# EDGAR Filing Document

**Accession Number:** 0000356349
**File Stem:** 0000912938-23-000255
**Filing Date:** 2023-2
**Character Count:** 26254
**Document Hash:** d49dc7a66d70b9a5a8b121595fbbe164
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000912938-23-000255.hdr.sgml**: 20230228

**ACCESSION NUMBER**: 0000912938-23-000255

**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 I
- **CENTRAL INDEX KEY:** 0000798244
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 033-07638
- **FILM NUMBER:** 23678798

**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 I /MA/
- **DATE OF NAME CHANGE:** 19940427

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS LIFETIME MANAGED SECTORS FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LIFETIME MANAGED SECTORS TRUST
- **DATE OF NAME CHANGE:** 19920703
**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST IV
- **CENTRAL INDEX KEY:** 0000063068
- **IRS NUMBER:** 046382595
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-54607
- **FILM NUMBER:** 23678800

**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 MUNICIPAL BOND FUND /MA/
- **DATE OF NAME CHANGE:** 19930910

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASSACHUSETTS CASH MANAGEMENT TRUST
- **DATE OF NAME CHANGE:** 19920703
**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:** 23678799

**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 Mid Cap Growth Fund (Series ID: S000002434)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | OTCAX         | C000006504 |
| R4         | OTCJX         | C000006505 |
| B          | OTCBX         | C000006509 |
| C          | OTCCX         | C000006510 |
| I          | OTCIX         | C000006511 |
| R1         | OTCGX         | C000006513 |
| R2         | MCPRX         | C000006515 |
| R3         | OTCHX         | C000006516 |
| R6         | OTCKX         | C000124428 |

---

### MFS U.S. Government Money Market Fund (Series ID: S000002435)

---

|  |  |  |
|:---|:---|:---|
| Class Name                           | Ticker Symbol | Class ID   |
| MFS U.S.Government Money Market Fund | MCMXX         | C000006517 |

---

### MFS Global New Discovery Fund (Series ID: S000035048)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | GLNAX         | C000107817 |
| B          | GLNBX         | C000107818 |
| C          | GLNCX         | C000107819 |
| I          | GLNIX         | C000107820 |
| R1         | GLNJX         | C000107821 |
| R2         | GLNKX         | C000107822 |
| R3         | GLNLX         | C000107823 |
| R4         | GLNMX         | C000107824 |
| R6         | GLNNX         | C000124429 |

---

### MFS Blended Research Emerging Markets Equity Fund (Series ID: S000050655)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | BRKAX         | C000159993 |
| B          | BRKBX         | C000159994 |
| C          | BRKCX         | C000159995 |
| I          | BRKIX         | C000159996 |
| R1         | BRKRX         | C000159997 |
| R2         | BRKSX         | C000159998 |
| R3         | BRKTX         | C000159999 |
| R4         | BRKUX         | C000160000 |
| R6         | BRKVX         | C000160001 |

---

### MFS Blended Research International Equity Fund (Series ID: S000050657)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | BRXAX         | C000160011 |
| B          | BRXBX         | C000160012 |
| C          | BRXCX         | C000160013 |
| I          | BRXIX         | C000160014 |
| R1         | BRXRX         | C000160015 |
| R2         | BRXSX         | C000160016 |
| R3         | BRXTX         | C000160017 |
| R4         | BRXUX         | C000160018 |
| R6         | BRXVX         | C000160019 |

---

### MFS Global Real Estate Fund (Series ID: S000024971)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MGLAX         | C000074269 |
| B          | MGLDX         | C000074270 |
| C          | MGLCX         | C000074271 |
| I          | MGLIX         | C000074272 |
| R1         | MGLJX         | C000074273 |
| R2         | MGLKX         | C000074274 |
| R3         | MGLLX         | C000074275 |
| R4         | MGLMX         | C000074276 |
| R6         | MGLRX         | C000117929 |

---

### MFS U.S. Government Cash Reserve Fund (Series ID: S000000762)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MSRXX         | C000002179 |
| B          | MCRXX         | C000002182 |
| C          | MCCXX         | C000002183 |
| R1         | CRVXX         | C000002184 |
| R2         | CRMXX         | C000002186 |
| R3         | CRJXX         | C000002187 |
| R4         | CRKXX         | C000002188 |
| R6         | CRRXX         | C000206004 |
| I          | CRHXX         | C000206005 |

---

### MFS Core Equity Fund (Series ID: S000000763)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MRGAX         | C000002190 |
| R4         | MRGJX         | C000002191 |
| B          | MRGBX         | C000002192 |
| C          | MRGCX         | C000002193 |
| I          | MRGRX         | C000002194 |
| R1         | MRGGX         | C000002196 |
| R2         | MRERX         | C000002198 |
| R3         | MRGHX         | C000002199 |
| R6         | MRGKX         | C000124424 |

---

### MFS New Discovery Fund (Series ID: S000000765)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MNDAX         | C000002210 |
| R4         | MNDJX         | C000002211 |
| B          | MNDBX         | C000002215 |
| C          | MNDCX         | C000002216 |
| I          | MNDIX         | C000002217 |
| R1         | MNDGX         | C000002219 |
| R2         | MNDRX         | C000002221 |
| R3         | MNDHX         | C000002222 |
| R6         | MNDKX         | C000075013 |

---

### MFS Research International Fund (Series ID: S000000766)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MRSAX         | C000002223 |
| R4         | MRSJX         | C000002224 |
| B          | MRIBX         | C000002228 |
| C          | MRICX         | C000002229 |
| I          | MRSIX         | C000002230 |
| R1         | MRSGX         | C000002232 |
| R2         | MRSRX         | C000002234 |
| R3         | MRSHX         | C000002235 |
| R6         | MRSKX         | C000034436 |

---

### MFS Technology Fund (Series ID: S000000768)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MTCAX         | C000002249 |
| R4         | MTCJX         | C000002250 |
| B          | MTCBX         | C000002251 |
| C          | MTCCX         | C000002252 |
| I          | MTCIX         | C000002253 |
| R1         | MTCKX         | C000002255 |
| R2         | MTERX         | C000002257 |
| R3         | MTCHX         | C000002258 |
| R6         | MTCLX         | C000124425 |

---

### MFS Value Fund (Series ID: S000000769)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MEIAX         | C000002259 |
| R4         | MEIJX         | C000002260 |
| B          | MFEBX         | C000002264 |
| C          | MEICX         | C000002265 |
| I          | MEIIX         | C000002266 |
| R1         | MEIGX         | C000002268 |
| R2         | MVRRX         | C000002270 |
| R3         | MEIHX         | C000002271 |
| R6         | MEIKX         | C000033014 |

---

### MFS Low Volatility Equity Fund (Series ID: S000042701)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MLVAX         | C000132013 |
| B          | MLVBX         | C000132014 |
| C          | MLVGX         | C000132015 |
| I          | MLVHX         | C000132016 |
| R1         | MLVMX         | C000132017 |
| R2         | MLVOX         | C000132018 |
| R3         | MLVPX         | C000132019 |
| R4         | MLVRX         | C000132020 |
| R6         | MLVTX         | C000132021 |

---

### MFS Low Volatility Global Equity Fund (Series ID: S000042702)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A          | MVGAX         | C000132022 |
| B          | MVGBX         | C000132023 |
| C          | MVGCX         | C000132024 |
| I          | MVGIX         | C000132025 |
| R1         | MVGJX         | C000132026 |
| R2         | MVGKX         | C000132027 |
| R3         | MVGLX         | C000132028 |
| R4         | MVGMX         | C000132029 |
| R6         | MVGNX         | C000132030 |

---

## Series and Classes Contracts Data

### MFS Mid Cap Growth Fund (Series ID: S000002434)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000006504 | A            | OTCAX           |
| C000006505 | R4           | OTCJX           |
| C000006509 | B            | OTCBX           |
| C000006510 | C            | OTCCX           |
| C000006511 | I            | OTCIX           |
| C000006513 | R1           | OTCGX           |
| C000006515 | R2           | MCPRX           |
| C000006516 | R3           | OTCHX           |
| C000124428 | R6           | OTCKX           |

### MFS U.S. Government Money Market Fund (Series ID: S000002435)

| Class ID   | Class Name                           | Ticker Symbol   |
|:---|:---|:---|
| C000006517 | MFS U.S.Government Money Market Fund | MCMXX           |

### MFS Global New Discovery Fund (Series ID: S000035048)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000107817 | A            | GLNAX           |
| C000107818 | B            | GLNBX           |
| C000107819 | C            | GLNCX           |
| C000107820 | I            | GLNIX           |
| C000107821 | R1           | GLNJX           |
| C000107822 | R2           | GLNKX           |
| C000107823 | R3           | GLNLX           |
| C000107824 | R4           | GLNMX           |
| C000124429 | R6           | GLNNX           |

### MFS Blended Research Emerging Markets Equity Fund (Series ID: S000050655)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000159993 | A            | BRKAX           |
| C000159994 | B            | BRKBX           |
| C000159995 | C            | BRKCX           |
| C000159996 | I            | BRKIX           |
| C000159997 | R1           | BRKRX           |
| C000159998 | R2           | BRKSX           |
| C000159999 | R3           | BRKTX           |
| C000160000 | R4           | BRKUX           |
| C000160001 | R6           | BRKVX           |

### MFS Blended Research International Equity Fund (Series ID: S000050657)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000160011 | A            | BRXAX           |
| C000160012 | B            | BRXBX           |
| C000160013 | C            | BRXCX           |
| C000160014 | I            | BRXIX           |
| C000160015 | R1           | BRXRX           |
| C000160016 | R2           | BRXSX           |
| C000160017 | R3           | BRXTX           |
| C000160018 | R4           | BRXUX           |
| C000160019 | R6           | BRXVX           |

### MFS Global Real Estate Fund (Series ID: S000024971)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000074269 | A            | MGLAX           |
| C000074270 | B            | MGLDX           |
| C000074271 | C            | MGLCX           |
| C000074272 | I            | MGLIX           |
| C000074273 | R1           | MGLJX           |
| C000074274 | R2           | MGLKX           |
| C000074275 | R3           | MGLLX           |
| C000074276 | R4           | MGLMX           |
| C000117929 | R6           | MGLRX           |

### MFS U.S. Government Cash Reserve Fund (Series ID: S000000762)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002179 | A            | MSRXX           |
| C000002182 | B            | MCRXX           |
| C000002183 | C            | MCCXX           |
| C000002184 | R1           | CRVXX           |
| C000002186 | R2           | CRMXX           |
| C000002187 | R3           | CRJXX           |
| C000002188 | R4           | CRKXX           |
| C000206004 | R6           | CRRXX           |
| C000206005 | I            | CRHXX           |

### MFS Core Equity Fund (Series ID: S000000763)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002190 | A            | MRGAX           |
| C000002191 | R4           | MRGJX           |
| C000002192 | B            | MRGBX           |
| C000002193 | C            | MRGCX           |
| C000002194 | I            | MRGRX           |
| C000002196 | R1           | MRGGX           |
| C000002198 | R2           | MRERX           |
| C000002199 | R3           | MRGHX           |
| C000124424 | R6           | MRGKX           |

### MFS New Discovery Fund (Series ID: S000000765)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002210 | A            | MNDAX           |
| C000002211 | R4           | MNDJX           |
| C000002215 | B            | MNDBX           |
| C000002216 | C            | MNDCX           |
| C000002217 | I            | MNDIX           |
| C000002219 | R1           | MNDGX           |
| C000002221 | R2           | MNDRX           |
| C000002222 | R3           | MNDHX           |
| C000075013 | R6           | MNDKX           |

### MFS Research International Fund (Series ID: S000000766)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002223 | A            | MRSAX           |
| C000002224 | R4           | MRSJX           |
| C000002228 | B            | MRIBX           |
| C000002229 | C            | MRICX           |
| C000002230 | I            | MRSIX           |
| C000002232 | R1           | MRSGX           |
| C000002234 | R2           | MRSRX           |
| C000002235 | R3           | MRSHX           |
| C000034436 | R6           | MRSKX           |

### MFS Technology Fund (Series ID: S000000768)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002249 | A            | MTCAX           |
| C000002250 | R4           | MTCJX           |
| C000002251 | B            | MTCBX           |
| C000002252 | C            | MTCCX           |
| C000002253 | I            | MTCIX           |
| C000002255 | R1           | MTCKX           |
| C000002257 | R2           | MTERX           |
| C000002258 | R3           | MTCHX           |
| C000124425 | R6           | MTCLX           |

### MFS Value Fund (Series ID: S000000769)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000002259 | A            | MEIAX           |
| C000002260 | R4           | MEIJX           |
| C000002264 | B            | MFEBX           |
| C000002265 | C            | MEICX           |
| C000002266 | I            | MEIIX           |
| C000002268 | R1           | MEIGX           |
| C000002270 | R2           | MVRRX           |
| C000002271 | R3           | MEIHX           |
| C000033014 | R6           | MEIKX           |

### MFS Low Volatility Equity Fund (Series ID: S000042701)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000132013 | A            | MLVAX           |
| C000132014 | B            | MLVBX           |
| C000132015 | C            | MLVGX           |
| C000132016 | I            | MLVHX           |
| C000132017 | R1           | MLVMX           |
| C000132018 | R2           | MLVOX           |
| C000132019 | R3           | MLVPX           |
| C000132020 | R4           | MLVRX           |
| C000132021 | R6           | MLVTX           |

### MFS Low Volatility Global Equity Fund (Series ID: S000042702)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000132022 | A            | MVGAX           |
| C000132023 | B            | MVGBX           |
| C000132024 | C            | MVGCX           |
| C000132025 | I            | MVGIX           |
| C000132026 | R1           | MVGJX           |
| C000132027 | R2           | MVGKX           |
| C000132028 | R3           | MVGLX           |
| C000132029 | R4           | MVGMX           |
| C000132030 | R6           | MVGNX           |

![](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> BLENDED RESEARCH<sup>®</sup> EMERGING MARKETS EQUITY FUND | MFS<sup>®</sup> MID CAP GROWTH FUND |
| MFS<sup>®</sup> BLENDED RESEARCH<sup>®</sup> INTERNATIONAL EQUITY FUND | MFS<sup>®</sup> NEW DISCOVERY FUND |
| MFS<sup>®</sup> CORE EQUITY FUND | MFS<sup>®</sup> RESEARCH INTERNATIONAL FUND |
| MFS<sup>®</sup> GLOBAL NEW DISCOVERY FUND | MFS<sup>®</sup> TECHNOLOGY FUND |
| MFS<sup>®</sup> GLOBAL REAL ESTATE FUND | MFS<sup>®</sup> U.S. GOVERNMENT CASH RESERVE FUND |
| MFS<sup>®</sup> LOW VOLATILITY EQUITY FUND | MFS<sup>®</sup> U.S. GOVERNMENT MONEY MARKET FUND |
| MFS<sup>®</sup> LOW VOLATILITY GLOBAL EQUITY FUND | MFS<sup>®</sup> VALUE FUND |

---

**Effective immediately, the third paragraph of the sub-section entitled "Compensation" under the main heading entitled "APPENDIX D - PORTFOLIO MANAGER(S)" is hereby restated as follows:<br>

With respect to each portfolio manager except Ms. Camille Humphries Lee and Messrs. Joseph MacDougall and Nicholas Paul, 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.

Effective immediately, the eighth paragraph of the sub-section entitled "Compensation" under the main heading entitled "APPENDIX D - PORTFOLIO MANAGER(S)" is hereby restated as follows:

With respect to Ms. Camille Humphries Lee and Messrs. Joseph MacDougall and Nicholas Paul, the performance bonus is based on the results of an annual internal peer review process (conducted by other portfolio managers, analysts, traders, and non-investment personnel) and management's assessment of overall portfolio manager contribution to the client experience, the investment process and overall performance (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.

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

####** 

<br> #### 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 August 31, 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 Research International Fund</u> <u> Camille Humphries Lee </u> <u> B </u> <br> <u> Nicholas Paul<sup>1</sup> </u> <u> C </u>

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

1050373&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&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;&nbsp;&nbsp;&nbsp;&nbsp; DECEMBER-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 August 31, 2022, unless otherwise indicated:

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| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | **Fund** | **Portfolio Manager** | **Category of Accounts Managed** | **Number of Accounts** | **Total Assets** |
| MFS Research International Fund | MFS Research International Fund | Camille Humphries Lee | Registered Investment Companies<sup>2</sup> | 6 | $49.4 billion |
|  |  |  | Other Pooled Investment Vehicles | 3 | $282.6 million |
|  |  |  | Other Accounts | 2 | $234.8 million |
|  |  | Nicholas Paul<sup>1</sup> | Registered Investment Companies<sup>2</sup> | 6 | $54.4 billion |
|  |  |  | Other Pooled Investment Vehicles | 3 | $304.9 million |
|  |  |  | Other Accounts | 3 | $250.8 million |
| <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.

1050373 &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;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; DECEMBER-SAI-COMBINED-SUP-I-022823

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