?:** No

- **Item B.15.a - Did the Registrant rely on any exemptive orders from the Commission?:** No

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

- **i. Full name:** MFS Fund Distributors, Inc.

- **ii. SEC file number:** 8-45321

- **iii. CRD number:** 000031052

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Is the principal underwriter an affiliated person...?:** Yes

- **b. Have any principal underwriters been hired or terminated during the reporting period?** No

### Item B.17. Independent public accountant.

**Public accountant Record: 1**

- **a. Full Name:** Deloitte & Touche LLP

- **b. PCAOB Number:** 34

- **c. LEI, if any:** 254900WYZPGQGKV3RF07

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

**Public accountant Record: 2**

- **a. Full Name:** Ernst & Young LLP

- **b. PCAOB Number:** 42

- **c. LEI, if any:** 254900Y3CIB1KF938C31

- **d. State, if applicable:** MA

- **e. Foreign country, if applicable:** US

- **f. Has the independent public accountant changed since the last filing?** No

- **Item B.18 - Did an independent public accountant's report on internal control note any material weaknesses?:** No

- **Item B.19 - Did an independent public accountant issue an opinion other than an unqualified opinion?:** No

- **Item B.20 - Have there been material changes in the method of valuation?:** No

- **Item B.21 - Have there been any changes in accounting principles or practices?:** No

- **Item B.22.a - Were any payments made to shareholders as a result of an error in calculating NAV?:** No

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Mid Cap Value Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Mid Cap Value Fund

- **b. Series identification number, if any:** S000002499

- **c. LEI:** BXHSCSBXYY1DOHP6E209

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R3                | C000006788                                | MVCHX                        |
|                           2 | Class I                 | C000006783                                | MCVIX                        |
|                           3 | Class R4                | C000006777                                | MVCJX                        |
|                           4 | Class R2                | C000006787                                | MCVRX                        |
|                           5 | Class B                 | C000006781                                | MCBVX                        |
|                           6 | Class R6                | C000125404                                | MVCKX                        |
|                           7 | Class R1                | C000006785                                | MVCGX                        |
|                           8 | Class C                 | C000006782                                | MVCCX                        |
|                           9 | Class A                 | C000006776                                | MVCAX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $16,612,301.55

- **g. Provide the net income from securities lending activities:** $281,266.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 16**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 26**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $320,373.41

**Brokers Record: 2**

- **i. Full name of broker:** Wells Fargo Securities, LLC

- **ii. SEC file number:** 8-65876

- **iii. CRD number:** 000126292

- **iv. LEI, if any:** VYVVCKR63DVZZN70PB21

- **v. State, if applicable:** NC

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $49,504.19

**Brokers Record: 3**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $71,786.45

**Brokers Record: 4**

- **i. Full name of broker:** TD Securities (USA) LLC

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $85,692.52

**Brokers Record: 5**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $318,625.94

**Brokers Record: 6**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $264,287.28

**Brokers Record: 7**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $377,067.23

**Brokers Record: 8**

- **i. Full name of broker:** JonesTrading Institutional Services LLC

- **ii. SEC file number:** 8-26089

- **iii. CRD number:** 000006888

- **iv. LEI, if any:** 2138008JJ5PA8H5UIL69

- **v. State, if applicable:** CA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $80,167.25

**Brokers Record: 9**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $246,797.89

**Brokers Record: 10**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $49,078.88

**Aggregate Commission:** $2,041,182.31

**Item C.17.a. Principal transaction counterparties.**

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $6,940,395.00             |
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $107,592,674.00           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $114,533,069.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $17,251,891,814.45

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Income Fund                                    | 811-05262         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Research Series                                | 811-08326         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research International Fund                    | 811-04777         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Utilities Series                               | 811-08326         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Limited Maturity Fund                          | 811-02464         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Income Portfolio                               | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS High Income Fund                               | 811-02794         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Utilities Fund                                 | 811-06102         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 2 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 3 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 4 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 6 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 7 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 8 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 9 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 10 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 11 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 12 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Value Series                                                     | 811-08326         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS International Equity Fund                                        | 811-06174         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Research International Fund                                      | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Research Series                                                  | 811-08326         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Technology Fund                                | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS High Income Fund                               | 811-02794         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Research Series                                | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Research International Fund                    | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Income Fund                                    | 811-05262         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Total Return Series                            | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Utilities Series                               | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 2 - MFS Blended Research Core Equity Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Blended Research Core Equity Fund

- **b. Series identification number, if any:** S000002500

- **c. LEI:** SQK3NYUBFBKJ3GF1IO09

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000006791                                | MUECX                        |
|                           2 | Class R4                | C000068495                                | MUEUX                        |
|                           3 | Class B                 | C000006790                                | MUSBX                        |
|                           4 | Class R6                | C000068496                                | MUEVX                        |
|                           5 | Class R2                | C000068493                                | MUESX                        |
|                           6 | Class R1                | C000068492                                | MUERX                        |
|                           7 | Class A                 | C000006789                                | MUEAX                        |
|                           8 | Class R3                | C000068494                                | MUETX                        |
|                           9 | Class I                 | C000006792                                | MUSEX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4 (17 CFR 270.18f-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $310.39

**Brokers Record: 2**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $875.57

**Brokers Record: 3**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $20,103.82

**Brokers Record: 4**

- **i. Full name of broker:** Fidelity Brokerage Services LLC

- **ii. SEC file number:** 8-23292

- **iii. CRD number:** 000007784

- **iv. LEI, if any:** 549300OQFQ4NFIOD5695

- **v. State, if applicable:** RI

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $2,845.11

**Brokers Record: 5**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $83,234.25

**Brokers Record: 6**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,347.99

**Brokers Record: 7**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,885.20

**Brokers Record: 8**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $323.82

**Brokers Record: 9**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $687.20

**Brokers Record: 10**

- **i. Full name of broker:** Virtu Americas LLC

- **ii. SEC file number:** 8-68193

- **iii. CRD number:** 000149823

- **iv. LEI, if any:** 549300RA02N3BNSWBV74

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $850.13

**Aggregate Commission:** $116,906.42

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $1,509,576,618.32

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Diversification Fund             | 811-04492         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Series                                  | 811-08326         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Research International Fund                    | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Research Series                                | 811-08326         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS International Growth Fund                      | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS New Discovery Series                           | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Income Fund                                    | 811-05262         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Research International Fund                    | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Research Fund                                  | 811-02031         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Diversification Fund             | 811-04492         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Value Fund                                     | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Research Series                                | 811-08326         |
| MFS High Income Fund                               | 811-02794         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Total Return Series                            | 811-08326         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Value Series                                   | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime 2030 Fund                             | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 2 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 3 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 4 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 7 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 8 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 9 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 10 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 11 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 12 Name of institution:** Canadian Imperial Bank of Commerce

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Research Fund                                                    | 811-02031         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Value Series                                                     | 811-08326         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS International Growth Fund                                        | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Value Fund                                                       | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Diversified Income Fund                                          | 811-03327         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MFS SERIES TRUST XI

**Date:** 2025-12-11

**Signature:** James Byrne

**Title:** Assistant Treasurer