# EDGAR Filing Document

**Accession Number:** 0001330967
**File Stem:** 0000912938-23-000256
**Filing Date:** 2023-2
**Character Count:** 30166
**Document Hash:** 0a59ad255a4a0d23a1f8e40cccc5c16a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000912938-23-000256.hdr.sgml**: 20230228

**ACCESSION NUMBER**: 0000912938-23-000256

**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 IX
- **CENTRAL INDEX KEY:** 0000063075
- **IRS NUMBER:** 042535629
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-50409
- **FILM NUMBER:** 23678817

**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 SERIES TRUST IX /MA/
- **DATE OF NAME CHANGE:** 19951218

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERIES TRUST IX
- **DATE OF NAME CHANGE:** 19950207

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS BOND FUND
- **DATE OF NAME CHANGE:** 19930408
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XII
- **CENTRAL INDEX KEY:** 0001330967
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-126328
- **FILM NUMBER:** 23678818

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 617-954-5000

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS Series Trust XII
- **DATE OF NAME CHANGE:** 20050622

## Series and Classes Contracts Data

### MFS Corporate Bond Fund (Series ID: S000002492)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MFBFX         | C000006711 |
| R4         | MFBJX         | C000006712 |
| B          | MFBBX         | C000006716 |
| C          | MFBCX         | C000006717 |
| I          | MBDIX         | C000006718 |
| R1         | MFBGX         | C000006720 |
| R2         | MBRRX         | C000006722 |
| R3         | MFBHX         | C000006723 |
| R6         | MFBKX         | C000070424 |

---

### MFS Limited Maturity Fund (Series ID: S000002495)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| I          | MQLIX         | C000006744 |
| A          | MQLFX         | C000006745 |
| R4         | MQLJX         | C000006746 |
| B          | MQLBX         | C000006750 |
| C          | MQLCX         | C000006751 |
| R1         | MQLGX         | C000006753 |
| R2         | MLMRX         | C000006755 |
| R3         | MQLHX         | C000006756 |
| R6         | MQLKX         | C000119776 |

---

### MFS Municipal Limited Maturity Fund (Series ID: S000002496)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MTLFX         | C000006757 |
| B          | MTLBX         | C000006758 |
| C          | MTLCX         | C000006759 |
| I          | MTLIX         | C000092113 |
| R6         | MTLRX         | C000195152 |

---

### MFS Total Return Bond Fund (Series ID: S000002497)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MRBFX         | C000006760 |
| R4         | MRBJX         | C000006761 |
| B          | MRBBX         | C000006765 |
| C          | MRBCX         | C000006766 |
| I          | MRBIX         | C000006767 |
| R1         | MRBGX         | C000006769 |
| R2         | MRRRX         | C000006771 |
| R3         | MRBHX         | C000006772 |
| R6         | MRBKX         | C000034443 |

---

### MFS Lifetime Income Fund (Series ID: S000002501)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MLLAX         | C000006793 |
| B          | MLLBX         | C000006794 |
| C          | MLLCX         | C000006795 |
| I          | MLLIX         | C000006796 |
| R1         | MLLEX         | C000006797 |
| R2         | MLLGX         | C000006799 |
| R3         | MLLHX         | C000006800 |
| R4         | MLLJX         | C000006801 |
| R6         | MLLKX         | C000173225 |

---

### MFS Lifetime 2030 Fund (Series ID: S000002504)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MLTAX         | C000006820 |
| B          | MLTBX         | C000006821 |
| C          | MLTCX         | C000006822 |
| I          | MLTIX         | C000006823 |
| R1         | MLTEX         | C000006824 |
| R2         | MLTGX         | C000006826 |
| R3         | MLTHX         | C000006827 |
| R4         | MLTJX         | C000006828 |
| R6         | MLTKX         | C000173227 |

---

### MFS Lifetime 2040 Fund (Series ID: S000002505)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MLFAX         | C000006829 |
| B          | MLFBX         | C000006830 |
| C          | MLFCX         | C000006831 |
| I          | MLFIX         | C000006832 |
| R1         | MLFEX         | C000006833 |
| R2         | MLFGX         | C000006835 |
| R3         | MLFHX         | C000006836 |
| R4         | MLFJX         | C000006837 |
| R6         | MLFKX         | C000173228 |

---

### MFS Lifetime 2050 Fund (Series ID: S000030062)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MFFSX         | C000092196 |
| B          | MFFRX         | C000092197 |
| C          | MFFDX         | C000092198 |
| I          | MFFIX         | C000092199 |
| R1         | MFFMX         | C000092200 |
| R2         | MFFNX         | C000092201 |
| R3         | MFFOX         | C000092202 |
| R4         | MFFPX         | C000092203 |
| R6         | MFFKX         | C000173229 |

---

### MFS Lifetime 2025 Fund (Series ID: S000038773)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| B          | LTTBX         | C000119423 |
| C          | LTTCX         | C000119424 |
| I          | LTTIX         | C000119425 |
| R1         | LTTRX         | C000119426 |
| R2         | LTTSX         | C000119427 |
| R3         | LTTTX         | C000119428 |
| R4         | LTTUX         | C000119429 |
| A          | LTTAX         | C000119430 |
| R6         | LTTKX         | C000173230 |

---

### MFS Lifetime 2035 Fund (Series ID: S000038774)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | LFEAX         | C000119431 |
| B          | LFEBX         | C000119432 |
| C          | LFECX         | C000119433 |
| I          | LFEDX         | C000119434 |
| R1         | LFERX         | C000119435 |
| R2         | LFESX         | C000119436 |
| R3         | LFETX         | C000119437 |
| R4         | LFEUX         | C000119438 |
| R6         | LFEKX         | C000173231 |

---

### MFS Lifetime 2045 Fund (Series ID: S000038775)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | LTMAX         | C000119439 |
| B          | LTMBX         | C000119440 |
| C          | LTMDX         | C000119441 |
| I          | LTMKX         | C000119442 |
| R1         | LTMRX         | C000119443 |
| R2         | LTMSX         | C000119444 |
| R3         | LTMTX         | C000119445 |
| R4         | LTMUX         | C000119446 |
| R6         | LTMLX         | C000173232 |

---

### MFS Lifetime 2055 Fund (Series ID: S000038776)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | LFIAX         | C000119447 |
| B          | LFIBX         | C000119448 |
| C          | LFICX         | C000119449 |
| I          | LFIIX         | C000119450 |
| R1         | LFIRX         | C000119451 |
| R2         | LFISX         | C000119452 |
| R3         | LFITX         | C000119453 |
| R4         | LFIUX         | C000119454 |
| R6         | LFIKX         | C000173233 |

---

### MFS Lifetime 2060 Fund (Series ID: S000055287)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MFJAX         | C000173915 |
| B          | MFJBX         | C000173916 |
| C          | MFJCX         | C000173917 |
| I          | MFJIX         | C000173918 |
| R1         | MFJEX         | C000173919 |
| R2         | MFJGX         | C000173920 |
| R3         | MFJTX         | C000173921 |
| R4         | MFJUX         | C000173922 |
| R6         | MFJKX         | C000173923 |

---

### MFS Lifetime 2065 Fund (Series ID: S000072833)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| R3         | LFTLX         | C000229436 |
| R2         | LFTKX         | C000229437 |
| R1         | LFTJX         | C000229438 |
| R4         | LFTMX         | C000229439 |
| C          | LFTGX         | C000229440 |
| A          | LFTFX         | C000229441 |
| R6         | LFTNX         | C000229442 |
| I          | LFTHX         | C000229443 |

---

### MFS Core Bond Fund (Series ID: S000076470)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| R4         | MCBKX         | C000236386 |
| R6         | MCBMX         | C000236387 |
| R3         | MCBJX         | C000236388 |
| A          | MCBEX         | C000236389 |
| R1         | MCBGX         | C000236390 |
| I          | MCBFX         | C000236391 |
| C          | MCBCX         | C000236392 |
| R2         | MCBHX         | C000236393 |

---

## Series and Classes Contracts Data

### MFS Corporate Bond Fund (Series ID: S000002492)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006711 | A            | MFBFX           |
| C000006712 | R4           | MFBJX           |
| C000006716 | B            | MFBBX           |
| C000006717 | C            | MFBCX           |
| C000006718 | I            | MBDIX           |
| C000006720 | R1           | MFBGX           |
| C000006722 | R2           | MBRRX           |
| C000006723 | R3           | MFBHX           |
| C000070424 | R6           | MFBKX           |

### MFS Limited Maturity Fund (Series ID: S000002495)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006744 | I            | MQLIX           |
| C000006745 | A            | MQLFX           |
| C000006746 | R4           | MQLJX           |
| C000006750 | B            | MQLBX           |
| C000006751 | C            | MQLCX           |
| C000006753 | R1           | MQLGX           |
| C000006755 | R2           | MLMRX           |
| C000006756 | R3           | MQLHX           |
| C000119776 | R6           | MQLKX           |

### MFS Municipal Limited Maturity Fund (Series ID: S000002496)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006757 | A            | MTLFX           |
| C000006758 | B            | MTLBX           |
| C000006759 | C            | MTLCX           |
| C000092113 | I            | MTLIX           |
| C000195152 | R6           | MTLRX           |

### MFS Total Return Bond Fund (Series ID: S000002497)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006760 | A            | MRBFX           |
| C000006761 | R4           | MRBJX           |
| C000006765 | B            | MRBBX           |
| C000006766 | C            | MRBCX           |
| C000006767 | I            | MRBIX           |
| C000006769 | R1           | MRBGX           |
| C000006771 | R2           | MRRRX           |
| C000006772 | R3           | MRBHX           |
| C000034443 | R6           | MRBKX           |

### MFS Lifetime Income Fund (Series ID: S000002501)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006793 | A            | MLLAX           |
| C000006794 | B            | MLLBX           |
| C000006795 | C            | MLLCX           |
| C000006796 | I            | MLLIX           |
| C000006797 | R1           | MLLEX           |
| C000006799 | R2           | MLLGX           |
| C000006800 | R3           | MLLHX           |
| C000006801 | R4           | MLLJX           |
| C000173225 | R6           | MLLKX           |

### MFS Lifetime 2030 Fund (Series ID: S000002504)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006820 | A            | MLTAX           |
| C000006821 | B            | MLTBX           |
| C000006822 | C            | MLTCX           |
| C000006823 | I            | MLTIX           |
| C000006824 | R1           | MLTEX           |
| C000006826 | R2           | MLTGX           |
| C000006827 | R3           | MLTHX           |
| C000006828 | R4           | MLTJX           |
| C000173227 | R6           | MLTKX           |

### MFS Lifetime 2040 Fund (Series ID: S000002505)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006829 | A            | MLFAX           |
| C000006830 | B            | MLFBX           |
| C000006831 | C            | MLFCX           |
| C000006832 | I            | MLFIX           |
| C000006833 | R1           | MLFEX           |
| C000006835 | R2           | MLFGX           |
| C000006836 | R3           | MLFHX           |
| C000006837 | R4           | MLFJX           |
| C000173228 | R6           | MLFKX           |

### MFS Lifetime 2050 Fund (Series ID: S000030062)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000092196 | A            | MFFSX           |
| C000092197 | B            | MFFRX           |
| C000092198 | C            | MFFDX           |
| C000092199 | I            | MFFIX           |
| C000092200 | R1           | MFFMX           |
| C000092201 | R2           | MFFNX           |
| C000092202 | R3           | MFFOX           |
| C000092203 | R4           | MFFPX           |
| C000173229 | R6           | MFFKX           |

### MFS Lifetime 2025 Fund (Series ID: S000038773)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119423 | B            | LTTBX           |
| C000119424 | C            | LTTCX           |
| C000119425 | I            | LTTIX           |
| C000119426 | R1           | LTTRX           |
| C000119427 | R2           | LTTSX           |
| C000119428 | R3           | LTTTX           |
| C000119429 | R4           | LTTUX           |
| C000119430 | A            | LTTAX           |
| C000173230 | R6           | LTTKX           |

### MFS Lifetime 2035 Fund (Series ID: S000038774)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119431 | A            | LFEAX           |
| C000119432 | B            | LFEBX           |
| C000119433 | C            | LFECX           |
| C000119434 | I            | LFEDX           |
| C000119435 | R1           | LFERX           |
| C000119436 | R2           | LFESX           |
| C000119437 | R3           | LFETX           |
| C000119438 | R4           | LFEUX           |
| C000173231 | R6           | LFEKX           |

### MFS Lifetime 2045 Fund (Series ID: S000038775)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119439 | A            | LTMAX           |
| C000119440 | B            | LTMBX           |
| C000119441 | C            | LTMDX           |
| C000119442 | I            | LTMKX           |
| C000119443 | R1           | LTMRX           |
| C000119444 | R2           | LTMSX           |
| C000119445 | R3           | LTMTX           |
| C000119446 | R4           | LTMUX           |
| C000173232 | R6           | LTMLX           |

### MFS Lifetime 2055 Fund (Series ID: S000038776)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119447 | A            | LFIAX           |
| C000119448 | B            | LFIBX           |
| C000119449 | C            | LFICX           |
| C000119450 | I            | LFIIX           |
| C000119451 | R1           | LFIRX           |
| C000119452 | R2           | LFISX           |
| C000119453 | R3           | LFITX           |
| C000119454 | R4           | LFIUX           |
| C000173233 | R6           | LFIKX           |

### MFS Lifetime 2060 Fund (Series ID: S000055287)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000173915 | A            | MFJAX           |
| C000173916 | B            | MFJBX           |
| C000173917 | C            | MFJCX           |
| C000173918 | I            | MFJIX           |
| C000173919 | R1           | MFJEX           |
| C000173920 | R2           | MFJGX           |
| C000173921 | R3           | MFJTX           |
| C000173922 | R4           | MFJUX           |
| C000173923 | R6           | MFJKX           |

### MFS Lifetime 2065 Fund (Series ID: S000072833)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000229436 | R3           | LFTLX           |
| C000229437 | R2           | LFTKX           |
| C000229438 | R1           | LFTJX           |
| C000229439 | R4           | LFTMX           |
| C000229440 | C            | LFTGX           |
| C000229441 | A            | LFTFX           |
| C000229442 | R6           | LFTNX           |
| C000229443 | I            | LFTHX           |

### MFS Core Bond Fund (Series ID: S000076470)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000236386 | R4           | MCBKX           |
| C000236387 | R6           | MCBMX           |
| C000236388 | R3           | MCBJX           |
| C000236389 | A            | MCBEX           |
| C000236390 | R1           | MCBGX           |
| C000236391 | I            | MCBFX           |
| C000236392 | C            | MCBCX           |
| C000236393 | R2           | MCBHX           |

<br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

![](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:

------

<br> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

---

| | |
|:---|:---|
| MFS<sup>®</sup> CORE BOND FUND | MFS<sup>®</sup> LIFETIME<sup>®</sup> 2055 FUND |
| MFS<sup>®</sup> CORPORATE BOND FUND | MFS<sup>®</sup> LIFETIME<sup>®</sup> 2060 FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2025 FUND | MFS<sup>®</sup> LIFETIME<sup>®</sup> 2065 FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2030 FUND | MFS<sup>®</sup> LIFETIME<sup>®</sup> INCOME FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2035 FUND | MFS<sup>®</sup> LIMITED MATURITY FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2040 FUND | MFS<sup>®</sup> MUNICIPAL LIMITED MATURITY FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2045 FUND | MFS<sup>®</sup> TOTAL RETURN BOND FUND |
| MFS<sup>®</sup> LIFETIME<sup>®</sup> 2050 FUND |  |

---

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

**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 Corporate Bond Fund only, as follows:** &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; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br> **Compensation** 

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:

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp; **Fund** | &nbsp;&nbsp; **Portfolio Manager** | &nbsp;&nbsp; **Benchmark(s)** |
| &nbsp;&nbsp;&nbsp;&nbsp;MFS Corporate Bond Fund | &nbsp;&nbsp; Alexander Mackey | &nbsp;&nbsp; Bloomberg U.S. Credit Index<br> Lipper Corporate Debt Funds BBB-Rated<br> &nbsp;&nbsp;&nbsp;&nbsp;Morningstar US Fund Corporate Bond Funds |
| &nbsp;&nbsp;&nbsp;&nbsp;MFS Corporate Bond Fund | &nbsp;&nbsp; John Mitchell<sup>1</sup> | &nbsp;&nbsp; Bloomberg U.S. Credit Index<br> &nbsp;&nbsp;&nbsp;&nbsp;Morningstar US Fund Corporate Bond Funds |

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<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.

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).

1050369 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; AUGUST-SAI-COMBINED-SUP-I-022823

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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 April 30, 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 <u> Portfolio Manager </u> <u> Dollar Range of Equity Securities in the Fund </u> <br> <u> MFS Corporate Bond Fund</u> <u> Alexander Mackey </u> <u> C </u> <br> <u> John Mitchell<sup>1</sup> </u> <u> B </u>

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

#### 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 April 30, 2022, unless otherwise indicated:

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| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | Fund | Portfolio Manager | Category of Accounts Managed | Number of Accounts | Total Assets |
| MFS Corporate Bond Fund | MFS Corporate Bond Fund | Alexander Mackey | Registered Investment Companies<sup>2</sup> | 18 | $36.9 billion |
|  |  |  | Other Pooled Investment Vehicles | 5 | $2.1 billion |
|  |  |  | Other Accounts | 5 | $374.7 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 |
| <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. |

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

1050369&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;&nbsp;&nbsp;&nbsp;&nbsp; AUGUST-SAI-COMBINED-SUP-I-022823

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