# EDGAR Filing Document

**Accession Number:** 0000356349
**File Stem:** 0000912938-23-000254
**Filing Date:** 2023-2
**Character Count:** 19379
**Document Hash:** 2167cfcbd81eb15a1d2d2b8cd05ded16
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000912938-23-000254.hdr.sgml**: 20230228

**ACCESSION NUMBER**: 0000912938-23-000254

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20230228

**DATE AS OF CHANGE**: 20230228

**EFFECTIVENESS DATE**: 20230228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XIII
- **CENTRAL INDEX KEY:** 0000356349
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-74959
- **FILM NUMBER:** 23678792

**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 GOVERNMENT SECURITIES FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT GUARANTEED SECURITIES TRUST
- **DATE OF NAME CHANGE:** 19910522

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WORKING CAPITAL TRUST
- **DATE OF NAME CHANGE:** 19840529

## Series and Classes Contracts Data

### MFS Government Securities Fund (Series ID: S000000693)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| I          | MGSIX         | C000002006 |
| A          | MFGSX         | C000002007 |
| R4         | MFGJX         | C000002008 |
| B          | MFGBX         | C000002012 |
| C          | MFGDX         | C000002013 |
| R1         | MFGGX         | C000002015 |
| R2         | MGVSX         | C000002017 |
| R3         | MFGHX         | C000002018 |
| R6         | MFGKX         | C000117927 |

---

### MFS Diversified Income Fund (Series ID: S000012219)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | DIFAX         | C000033358 |
| C          | DIFCX         | C000033359 |
| I          | DIFIX         | C000033360 |
| R1         | DIFDX         | C000068409 |
| R2         | DIFEX         | C000068410 |
| R3         | DIFFX         | C000068411 |
| R4         | DIFGX         | C000068412 |
| R6         | DIFHX         | C000117928 |

---

### MFS New Discovery Value Fund (Series ID: S000032712)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | NDVAX         | C000100956 |
| B          | NDVBX         | C000100957 |
| C          | NDVCX         | C000100958 |
| I          | NDVIX         | C000100959 |
| R1         | NDVRX         | C000100960 |
| R2         | NDVSX         | C000100961 |
| R3         | NDVTX         | C000100962 |
| R4         | NDVUX         | C000100963 |
| R6         | NDVVX         | C000117930 |

---

## Series and Classes Contracts Data

### MFS Government Securities Fund (Series ID: S000000693)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002006 | I            | MGSIX           |
| C000002007 | A            | MFGSX           |
| C000002008 | R4           | MFGJX           |
| C000002012 | B            | MFGBX           |
| C000002013 | C            | MFGDX           |
| C000002015 | R1           | MFGGX           |
| C000002017 | R2           | MGVSX           |
| C000002018 | R3           | MFGHX           |
| C000117927 | R6           | MFGKX           |

### MFS Diversified Income Fund (Series ID: S000012219)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000033358 | A            | DIFAX           |
| C000033359 | C            | DIFCX           |
| C000033360 | I            | DIFIX           |
| C000068409 | R1           | DIFDX           |
| C000068410 | R2           | DIFEX           |
| C000068411 | R3           | DIFFX           |
| C000068412 | R4           | DIFGX           |
| C000117928 | R6           | DIFHX           |

### MFS New Discovery Value Fund (Series ID: S000032712)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000100956 | A            | NDVAX           |
| C000100957 | B            | NDVBX           |
| C000100958 | C            | NDVCX           |
| C000100959 | I            | NDVIX           |
| C000100960 | R1           | NDVRX           |
| C000100961 | R2           | NDVSX           |
| C000100962 | R3           | NDVTX           |
| C000100963 | R4           | NDVUX           |
| C000117930 | R6           | NDVVX           |

![](image0.jpg)

SUPPLEMENT TO THE STATEMENT OF ADDITIONAL INFORMATION

The date of this supplement is February 28, 2023.

For the MFS<sup>®</sup> Funds listed below:

------

MFS<sup>®</sup> DIVERSIFIED INCOME FUND MFS<sup>®</sup> NEW DISCOVERY VALUE FUND <br> MFS<sup>®</sup> GOVERNMENT SECURITIES FUND

Effective immediately, the sub-sections entitled "Compensation," "Ownership of Fund Shares," and "Other Accounts" under the main heading entitled "APPENDIX D – PORTFOLIO MANAGER(S)" are hereby restated, with respect to MFS Diversified Income Fund only, as follows:

Compensation<br>

MFS' philosophy is to align portfolio manager compensation with the goal to provide shareholders with long-term value through a collaborative investment process. Therefore, MFS uses long-term investment performance as well as contribution to the overall investment process and collaborative culture as key factors in determining portfolio manager compensation. In addition, MFS seeks to maintain total compensation programs that are competitive in the asset management industry in each geographic market where it has employees. MFS uses competitive compensation data to ensure that compensation practices are aligned with its goals of attracting, retaining, and motivating the highest-quality professionals.

MFS reviews portfolio manager compensation annually. In determining portfolio manager compensation, MFS uses quantitative means and qualitative means to help ensure a sustainable investment process. As of December 31, 2021, portfolio manager total cash compensation is a combination of base salary and performance bonus:<br>

*Base Salary* – Base salary generally represents a smaller percentage of portfolio manager total cash compensation than performance bonus.

*Performance Bonus* – Generally, the performance bonus represents more than a majority of portfolio manager total cash compensation.

The performance bonus is based on a combination of quantitative and qualitative factors, generally with more weight given to the former and less weight given to the latter.

The quantitative portion is primarily based on the pre-tax performance of accounts managed by the portfolio manager over a range of fixed-length time periods, intended to provide the ability to assess performance over time periods consistent with a full market cycle and a strategy's investment horizon. The fixed-length time periods include the portfolio manager's full tenure on each fund and, when available, 10-, 5-, and 3-year periods. For portfolio managers who have served for less than three years, shorter-term periods, including the one-year period, will also be considered, as will performance in previous roles, if any, held at the firm. Emphasis is generally placed on longer performance periods when multiple performance periods are available. Performance is evaluated across the full set of strategies and portfolios managed by a given portfolio manager, relative to appropriate peer group universes and/or representative indices ("benchmarks"). As of December 31, 2021, the following benchmarks were used to measure the following portfolio managers' performance for the following Funds, unless otherwise indicated:

---

| | | |
|:---|:---|:---|
| **Fund** | &nbsp;&nbsp; **Portfolio Manager** | **Benchmark(s)** |
| MFS Diversified Income Fund | &nbsp;&nbsp; Robert Almeida | &nbsp;&nbsp; Lipper Mixed-Asset Target Allocation Conservative Funds<br> Bloomberg U.S. Corporate High-Yield 2% Issuer Capped Index<br> Bloomberg U.S. Government/Mortgage Index<br> Russell 1000<sup>®</sup> Value Index<br> JPMorgan Emerging Markets Bond Index Global<br> MSCI US REIT Index (net div)<br> Morningstar US Fund Allocation – 30% to 50% Equity Funds |
| MFS Diversified Income Fund | &nbsp;&nbsp; Neeraj Arora | &nbsp;&nbsp; JPMorgan Emerging Markets Bond Index Global |
| MFS Diversified Income Fund | &nbsp;&nbsp; David Cole | &nbsp;&nbsp; Bloomberg U.S. Corporate High-Yield 2% Issuer Capped Index |
| MFS Diversified Income Fund | &nbsp;&nbsp; Rick Gable | &nbsp;&nbsp; MSCI US REIT Index (net div)<br> Lipper Real Estate Funds<br> Morningstar US Real Estate Funds |
| MFS Diversified Income Fund | &nbsp;&nbsp; Alexander Mackey | &nbsp;&nbsp; Bloomberg U.S. Credit Index |
| MFS Diversified Income Fund | &nbsp;&nbsp; John Mitchell<sup>1</sup> | &nbsp;&nbsp; Bloomberg U.S. Credit Index |
| MFS Diversified Income Fund | &nbsp;&nbsp; Matt Ryan | &nbsp;&nbsp; JPMorgan Emerging Markets Bond Index Global |
| MFS Diversified Income Fund | &nbsp;&nbsp; Jonathan Sage | &nbsp;&nbsp; MSCI All Country World High Dividend Yield Index (net div) |
| MFS Diversified Income Fund | &nbsp;&nbsp; Geoffrey Schechter | &nbsp;&nbsp; Bloomberg U.S. Government/Mortgage Index |
| MFS Diversified Income Fund | &nbsp;&nbsp; Michael Skatrud | &nbsp;&nbsp; Bloomberg U.S. Corporate High-Yield 2% Issuer Capped Index |

---

<sup>1</sup> Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023.

Benchmarks may include versions and components of indices, custom indices, and linked indices that combine performance of different indices for different portions of the time period, where appropriate.

1050370 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; JUNE-SAI-COMBINED-SUP-I-022823

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The qualitative portion is based on the results of an annual internal peer review process (where portfolio managers are evaluated by other portfolio managers, analysts, and traders) and management's assessment of overall portfolio manager contribution to the MFS investment process and the client experience (distinct from fund and other account performance).

The performance bonus is generally a combination of cash and a deferred cash award. A deferred cash award is issued for a cash value and becomes payable over a three-year vesting period if the portfolio manager remains in the continuous employ of MFS or its affiliates. During the vesting period, the value of the unfunded deferred cash award will fluctuate as though the portfolio manager had invested the cash value of the award in an MFS Fund(s) selected by the portfolio manager.

*MFS Equity Plan –* Portfolio managers also typically benefit from the opportunity to participate in the MFS Equity Plan. Equity interests are awarded by management, on a discretionary basis, taking into account tenure at MFS, contribution to the investment process, and other factors.

Finally, portfolio managers also participate in benefit plans (including a defined contribution plan and health and other insurance plans) and programs available generally to other employees of MFS. The percentage such benefits represent of any portfolio manager's compensation depends upon the length of the individual's tenure at MFS and salary level, as well as other factors.

#### Ownership of Fund Shares

**The following table shows the dollar range of equity securities of the Fund beneficially owned by the Fund's portfolio manager(s) (including the value of any deferred cash award which is based on the performance of the Fund) as of the Fund's fiscal year ended February 28, 2022, unless otherwise indicated. The following dollar ranges apply:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;N. None

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A. $1 – $10,000

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;B. $10,001 – $50,000

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;C. $50,001 – $100,000

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;D. $100,001 – $500,000

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;E. $500,001 – $1,000,000

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;F. Over $1,000,000

---

| | |
|:---|:---|
| Fund | Portfolio Manager |
| MFS Diversified Income Fund | Robert Almeida<br> D |
| MFS Diversified Income Fund | Neeraj Arora<br> A |
| MFS Diversified Income Fund | David Cole<br> N |
| MFS Diversified Income Fund | Rick Gable<br> D |
| MFS Diversified Income Fund | Alexander Mackey<br> N |
| MFS Diversified Income Fund | John Mitchell<sup>1</sup> C |
| MFS Diversified Income Fund | Matt Ryan<br> N |
| MFS Diversified Income Fund | Jonathan Sage<br> D |
| MFS Diversified Income Fund | Geoffrey Schechter<br> D |
| MFS Diversified Income Fund | Michael Skatrud<br> N |

---

<sup>1</sup> Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. <br>

1050370&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; JUNE-SAI-COMBINED-SUP-I-022823

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#### Other Accounts
In addition to the Fund, each portfolio manager of the Fund is named as a portfolio manager of certain other accounts managed or sub-advised by MFS or an affiliate. Wholly-owned subsidiaries of registered investment companies are not considered separate accounts for purposes of number of accounts and total assets managed. The number and assets of these accounts were as follows as of the Fund's fiscal year ended February 28, 2022, unless otherwise indicated:

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | Fund | Portfolio Manager | Category of Accounts Managed | Number of Accounts | Total Assets |
| MFS Diversified Income Fund | MFS Diversified Income Fund | Alexander Mackey | Registered Investment Companies<sup>2</sup> | 18 | $39.2 billion |
|  |  |  | Other Pooled Investment Vehicles | 5 | $2.4 billion |
|  |  |  | Other Accounts | 5 | $413.7 million |
|  |  | David Cole | Registered Investment Companies<sup>2</sup> | 14 | $9.8 billion |
|  |  |  | Other Pooled Investment Vehicles | 9 | $6.4 billion |
|  |  |  | Other Accounts | 7 | $600.5 million |
|  |  | Geoffrey Schechter | Registered Investment Companies<sup>2</sup> | 14 | $26.1 billion |
|  |  |  | Other Pooled Investment Vehicles | 4 | $822.3 million |
|  |  |  | Other Accounts | 1 | $259.8 million |
|  |  | John Mitchell<sup>1</sup> | Registered Investment Companies<sup>2</sup> | 8 | $10.5 billion |
|  |  |  | Other Pooled Investment Vehicles | 9 | $2.9 billion |
|  |  |  | Other Accounts | 8 | $1.2 billion |
|  |  | Jonathan Sage | Registered Investment Companies<sup>2</sup> | 20 | $11.2 billion |
|  |  |  | Other Pooled Investment Vehicles | 14 | $3.8 billion |
|  |  |  | Other Accounts | 29 | $9.1 billion |
|  |  | Matt Ryan | Registered Investment Companies<sup>2</sup> | 9 | $15.7 billion |
|  |  |  | Other Pooled Investment Vehicles | 10 | $3.8 billion |
|  |  |  | Other Accounts | 7 | $2.3 billion |
|  |  | Michael Skatrud | Registered Investment Companies<sup>2</sup> | 12 | $9.6 billion |
|  |  |  | Other Pooled Investment Vehicles | 8 | $1.2 billion |
|  |  |  | Other Accounts | 4 | $302.9 million |
|  |  | Neeraj Arora | Registered Investment Companies<sup>2</sup> | 6 | $14.1 billion |
|  |  |  | Other Pooled Investment Vehicles | 4 | $2.7 billion |
|  |  |  | Other Accounts | 5 | $2.2 billion |
|  |  | Rick Gable | Registered Investment Companies<sup>2</sup> | 6 | $7.8 billion |
|  |  |  | Other Pooled Investment Vehicles | 3 | $263.4 million |
|  |  |  | Other Accounts | 3 | $456.0 million |
|  |  | Robert Almeida | Registered Investment Companies<sup>2</sup> | 2 | $3.5 billion |
|  |  |  | Other Pooled Investment Vehicles | 2 | $133.3 million |
|  |  |  | Other Accounts | 0 | Not Applicable |
| <sup>1</sup> | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. | Became a portfolio manager of the Fund after the date referenced above; therefore, information is as of January 31, 2023. |
| <sup>2</sup> | Includes the Fund. | Includes the Fund. | Includes the Fund. | Includes the Fund. | Includes the Fund. |

---

Advisory fees were not based upon performance of any of the accounts identified in the table above.

1050370 &nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; JUNE-SAI-COMBINED-SUP-I-022823

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