# EDGAR Filing Document

**Accession Number:** 0000063075
**File Stem:** 0000063075-26-000001
**Filing Date:** 2026-6
**Character Count:** 942455
**Document Hash:** 24fa0c16a532922ab139910b923e686c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000063075-26-000001.hdr.sgml**: 20260625

**ACCESSION NUMBER**: 0000063075-26-000001

**CONFORMED SUBMISSION TYPE**: N-CSR

**PUBLIC DOCUMENT COUNT**: 51

**CONFORMED PERIOD OF REPORT**: 20260430

**FILED AS OF DATE**: 20260625

**DATE AS OF CHANGE**: 20260625

**EFFECTIVENESS DATE**: 20260625

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST IX
- **CENTRAL INDEX KEY:** 0000063075

**ORGANIZATION NAME:**
- **EIN:** 042535629
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0430

**FILING VALUES:**
- **FORM TYPE:** N-CSR
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-02464
- **FILM NUMBER:** 261117837

**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

## 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           |

?xml version='1.0' encoding='ASCII'? 9d68f31a-762e-49b5-8169-65b8a87f69b5

#### UNITED STATES

#### SECURITIES AND EXCHANGE COMMISSION

#### Washington, D.C. 20549

------

#### FORM N-CSR

------

#### CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIES

#### Investment Company Act file number

#### 811-02464

#### MFS SERIES TRUST IX
(Exact name of registrant as specified in charter)

------

111 Huntington Avenue, Boston, Massachusetts 02199

(Address of principal executive offices) (Zip code)

Christopher R. Bohane

Massachusetts Financial Services Company

111 Huntington Avenue

Boston, Massachusetts 02199

(Name and address of agents for service)

#### Registrant's telephone number, including area code:
&nbsp;&nbsp;&nbsp;&nbsp;(617) 954-5000

#### Date of fiscal year end:

#### April 30\*

#### Date of reporting period:

#### April 30, 2026
\*This Form N-CSR pertains to the following series of the Registrant: MFS Corporate Bond Fund, MFS Limited Maturity Fund, MFS Municipal Limited Maturity Fund, and MFS Total Return Bond Fund. The remaining series of the Registrant has a fiscal year end of October 31.

#### ITEM 1. REPORTS TO STOCKHOLDERS.
Item 1(a):

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class A-MFBFX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| A | $78 | 0.76% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class A shares of the MFS Corporate Bond Fund (fund) provided a total return of 5.20%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class A over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests. This graph includes the deduction of the maximum applicable sales charge.

![Fund Performance - Growth of 10K](chartimages_2363356.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| A without sales charge | 5.20% | 0.44% | 2.59% |
| A with initial sales charge (4.25%) | 0.73% | (0.42)% | 2.14% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/a for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBA-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class B-MFBBX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| B | $154 | 1.51% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class B shares of the MFS Corporate Bond Fund (fund) provided a total return of 4.42%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class B over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2362595.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| B without sales charge | 4.42% | (0.30)% | 1.83% |
| B with CDSC (declining over six years from 4% to 0%)<sup>×</sup> | 0.42% | (0.63)% | 1.83% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/b for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBB-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class C-MFBCX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| C | $154 | 1.51% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class C shares of the MFS Corporate Bond Fund (fund) provided a total return of 4.42%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class C over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2362698.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| C without sales charge | 4.42% | (0.30)% | 1.83% |
| C with CDSC (1% for 12 months)<sup>×</sup> | 3.42% | (0.30)% | 1.83% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/c for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBC-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class I-MBDIX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| I | $52 | 0.51% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class I shares of the MFS Corporate Bond Fund (fund) provided a total return of 5.55%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class I over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2362792.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| I without sales charge | 5.55% | 0.71% | 2.84% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/i for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBI-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R1-MFBGX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R1 | $154 | 1.51% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R1 shares of the MFS Corporate Bond Fund (fund) provided a total return of 4.51%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R1 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2362886.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R1 without sales charge | 4.51% | (0.28)% | 1.84% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r1 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBR1-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R2-MBRRX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R2 | $103 | 1.01% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R2 shares of the MFS Corporate Bond Fund (fund) provided a total return of 4.94%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R2 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2362980.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R2 without sales charge | 4.94% | 0.21% | 2.34% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r2 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBR2-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R3-MFBHX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R3 | $78 | 0.76% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R3 shares of the MFS Corporate Bond Fund (fund) provided a total return of 5.20%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R3 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363074.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R3 without sales charge | 5.20% | 0.46% | 2.60% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r3 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBR3-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R4-MFBJX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R4 | $52 | 0.51% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R4 shares of the MFS Corporate Bond Fund (fund) provided a total return of 5.63%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R4 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363168.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R4 without sales charge | 5.63% | 0.74% | 2.87% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r4 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBR4-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Corporate Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R6-MFBKX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Corporate Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R6 | $42 | 0.41% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R6 shares of the MFS Corporate Bond Fund (fund) provided a total return of 5.65%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg U.S. Credit Index, generated a return of 5.25%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Credit Index:

The fund's out-of-benchmark exposure to both the BB and B-rated credit quality segments, and its overweight exposure to BBB-rated bonds, supported relative performance.

Favorable security selection within both A and BBB-rated bonds, particularly within the communications sector, also contributed to the fund's relative returns.

* Top detractors from performance relative to the Bloomberg U.S. Credit Index:

The fund's underweight exposure to A-rated bonds held back relative performance.

Security selection within the energy sector also weakened relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R6 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363262.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R6 without sales charge | 5.65% | 0.80% | 2.94% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg U.S. Credit Index ∆ | 5.25% | 0.65% | 2.62% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r6 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 4394650297 | Average Effective Maturity (yrs): | 9.3 |
| Total Number of Holdings: | 427 | Average Effective Duration (yrs): | 6.6 |
| Total Management Fee ($)#: | 16745757 |  |  |
| Portfolio Turnover Rate (%): | 41 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.2% |
| Money Market Funds | 1.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 3.2% |
| AA | 2.7% |
| A | 32.1% |
| BBB | 50.0% |
| BB | 7.0% |
| B | 1.9% |
| D | 0.2% |
| U.S. Government | 1.1% |
| Not Rated | 0.0% |
| Money Market Funds | 1.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MFBR6-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class A-MQLFX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| A | $58 | 0.57% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class A shares of the MFS Limited Maturity Fund (fund) provided a total return of 4.04%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class A over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests. This graph includes the deduction of the maximum applicable sales charge.

![Fund Performance - Growth of 10K](chartimages_2363920.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| A without sales charge | 4.04% | 2.50% | 2.41% |
| A with initial sales charge (2.50%) | 1.44% | 1.98% | 2.16% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/a for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLA-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class B-MQLBX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| B | $134 | 1.32% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class B shares of the MFS Limited Maturity Fund (fund) provided a total return of 3.44%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class B over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364014.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| B without sales charge | 3.44% | 1.77% | 1.68% |
| B with CDSC (declining over six years from 4% to 0%)<sup>×</sup> | (0.55)% | 1.41% | 1.68% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/b for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLB-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class C-MQLCX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| C | $144 | 1.42% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class C shares of the MFS Limited Maturity Fund (fund) provided a total return of 3.16%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class C over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364108.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| C without sales charge | 3.16% | 1.63% | 1.57% |
| C with CDSC (1% for 12 months)<sup>×</sup> | 2.17% | 1.63% | 1.57% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/c for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLC-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

MFS<sup>®</sup> Limited Maturity Fund

![TSR_Ribbon_red](images_1238.jpg)

Class I-MQLIX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| I | $43 | 0.42% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class I shares of the MFS Limited Maturity Fund (fund) provided a total return of 4.37%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class I over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364202.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| I without sales charge | 4.37% | 2.65% | 2.58% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/i for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLI-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

MFS<sup>®</sup> Limited Maturity Fund

![TSR_Ribbon_red](images_1238.jpg)

Class R1-MQLGX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R1 | $144 | 1.42% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R1 shares of the MFS Limited Maturity Fund (fund) provided a total return of 3.16%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R1 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364296.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R1 without sales charge | 3.16% | 1.60% | 1.55% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r1 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLR1-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R2-MLMRX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R2 | $84 | 0.82% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R2 shares of the MFS Limited Maturity Fund (fund) provided a total return of 3.96%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R2 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364390.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R2 without sales charge | 3.96% | 2.24% | 2.18% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r2 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLR2-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R3-MQLHX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R3 | $68 | 0.67% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R3 shares of the MFS Limited Maturity Fund (fund) provided a total return of 4.11%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R3 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364484.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R3 without sales charge | 4.11% | 2.40% | 2.33% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r3 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLR3-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R4-MQLJX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R4 | $43 | 0.42% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R4 shares of the MFS Limited Maturity Fund (fund) provided a total return of 4.20%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R4 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364578.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R4 without sales charge | 4.20% | 2.66% | 2.61% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r4 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLR4-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R6-MQLKX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R6 | $35 | 0.34% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R6 shares of the MFS Limited Maturity Fund (fund) provided a total return of 4.28%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index. The fund's other benchmark, the Bloomberg 1-3 Year U.S. Government/Credit Bond Index, generated a return of 3.42%.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

The fund's out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector strengthened relative performance. Security selection within the industrials sector also supported relative results.

From a quality perspective, security selection within BBB-rated bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-3 Year U.S. Government/Credit Bond Index:

There were no material detractors from relative performance during the reporting period.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R6 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2364672.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R6 without sales charge | 4.28% | 2.73% | 2.64% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |
| Bloomberg 1-3 Year U.S. Government/Credit Bond Index ∆ | 3.42% | 2.07% | 2.03% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r6 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3352561328 | Average Effective Maturity (yrs): | 2.9 |
| Total Number of Holdings: | 396 | Average Effective Duration (yrs): | 2.1 |
| Total Management Fee ($)#: | 11048122 |  |  |
| Portfolio Turnover Rate (%): | 50 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 97.2% |
| Money Market Funds | 2.8% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 12.9% |
| AA | 11.2% |
| A | 18.6% |
| BBB | 31.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 22.2% |
| Federal Agencies | 0.4% |
| Not Rated | 0.0% |
| Money Market Funds | 2.8% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MQLR6-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Municipal Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class A-MTLFX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Municipal Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| A | $59 | 0.58% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class A shares of the MFS Municipal Limited Maturity Fund (fund) provided a total return of 4.95%, at net asset value. This compares with a return of 6.34% for the fund's benchmark, the Bloomberg Municipal Bond Index. The fund's other benchmark, the Bloomberg 1-9 Year Municipal Bond Index, generated a return of 4.91%.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* The municipal market produced positive returns over the trailing year, characterized by a supportive backdrop punctuated by bouts of volatility. Following a spike in April 2025, bond yield volatility generally trended lower through January of this year, providing a tailwind to returns. Additionally, the resumption of Fed rate cuts in late 2025 bolstered fixed income assets, including municipals. Volatility rose again in March of this year due to heightened geopolitical risks and related economic effects before returning to relatively low levels late in the period. Resilient inflows and generally solid credit fundamentals were key supports for the asset class. The benchmark index for this fund generated a return of 4.91% for the period. A positive for income-oriented investors, the yield (yield-to-worst) of the benchmark index ended the period at 3.03%, higher than the five-year average of 2.60%.

* Top contributors to performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the housing sector and underweight to general obligation bonds aided relative performance. Favorable security selection within both the transportation and education sectors also supported relative results.

From a quality perspective, an overweight to BBB-rated and below investment grade bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the 10 to 20-year segment of the yield curve detracted from relative returns as yields in that segment declined less than bonds with shorter maturities.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class A over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests. This graph includes the deduction of the maximum applicable sales charge.

![Fund Performance - Growth of 10K](chartimages_2363450.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| A without sales charge | 4.95% | 1.49% | 1.94% |
| A with initial sales charge (2.50%) | 2.33% | 0.98% | 1.69% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg Municipal Bond Index ∆ | 6.34% | 0.90% | 2.20% |
| Bloomberg 1-9 Year Municipal Bond Index ∆ | 4.91% | 1.27% | 1.81% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/a for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3116903553 | Average Effective Maturity (yrs): | 5.2 |
| Total Number of Holdings: | 1069 | Average Effective Duration (yrs): | 3.7 |
| Total Management Fee ($)#: | 9561990 |  |  |
| Portfolio Turnover Rate (%): | 26 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 96.4% |
| Money Market Funds | 3.6% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 2.7% |
| AA | 34.4% |
| A | 37.0% |
| BBB | 13.6% |
| BB | 3.5% |
| B | 0.3% |
| Not Rated | 4.9% |
| Money Market Funds | 3.6% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MTLA-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Municipal Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class B-MTLBX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Municipal Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| B | $136 | 1.33% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class B shares of the MFS Municipal Limited Maturity Fund (fund) provided a total return of 4.04%, at net asset value. This compares with a return of 6.34% for the fund's benchmark, the Bloomberg Municipal Bond Index. The fund's other benchmark, the Bloomberg 1-9 Year Municipal Bond Index, generated a return of 4.91%.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* The municipal market produced positive returns over the trailing year, characterized by a supportive backdrop punctuated by bouts of volatility. Following a spike in April 2025, bond yield volatility generally trended lower through January of this year, providing a tailwind to returns. Additionally, the resumption of Fed rate cuts in late 2025 bolstered fixed income assets, including municipals. Volatility rose again in March of this year due to heightened geopolitical risks and related economic effects before returning to relatively low levels late in the period. Resilient inflows and generally solid credit fundamentals were key supports for the asset class. The benchmark index for this fund generated a return of 4.91% for the period. A positive for income-oriented investors, the yield (yield-to-worst) of the benchmark index ended the period at 3.03%, higher than the five-year average of 2.60%.

* Top contributors to performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the housing sector and underweight to general obligation bonds aided relative performance. Favorable security selection within both the transportation and education sectors also supported relative results.

From a quality perspective, an overweight to BBB-rated and below investment grade bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the 10 to 20-year segment of the yield curve detracted from relative returns as yields in that segment declined less than bonds with shorter maturities.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class B over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363544.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| B without sales charge | 4.04% | 0.74% | 1.19% |
| B with CDSC (declining over six years from 4% to 0%)<sup>×</sup> | 0.04% | 0.36% | 1.19% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg Municipal Bond Index ∆ | 6.34% | 0.90% | 2.20% |
| Bloomberg 1-9 Year Municipal Bond Index ∆ | 4.91% | 1.27% | 1.81% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/b for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3116903553 | Average Effective Maturity (yrs): | 5.2 |
| Total Number of Holdings: | 1069 | Average Effective Duration (yrs): | 3.7 |
| Total Management Fee ($)#: | 9561990 |  |  |
| Portfolio Turnover Rate (%): | 26 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 96.4% |
| Money Market Funds | 3.6% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 2.7% |
| AA | 34.4% |
| A | 37.0% |
| BBB | 13.6% |
| BB | 3.5% |
| B | 0.3% |
| Not Rated | 4.9% |
| Money Market Funds | 3.6% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MTLB-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Municipal Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class C-MTLCX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Municipal Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| C | $146 | 1.43% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class C shares of the MFS Municipal Limited Maturity Fund (fund) provided a total return of 3.94%, at net asset value. This compares with a return of 6.34% for the fund's benchmark, the Bloomberg Municipal Bond Index. The fund's other benchmark, the Bloomberg 1-9 Year Municipal Bond Index, generated a return of 4.91%.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* The municipal market produced positive returns over the trailing year, characterized by a supportive backdrop punctuated by bouts of volatility. Following a spike in April 2025, bond yield volatility generally trended lower through January of this year, providing a tailwind to returns. Additionally, the resumption of Fed rate cuts in late 2025 bolstered fixed income assets, including municipals. Volatility rose again in March of this year due to heightened geopolitical risks and related economic effects before returning to relatively low levels late in the period. Resilient inflows and generally solid credit fundamentals were key supports for the asset class. The benchmark index for this fund generated a return of 4.91% for the period. A positive for income-oriented investors, the yield (yield-to-worst) of the benchmark index ended the period at 3.03%, higher than the five-year average of 2.60%.

* Top contributors to performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the housing sector and underweight to general obligation bonds aided relative performance. Favorable security selection within both the transportation and education sectors also supported relative results.

From a quality perspective, an overweight to BBB-rated and below investment grade bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the 10 to 20-year segment of the yield curve detracted from relative returns as yields in that segment declined less than bonds with shorter maturities.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class C over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363638.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| C without sales charge | 3.94% | 0.61% | 1.07% |
| C with CDSC (1% for 12 months)<sup>×</sup> | 2.94% | 0.61% | 1.07% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg Municipal Bond Index ∆ | 6.34% | 0.90% | 2.20% |
| Bloomberg 1-9 Year Municipal Bond Index ∆ | 4.91% | 1.27% | 1.81% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/c for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3116903553 | Average Effective Maturity (yrs): | 5.2 |
| Total Number of Holdings: | 1069 | Average Effective Duration (yrs): | 3.7 |
| Total Management Fee ($)#: | 9561990 |  |  |
| Portfolio Turnover Rate (%): | 26 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 96.4% |
| Money Market Funds | 3.6% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 2.7% |
| AA | 34.4% |
| A | 37.0% |
| BBB | 13.6% |
| BB | 3.5% |
| B | 0.3% |
| Not Rated | 4.9% |
| Money Market Funds | 3.6% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MTLC-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Municipal Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class I-MTLIX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Municipal Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| I | $44 | 0.43% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class I shares of the MFS Municipal Limited Maturity Fund (fund) provided a total return of 4.98%, at net asset value. This compares with a return of 6.34% for the fund's benchmark, the Bloomberg Municipal Bond Index. The fund's other benchmark, the Bloomberg 1-9 Year Municipal Bond Index, generated a return of 4.91%.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* The municipal market produced positive returns over the trailing year, characterized by a supportive backdrop punctuated by bouts of volatility. Following a spike in April 2025, bond yield volatility generally trended lower through January of this year, providing a tailwind to returns. Additionally, the resumption of Fed rate cuts in late 2025 bolstered fixed income assets, including municipals. Volatility rose again in March of this year due to heightened geopolitical risks and related economic effects before returning to relatively low levels late in the period. Resilient inflows and generally solid credit fundamentals were key supports for the asset class. The benchmark index for this fund generated a return of 4.91% for the period. A positive for income-oriented investors, the yield (yield-to-worst) of the benchmark index ended the period at 3.03%, higher than the five-year average of 2.60%.

* Top contributors to performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the housing sector and underweight to general obligation bonds aided relative performance. Favorable security selection within both the transportation and education sectors also supported relative results.

From a quality perspective, an overweight to BBB-rated and below investment grade bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the 10 to 20-year segment of the yield curve detracted from relative returns as yields in that segment declined less than bonds with shorter maturities.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class I over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363732.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| I without sales charge | 4.98% | 1.61% | 2.09% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg Municipal Bond Index ∆ | 6.34% | 0.90% | 2.20% |
| Bloomberg 1-9 Year Municipal Bond Index ∆ | 4.91% | 1.27% | 1.81% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/i for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3116903553 | Average Effective Maturity (yrs): | 5.2 |
| Total Number of Holdings: | 1069 | Average Effective Duration (yrs): | 3.7 |
| Total Management Fee ($)#: | 9561990 |  |  |
| Portfolio Turnover Rate (%): | 26 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 96.4% |
| Money Market Funds | 3.6% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 2.7% |
| AA | 34.4% |
| A | 37.0% |
| BBB | 13.6% |
| BB | 3.5% |
| B | 0.3% |
| Not Rated | 4.9% |
| Money Market Funds | 3.6% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MTLI-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Municipal Limited Maturity Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R6-MTLRX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Municipal Limited Maturity Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R6 | $37 | 0.36% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R6 shares of the MFS Municipal Limited Maturity Fund (fund) provided a total return of 5.19%, at net asset value. This compares with a return of 6.34% for the fund's benchmark, the Bloomberg Municipal Bond Index. The fund's other benchmark, the Bloomberg 1-9 Year Municipal Bond Index, generated a return of 4.91%.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* The municipal market produced positive returns over the trailing year, characterized by a supportive backdrop punctuated by bouts of volatility. Following a spike in April 2025, bond yield volatility generally trended lower through January of this year, providing a tailwind to returns. Additionally, the resumption of Fed rate cuts in late 2025 bolstered fixed income assets, including municipals. Volatility rose again in March of this year due to heightened geopolitical risks and related economic effects before returning to relatively low levels late in the period. Resilient inflows and generally solid credit fundamentals were key supports for the asset class. The benchmark index for this fund generated a return of 4.91% for the period. A positive for income-oriented investors, the yield (yield-to-worst) of the benchmark index ended the period at 3.03%, higher than the five-year average of 2.60%.

* Top contributors to performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the housing sector and underweight to general obligation bonds aided relative performance. Favorable security selection within both the transportation and education sectors also supported relative results.

From a quality perspective, an overweight to BBB-rated and below investment grade bonds benefited relative returns.

* Top detractors from performance relative to the Bloomberg 1-9 Year Municipal Bond Index:

The fund's overweight to the 10 to 20-year segment of the yield curve detracted from relative returns as yields in that segment declined less than bonds with shorter maturities.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment\*

This graph shows the performance of a hypothetical $10,000 investment in Class R6 over a ten year period or since inception, if shorter, in comparison to (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests.

![Fund Performance - Growth of 10K](chartimages_2363826.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of (i) a broad measure of market performance and (ii) an additional index that MFS believes more closely reflects the market segments in which the fund invests, over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **Life\*** |
| R6 without sales charge | 5.19% | 1.71% | 2.21% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg Municipal Bond Index ∆ | 6.34% | 0.90% | 2.20% |
| Bloomberg 1-9 Year Municipal Bond Index ∆ | 4.91% | 1.27% | 1.85% |

---

<sup>\*</sup> For the period from the commencement of the class's investment operations, September 1, 2017 through April 30, 2026. <br> <sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Life returns are presented where the share class has less than 10 years of performance history and represent the average annual total return from the class inception date to the stated period end. Returns less than one year are cumulative, not annualized.

Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r6 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 3116903553 | Average Effective Maturity (yrs): | 5.2 |
| Total Number of Holdings: | 1069 | Average Effective Duration (yrs): | 3.7 |
| Total Management Fee ($)#: | 9561990 |  |  |
| Portfolio Turnover Rate (%): | 26 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 96.4% |
| Money Market Funds | 3.6% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 2.7% |
| AA | 34.4% |
| A | 37.0% |
| BBB | 13.6% |
| BB | 3.5% |
| B | 0.3% |
| Not Rated | 4.9% |
| Money Market Funds | 3.6% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

MTLR6-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class A-MRBFX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| A | $61 | 0.60% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class A shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.40%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class A over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance. This graph includes the deduction of the maximum applicable sales charge.

![Fund Performance - Growth of 10K](chartimages_2364766.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| A without sales charge | 4.40% | 0.49% | 2.06% |
| A with initial sales charge (4.25%) | (0.03)% | (0.38)% | 1.62% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/a for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFA-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class B-MRBBX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| B | $137 | 1.35% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class B shares of the MFS Total Return Bond Fund (fund) provided a total return of 3.63%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class B over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2364860.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| B without sales charge | 3.63% | (0.26)% | 1.31% |
| B with CDSC (declining over six years from 4% to 0%)<sup>×</sup> | (0.37)% | (0.60)% | 1.31% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/b for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFB-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class C-MRBCX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| C | $148 | 1.45% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class C shares of the MFS Total Return Bond Fund (fund) provided a total return of 3.52%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class C over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2364954.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| C without sales charge | 3.52% | (0.36)% | 1.20% |
| C with CDSC (1% for 12 months)<sup>×</sup> | 2.52% | (0.36)% | 1.20% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc. <br> <sup>×</sup> Assuming redemption at the end of the applicable period.

CDSC – Contingent Deferred Sales Charge.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/c for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFC-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class I-MRBIX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| I | $46 | 0.45% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class I shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.56%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class I over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365048.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| I without sales charge | 4.56% | 0.64% | 2.21% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/i for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFI-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R1-MRBGX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R1 | $148 | 1.45% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R1 shares of the MFS Total Return Bond Fund (fund) provided a total return of 3.52%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R1 over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365142.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R1 without sales charge | 3.52% | (0.34)% | 1.20% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r1 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFR1-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R2-MRRRX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R2 | $97 | 0.95% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R2 shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.04%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R2 over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365236.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R2 without sales charge | 4.04% | 0.14% | 1.72% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r2 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFR2-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R3-MRBHX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R3 | $72 | 0.70% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R3 shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.30%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R3 over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365330.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R3 without sales charge | 4.30% | 0.39% | 1.96% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r3 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFR3-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R4-MRBJX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R4 | $46 | 0.45% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R4 shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.56%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R4 over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365424.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R4 without sales charge | 4.56% | 0.64% | 2.21% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r4 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFR4-ANN

![MFSLOGO_RED.EPS](images_1234.jpg)

## MFS<sup>®</sup> Total Return Bond Fund
![TSR_Ribbon_red](images_1238.jpg)

Class R6-MRBKX

Annual Shareholder Report

This annual shareholder report contains important information about MFS Total Return Bond Fund for the period of May 1, 2025 to April 30, 2026. You can find additional information about the fund at funds.mfs.com. You can also request this information by contacting us at 1-800-225-2606 or by sending an e-mail request to orderliterature@mfs.com.

FUND EXPENSES

What were the fund costs for the last year?

---

| | | |
|:---|:---|:---|
| *(based on a hypothetical $10,000 investment)* |  |  |
| Class Name | Costs of a $10,000 investment | Costs paid as a percentage of a $10,000 investment |
| R6 | $36 | 0.35% |

---

MANAGEMENT'S DISCUSSION OF FUND PERFORMANCE

* For the twelve months ended April 30, 2026, Class R6 shares of the MFS Total Return Bond Fund (fund) provided a total return of 4.66%, at net asset value. This compares with a return of 4.06% for the fund's benchmark, the Bloomberg U.S. Aggregate Bond Index.

* Global equity markets reached record levels during the period, withstanding considerable volatility amid tariffs, geopolitical conflict and high levels of uncertainty. A new geopolitical event distressed markets at the end of the period as US and Israeli forces launched strikes against Iran, disrupting Mideast oil and natural gas exports. During the period, a pro-growth tax and spending bill was signed into law in the US, while in Europe, renewed focus on defense and infrastructure spending brightened the economic outlook. In Japan, the election of a pro-growth prime minister sent stocks to new highs prior to the conflict in Iran. Optimism over artificial intelligence remained high.

* Considerable progress was made in trade talks between the US and many major trading partners, with a fragile truce between the US and China extended through late 2026. While the US Supreme Court struck down part of the Trump administration's tariff strategy, the administration began deploying other authorities to largely replace the ones that were ruled unconstitutional.

* Early in the period, moderating inflation pressures allowed many global central banks to ease monetary policy. Amid a difficult policymaking environment and slower job growth, the Federal Reserve resumed easing policy in September and delivered quarter-point rate cuts in October and December before pausing.

* In fixed income markets, previously range-bound global bond yields spiked following the onset of the Middle East conflict, as energy-driven inflation fears appeared to have rattled bond investors. US rate volatility (as measured by the Merrill Lynch Option Volatility Estimate (MOVE) Index) similarly rose from intra-period lows, reflecting uncertainty around the scope and duration of the conflict and its implications for global growth. However, volatility later retracted as the risk of a broader regional military escalation appeared less likely. Global credit spreads widened only modestly before stabilizing near prior levels, supported by strong demand and resilient underlying fundamentals.

* Top contributors to performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the treasury sector and out-of-benchmark exposure to the collateralized mortgage obligation (CMO) sector aided relative returns. Favorable security selection within the industrials sector also supported relative results.

From a quality perspective, the fund's out-of-benchmark exposure to BB-rated bonds benefited relative returns. Security selection within BBB-rated bonds was another positive factor for relative performance.

* Top detractors from performance relative to the Bloomberg U.S. Aggregate Bond Index:

The fund's underweight exposure to the mortgage backed securities (MBS) agency fixed rate sector weighed on relative performance. Not owning any securities within the government-related sovereign sector also held back relative returns.

#### FUND PERFORMANCE
 ***The fund's past performance is not a good predictor of the fund's future performance.*** The graph and table below do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The graph and table below assume reinvestment of dividends and capital gain distributions.

Growth of a Hypothetical $10,000 Investment

This graph shows the performance of a hypothetical $10,000 investment in Class R6 over a ten year period or since inception, if shorter, in comparison to a broad measure of market performance.

![Fund Performance - Growth of 10K](chartimages_2365518.jpg)

#### Average Annual Total Returns through 4/30/26
This table shows the average annual total returns of the class of shares noted for the periods shown, both with (if any) and without sales charges. It also shows the average annual total returns of a broad measure of market performance over the same periods.

---

| | | | |
|:---|:---|:---|:---|
| **Share Class** | **1-yr** | **5-yr** | **10-yr** |
| R6 without sales charge | 4.66% | 0.74% | 2.32% |
| **Comparative Benchmark(s)** |  |  |  |
| Bloomberg U.S. Aggregate Bond Index ∆ | 4.06% | 0.18% | 1.67% |

---

<sup>∆</sup> Source: FactSet Research Systems Inc.

#### Notes to Fund Performance
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable.

From time to time the fund may receive proceeds from litigation settlements, without which performance would be lower.

Visit mfs.com/perf/r6 for more recent performance information.

FUND STATISTICS AS OF 4/30/26

---

| | | | |
|:---|:---|:---|:---|
| Net Assets ($): | 8274986056 | Average Effective Maturity (yrs): | 7.4 |
| Total Number of Holdings: | 1074 | Average Effective Duration (yrs): | 5.8 |
| Total Management Fee ($)#: | 28761662 |  |  |
| Portfolio Turnover Rate (%): | 48 |  |  |

---

*#* Includes the effect of any management fee waivers, if applicable.

Where the fund holds derivatives, they are not included in the total number of portfolio holdings.

PORTFOLIO COMPOSITION (BASED ON TOTAL INVESTMENTS AS OF 4/30/26)

**Portfolio structure**

---

| | |
|:---|:---|
| Fixed Income | 98.5% |
| Money Market Funds | 1.5% |

---

**Composition including fixed income credit quality**

---

| | |
|:---|:---|
| AAA | 13.7% |
| AA | 7.0% |
| A | 10.8% |
| BBB | 22.2% |
| BB | 4.0% |
| B | 1.9% |
| CCC | 0.0% |
| CC | 0.0% |
| U.S. Government | 24.0% |
| Federal Agencies | 14.7% |
| Not Rated | 0.2% |
| Money Market Funds | 1.5% |

---

Ratings are assigned using Moody's, Fitch, and Standard & Poor's and applying a hierarchy: If all 3 agencies rate a security, the middle rating is assigned; if 2 agencies rate a security, the lower rating is assigned. If none of the 3 agencies rate a security, we use DBRS Morningstar. If none of the 4 agencies rate a security, we use Kroll Bond Rating Agency. Ratings are shown in the S&P and Fitch scale (e.g., AAA). All ratings are subject to change.

#### ADDITIONAL INFORMATION
You can find the fund's summary prospectus, prospectus, most recent annual and semiannual reports, financial information, portfolio holdings, and statement of additional information online at funds.mfs.com. Proxy voting information is available without charge by calling 1-800-225-2606, by visiting mfs.com/proxyvoting, or by visiting the SEC's website at http://www.sec.gov.

RBFR6-ANN

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Item 1(b):
Not applicable.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 2. CODE OF ETHICS.
The Registrant has adopted a Code of Ethics (the "Code") pursuant to Section 406 of the Sarbanes-Oxley Act and as defined in Form N-CSR that applies to the Registrant's principal executive officer and principal financial and accounting officer. During the period covered by this report, the Registrant has not amended any provision in the Code that relates to an element of the Code's definition enumerated in paragraph (b) of Item 2 of this Form N-CSR. During the period covered by this report, the Registrant did not grant a waiver, including an implicit waiver, from any provision of the Code. A copy of the Code is attached hereto as EX-99.COE.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 3. AUDIT COMMITTEE FINANCIAL EXPERT.
Messrs. Steven E. Buller and Clarence Otis, Jr. and Ms. Paula E. Smith, members of the Audit Committee, have been determined by the Board of Trustees in their reasonable business judgment to meet the definition of "audit committee financial expert" as such term is defined in Form N-CSR. In addition, Messrs. Buller and Otis and Ms. Smith are "independent" members of the Audit Committee (as such term has been defined by the Securities and Exchange Commission in regulations implementing Section 407 of the Sarbanes-Oxley Act of 2002). The Securities and Exchange Commission has stated that the designation of a person as an audit committee financial expert pursuant to this Item 3 on the Form N-CSR does not impose on such a person any duties, obligations or liability that are greater than the duties, obligations or liability imposed on such person as a member of the Audit Committee and the Board of Trustees in the absence of such designation or identification.

------

**ITEM 4. PRINCIPAL ACCOUNTANT FEES AND SERVICES.**

**Items 4(a) through 4(d) and 4(g):**

The Board of Trustees has appointed Deloitte & Touche LLP ("Deloitte") to serve as independent accountants to a series of the Registrant (each a "Fund" and collectively the "Funds"). The tables below set forth the audit fees billed to each Fund as well as fees for non-audit services provided to each Fund and/or to the Fund's investment adviser, Massachusetts Financial Services Company ("MFS"), and to various entities either controlling, controlled by, or under common control with MFS that provide ongoing services to the Fund ("MFS Related Entities").

For the fiscal years ended April 30, 2026 and 2025, audit fees billed to each Fund by Deloitte were as follows:

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**Fees billed by Deloitte:** |  | **Audit Fees** |
|  | **2026** | **2025** |
| &nbsp;&nbsp;MFS Corporate Bond Fund | 73551 | 71432 |
| &nbsp;&nbsp;MFS Limited Maturity Fund | 70226 | 68204 |
| &nbsp;&nbsp;MFS Municipal Limited Maturity Fund | 62079 | 60294 |
| &nbsp;&nbsp;MFS Total Return Bond Fund | 82685 | 80300 |
| &nbsp;&nbsp;**Total** | **288541** | **280230** |

---

For the fiscal years ended April 30, 2026 and 2025, fees billed by Deloitte for audit-related, tax and other services provided to each Fund and for audit-related, tax and other services provided to MFS and MFS Related Entities were as follows:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | &nbsp;&nbsp;&nbsp;&nbsp;**Audit-Related Fees<sup>1</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**Audit-Related Fees<sup>1</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**Tax Fees<sup>2</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**Tax Fees<sup>2</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**All Other Fees<sup>3</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**All Other Fees<sup>3</sup>** |
| **Fees billed by Deloitte:**<br>| **2026** | **2025** | **2026** | **2025** | **2026** | **2025** |
| To MFS Corporate Bond Fund | 0 | 0 | 0 | 0 | 0 | 0 |
| To MFS Limited Maturity Fund | 0 | 0 | 0 | 0 | 0 | 0 |
| To MFS Municipal Limited | 0 | 0 | 0 | 0 | 0 | 0 |
| Maturity Fund |  |  |  |  |  |  |
| To MFS Total Return Bond Fund | 0 | 0 | 0 | 0 | 0 | 0 |
| **Total fees billed by Deloitte** | **0** | **0** | **0** | **0** | **0** | **0** |
| **To above Funds:** |  |  |  |  |  |  |
| **Fees billed by Deloitte:** | &nbsp;&nbsp;&nbsp;&nbsp;**Audit-Related Fees<sup>1</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**Audit-Related Fees<sup>1</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**Tax Fees<sup>2</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**Tax Fees<sup>2</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**All Other Fees<sup>3</sup>** | &nbsp;&nbsp;&nbsp;&nbsp;**All Other Fees<sup>3</sup>** |
|  | **2026** | **2025** | **2026** | **2025** | **2026** | **2025** |
| To MFS and MFS Related | 0 | 0 | 0 | &nbsp;&nbsp;&nbsp;&nbsp;0 | 0 | 452513 |
| Entities of MFS Corporate Bond Fund<sup>\*</sup> |  |  |  |  |  |  |
| To MFS and MFS Related Entities | 0 | 0 | 0 | &nbsp;&nbsp;&nbsp;&nbsp;0 | 0 | 452513 |
| of MFS Limited Maturity Fund<sup>\*</sup> |  |  |  |  |  |  |
| To MFS and MFS Related Entities of | 0 | 0 | 0 | &nbsp;&nbsp;&nbsp;&nbsp;0 | 0 | 452513 |
| MFS Municipal Limited Maturity Fund<sup>\*</sup> |  |  |  |  |  |  |
| To MFS and MFS Related Entities | 0 | 0 | 0 | &nbsp;&nbsp;&nbsp;&nbsp;0 | 0 | 452513 |
| of MFS Total Return Bond Fund<sup>\*</sup> |  |  |  |  |  |  |
| &nbsp;&nbsp;**Fees billed by Deloitte:** |  | **Aggregate Fees for Non-audit Services** | **Aggregate Fees for Non-audit Services** | **Aggregate Fees for Non-audit Services** | **Aggregate Fees for Non-audit Services** | **Aggregate Fees for Non-audit Services** |
|  |  |  | **2026** |  | **2025** |  |
| &nbsp;&nbsp;To MFS Corporate Bond Fund, MFS and MFS Related | &nbsp;&nbsp;To MFS Corporate Bond Fund, MFS and MFS Related |  | 0 |  | 470440 | 470440 |
| &nbsp;&nbsp;Entities<sup>#</sup> |  |  |  |  |  |  |
| &nbsp;&nbsp;To MFS Limited Maturity Fund, MFS and MFS | &nbsp;&nbsp;To MFS Limited Maturity Fund, MFS and MFS |  | 0 |  | 470440 |  |
| &nbsp;&nbsp;Related Entities<sup>#</sup> |  |  |  |  |  |  |
| &nbsp;&nbsp;To MFS Municipal Limited Maturity Fund, MFS and | &nbsp;&nbsp;To MFS Municipal Limited Maturity Fund, MFS and |  | 0 |  | 470440 |  |
| &nbsp;&nbsp;MFS Related Entities<sup>#</sup> |  |  |  |  |  |  |
| &nbsp;&nbsp;To MFS Total Return Bond Fund, MFS and MFS | &nbsp;&nbsp;To MFS Total Return Bond Fund, MFS and MFS |  | 0 |  | 470440 | 470440 |
| &nbsp;&nbsp;Related Entities<sup>#</sup> |  |  |  |  |  |  |

---

\*This amount reflects the fees billed to MFS and MFS Related Entities for non-audit services relating directly to the operations and financial reporting of the Funds (portions of which services also related to the operations and financial reporting of other funds within the MFS Funds complex).

# This amount reflects the aggregate fees billed by Deloitte, as the case may be, for non-audit services rendered to the Funds and for non-audit services rendered to MFS and the MFS Related Entities. If applicable the fees are converted to USD as of the payment date.

<sup>1</sup> The fees included under "Audit-Related Fees" are fees related to assurance and related services that are reasonably related to the performance of the audit or review of financial statements, but not reported under ''Audit Fees,'' including accounting consultations, agreed-upon procedure reports, attestation reports, comfort letters and internal control reviews.

<sup>2</sup> The fees included under "Tax Fees" are fees associated with tax compliance, tax advice and tax planning, including services relating to the filing or amendment of federal, state or local income tax returns, regulated investment company qualification reviews and tax distribution and analysis.

<sup>3</sup> The fees included under "All Other Fees" are fees for products and services provided by Deloitte other than those reported under "Audit Fees," "Audit-Related Fees" and "Tax Fees".

**Item 4(e)(1):**

Set forth below are the policies and procedures established by the Audit Committee of the Board of Trustees relating to the pre-approval of audit and non-audit related services:

To the extent required by applicable law, pre-approval by the Audit Committee of the Board is needed for all audit and permissible non-audit services rendered to the Fund and all permissible non-audit services rendered to MFS or MFS Related Entities if the services relate directly to the operations and financial reporting of the Registrant. Pre- approval is currently on an engagement-by-engagement basis. In the event pre-approval of such services is necessary between regular meetings of the Audit Committee and it is not practical to wait to seek pre-approval at the next regular meeting of the Audit Committee, pre-approval of such services may be referred to the Chair of the Audit Committee for approval; provided that the Chair may not pre-approve any individual engagement for such services exceeding $50,000 or multiple engagements for such services in the aggregate exceeding $100,000 in each period between regular meetings of the Audit Committee. Any engagement pre-approved by the Chair between regular meetings of the Audit Committee shall be presented for ratification by the entire Audit Committee at its next regularly scheduled meeting.

**Item 4(e)(2):**

None, or 0%, of the services relating to the Audit-Related Fees, Tax Fees and All Other Fees paid by the Fund and MFS and MFS Related Entities relating directly to the operations and financial reporting of the Registrant disclosed above were approved by the audit committee pursuant to paragraphs (c)(7)(i)(C) of Rule 2-01 of Regulation S-X (which permits audit committee approval after the start of the engagement with respect to services other than audit, review or attest services, if certain conditions are satisfied).

**Item 4(f):**

Not applicable.

**Item 4(h):**

The Registrant's Audit Committee has considered whether the provision by a Registrant's independent registered public accounting firm of non-audit services to MFS and MFS Related Entities that were not pre-approved by the Committee (because such services did not relate directly to the operations and financial reporting of the Registrant) was compatible with maintaining the independence of the independent registered public accounting firm as the Registrant's principal auditors.

**Item 4(i):**

Not applicable.

**Item 4(j):**

Not applicable.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 5. AUDIT COMMITTEE OF LISTED REGISTRANTS.
Not applicable to the Registrant.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 6. INVESTMENTS
A schedule of investments for each series covered by this Form N-CSR is included in the financial statements of such series under Item 7 of this Form N-CSR.

------

MFS Corporate Bond Fund

**ITEM 7. FINANCIAL STATEMENTS AND FINANCIAL HIGHLIGHTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

MFS Corporate Bond Fund

**Portfolio of Investments - 4/30/26** 

The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by broad-based asset classes.

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – 97.4% | Bonds – 97.4% | Bonds – 97.4% |
| Aerospace & Defense – 2.2% | Aerospace & Defense – 2.2% | Aerospace & Defense – 2.2% |
| Boeing Co., 5.15%, 5/01/2030  | $15298000 | &nbsp;&nbsp; $15545410 |
| Boeing Co., 6.388%, 5/01/2031  | 6580000 | &nbsp;&nbsp; 7027444 |
| Boeing Co., 5.805%, 5/01/2050  | 33463000 | &nbsp;&nbsp; 32608124 |
| Honeywell Aerospace, Inc., 4.6%, 3/16/2033 (n) | 11076000 | &nbsp;&nbsp; 10935791 |
| Honeywell Aerospace, Inc., 4.95%, 3/16/2036 (n) | 11076000 | &nbsp;&nbsp; 10950282 |
| Huntington Ingalls Industries, Inc., 5.749%, 1/15/2035  | 4416000 | &nbsp;&nbsp; 4567040 |
| TransDigm, Inc., 6.875%, 12/15/2030 (n) | 16762000 | &nbsp;&nbsp; 17275001 |
|  |  | &nbsp;&nbsp; $98909092 |
| Asset-Backed & Securitized – 3.2% | Asset-Backed & Securitized – 3.2% | Asset-Backed & Securitized – 3.2% |
| 3650R Commercial Mortgage Trust, 2021-PF1, "XA", 1.101%, 11/15/2054 (i) | $109849327 | &nbsp;&nbsp; $3579330 |
| Angel Oak Mortgage Trust, 2024-13, "A1", 5.464%, 12/26/2069 (n) | 9604394 | &nbsp;&nbsp; 9641864 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "AS", FLR, 5.469% ((SOFR - 1mo. + 0.11448%) + 1.7%), 11/15/2036 (n) | 4841000 | &nbsp;&nbsp; 4840965 |
| ARDN Mortgage Trust, 2025-ARCP, "A", FLR, 5.404% (SOFR - 1mo. + 1.75%), 6/15/2035 (n) | 16374000 | &nbsp;&nbsp; 16404551 |
| Bayview Financial Revolving Mortgage Loan Trust, FLR, 5.372% ((SOFR - 1mo. + 0.11448%) + 1.6%), 12/28/2040 (n) | 120925 | &nbsp;&nbsp; 300138 |
| Benchmark 2021-B27 Mortgage Trust, "XA", 1.231%, 7/15/2054 (i) | 193232625 | &nbsp;&nbsp; 8412015 |
| Colt Funding LLC, 2024-6, "A1", 5.39%, 11/25/2069 (n) | 7118238 | &nbsp;&nbsp; 7142029 |
| ELM Trust, 2024-ELM, "A10", 5.994%, 6/10/2039 (n) | 11593604 | &nbsp;&nbsp; 11601157 |
| ELM Trust, 2024-ELM, "D10", 6.626%, 6/10/2039 (n) | 4848307 | &nbsp;&nbsp; 4844308 |
| Home Owner Mortgage Enhanced, 5.077%, 8/25/2060 (n) | 6872535 | &nbsp;&nbsp; 6837411 |
| Jersey Mikes Funding LLC, 2026-1A, "A2I", 4.952%, 2/15/2056 (n) | 5434000 | &nbsp;&nbsp; 5381603 |
| Jersey Mikes Funding LLC, 2026-1A, "A2II", 5.481%, 2/15/2056 (n) | 6476000 | &nbsp;&nbsp; 6381846 |
| KREF 2018-FT1 Ltd., "A", FLR, 4.852% ((SOFR - 1mo. + 0.11448%) + 1.07%), 2/15/2039 (n) | 467498 | &nbsp;&nbsp; 467464 |
| KREF 2018-FT1 Ltd., "AS", FLR, 5.082% ((SOFR - 1mo. + 0.11448%) + 1.3%), 2/15/2039 (n) | 9074500 | &nbsp;&nbsp; 9070571 |
| MF1 2022-FL8 Ltd., "A", FLR, 5.007% (SOFR - 1mo. + 1.35%), 2/19/2037 (n) | 4900292 | &nbsp;&nbsp; 4900277 |
| MF1 2024-FL5 LLC, "A", FLR, 5.349% (SOFR - 1mo. + 1.688%), 8/18/2041 (n) | 14356000 | &nbsp;&nbsp; 14379328 |
| Morgan Stanley Residential Mortgage Loan Trust, 2024-NQM3, "A1", 5.044%, 7/25/2069 (n) | 3274452 | &nbsp;&nbsp; 3274007 |
| Morgan Stanley Residential Mortgage Loan Trust, 2025-NQM3, "A1", 5.53%, 5/25/2070 (n) | 3638999 | &nbsp;&nbsp; 3654348 |
| OBX Trust, 2024-NQM1, "A1", 5.928%, 11/25/2063 (n) | 2418720 | &nbsp;&nbsp; 2427407 |
| OBX Trust, 2024-NQM15, "A1", 5.316%, 10/25/2064 (n) | 1872819 | &nbsp;&nbsp; 1876780 |
| OBX Trust, 2024-NQM3, "A1", 6.129%, 12/25/2063 (n) | 3196081 | &nbsp;&nbsp; 3215030 |
| Provident Funding Mortgage Trust, 2025-3, "A4", 5.5%, 8/25/2055 (n) | 11020011 | &nbsp;&nbsp; 11021446 |
| Virginia Power Fuel Securitization LLC, 5.088%, 5/01/2027  | 2658368 | &nbsp;&nbsp; 2677379 |
|  |  | &nbsp;&nbsp; $142331254 |
| Auto & Auto Components – 1.3% | Auto & Auto Components – 1.3% | Auto & Auto Components – 1.3% |
| Cummins, Inc., 5.45%, 2/20/2054  | $7545000 | &nbsp;&nbsp; $7298947 |
| Ford Motor Credit Co. LLC, 5.8%, 3/05/2027  | 8394000 | &nbsp;&nbsp; 8452987 |
| Ford Motor Credit Co. LLC, 4.95%, 5/28/2027  | 8944000 | &nbsp;&nbsp; 8943277 |
| Ford Motor Credit Co. LLC, 5.113%, 5/03/2029  | 8901000 | &nbsp;&nbsp; 8846106 |
| Ford Motor Credit Co. LLC, 5.753%, 4/06/2033  | 6622000 | &nbsp;&nbsp; 6564653 |
| Volkswagen Group of America Finance LLC, 4.45%, 9/11/2027 (n) | 5497000 | &nbsp;&nbsp; 5481146 |
| Volkswagen Group of America Finance LLC, 6.2%, 11/16/2028 (n) | 9816000 | &nbsp;&nbsp; 10146017 |
|  |  | &nbsp;&nbsp; $55733133 |
| Brokerage & Asset Managers – 3.7% | Brokerage & Asset Managers – 3.7% | Brokerage & Asset Managers – 3.7% |
| Charles Schwab Corp., 4.914% to 11/14/2035, FLR (SOFR - 1 day + 1.23%) to 11/14/2036  | $27702000 | &nbsp;&nbsp; $27033048 |
| Citadel Securities Global Holdings LLC, 5.75%, 3/27/2036 (n) | 17888000 | &nbsp;&nbsp; 17653016 |
| Jane Street Group/JSG Finance, Inc., 6.125%, 11/01/2032 (n) | 19354000 | &nbsp;&nbsp; 19455751 |

---

MFBFS-ANN

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Brokerage & Asset Managers – continued | Brokerage & Asset Managers – continued | Brokerage & Asset Managers – continued |
| Jefferies Financial Group, Inc., 5.125%, 4/28/2031  | $7773000 | &nbsp;&nbsp; $7665075 |
| Jefferies Financial Group, Inc., 5.5%, 2/15/2036  | 14826000 | &nbsp;&nbsp; 14277469 |
| LPL Holdings, Inc., 4.625%, 11/15/2027 (n) | 12968000 | &nbsp;&nbsp; 12909180 |
| LPL Holdings, Inc., 4.375%, 5/15/2031 (n) | 16854000 | &nbsp;&nbsp; 16185950 |
| LPL Holdings, Inc., 5.65%, 3/15/2035  | 16252000 | &nbsp;&nbsp; 16241556 |
| Osaic Holdings, Inc., 6.75%, 8/01/2032 (n) | 10316000 | &nbsp;&nbsp; 10477897 |
| The Carlyle Group, Inc., 5.05%, 9/19/2035  | 20053000 | &nbsp;&nbsp; 19381713 |
|  |  | &nbsp;&nbsp; $161280655 |
| Building – 1.2% | Building – 1.2% | Building – 1.2% |
| Ferguson Enterprises, Inc., 5%, 10/03/2034  | $16803000 | &nbsp;&nbsp; $16704027 |
| JH North America Holdings, Inc., 5.875%, 1/31/2031 (n) | 8912000 | &nbsp;&nbsp; 8907893 |
| JH North America Holdings, Inc., 6.125%, 7/31/2032 (n) | 8128000 | &nbsp;&nbsp; 8145264 |
| Vulcan Materials Co., 3.5%, 6/01/2030  | 4932000 | &nbsp;&nbsp; 4736106 |
| Vulcan Materials Co., 4.5%, 6/15/2047  | 10514000 | &nbsp;&nbsp; 8790641 |
| Vulcan Materials Co., 5.7%, 12/01/2054  | 7935000 | &nbsp;&nbsp; 7738116 |
|  |  | &nbsp;&nbsp; $55022047 |
| Business Services – 0.8% | Business Services – 0.8% | Business Services – 0.8% |
| Black Pearl Compute LLC, 6.125%, 2/15/2031 (n) | $7145000 | &nbsp;&nbsp; $7249230 |
| Fiserv, Inc., 4.4%, 7/01/2049  | 11150000 | &nbsp;&nbsp; 8448750 |
| Paychex, Inc., 5.1%, 4/15/2030  | 5597000 | &nbsp;&nbsp; 5656644 |
| Paychex, Inc., 5.35%, 4/15/2032  | 12254000 | &nbsp;&nbsp; 12363578 |
|  |  | &nbsp;&nbsp; $33718202 |
| Cable TV – 1.5% | Cable TV – 1.5% | Cable TV – 1.5% |
| Charter Communications Operating LLC/Charter Communications Operating Capital Corp., 6.384%, 10/23/2035  | $7929000 | &nbsp;&nbsp; $8011303 |
| Charter Communications Operating LLC/Charter Communications Operating Capital Corp., 5.375%, 5/01/2047  | 18364000 | &nbsp;&nbsp; 14679458 |
| Charter Communications Operating LLC/Charter Communications Operating Capital Corp., 6.834%, 10/23/2055  | 4303000 | &nbsp;&nbsp; 4027332 |
| Charter Communications Operating LLC/Charter Communications Operating Capital Corp., 6.7%, 12/01/2055  | 4302000 | &nbsp;&nbsp; 4053503 |
| Comcast Corp., 2.887%, 11/01/2051  | 17096000 | &nbsp;&nbsp; 9818011 |
| Videotron Ltd., 3.625%, 6/15/2029 (n) | 8998000 | &nbsp;&nbsp; 8723527 |
| Videotron Ltd., 5.7%, 1/15/2035 (n) | 15385000 | &nbsp;&nbsp; 15479942 |
|  |  | &nbsp;&nbsp; $64793076 |
| Chemicals – 1.0% | Chemicals – 1.0% | Chemicals – 1.0% |
| Maxam Prill S.à r.l., 7.75%, 7/15/2030 (n) | $18665000 | &nbsp;&nbsp; $19290334 |
| SCIH Salt Holdings, Inc., 4.875%, 5/01/2028 (n) | 18888000 | &nbsp;&nbsp; 18703001 |
| SNF Group SACA, 5.626%, 3/31/2031 (n) | 5141300 | &nbsp;&nbsp; 5203811 |
|  |  | &nbsp;&nbsp; $43197146 |
| Conglomerates – 1.9% | Conglomerates – 1.9% | Conglomerates – 1.9% |
| Eaton Corp. PLC, 4.5%, 3/06/2033  | $6805000 | &nbsp;&nbsp; $6703283 |
| Eaton Corp. PLC, 4.8%, 3/06/2036  | 4464000 | &nbsp;&nbsp; 4394479 |
| GE Vernova, Inc., 4.875%, 2/04/2036  | 11082000 | &nbsp;&nbsp; 10961998 |
| nVent Finance S.à r.l., 5.65%, 5/15/2033  | 5067000 | &nbsp;&nbsp; 5195877 |
| Regal Rexnord Corp., 6.05%, 4/15/2028  | 10547000 | &nbsp;&nbsp; 10811501 |
| Regal Rexnord Corp., 6.3%, 2/15/2030  | 14860000 | &nbsp;&nbsp; 15549491 |
| Regal Rexnord Corp., 6.4%, 4/15/2033  | 11138000 | &nbsp;&nbsp; 11843314 |
| Westinghouse Air Brake Technologies Corp., 4.7%, 9/15/2028  | 10836000 | &nbsp;&nbsp; 10869898 |
| Westinghouse Air Brake Technologies Corp., 5.611%, 3/11/2034  | 8326000 | &nbsp;&nbsp; 8586160 |
|  |  | &nbsp;&nbsp; $84916001 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Consumer Products – 0.8% | Consumer Products – 0.8% | Consumer Products – 0.8% |
| Haleon US Capital LLC, 3.625%, 3/24/2032  | $11835000 | &nbsp;&nbsp; $11145124 |
| HFC Prestige Products, Inc./HFC Prestige International US LLC, 4.75%, 1/15/2029 (n) | 5410000 | &nbsp;&nbsp; 5239828 |
| HFC Prestige Products, Inc./HFC Prestige International US LLC, 6.625%, 7/15/2030 (n) | 4192000 | &nbsp;&nbsp; 4240049 |
| L'Oréal S.A., 5%, 5/20/2035 (n) | 6725000 | &nbsp;&nbsp; 6806892 |
| Mattel, Inc., 3.75%, 4/01/2029 (n) | 7492000 | &nbsp;&nbsp; 7268254 |
|  |  | &nbsp;&nbsp; $34700147 |
| Consumer Services – 0.7% | Consumer Services – 0.7% | Consumer Services – 0.7% |
| CBRE Group, Inc., 5.95%, 8/15/2034  | $14472000 | &nbsp;&nbsp; $15102865 |
| Rentokil Terminix Funding PLC, 4.625%, 4/23/2031 (n) | 3723000 | &nbsp;&nbsp; 3684560 |
| Rentokil Terminix LLC, 5%, 4/28/2030 (n) | 6759000 | &nbsp;&nbsp; 6812593 |
| Service Corp. International, 5.75%, 10/15/2032  | 6087000 | &nbsp;&nbsp; 6140669 |
|  |  | &nbsp;&nbsp; $31740687 |
| Diversified Financial Services – 2.6% | Diversified Financial Services – 2.6% | Diversified Financial Services – 2.6% |
| Avolon Holdings Funding Ltd., 4.375%, 5/01/2026 (n) | $4843000 | &nbsp;&nbsp; $4843000 |
| Avolon Holdings Funding Ltd., 3.25%, 2/15/2027 (n) | 8004000 | &nbsp;&nbsp; 7911741 |
| Avolon Holdings Funding Ltd., 2.75%, 2/21/2028 (n) | 5143000 | &nbsp;&nbsp; 4966871 |
| Avolon Holdings Funding Ltd., 4.95%, 10/15/2032 (n) | 10375000 | &nbsp;&nbsp; 10122405 |
| Blackstone Secured Lending Fund, 5.35%, 4/13/2028  | 8864000 | &nbsp;&nbsp; 8842362 |
| FTAI Aviation Investors LLC, 7%, 5/01/2031 (n) | 10320000 | &nbsp;&nbsp; 10680395 |
| Goldman Sachs Private Credit Corp., 6.15%, 6/16/2031 (n) | 8863000 | &nbsp;&nbsp; 8788410 |
| Macquarie AirFinance Holdings Ltd., 5.15%, 3/17/2030 (n) | 4283000 | &nbsp;&nbsp; 4266390 |
| Macquarie AirFinance Holdings Ltd., 6.5%, 3/26/2031 (n) | 7609000 | &nbsp;&nbsp; 7952059 |
| Rocket Cos., Inc., 6.125%, 8/01/2030 (n) | 5461000 | &nbsp;&nbsp; 5542014 |
| Rocket Cos., Inc., 6.375%, 8/01/2033 (n) | 8150000 | &nbsp;&nbsp; 8249389 |
| Rocket Mortgage Co-Issuer, Inc., 3.875%, 3/01/2031 (n) | 6283000 | &nbsp;&nbsp; 5833130 |
| SMBC Aviation Capital Finance DAC, 5.3%, 4/03/2029 (n) | 17593000 | &nbsp;&nbsp; 17843378 |
| SMBC Aviation Capital Finance DAC, 5.25%, 11/26/2035 (n) | 7617000 | &nbsp;&nbsp; 7461542 |
|  |  | &nbsp;&nbsp; $113303086 |
| Electrical Equipment – 0.6% | Electrical Equipment – 0.6% | Electrical Equipment – 0.6% |
| Arrow Electronics, Inc., 5.875%, 4/10/2034  | $15431000 | &nbsp;&nbsp; $15903559 |
| PR RNO Property Owner 1 LLC, 6.5%, 5/01/2031 (n)(w) | 10802000 | &nbsp;&nbsp; 10707092 |
|  |  | &nbsp;&nbsp; $26610651 |
| Emerging Market Quasi-Sovereign – 0.3% | Emerging Market Quasi-Sovereign – 0.3% | Emerging Market Quasi-Sovereign – 0.3% |
| Comision Federal de Electricidad (United Mexican States), 6.045%, 1/28/2034 (n) | $13539000 | &nbsp;&nbsp; $13368138 |
| Emerging Market Sovereign – 1.4% | Emerging Market Sovereign – 1.4% | Emerging Market Sovereign – 1.4% |
| Eagle Funding LuxCo S.à r.l. (United Mexican States), 5.5%, 8/17/2030 (n) | $9580000 | &nbsp;&nbsp; $9653766 |
| Republic of Poland, 6.125%, 4/14/2056  | 11177000 | &nbsp;&nbsp; 11207359 |
| United Mexican States, 5.85%, 7/02/2032  | 12008000 | &nbsp;&nbsp; 12198327 |
| United Mexican States, 5.625%, 2/09/2034  | 11597000 | &nbsp;&nbsp; 11448210 |
| United Mexican States, 6.625%, 1/29/2038  | 11920000 | &nbsp;&nbsp; 12281176 |
| United Mexican States, 6.338%, 5/04/2053  | 4838000 | &nbsp;&nbsp; 4554977 |
|  |  | &nbsp;&nbsp; $61343815 |
| Energy - Independent – 1.4% | Energy - Independent – 1.4% | Energy - Independent – 1.4% |
| APA Corp., 6.1%, 2/15/2035  | $3503000 | &nbsp;&nbsp; $3634430 |
| APA Corp., 6.75%, 2/15/2055  | 6386000 | &nbsp;&nbsp; 6526533 |
| Occidental Petroleum Corp., 4.4%, 4/15/2046  | 18603000 | &nbsp;&nbsp; 14795224 |
| Pioneer Natural Resources Co., 1.9%, 8/15/2030  | 2906000 | &nbsp;&nbsp; 2625091 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Energy - Independent – continued | Energy - Independent – continued | Energy - Independent – continued |
| Pioneer Natural Resources Co., 2.15%, 1/15/2031  | $20530000 | &nbsp;&nbsp; $18538925 |
| Santos Finance Ltd., 6.875%, 9/19/2033 (n) | 10508000 | &nbsp;&nbsp; 11459321 |
| Santos Finance Ltd., 5.75%, 11/13/2035 (n) | 5056000 | &nbsp;&nbsp; 5115460 |
|  |  | &nbsp;&nbsp; $62694984 |
| Energy - Integrated – 0.2% | Energy - Integrated – 0.2% | Energy - Integrated – 0.2% |
| BP Capital Markets America, Inc., 3.001%, 3/17/2052  | $10654000 | &nbsp;&nbsp; $6725663 |
| Entertainment & Leisure – 0.9% | Entertainment & Leisure – 0.9% | Entertainment & Leisure – 0.9% |
| Carnival Corp., 5.75%, 8/01/2032 (n) | $15087000 | &nbsp;&nbsp; $15162858 |
| Royal Caribbean Cruises Ltd., 5.625%, 9/30/2031 (n) | 6700000 | &nbsp;&nbsp; 6792172 |
| Royal Caribbean Cruises Ltd., 6%, 2/01/2033 (n) | 9140000 | &nbsp;&nbsp; 9280070 |
| Six Flags Entertainment Corp., 6.625%, 5/01/2032 (n) | 9364000 | &nbsp;&nbsp; 9530567 |
|  |  | &nbsp;&nbsp; $40765667 |
| Food & Beverages – 4.1% | Food & Beverages – 4.1% | Food & Beverages – 4.1% |
| Anheuser-Busch InBev Worldwide, Inc., 4.375%, 4/15/2038  | $4622000 | &nbsp;&nbsp; $4306577 |
| Anheuser-Busch InBev Worldwide, Inc., 4.439%, 10/06/2048  | 17135000 | &nbsp;&nbsp; 14460731 |
| Bacardi-Martini B.V., 5.4%, 6/15/2033 (n) | 20190000 | &nbsp;&nbsp; 20009902 |
| Flowers Foods, Inc., 5.75%, 3/15/2035  | 9433000 | &nbsp;&nbsp; 9089574 |
| Flowers Foods, Inc., 6.2%, 3/15/2055  | 3764000 | &nbsp;&nbsp; 3179903 |
| JBS N.V./JBS USA Foods Group Holdings, Inc./JBS USA Food Co., 3.75%, 12/01/2031  | 12802000 | &nbsp;&nbsp; 11992828 |
| JBS N.V./JBS USA Foods Group Holdings, Inc./JBS USA Food Co., 3.625%, 1/15/2032  | 7345000 | &nbsp;&nbsp; 6792370 |
| JBS N.V./JBS USA Foods Group Holdings, Inc./JBS USA Food Co., 6.5%, 12/01/2052  | 6203000 | &nbsp;&nbsp; 6221044 |
| Kraft Heinz Foods Co., 4.875%, 10/01/2049  | 7869000 | &nbsp;&nbsp; 6443611 |
| Kraft Heinz Foods Co., 5.5%, 6/01/2050  | 9757000 | &nbsp;&nbsp; 8738058 |
| Mars, Inc., 4.55%, 4/20/2028 (n) | 8206000 | &nbsp;&nbsp; 8258408 |
| Mars, Inc., 5%, 3/01/2032 (n) | 19768000 | &nbsp;&nbsp; 20053693 |
| Mars, Inc., 5.2%, 3/01/2035 (n) | 3438000 | &nbsp;&nbsp; 3468679 |
| Mars, Inc., 3.95%, 4/01/2049 (n) | 10409000 | &nbsp;&nbsp; 8056478 |
| Mars, Inc., 5.7%, 5/01/2055 (n) | 13975000 | &nbsp;&nbsp; 13598188 |
| Primo Water Holdings, Inc./Triton Water Holdings, 4.375%, 4/30/2029 (n) | 18150000 | &nbsp;&nbsp; 17712501 |
| SYSCO Corp., 4.45%, 3/15/2048  | 10038000 | &nbsp;&nbsp; 8005754 |
| U.S. Foods Holding Corp., 5.75%, 4/15/2033 (n) | 9882000 | &nbsp;&nbsp; 9918267 |
|  |  | &nbsp;&nbsp; $180306566 |
| Global Systemically Important Banks – 12.5% | Global Systemically Important Banks – 12.5% | Global Systemically Important Banks – 12.5% |
| Bank of America Corp., 4.376% to 4/27/2027, FLR (SOFR - 1 day + 1.58%) to 4/27/2028  | $13536000 | &nbsp;&nbsp; $13531741 |
| Bank of America Corp., 5.819% to 9/15/2028, FLR (SOFR - 1 day + 1.57%) to 9/15/2029  | 6620000 | &nbsp;&nbsp; 6811665 |
| Bank of America Corp., 2.687% to 4/22/2031, FLR (SOFR - 1 day + 1.32%) to 4/22/2032  | 12703000 | &nbsp;&nbsp; 11526696 |
| Bank of America Corp., 5.872% to 9/15/2033, FLR (SOFR - 1 day + 1.84%) to 9/15/2034  | 9701000 | &nbsp;&nbsp; 10174396 |
| Barclays PLC, 2.894% to 11/24/2031, FLR (CMT - 1yr. + 1.3%) to 11/24/2032  | 13347000 | &nbsp;&nbsp; 11945629 |
| BNP Paribas S.A., 6.875% to 12/15/2033, FLR (CMT - 5yr. + 2.853%) to 6/15/2174 (n) | 11962000 | &nbsp;&nbsp; 11880955 |
| Deutsche Bank AG, 5.706% to 2/08/2027, FLR (SOFR - 1 day + 1.594%) to 2/08/2028  | 11827000 | &nbsp;&nbsp; 11926102 |
| Deutsche Bank AG, 5.373% to 1/10/2028, FLR (SOFR - 1 day + 1.21%) to 1/10/2029  | 14717000 | &nbsp;&nbsp; 14881247 |
| Deutsche Bank AG, 4.95% to 8/04/2030, FLR (SOFR - 1 day + 1.3%) to 8/04/2031  | 7329000 | &nbsp;&nbsp; 7306017 |
| Deutsche Bank AG, 7.079% to 2/10/2033, FLR (SOFR - 1 day + 3.65%) to 2/10/2034  | 9995000 | &nbsp;&nbsp; 10745063 |
| Goldman Sachs Group, Inc., 4.692% to 10/23/2029, FLR (SOFR - 1 day + 1.135%) to 10/23/2030  | 9426000 | &nbsp;&nbsp; 9425808 |
| Goldman Sachs Group, Inc., 5.016% to 10/23/2034, FLR (SOFR - 1 day + 1.42%) to 10/23/2035  | 14169000 | &nbsp;&nbsp; 13940538 |
| Goldman Sachs Group, Inc., 5.065% to 1/21/2036, FLR (SOFR - 1 day + 1.19%) to 1/21/2037  | 13709000 | &nbsp;&nbsp; 13402417 |
| HSBC Holdings PLC, 5.13% to 3/03/2030, FLR (SOFR - 1 day + 1.29%) to 3/03/2031  | 4418000 | &nbsp;&nbsp; 4473514 |
| HSBC Holdings PLC, 2.357% to 8/18/2030, FLR (SOFR - 1 day + 1.947%) to 8/18/2031  | 14851000 | &nbsp;&nbsp; 13435823 |
| HSBC Holdings PLC, 2.871% to 11/22/2031, FLR (SOFR - 1 day + 1.41%) to 11/22/2032  | 8263000 | &nbsp;&nbsp; 7426680 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Global Systemically Important Banks – continued | Global Systemically Important Banks – continued | Global Systemically Important Banks – continued |
| HSBC Holdings PLC, 5.279% to 3/10/2036, FLR (SOFR - 1 day + 1.55%) to 3/10/2037  | $10370000 | &nbsp;&nbsp; $10227613 |
| JPMorgan Chase & Co., 6.07% to 10/22/2026, FLR (SOFR - 1 day + 1.33%) to 10/22/2027  | 13272000 | &nbsp;&nbsp; 13382433 |
| JPMorgan Chase & Co., 4.323% to 4/26/2027, FLR (SOFR - 1 day + 1.56%) to 4/26/2028  | 4363000 | &nbsp;&nbsp; 4360880 |
| JPMorgan Chase & Co., 3.54%, 5/01/2028  | 13887000 | &nbsp;&nbsp; 13771014 |
| JPMorgan Chase & Co., 5.581% to 4/22/2029, FLR (SOFR - 1 day + 1.16%) to 4/22/2030  | 9529000 | &nbsp;&nbsp; 9796356 |
| JPMorgan Chase & Co., 2.545% to 11/08/2031, FLR (SOFR - 1 day + 1.18%) to 11/08/2032  | 37249000 | &nbsp;&nbsp; 33147686 |
| JPMorgan Chase & Co., 5.336% to 1/23/2034, FLR (SOFR - 1 day + 1.62%) to 1/23/2035  | 5407000 | &nbsp;&nbsp; 5480563 |
| JPMorgan Chase & Co., 4.946% to 10/22/2034, FLR (SOFR - 1 day + 1.34%) to 10/22/2035  | 19973000 | &nbsp;&nbsp; 19748572 |
| JPMorgan Chase & Co., 4.898% to 1/22/2036, FLR (SOFR - 1 day + 1.07%) to 1/22/2037  | 18465000 | &nbsp;&nbsp; 17999998 |
| Mitsubishi UFJ Financial Group, Inc., 1.64% to 10/13/2026, FLR (CMT - 1yr. + 0.67%) to 10/13/2027  | 14185000 | &nbsp;&nbsp; 14006842 |
| Mitsubishi UFJ Financial Group, Inc., 5.159%, 4/24/2031  | 6954000 | &nbsp;&nbsp; 7051828 |
| Mitsubishi UFJ Financial Group, Inc., 4.847% to 4/21/2031, FLR (CMT - 1yr. + 0.92%) to 4/21/2032  | 7255000 | &nbsp;&nbsp; 7242622 |
| Mitsubishi UFJ Financial Group, Inc., 5.188%, 9/12/2036  | 17847000 | &nbsp;&nbsp; 17732800 |
| Morgan Stanley, 5.449% to 7/20/2028, FLR (SOFR - 1 day + 1.63%) to 7/20/2029  | 4781000 | &nbsp;&nbsp; 4868859 |
| Morgan Stanley, 3.622% to 4/01/2030, FLR (SOFR - 1 day + 3.12%) to 4/01/2031  | 16170000 | &nbsp;&nbsp; 15542260 |
| Morgan Stanley, 5.424% to 7/21/2033, FLR (SOFR - 1 day + 1.88%) to 7/21/2034  | 10761000 | &nbsp;&nbsp; 10967333 |
| Morgan Stanley, 5.073% to 1/30/2036, FLR (SOFR - 1 day + 1.184%) to 1/30/2037  | 25841000 | &nbsp;&nbsp; 25283637 |
| Sumitomo Mitsui Financial Group, Inc., 1.71%, 1/12/2031  | 28730000 | &nbsp;&nbsp; 25135495 |
| Toronto-Dominion Bank, 4.693%, 9/15/2027  | 13991000 | &nbsp;&nbsp; 14062247 |
| UBS Group AG, 3.126% to 8/13/2029, FLR (LIBOR - 3mo. + 1.468%) to 8/13/2030 (n) | 35561000 | &nbsp;&nbsp; 33883600 |
| UBS Group AG, 5.58%, 5/09/2036 (n) | 23300000 | &nbsp;&nbsp; 23697461 |
| UBS Group AG, 4.375% to 2/10/2031, FLR (CMT - 1yr. + 3.313%) to 8/10/2171 (n) | 12670000 | &nbsp;&nbsp; 11615470 |
| UBS Group AG, 7% to 8/05/2035, FLR (USD SOFR ICE Swap Rate - 5yr. + 3.296%) to 8/05/2172 (n) | 9269000 | &nbsp;&nbsp; 9432663 |
| Wells Fargo & Co., 5.574% to 7/25/2028, FLR (SOFR - 1 day + 1.74%) to 7/25/2029  | 10754000 | &nbsp;&nbsp; 10990892 |
| Wells Fargo & Co., 5.244% to 1/24/2030, FLR (SOFR - 1 day + 1.11%) to 1/24/2031  | 12007000 | &nbsp;&nbsp; 12240009 |
| Wells Fargo & Co., 5.389% to 4/24/2033, FLR (SOFR - 1 day + 2.02%) to 4/24/2034  | 4281000 | &nbsp;&nbsp; 4358094 |
|  |  | &nbsp;&nbsp; $548861518 |
| Hardware, Peripherals, & Assembly – 0.1% | Hardware, Peripherals, & Assembly – 0.1% | Hardware, Peripherals, & Assembly – 0.1% |
| Apple, Inc., 2.7%, 8/05/2051  | $5729000 | &nbsp;&nbsp; $3525242 |
| Industrial – 0.8% | Industrial – 0.8% | Industrial – 0.8% |
| Booz Allen Hamilton, Inc., 5.95%, 4/15/2035  | $11452000 | &nbsp;&nbsp; $11540197 |
| WSP Global, Inc., 5.039%, 9/18/2031 (n) | 7788000 | &nbsp;&nbsp; 7754666 |
| WSP Global, Inc., 5.714%, 9/18/2036 (n) | 16273000 | &nbsp;&nbsp; 16174116 |
|  |  | &nbsp;&nbsp; $35468979 |
| Insurance – 1.8% | Insurance – 1.8% | Insurance – 1.8% |
| Corebridge Financial, Inc., 6.875% to 12/15/2027, FLR (CMT - 5yr. + 3.846%) to 12/15/2052  | $8970000 | &nbsp;&nbsp; $9104604 |
| Corebridge Financial, Inc., 6.875% to 12/01/2030, FLR (CMT - 5yr. + 3.181%) to 6/01/2174  | 8532000 | &nbsp;&nbsp; 8775717 |
| Corebridge Global Funding, 4.9%, 8/21/2032 (n) | 9874000 | &nbsp;&nbsp; 9786991 |
| Lincoln National Corp., 5.852%, 3/15/2034  | 10597000 | &nbsp;&nbsp; 10800921 |
| Northwestern Mutual Life Insurance Co., 6.17%, 5/29/2055 (n) | 14444000 | &nbsp;&nbsp; 14889403 |
| Pacific Life Insurance Co., 5.95%, 9/15/2055 (n) | 14081000 | &nbsp;&nbsp; 13758358 |
| Sammons Financial Group, Inc., 6.875%, 4/15/2034 (n) | 12457000 | &nbsp;&nbsp; 13191543 |
|  |  | &nbsp;&nbsp; $80307537 |
| Insurance - Health – 1.4% | Insurance - Health – 1.4% | Insurance - Health – 1.4% |
| Elevance Health, Inc., 5.65%, 6/15/2054  | $15203000 | &nbsp;&nbsp; $14391862 |
| Humana, Inc., 5.375%, 4/15/2031  | 8486000 | &nbsp;&nbsp; 8601943 |
| Humana, Inc., 5.55%, 5/01/2035  | 9053000 | &nbsp;&nbsp; 8995258 |
| Humana, Inc., 4.95%, 10/01/2044  | 7759000 | &nbsp;&nbsp; 6545101 |
| UnitedHealth Group, Inc., 5.5%, 7/15/2044  | 11737000 | &nbsp;&nbsp; 11388779 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Insurance - Health – continued | Insurance - Health – continued | Insurance - Health – continued |
| UnitedHealth Group, Inc., 5.875%, 2/15/2053  | $13807000 | &nbsp;&nbsp; $13687297 |
|  |  | &nbsp;&nbsp; $63610240 |
| Insurance - Property & Casualty – 3.0% | Insurance - Property & Casualty – 3.0% | Insurance - Property & Casualty – 3.0% |
| Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer, 6.75%, 4/15/2028 (n) | $14078000 | &nbsp;&nbsp; $14239080 |
| American International Group, Inc., 4.85%, 5/07/2030  | 4495000 | &nbsp;&nbsp; 4539588 |
| American International Group, Inc., 5.125%, 3/27/2033  | 16737000 | &nbsp;&nbsp; 16927451 |
| Arthur J. Gallagher & Co., 6.5%, 2/15/2034  | 8147000 | &nbsp;&nbsp; 8786010 |
| Arthur J. Gallagher & Co., 6.75%, 2/15/2054  | 11784000 | &nbsp;&nbsp; 12701958 |
| Asurion LLC, 8%, 12/31/2032 (n) | 10596000 | &nbsp;&nbsp; 11068465 |
| Brown & Brown, Inc., 5.25%, 6/23/2032  | 2879000 | &nbsp;&nbsp; 2873033 |
| Brown & Brown, Inc., 6.25%, 6/23/2055  | 2513000 | &nbsp;&nbsp; 2498584 |
| Fairfax Financial Holdings Ltd., 3.375%, 3/03/2031  | 9453000 | &nbsp;&nbsp; 8846997 |
| Fairfax Financial Holdings Ltd., 6.35%, 3/22/2054  | 11191000 | &nbsp;&nbsp; 11389701 |
| Fairfax Financial Holdings Ltd., 6.5%, 5/20/2055  | 7484000 | &nbsp;&nbsp; 7811649 |
| Marsh & McLennan Cos., Inc., 4.85%, 11/15/2031  | 7483000 | &nbsp;&nbsp; 7547457 |
| Marsh & McLennan Cos., Inc., 5.4%, 3/15/2055  | 7151000 | &nbsp;&nbsp; 6666945 |
| Panther Escrow Issuer, 7.125%, 6/01/2031 (n) | 4401000 | &nbsp;&nbsp; 4421609 |
| Progressive Corp., 5.15%, 3/26/2036  | 10921000 | &nbsp;&nbsp; 10894022 |
|  |  | &nbsp;&nbsp; $131212549 |
| International Market Quasi-Sovereign – 0.6% | International Market Quasi-Sovereign – 0.6% | International Market Quasi-Sovereign – 0.6% |
| NBN Co. Ltd. (Commonwealth of Australia), 5.75%, 10/06/2028 (n) | $11954000 | &nbsp;&nbsp; $12318708 |
| Ontario Teachers' Cadillac Fairview Properties, 2.5%, 10/15/2031 (n) | 16065000 | &nbsp;&nbsp; 14240646 |
|  |  | &nbsp;&nbsp; $26559354 |
| International Market Sovereign – 0.6% | International Market Sovereign – 0.6% | International Market Sovereign – 0.6% |
| Government of Bermuda, 5%, 7/15/2032 (n) | $25609000 | &nbsp;&nbsp; $25690949 |
| Machinery & Tools – 0.8% | Machinery & Tools – 0.8% | Machinery & Tools – 0.8% |
| Ashtead Capital, Inc., 4.375%, 8/15/2027 (n) | $3228000 | &nbsp;&nbsp; $3208733 |
| Ashtead Capital, Inc., 5.55%, 5/30/2033 (n) | 9885000 | &nbsp;&nbsp; 10028587 |
| Ashtead Capital, Inc., 5.95%, 10/15/2033 (n) | 4502000 | &nbsp;&nbsp; 4669383 |
| CNH Industrial Capital LLC, 5.5%, 1/12/2029  | 10984000 | &nbsp;&nbsp; 11230695 |
| CNH Industrial N.V., 3.85%, 11/15/2027  | 5323000 | &nbsp;&nbsp; 5277897 |
|  |  | &nbsp;&nbsp; $34415295 |
| Media – 0.9% | Media – 0.9% | Media – 0.9% |
| Walt Disney Co., 3.5%, 5/13/2040  | $14545000 | &nbsp;&nbsp; $11936920 |
| Walt Disney Co., 4.75%, 9/15/2044  | 2217000 | &nbsp;&nbsp; 1980211 |
| Walt Disney Co., 3.6%, 1/13/2051  | 8855000 | &nbsp;&nbsp; 6412882 |
| WMG Acquisition Corp., 3.75%, 12/01/2029 (n) | 11650000 | &nbsp;&nbsp; 11059483 |
| WMG Acquisition Corp., 3.875%, 7/15/2030 (n) | 10874000 | &nbsp;&nbsp; 10250852 |
|  |  | &nbsp;&nbsp; $41640348 |
| Medical & Health Technology & Services – 2.1% | Medical & Health Technology & Services – 2.1% | Medical & Health Technology & Services – 2.1% |
| Alcon Finance Corp., 2.6%, 5/27/2030 (n) | $12203000 | &nbsp;&nbsp; $11295730 |
| Alcon Finance Corp., 3.8%, 9/23/2049 (n) | 6904000 | &nbsp;&nbsp; 5107828 |
| Baxter International, Inc., 4.9%, 12/15/2030  | 4043000 | &nbsp;&nbsp; 4001244 |
| Baxter International, Inc., 5.65%, 12/15/2035  | 5698000 | &nbsp;&nbsp; 5597184 |
| CommonSpirit Health, 5.662%, 9/01/2055  | 7411000 | &nbsp;&nbsp; 7059081 |
| HCA, Inc., 4.9%, 11/15/2035  | 5166000 | &nbsp;&nbsp; 5000108 |
| HCA, Inc., 5.7%, 11/15/2055  | 8467000 | &nbsp;&nbsp; 7875363 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Medical & Health Technology & Services – continued | Medical & Health Technology & Services – continued | Medical & Health Technology & Services – continued |
| ICON Investments Six DAC, 5.809%, 5/08/2027  | $17938000 | &nbsp;&nbsp; $18073485 |
| ICON Investments Six DAC, 5.849%, 5/08/2029  | 2916000 | &nbsp;&nbsp; 2971404 |
| Marin General Hospital, 7.242%, 8/01/2045  | 8685000 | &nbsp;&nbsp; 9278394 |
| Thermo Fisher Scientific, Inc., 4.473%, 10/07/2032  | 16466000 | &nbsp;&nbsp; 16276968 |
|  |  | &nbsp;&nbsp; $92536789 |
| Medical Equipment – 1.3% | Medical Equipment – 1.3% | Medical Equipment – 1.3% |
| Abbott Laboratories, 4.65%, 3/15/2036  | $15026000 | &nbsp;&nbsp; $14591752 |
| Augusta SpinCo Corp., 4.945%, 3/23/2033  | 7382000 | &nbsp;&nbsp; 7346100 |
| Augusta SpinCo Corp., 5.245%, 3/23/2036  | 8119000 | &nbsp;&nbsp; 8086120 |
| Danaher Corp., 2.6%, 10/01/2050  | 16527000 | &nbsp;&nbsp; 9836298 |
| Stryker Corp., 4.625%, 9/11/2034  | 15607000 | &nbsp;&nbsp; 15265980 |
|  |  | &nbsp;&nbsp; $55126250 |
| Metals & Mining – 1.0% | Metals & Mining – 1.0% | Metals & Mining – 1.0% |
| Fortescue Treasury Pty Ltd., 4.375%, 4/01/2031 (n) | $11171000 | &nbsp;&nbsp; $10674316 |
| Glencore Finance (Canada) Ltd., 5.55%, 10/25/2042 (n) | 1034000 | &nbsp;&nbsp; 991604 |
| IAMGOLD Corp., 5.75%, 10/15/2028 (n) | 13761000 | &nbsp;&nbsp; 13676176 |
| Northern Star Resources Ltd. Co., 6.125%, 4/11/2033 (n) | 17231000 | &nbsp;&nbsp; 17861524 |
|  |  | &nbsp;&nbsp; $43203620 |
| Midstream – 4.4% | Midstream – 4.4% | Midstream – 4.4% |
| Cheniere Energy Partners LP, 5.55%, 10/30/2035  | $16893000 | &nbsp;&nbsp; $17241743 |
| Columbia Pipelines Holdings Co. LLC, 6.055%, 8/15/2026 (n) | 3370000 | &nbsp;&nbsp; 3381276 |
| Columbia Pipelines Operating Co. LLC, 6.497%, 8/15/2043 (n) | 8216000 | &nbsp;&nbsp; 8605809 |
| Columbia Pipelines Operating Co. LLC, 6.544%, 11/15/2053 (n) | 8633000 | &nbsp;&nbsp; 9077948 |
| Eastern Energy Gas Holdings LLC, 5.65%, 10/15/2054  | 18259000 | &nbsp;&nbsp; 17210245 |
| Energy Transfer LP, 6.5% to 2/15/2031, FLR (CMT - 5yr. + 2.676%) to 2/15/2056  | 3930000 | &nbsp;&nbsp; 3940591 |
| Energy Transfer LP, 7.125% to 5/15/2030, FLR (CMT - 5yr. + 5.306%) to 5/15/2171  | 6504000 | &nbsp;&nbsp; 6679836 |
| Galaxy Pipeline Assets Bidco Ltd., 1.75%, 9/30/2027 (n) | 5632128 | &nbsp;&nbsp; 5491795 |
| Plains All American Pipeline LP, 5.95%, 6/15/2035  | 10914000 | &nbsp;&nbsp; 11254665 |
| Plains All American Pipeline LP, 5.6%, 1/15/2036  | 7525000 | &nbsp;&nbsp; 7537793 |
| Plains All American Pipeline LP, 4.9%, 2/15/2045  | 13471000 | &nbsp;&nbsp; 11704639 |
| Rockies Express Pipeline LLC, 4.95%, 7/15/2029 (n) | 15327000 | &nbsp;&nbsp; 15117276 |
| Rockies Express Pipeline LLC, 7.5%, 7/15/2038 (n) | 6372000 | &nbsp;&nbsp; 6714387 |
| Rockies Express Pipeline LLC, 6.875%, 4/15/2040 (n) | 2537000 | &nbsp;&nbsp; 2562073 |
| Sunoco LP, 6.625%, 8/15/2032 (n) | 16278000 | &nbsp;&nbsp; 16642757 |
| Targa Resources Corp., 4.2%, 2/01/2033  | 7413000 | &nbsp;&nbsp; 7042084 |
| Targa Resources Corp., 4.95%, 4/15/2052  | 20769000 | &nbsp;&nbsp; 17472521 |
| Targa Resources Corp., 6.25%, 7/01/2052  | 3900000 | &nbsp;&nbsp; 3899339 |
| Venture Global Calcasieu Pass LLC, 6.25%, 1/15/2030 (n) | 2672000 | &nbsp;&nbsp; 2750020 |
| Venture Global Calcasieu Pass LLC, 4.125%, 8/15/2031 (n) | 9312000 | &nbsp;&nbsp; 8723068 |
| Venture Global LNG, Inc., 9% to 9/30/2029, FLR (CMT - 5yr. + 5.44%) to 3/30/2173 (n) | 7342000 | &nbsp;&nbsp; 7261551 |
| Venture Global Plaquemines LNG LLC, 6.75%, 1/15/2036 (n) | 3165000 | &nbsp;&nbsp; 3364522 |
|  |  | &nbsp;&nbsp; $193675938 |
| Municipals – 0.5% | Municipals – 0.5% | Municipals – 0.5% |
| Golden State, CA, Tobacco Securitization Corp., Tobacco Settlement Rev., Taxable, "B", 2.746%, 6/01/2034  | $6395000 | &nbsp;&nbsp; $5662100 |
| Massachusetts Development Finance Agency Rev., Taxable (Middlesex Sustainable Energy Partners), "B", 7.375%, 10/01/2035  | 4905000 | &nbsp;&nbsp; 5047552 |
| New Hampshire National Finance Authority, Utility Refunding Rev., Taxable (Wheeling Power Co. Project), "A", 6.89%, 4/01/2034  | 9195000 | &nbsp;&nbsp; 9753706 |
|  |  | &nbsp;&nbsp; $20463358 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Natural Gas - Distribution – 0.4% | Natural Gas - Distribution – 0.4% | Natural Gas - Distribution – 0.4% |
| Boston Gas Co., 5.843%, 1/10/2035 (n) | $18170000 | &nbsp;&nbsp; $19021249 |
| Network & Telecom – 0.5% | Network & Telecom – 0.5% | Network & Telecom – 0.5% |
| NTT Finance Corp., 5.171%, 7/16/2032 (n) | $15965000 | &nbsp;&nbsp; $16132243 |
| NTT Finance Corp., 5.502%, 7/16/2035 (n) | 6761000 | &nbsp;&nbsp; 6879163 |
|  |  | &nbsp;&nbsp; $23011406 |
| Non-Global Systemically Important Banks – 5.9% | Non-Global Systemically Important Banks – 5.9% | Non-Global Systemically Important Banks – 5.9% |
| AIB Group PLC, 6.608% to 9/13/2028, FLR (SOFR - 1 day + 2.33%) to 9/13/2029 (n) | $21135000 | &nbsp;&nbsp; $22082894 |
| AIB Group PLC, 5.871% to 3/28/2034, FLR (SOFR - 1 day + 1.91%) to 3/28/2035 (n) | 6242000 | &nbsp;&nbsp; 6471483 |
| Bank Hapoalim B.M., 4.722%, 7/14/2029 (n) | 20030000 | &nbsp;&nbsp; 19804232 |
| BBVA Bancomer S.A. (Texas), 8.125%, 1/08/2039 (n) | 11170000 | &nbsp;&nbsp; 12093540 |
| BPCE S.A., 5.716% to 1/18/2029, FLR (CMT - 1yr. + 1.959%) to 1/18/2030 (n) | 9556000 | &nbsp;&nbsp; 9787364 |
| CaixaBank S.A., 6.84% to 9/13/2033, FLR (SOFR - 1 day + 2.77%) to 9/13/2034 (n) | 21476000 | &nbsp;&nbsp; 23469372 |
| Commonwealth Bank of Australia, 3.61% to 9/12/2029, FLR (CMT - 1yr. + 2.05%) to 9/12/2034 (n) | 12534000 | &nbsp;&nbsp; 12037420 |
| Commonwealth Bank of Australia, 3.305%, 3/11/2041 (n) | 18459000 | &nbsp;&nbsp; 14090314 |
| Danske Bank A.S., 5.705% to 3/01/2029, FLR (CMT - 1yr. + 1.4%) to 3/01/2030 (n) | 16262000 | &nbsp;&nbsp; 16711683 |
| M&T Bank Corp., 7.413% to 10/30/2028, FLR (SOFR - 1 day + 2.80%) to 10/30/2029  | 4193000 | &nbsp;&nbsp; 4468859 |
| M&T Bank Corp., 5.053% to 1/27/2033, FLR (SOFR - 1 day + 1.850%) to 1/27/2034  | 9528000 | &nbsp;&nbsp; 9450132 |
| Macquarie Bank Ltd. of London, 6.125% to 3/08/2027, FLR (Swap Rate - 5yr. + 4.332%) to 12/31/2165 (n) | 3736000 | &nbsp;&nbsp; 3758375 |
| Manufacturers and Traders Trust Co., 4.7%, 1/27/2028  | 11201000 | &nbsp;&nbsp; 11266543 |
| National Australia Bank Ltd., 3.347% to 1/12/2032, FLR (CMT - 5yr. + 1.7%) to 1/12/2037 (n) | 21704000 | &nbsp;&nbsp; 19668519 |
| Nationwide Building Society, 4.351%, 9/30/2030 (n) | 15908000 | &nbsp;&nbsp; 15722939 |
| Nordea Bank Abp, 1.5%, 9/30/2026 (n) | 16788000 | &nbsp;&nbsp; 16598546 |
| PNC Financial Services Group, Inc., 5.3% to 1/21/2027, FLR (SOFR - 1 day + 1.342%) to 1/21/2028  | 6731000 | &nbsp;&nbsp; 6774080 |
| PNC Financial Services Group, Inc., 5.676% to 1/22/2034, FLR (SOFR - 1 day + 1.902%) to 1/22/2035  | 8687000 | &nbsp;&nbsp; 8954151 |
| PNC Financial Services Group, Inc., 5.575% to 1/29/2035, FLR (SOFR - 1 day + 1.394%) to 1/29/2036  | 6505000 | &nbsp;&nbsp; 6654167 |
| Truist Financial Corp., 7.161% to 10/30/2028, FLR (SOFR - 1 day + 2.446%) to 10/30/2029  | 10434000 | &nbsp;&nbsp; 11069586 |
| UniCredit S.p.A., 1.982% to 6/03/2026, FLR (CMT - 1yr. + 1.2%) to 6/03/2027 (n) | 10140000 | &nbsp;&nbsp; 10116032 |
|  |  | &nbsp;&nbsp; $261050231 |
| Pharmaceuticals & Biotechnology – 1.7% | Pharmaceuticals & Biotechnology – 1.7% | Pharmaceuticals & Biotechnology – 1.7% |
| AbbVie, Inc., 4.75%, 3/15/2036  | $7388000 | &nbsp;&nbsp; $7224305 |
| AbbVie, Inc., 5.35%, 3/15/2044  | 14936000 | &nbsp;&nbsp; 14490121 |
| AbbVie, Inc., 5.4%, 3/15/2054  | 8759000 | &nbsp;&nbsp; 8312722 |
| Eli Lilly & Co., 5.5%, 2/12/2055  | 6063000 | &nbsp;&nbsp; 5901924 |
| Merck & Co., Inc., 4.75%, 12/04/2035  | 14965000 | &nbsp;&nbsp; 14648185 |
| Pfizer Investment Enterprises Pte. Ltd., 5.3%, 5/19/2053  | 8900000 | &nbsp;&nbsp; 8244915 |
| Pfizer, Inc., 2.55%, 5/28/2040  | 7976000 | &nbsp;&nbsp; 5792123 |
| Roche Holdings, Inc., 5.338%, 11/13/2028 (n) | 8944000 | &nbsp;&nbsp; 9189112 |
|  |  | &nbsp;&nbsp; $73803407 |
| Pollution Control – 0.3% | Pollution Control – 0.3% | Pollution Control – 0.3% |
| GFL Environmental, Inc., 3.5%, 9/01/2028 (n) | $7073000 | &nbsp;&nbsp; $6904454 |
| GFL Environmental, Inc., 6.75%, 1/15/2031 (n) | 4300000 | &nbsp;&nbsp; 4458171 |
|  |  | &nbsp;&nbsp; $11362625 |
| Railroads – 0.8% | Railroads – 0.8% | Railroads – 0.8% |
| Burlington Northern Santa Fe LLC, 5.2%, 4/15/2054  | $15724000 | &nbsp;&nbsp; $14499103 |
| Burlington Northern Santa Fe LLC, 5.5%, 3/15/2055  | 8373000 | &nbsp;&nbsp; 8067522 |
| Canadian Pacific Railway Co., 3.1%, 12/02/2051  | 21527000 | &nbsp;&nbsp; 14024755 |
|  |  | &nbsp;&nbsp; $36591380 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Real Estate - Apartment – 0.8% | Real Estate - Apartment – 0.8% | Real Estate - Apartment – 0.8% |
| American Homes 4 Rent LP, REIT, 5.5%, 7/15/2034  | $6707000 | &nbsp;&nbsp; $6739020 |
| American Homes 4 Rent LP, REIT, 5.25%, 3/15/2035  | 22341000 | &nbsp;&nbsp; 22115750 |
| American Homes 4 Rent LP, REIT, 4.3%, 4/15/2052  | 6036000 | &nbsp;&nbsp; 4634954 |
|  |  | &nbsp;&nbsp; $33489724 |
| Real Estate - Other – 0.7% | Real Estate - Other – 0.7% | Real Estate - Other – 0.7% |
| Lexington Realty Trust Co., 2.375%, 10/01/2031  | $14810000 | &nbsp;&nbsp; $12895476 |
| Prologis LP, REIT, 5.125%, 1/15/2034  | 10977000 | &nbsp;&nbsp; 11084749 |
| Public Storage Operating Co., 5%, 12/15/2035  | 7380000 | &nbsp;&nbsp; 7297418 |
|  |  | &nbsp;&nbsp; $31277643 |
| Real Estate - Retail – 0.9% | Real Estate - Retail – 0.9% | Real Estate - Retail – 0.9% |
| NNN REIT, Inc., 5.6%, 10/15/2033  | $10547000 | &nbsp;&nbsp; $10816369 |
| STORE Capital Corp., REIT, 4.625%, 3/15/2029  | 6457000 | &nbsp;&nbsp; 6393500 |
| STORE Capital Corp., REIT, 2.75%, 11/18/2030  | 2497000 | &nbsp;&nbsp; 2253749 |
| STORE Capital Corp., REIT, 2.7%, 12/01/2031  | 20677000 | &nbsp;&nbsp; 18141219 |
|  |  | &nbsp;&nbsp; $37604837 |
| Real Estate - Storage & Office – 1.5% | Real Estate - Storage & Office – 1.5% | Real Estate - Storage & Office – 1.5% |
| Boston Properties LP, REIT, 2.75%, 10/01/2026  | $9750000 | &nbsp;&nbsp; $9685965 |
| COPT Defense Properties, REIT, 2%, 1/15/2029  | 9985000 | &nbsp;&nbsp; 9337017 |
| COPT Defense Properties, REIT, 4.5%, 10/15/2030  | 5267000 | &nbsp;&nbsp; 5206886 |
| COPT Defense Properties, REIT, 2.75%, 4/15/2031  | 4771000 | &nbsp;&nbsp; 4330672 |
| Cousins Properties, Inc., REIT, 5.875%, 10/01/2034  | 8148000 | &nbsp;&nbsp; 8292771 |
| Highwoods Realty LP, 5.35%, 1/15/2033  | 18586000 | &nbsp;&nbsp; 18409500 |
| Vornado Realty LP, 5.75%, 2/01/2033  | 10042000 | &nbsp;&nbsp; 10059027 |
|  |  | &nbsp;&nbsp; $65321838 |
| Refining – 0.4% | Refining – 0.4% | Refining – 0.4% |
| MC Brazil Downstream Trading S.à r.l., 7.25%, 6/30/2031  | $10463529 | &nbsp;&nbsp; $9784576 |
| Raizen Fuels Finance S.A., 6.25%, 7/08/2032 (a)(n) | 12152000 | &nbsp;&nbsp; 6653220 |
|  |  | &nbsp;&nbsp; $16437796 |
| Retail & E-commerce – 1.3% | Retail & E-commerce – 1.3% | Retail & E-commerce – 1.3% |
| Alimentation Couche-Tard, Inc., 3.8%, 1/25/2050 (n) | $12247000 | &nbsp;&nbsp; $8946952 |
| Amazon.com, Inc., 5.65%, 3/13/2046  | 18459000 | &nbsp;&nbsp; 18204246 |
| DICK'S Sporting Goods, 4.1%, 1/15/2052  | 12244000 | &nbsp;&nbsp; 8691888 |
| Home Depot, Inc., 3.3%, 4/15/2040  | 15616000 | &nbsp;&nbsp; 12516157 |
| O'Reilly Automotive, Inc., 5.1%, 3/12/2036  | 7383000 | &nbsp;&nbsp; 7305593 |
|  |  | &nbsp;&nbsp; $55664836 |
| Semiconductor & Electronic Components – 1.9% | Semiconductor & Electronic Components – 1.9% | Semiconductor & Electronic Components – 1.9% |
| Broadcom, Inc., 5.05%, 7/12/2029  | $8807000 | &nbsp;&nbsp; $8977780 |
| Broadcom, Inc., 5.2%, 7/15/2035  | 12805000 | &nbsp;&nbsp; 12915468 |
| Broadcom, Inc., 4.8%, 2/15/2036  | 11572000 | &nbsp;&nbsp; 11293077 |
| Broadcom, Inc., 5.7%, 1/15/2056  | 9846000 | &nbsp;&nbsp; 9788396 |
| Intel Corp., 5.7%, 2/10/2053  | 7743000 | &nbsp;&nbsp; 7242760 |
| NXP B.V./NXP Funding LLC/NXP USA, Inc., 5%, 1/15/2033  | 3324000 | &nbsp;&nbsp; 3328355 |
| NXP B.V./NXP Funding LLC/NXP USA, Inc., 5.25%, 8/19/2035  | 21622000 | &nbsp;&nbsp; 21620893 |
| NXP B.V./NXP Funding LLC/NXP USA, Inc., 3.125%, 2/15/2042  | 12722000 | &nbsp;&nbsp; 9069748 |
|  |  | &nbsp;&nbsp; $84236477 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Software – 1.9% | Software – 1.9% | Software – 1.9% |
| Microsoft Corp., 2.525%, 6/01/2050  | $5450000 | &nbsp;&nbsp; $3217042 |
| Microsoft Corp., 2.5%, 9/15/2050  | 14610000 | &nbsp;&nbsp; 8584547 |
| Oracle Corp., 4.95%, 2/04/2031  | 11892000 | &nbsp;&nbsp; 11632566 |
| Oracle Corp., 4.8%, 9/26/2032  | 4489000 | &nbsp;&nbsp; 4268433 |
| Oracle Corp., 5.35%, 5/04/2033  | 15233000 | &nbsp;&nbsp; 14812112 |
| Oracle Corp., 5.2%, 9/26/2035  | 4796000 | &nbsp;&nbsp; 4468799 |
| Oracle Corp., 5.7%, 2/04/2036  | 9439000 | &nbsp;&nbsp; 9064727 |
| Oracle Corp., 4%, 7/15/2046  | 4254000 | &nbsp;&nbsp; 2839434 |
| Oracle Corp., 5.55%, 2/06/2053  | 4436000 | &nbsp;&nbsp; 3528701 |
| Salesforce, Inc., 4.9%, 9/15/2031  | 9601000 | &nbsp;&nbsp; 9572799 |
| Salesforce, Inc., 5.55%, 3/15/2036  | 11078000 | &nbsp;&nbsp; 11047399 |
|  |  | &nbsp;&nbsp; $83036559 |
| Supermarkets – 0.3% | Supermarkets – 0.3% | Supermarkets – 0.3% |
| Kroger Co., 5.5%, 9/15/2054  | $12325000 | &nbsp;&nbsp; $11438803 |
| Telecommunications - Wireless – 1.9% | Telecommunications - Wireless – 1.9% | Telecommunications - Wireless – 1.9% |
| American Tower Corp., 5.2%, 2/15/2029  | $11727000 | &nbsp;&nbsp; $11933991 |
| American Tower Corp., 5.45%, 2/15/2034  | 10065000 | &nbsp;&nbsp; 10265433 |
| American Tower Corp., 3.7%, 10/15/2049  | 6193000 | &nbsp;&nbsp; 4475264 |
| Cellnex Finance Co. S.A., 3.875%, 7/07/2041 (n) | 20384000 | &nbsp;&nbsp; 15953545 |
| Rogers Communications, Inc., 4.5%, 3/15/2042  | 8577000 | &nbsp;&nbsp; 7242469 |
| Rogers Communications, Inc., 4.55%, 3/15/2052  | 3085000 | &nbsp;&nbsp; 2432184 |
| T-Mobile USA, Inc., 5.05%, 7/15/2033  | 3885000 | &nbsp;&nbsp; 3902986 |
| T-Mobile USA, Inc., 3%, 2/15/2041  | 17961000 | &nbsp;&nbsp; 13117446 |
| Vodafone Group PLC, 5.625%, 2/10/2053  | 16182000 | &nbsp;&nbsp; 15168063 |
|  |  | &nbsp;&nbsp; $84491381 |
| Tobacco – 1.0% | Tobacco – 1.0% | Tobacco – 1.0% |
| B.A.T. Capital Corp., 6.343%, 8/02/2030  | $12025000 | &nbsp;&nbsp; $12819656 |
| Imperial Brands Finance PLC, 5.5%, 2/01/2030 (n) | 15174000 | &nbsp;&nbsp; 15597822 |
| Japan Tobacco, Inc., 5.25%, 6/15/2030 (n) | 15373000 | &nbsp;&nbsp; 15753976 |
|  |  | &nbsp;&nbsp; $44171454 |
| Transportation & Logistics – 1.1% | Transportation & Logistics – 1.1% | Transportation & Logistics – 1.1% |
| Element Fleet Management Corp., 6.319%, 12/04/2028 (n) | $19070000 | &nbsp;&nbsp; $19880056 |
| Element Fleet Management Corp., 5.037%, 3/25/2030 (n) | 11010000 | &nbsp;&nbsp; 11126905 |
| ERAC USA Finance LLC, 4.7%, 4/30/2031 (n) | 11060000 | &nbsp;&nbsp; 11035144 |
| ERAC USA Finance LLC, 5.25%, 4/30/2036 (n) | 8194000 | &nbsp;&nbsp; 8173413 |
|  |  | &nbsp;&nbsp; $50215518 |
| Travel, Gaming, & Lodging – 2.1% | Travel, Gaming, & Lodging – 2.1% | Travel, Gaming, & Lodging – 2.1% |
| Flutter Treasury DAC, 6.375%, 4/29/2029 (n) | $14904000 | &nbsp;&nbsp; $15122090 |
| Flutter Treasury DAC, 5.875%, 6/04/2031 (n) | 18564000 | &nbsp;&nbsp; 18494571 |
| Las Vegas Sands Corp., 5.9%, 6/01/2027  | 6679000 | &nbsp;&nbsp; 6748517 |
| Las Vegas Sands Corp., 6.2%, 8/15/2034  | 8932000 | &nbsp;&nbsp; 9179138 |
| Marriott International, Inc., 2.85%, 4/15/2031  | 12565000 | &nbsp;&nbsp; 11518054 |
| Sands China Ltd., 2.85%, 3/08/2029  | 15270000 | &nbsp;&nbsp; 14492203 |
| VICI Properties LP/VICI Note Co., Inc., 4.25%, 12/01/2026 (n) | 7044000 | &nbsp;&nbsp; 7027592 |
| Wynn Macau Ltd., 5.5%, 10/01/2027 (n) | 8594000 | &nbsp;&nbsp; 8571018 |
|  |  | &nbsp;&nbsp; $91153183 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| U.S. Treasury Obligations – 1.1% | U.S. Treasury Obligations – 1.1% | U.S. Treasury Obligations – 1.1% |
| U.S. Treasury Bonds, 4.75%, 2/15/2045  | $9101000 | &nbsp;&nbsp; $8861032 |
| U.S. Treasury Bonds, 5%, 5/15/2045 (f) | 16964000 | &nbsp;&nbsp; 17030266 |
| U.S. Treasury Bonds, 4.625%, 11/15/2045  | 6770000 | &nbsp;&nbsp; 6468523 |
| U.S. Treasury Bonds, 4.75%, 2/15/2056  | 18081000 | &nbsp;&nbsp; 17408613 |
|  |  | &nbsp;&nbsp; $49768434 |
| Utilities – 8.0% | Utilities – 8.0% | Utilities – 8.0% |
| Adani Electricity Mumbai Ltd., 3.949%, 2/12/2030 (n) | $5000000 | &nbsp;&nbsp; $4707653 |
| Adani Electricity Mumbai Ltd., 3.867%, 7/22/2031 (n) | 4802000 | &nbsp;&nbsp; 4383065 |
| Adani Transmission Step-One Ltd., 4.25%, 5/21/2036  | 4563230 | &nbsp;&nbsp; 4146004 |
| AEP Texas, Inc., 5.2%, 4/15/2036  | 7341000 | &nbsp;&nbsp; 7217406 |
| AEP Transmission Co. LLC, 5.375%, 6/15/2035  | 9949000 | &nbsp;&nbsp; 10113668 |
| AEP Transmission Co. LLC, 5.4%, 3/15/2053  | 5852000 | &nbsp;&nbsp; 5507774 |
| Algonquin Power & Utilities Corp., 5.365%, 6/15/2026  | 5767000 | &nbsp;&nbsp; 5766854 |
| American Transmission Systems, Inc., 2.65%, 1/15/2032 (n) | 4691000 | &nbsp;&nbsp; 4205015 |
| Berkshire Hathaway Energy Co., 5.15%, 11/15/2043  | 3795000 | &nbsp;&nbsp; 3563765 |
| Berkshire Hathaway Energy Co., 4.6%, 5/01/2053  | 3159000 | &nbsp;&nbsp; 2598319 |
| Duke Energy Carolinas LLC, 2.45%, 2/01/2030  | 9739000 | &nbsp;&nbsp; 9079113 |
| Duke Energy Florida LLC, 3.4%, 10/01/2046  | 5361000 | &nbsp;&nbsp; 3824552 |
| Duke Energy Florida LLC, 6.2%, 11/15/2053  | 8443000 | &nbsp;&nbsp; 8828776 |
| Enel Finance International N.V., 4.625%, 6/15/2027 (n) | 7809000 | &nbsp;&nbsp; 7827981 |
| Enel Finance International N.V., 5.5%, 6/15/2052 (n) | 4500000 | &nbsp;&nbsp; 4066163 |
| Enel Finance International N.V., 7.75%, 10/14/2052 (n) | 9393000 | &nbsp;&nbsp; 11088602 |
| Eversource Energy, 4.45%, 12/15/2030  | 6435000 | &nbsp;&nbsp; 6340796 |
| Eversource Energy, 5.5%, 1/01/2034  | 11861000 | &nbsp;&nbsp; 12076627 |
| FirstEnergy Corp., 3.9%, 7/15/2027  | 8381000 | &nbsp;&nbsp; 8322918 |
| FirstEnergy Corp., 3.4%, 3/01/2050  | 16280000 | &nbsp;&nbsp; 10872921 |
| Florida Power & Light Co., 2.45%, 2/03/2032  | 6909000 | &nbsp;&nbsp; 6198629 |
| Florida Power & Light Co., 3.95%, 3/01/2048  | 8281000 | &nbsp;&nbsp; 6464886 |
| Georgia Power Co., 4.95%, 5/17/2033  | 3562000 | &nbsp;&nbsp; 3587170 |
| Georgia Power Co., 5.125%, 5/15/2052  | 13035000 | &nbsp;&nbsp; 11902686 |
| Jersey Central Power & Light Co., 2.75%, 3/01/2032 (n) | 18451000 | &nbsp;&nbsp; 16578712 |
| MidAmerican Energy Co., 5.85%, 9/15/2054  | 14274000 | &nbsp;&nbsp; 14272442 |
| Mong Duong Finance Holdings B.V., 5.125%, 5/07/2029  | 9119457 | &nbsp;&nbsp; 8997902 |
| Northern States Power Co. of Minnesota, 5.05%, 5/15/2035  | 15373000 | &nbsp;&nbsp; 15460048 |
| Oncor Electric Delivery Co. LLC, 5.35%, 4/01/2035  | 11001000 | &nbsp;&nbsp; 11222897 |
| Pacific Gas & Electric Co., 5.45%, 6/15/2027  | 4875000 | &nbsp;&nbsp; 4919312 |
| Pacific Gas & Electric Co., 2.5%, 2/01/2031  | 4565000 | &nbsp;&nbsp; 4106481 |
| Pacific Gas & Electric Co., 4%, 12/01/2046  | 8364000 | &nbsp;&nbsp; 6158471 |
| PPL Electric Utilities Corp., 4.85%, 2/15/2034  | 11696000 | &nbsp;&nbsp; 11684055 |
| PSEG Power LLC, 5.2%, 5/15/2030 (n) | 12874000 | &nbsp;&nbsp; 13075413 |
| PSEG Power LLC, 5.75%, 5/15/2035 (n) | 10101000 | &nbsp;&nbsp; 10289603 |
| Public Service Electric & Gas Co., 5.5%, 3/01/2055  | 7751000 | &nbsp;&nbsp; 7464698 |
| Southern California Edison Co., 4.5%, 9/01/2040  | 4499000 | &nbsp;&nbsp; 3872218 |
| Vistra Operations Co. LLC, 4.7%, 1/31/2031 (n) | 13848000 | &nbsp;&nbsp; 13633386 |
| Vistra Operations Co. LLC, 5.35%, 1/31/2036 (n) | 13848000 | &nbsp;&nbsp; 13524219 |
| Xcel Energy, Inc., 5.5%, 3/15/2034  | 15124000 | &nbsp;&nbsp; 15421768 |
| XPLR Infrastructure Operating Partners LP, 7.25%, 1/15/2029 (n) | 5000000 | &nbsp;&nbsp; 5199665 |
| XPLR Infrastructure Operating Partners LP, 8.375%, 1/15/2031 (n) | 8777000 | &nbsp;&nbsp; 9378804 |
| XPLR Infrastructure Operating Partners LP, 8.625%, 3/15/2033 (n) | 2010000 | &nbsp;&nbsp; 2153947 |
|  |  | &nbsp;&nbsp; $350105384 |

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Utilities - Gas – 1.3% | Utilities - Gas – 1.3% | Utilities - Gas – 1.3% |
| APA Infrastructure Ltd., 5%, 3/23/2035 (n) | $8925000 | &nbsp;&nbsp; $8759277 |
| APA Infrastructure Ltd., 5.75%, 9/16/2044 (n) | 14050000 | &nbsp;&nbsp; 13785093 |
| Spire, Inc., 4.6%, 9/01/2031  | 21871000 | &nbsp;&nbsp; 21655494 |
| Spire, Inc., 6.25%, 6/01/2056  | 15231000 | &nbsp;&nbsp; 15178829 |
|  |  | &nbsp;&nbsp; $59378693 |
| **Total Bonds (Identified Cost, $4,358,944,678)** |  | &nbsp;&nbsp; **$4280390834** |
| Mutual Funds (h) – 1.8% | Mutual Funds (h) – 1.8% | Mutual Funds (h) – 1.8% |
| Money Market Funds – 1.8% | Money Market Funds – 1.8% |  |
| MFS Institutional Money Market Portfolio, 3.7% (v) (Identified Cost, $77,555,966) | 77553008 | &nbsp;&nbsp; $77560764 |
| Other Assets, Less Liabilities – 0.8% |  | &nbsp;&nbsp; 36698699 |
| **Net Assets – 100.0%** | **Net Assets – 100.0%** | &nbsp;&nbsp; **$4394650297** |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Non-income producing security.

&nbsp;&nbsp;&nbsp;&nbsp;(f) All or a portion of the security has been segregated as collateral for open futures
 contracts.

&nbsp;&nbsp;&nbsp;&nbsp;(h) An affiliated issuer, which may be considered one in which the fund owns 5% or more
 of the outstanding voting securities, or a company which is under common control. At period end, the aggregate values of the fund's investments in affiliated
 issuers and in unaffiliated issuers were $77,560,764 and $4,280,390,834, respectively.

&nbsp;&nbsp;&nbsp;&nbsp;(i) Interest only security for which the fund receives interest on notional principal
 (Par amount). Par amount shown is the notional principal and does not reflect the cost of the security.

&nbsp;&nbsp;&nbsp;&nbsp;(n) Securities exempt from registration under Rule 144A of the Securities Act of 1933.
 These securities may be sold in the ordinary course of business in transactions exempt from registration, normally to qualified institutional buyers.
 At period end, the aggregate value of these securities was $1,688,045,411, representing 38.4% of net assets.

&nbsp;&nbsp;&nbsp;&nbsp;(v) Affiliated issuer that is available only to investment companies managed by MFS. The
 rate quoted for the MFS Institutional Money Market Portfolio is the annualized seven-day yield of the fund at period end.

&nbsp;&nbsp;&nbsp;&nbsp;(w) When-issued security.

---

| | |
|:---|:---|
| The following abbreviations are used in this report and are defined: | The following abbreviations are used in this report and are defined: |
| CLO | Collateralized Loan Obligation |
| CMT | Constant Maturity Treasury |
| FLR | Floating Rate. Interest rate resets periodically based on the parenthetically disclosed reference rate plus a spread (if any). The period-end rate <br> reported may not be the current rate. All reference rates are USD unless otherwise noted.<br>|
| ICE | Intercontinental Exchange |
| LIBOR | London Interbank Offered Rate |
| REIT | Real Estate Investment Trust |
| SOFR | Secured Overnight Financing Rate |

---

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** |
| **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** |
| **Description** | &nbsp;&nbsp; **Long/** <br>**Short**<br>| **Currency** | **Contracts** | &nbsp;&nbsp; **Notional** <br>**Amount**<br>| &nbsp;&nbsp;&nbsp; **Expiration** <br>**Date**<br>| &nbsp;&nbsp; **Value/Unrealized** <br>**Appreciation** <br>&nbsp;&nbsp;&nbsp;&nbsp;**(Depreciation)**<br>|
| **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** |
| ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** |  |  |
| U.S. Treasury Ultra Note 10 yr | &nbsp;&nbsp;&nbsp; Short | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 869 | &nbsp;&nbsp;&nbsp; $98074797 | June – 2026 | &nbsp;&nbsp;&nbsp; $1584931 |
| **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** |
| ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** |  |  |
| U.S. Treasury Bond 30 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 1035 | &nbsp;&nbsp;&nbsp; $116793282 | June – 2026 | &nbsp;&nbsp;&nbsp; $(4846688)<br>|
| U.S. Treasury Note 2 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 426 | &nbsp;&nbsp;&nbsp; 88235250 | June – 2026 | &nbsp;&nbsp;&nbsp; (810260)<br>|

---

------

MFS Corporate Bond Fund

*Portfolio of Investments – continued*

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Futures Contracts - continued** | **Futures Contracts - continued** | **Futures Contracts - continued** | **Futures Contracts - continued** | **Futures Contracts - continued** | **Futures Contracts - continued** | **Futures Contracts - continued** |
| **Description** | &nbsp;&nbsp; **Long/**<br> **Short**<br>| **Currency** | **Contracts** | &nbsp;&nbsp; **Notional**<br> **Amount**<br>| &nbsp;&nbsp;&nbsp; **Expiration**<br> **Date**<br>| &nbsp;&nbsp; **Value/Unrealized**<br> **Appreciation**<br> &nbsp;&nbsp;&nbsp;&nbsp;**(Depreciation)**<br>|
| **Liability Derivatives - continued** | **Liability Derivatives - continued** | **Liability Derivatives - continued** | **Liability Derivatives - continued** | **Liability Derivatives - continued** | **Liability Derivatives - continued** | **Liability Derivatives - continued** |
| ***Interest Rate Futures - continued*** | ***Interest Rate Futures - continued*** | ***Interest Rate Futures - continued*** | ***Interest Rate Futures - continued*** | ***Interest Rate Futures - continued*** |  |  |
| U.S. Treasury Ultra Bond 30 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 753 | &nbsp;&nbsp;&nbsp; $86618531 | June – 2026 | &nbsp;&nbsp;&nbsp; $(3349790)<br>|
|  |  |  |  |  |  | &nbsp;&nbsp;&nbsp; $(9006738)<br>|

---

At April 30, 2026, the fund had liquid securities collateral with an aggregate value of $7,552,415 to cover any collateral or margin obligations for certain derivative contracts.

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

**Financial Statements** \| **Statement of Assets and Liabilities**

This statement represents your fund's balance sheet, which details the assets and liabilities comprising the total value of the fund.

---

| | |
|:---|:---|
| **At 4/30/26** <br> **Assets**<br>|  |
| Investments in unaffiliated issuers, at value (identified cost, $4,358,944,678) | &nbsp;&nbsp; $4280390834 |
| Investments in affiliated issuers, at value (identified cost, $77,555,966) | &nbsp;&nbsp; 77560764 |
| Cash | &nbsp;&nbsp; 2772169 |
| Receivables for |  |
| Net daily variation margin on open futures contracts | &nbsp;&nbsp; 31261 |
| Fund shares sold | &nbsp;&nbsp; 3727388 |
| Interest and dividends | &nbsp;&nbsp; 50998382 |
| Other assets | &nbsp;&nbsp; 6629 |
| Total assets | &nbsp;&nbsp; $4415487427 |
| **Liabilities** |  |
| Payables for |  |
| Distributions | &nbsp;&nbsp; $474245 |
| Investments purchased | &nbsp;&nbsp; 2398047 |
| When-issued investments purchased | &nbsp;&nbsp; 10693980 |
| Fund shares reacquired | &nbsp;&nbsp; 6151827 |
| Payable to affiliates |  |
| Investment adviser | &nbsp;&nbsp; 88627 |
| Administrative services fee | &nbsp;&nbsp; 3196 |
| Shareholder servicing costs | &nbsp;&nbsp; 751472 |
| Distribution and service fees | &nbsp;&nbsp; 23687 |
| Payable for independent Trustees' compensation | &nbsp;&nbsp; 13 |
| Accrued expenses and other liabilities | &nbsp;&nbsp; 252036 |
| Total liabilities | &nbsp;&nbsp; $20837130 |
| Net assets | &nbsp;&nbsp; $4394650297 |
| **Net assets consist of** |  |
| Paid-in capital | &nbsp;&nbsp; $5198170301 |
| Total distributable earnings (loss) | &nbsp;&nbsp; (803520004)<br>|
| Net assets | &nbsp;&nbsp; $4394650297 |
| Shares of beneficial interest outstanding | &nbsp;&nbsp; 355740579 |

---

---

| | | | |
|:---|:---|:---|:---|
|  | **Net assets** | &nbsp;&nbsp; **Shares** <br>**outstanding**<br>| &nbsp;&nbsp; **Net asset value** <br>**per share (a)**<br>|
| Class A | &nbsp;&nbsp;&nbsp; $1590977702 | &nbsp;&nbsp;&nbsp; 128677792 | &nbsp;&nbsp;&nbsp; $12.36 |
| Class B | &nbsp;&nbsp;&nbsp; 263549 | &nbsp;&nbsp;&nbsp; 21351 | &nbsp;&nbsp;&nbsp;&nbsp;12.34 |
| Class C | &nbsp;&nbsp;&nbsp; 23752930 | &nbsp;&nbsp;&nbsp; 1927338 | &nbsp;&nbsp;&nbsp;&nbsp;12.32 |
| Class I | &nbsp;&nbsp;&nbsp; 990709445 | &nbsp;&nbsp;&nbsp; 80237387 | &nbsp;&nbsp;&nbsp;&nbsp;12.35 |
| Class R1 | &nbsp;&nbsp;&nbsp; 2955780 | &nbsp;&nbsp;&nbsp; 239567 | &nbsp;&nbsp;&nbsp;&nbsp;12.34 |
| Class R2 | &nbsp;&nbsp;&nbsp; 8051019 | &nbsp;&nbsp;&nbsp; 650869 | &nbsp;&nbsp;&nbsp;&nbsp;12.37 |
| Class R3 | &nbsp;&nbsp;&nbsp; 16635485 | &nbsp;&nbsp;&nbsp; 1344804 | &nbsp;&nbsp;&nbsp;&nbsp;12.37 |
| Class R4 | &nbsp;&nbsp;&nbsp; 11894891 | &nbsp;&nbsp;&nbsp; 960410 | &nbsp;&nbsp;&nbsp;&nbsp;12.39 |
| Class R6 | &nbsp;&nbsp;&nbsp; 1749409496 | &nbsp;&nbsp;&nbsp; 141681061 | &nbsp;&nbsp;&nbsp;&nbsp;12.35 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Maximum offering price per share was equal to the net asset value per share for all
 share classes, except for Class A, for which the maximum offering price per share was $12.91 [100 / 95.75 x $12.36]. On sales of $100,000 or
 more, the maximum offering price of Class A shares is reduced. A contingent deferred sales charge may be imposed on redemptions of Class
 A, Class B, and Class C shares. Redemption price per share was equal to the net asset value per share for Classes I, R1, R2, R3, R4, and
 R6.

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

**Financial Statements** \| **Statement of Operations**

This statement describes how much your fund earned in investment income and accrued in expenses. It also describes any gains and/or losses generated by fund operations.

---

| | |
|:---|:---|
| **Year ended 4/30/26** <br> **Net investment income (loss)**<br>|  |
| Income |  |
| Interest | &nbsp;&nbsp; $234704302 |
| Dividends from affiliated issuers | &nbsp;&nbsp; 3431221 |
| Other | &nbsp;&nbsp; 1578338 |
| Total investment income | &nbsp;&nbsp; $239713861 |
| Expenses |  |
| Management fee | &nbsp;&nbsp; $17372230 |
| Distribution and service fees | &nbsp;&nbsp; 4503622 |
| Shareholder servicing costs | &nbsp;&nbsp; 3046643 |
| Administrative services fee | &nbsp;&nbsp; 557788 |
| Independent Trustees' compensation | &nbsp;&nbsp; 93485 |
| Custodian fee | &nbsp;&nbsp; 214166 |
| Shareholder communications | &nbsp;&nbsp; 307597 |
| Audit and tax fees | &nbsp;&nbsp; 86921 |
| Legal fees | &nbsp;&nbsp; 23146 |
| Miscellaneous | &nbsp;&nbsp; 297931 |
| Total expenses | &nbsp;&nbsp; $26503529 |
| Fees paid indirectly | &nbsp;&nbsp; (2560)<br>|
| Reduction of expenses by investment adviser and distributor | &nbsp;&nbsp; (627918)<br>|
| Net expenses | &nbsp;&nbsp; $25873051 |
| Net investment income (loss) | &nbsp;&nbsp; $213840810 |
| **Realized and unrealized gain (loss)** | **Realized and unrealized gain (loss)** |
| Realized gain (loss) (identified cost basis) |  |
| Unaffiliated issuers | &nbsp;&nbsp; $(19919483)<br>|
| Affiliated issuers | &nbsp;&nbsp; (18110)<br>|
| Futures contracts | &nbsp;&nbsp; 821413 |
| Net realized gain (loss) | &nbsp;&nbsp; $(19116180)<br>|
| Change in unrealized appreciation or depreciation |  |
| Unaffiliated issuers | &nbsp;&nbsp; $53069523 |
| Affiliated issuers | &nbsp;&nbsp; 6481 |
| Futures contracts | &nbsp;&nbsp; (6179610)<br>|
| Net unrealized gain (loss) | &nbsp;&nbsp; $46896394 |
| Net realized and unrealized gain (loss) | &nbsp;&nbsp; $27780214 |
| Change in net assets from operations | &nbsp;&nbsp; $241621024 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

**Financial Statements** \| **Statements of Changes in Net Assets**

These statements describe the increases and/or decreases in net assets resulting from operations, any distributions, and any shareholder transactions.

---

| | | |
|:---|:---|:---|
|  | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** |
| **Change in net assets** |  |  |
| **From operations** |  |  |
| Net investment income (loss) | $213840810 | &nbsp;&nbsp; $212685105 |
| Net realized gain (loss) | (19116180)<br>| &nbsp;&nbsp; (60284037)<br>|
| Net unrealized gain (loss) | 46896394 | &nbsp;&nbsp; 173641779 |
| Change in net assets from operations | $241621024 | &nbsp;&nbsp; $326042847 |
| Total distributions to shareholders | $(213788048)<br>| &nbsp;&nbsp; $(213933375)<br>|
| Change in net assets from fund share transactions | $(162241599)<br>| &nbsp;&nbsp; $64280324 |
| Total change in net assets | $(134408623)<br>| &nbsp;&nbsp; $176389796 |
| **Net assets** |  |  |
| At beginning of period | 4529058920 | &nbsp;&nbsp; 4352669124 |
| At end of period | $4394650297 | &nbsp;&nbsp; $4529058920 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

**Financial Statements** \| **Financial Highlights**

The financial highlights table is intended to help you understand the fund's financial performance for the past 5 years. Certain information reflects financial results for a single fund share. The total returns in the table represent the rate that an investor would have earned (or lost) on an investment in the fund share class (assuming reinvestment of all distributions) held for the entire period.

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class A**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.29 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.30 | &nbsp;&nbsp; $12.71 | &nbsp;&nbsp; $15.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.56 | &nbsp;&nbsp; $0.55 | &nbsp;&nbsp; $0.50 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.35 |
| Net realized and unrealized gain (loss) | 0.07 | 0.32 | &nbsp;&nbsp; (0.32)<br>| &nbsp;&nbsp; (0.40)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.63 | &nbsp;&nbsp; $0.87 | &nbsp;&nbsp; $0.18 | &nbsp;&nbsp; $0.01 | &nbsp;&nbsp; $(1.57)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.56)<br>| &nbsp;&nbsp; $(0.55)<br>| &nbsp;&nbsp; $(0.51)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.36)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.56)<br>| &nbsp;&nbsp; $(0.55)<br>| &nbsp;&nbsp; $(0.51)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.81)<br>|
| Net asset value, end of period (x) | $12.36 | &nbsp;&nbsp; $12.29 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.30 | &nbsp;&nbsp; $12.71 |
| Total return (%) (r)(s)(t)(x) | 5.20 | 7.37 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 | &nbsp;&nbsp;&nbsp;&nbsp;0.20 | &nbsp;&nbsp; (11.00)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.77 | 0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.76 |
| Expenses after expense reductions (f) | 0.76 | 0.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.77 | &nbsp;&nbsp;&nbsp;&nbsp;0.77 | &nbsp;&nbsp;&nbsp;&nbsp;0.75 |
| Net investment income (loss) | 4.52 | 4.46 | &nbsp;&nbsp;&nbsp;&nbsp;4.19 | &nbsp;&nbsp;&nbsp;&nbsp;3.36 | &nbsp;&nbsp;&nbsp;&nbsp;2.38 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $1590978 | &nbsp;&nbsp; $1668483 | &nbsp;&nbsp; $1663876 | &nbsp;&nbsp; $1726630 | &nbsp;&nbsp; $1932006 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class B**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.28 | &nbsp;&nbsp; $12.68 | &nbsp;&nbsp; $15.06 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.47 | &nbsp;&nbsp; $0.46 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.32 | &nbsp;&nbsp; $0.24 |
| Net realized and unrealized gain (loss) | 0.07 | 0.32 | &nbsp;&nbsp; (0.32)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.54 | &nbsp;&nbsp; $0.78 | &nbsp;&nbsp; $0.09 | &nbsp;&nbsp; $(0.07)<br>| &nbsp;&nbsp; $(1.68)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.25)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.70)<br>|
| Net asset value, end of period (x) | $12.34 | &nbsp;&nbsp; $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.28 | &nbsp;&nbsp; $12.68 |
| Total return (%) (r)(s)(t)(x) | 4.42 | 6.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp; (0.48)<br>| &nbsp;&nbsp; (11.70)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.52 | 1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.51 | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Net investment income (loss) | 3.78 | 3.71 | &nbsp;&nbsp;&nbsp;&nbsp;3.40 | &nbsp;&nbsp;&nbsp;&nbsp;2.60 | &nbsp;&nbsp;&nbsp;&nbsp;1.62 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $264 | &nbsp;&nbsp; $708 | &nbsp;&nbsp; $1734 | &nbsp;&nbsp; $3585 | &nbsp;&nbsp; $6283 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class C**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.25 | &nbsp;&nbsp; $11.93 | &nbsp;&nbsp; $12.26 | &nbsp;&nbsp; $12.67 | &nbsp;&nbsp; $15.04 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.47 | &nbsp;&nbsp; $0.46 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.32 | &nbsp;&nbsp; $0.24 |
| Net realized and unrealized gain (loss) | 0.07 | 0.32 | &nbsp;&nbsp; (0.32)<br>| &nbsp;&nbsp; (0.40)<br>| &nbsp;&nbsp; (1.91)<br>|
| Total from investment operations | $0.54 | &nbsp;&nbsp; $0.78 | &nbsp;&nbsp; $0.09 | &nbsp;&nbsp; $(0.08)<br>| &nbsp;&nbsp; $(1.67)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.25)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.70)<br>|
| Net asset value, end of period (x) | $12.32 | &nbsp;&nbsp; $12.25 | &nbsp;&nbsp; $11.93 | &nbsp;&nbsp; $12.26 | &nbsp;&nbsp; $12.67 |
| Total return (%) (r)(s)(t)(x) | 4.42 | 6.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.73 | &nbsp;&nbsp; (0.56)<br>| &nbsp;&nbsp; (11.65)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.52 | 1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.51 | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Net investment income (loss) | 3.77 | 3.71 | &nbsp;&nbsp;&nbsp;&nbsp;3.43 | &nbsp;&nbsp;&nbsp;&nbsp;2.60 | &nbsp;&nbsp;&nbsp;&nbsp;1.62 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $23753 | &nbsp;&nbsp; $28059 | &nbsp;&nbsp; $34108 | &nbsp;&nbsp; $42440 | &nbsp;&nbsp; $61283 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class I**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.29 | &nbsp;&nbsp; $12.69 | &nbsp;&nbsp; $15.07 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.59 | &nbsp;&nbsp; $0.58 | &nbsp;&nbsp; $0.53 | &nbsp;&nbsp; $0.44 | &nbsp;&nbsp; $0.39 |
| Net realized and unrealized gain (loss) | 0.08 | 0.32 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.67 | &nbsp;&nbsp; $0.90 | &nbsp;&nbsp; $0.20 | &nbsp;&nbsp; $0.05 | &nbsp;&nbsp; $(1.53)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.59)<br>| &nbsp;&nbsp; $(0.58)<br>| &nbsp;&nbsp; $(0.54)<br>| &nbsp;&nbsp; $(0.44)<br>| &nbsp;&nbsp; $(0.40)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.59)<br>| &nbsp;&nbsp; $(0.58)<br>| &nbsp;&nbsp; $(0.54)<br>| &nbsp;&nbsp; $(0.45)<br>| &nbsp;&nbsp; $(0.85)<br>|
| Net asset value, end of period (x) | $12.35 | &nbsp;&nbsp; $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.29 | &nbsp;&nbsp; $12.69 |
| Total return (%) (r)(s)(t)(x) | 5.55 | 7.64 | &nbsp;&nbsp;&nbsp;&nbsp;1.67 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp; (10.79)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.52 | 0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 |
| Expenses after expense reductions (f) | 0.51 | 0.51 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.50 |
| Net investment income (loss) | 4.77 | 4.71 | &nbsp;&nbsp;&nbsp;&nbsp;4.43 | &nbsp;&nbsp;&nbsp;&nbsp;3.60 | &nbsp;&nbsp;&nbsp;&nbsp;2.62 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $990709 | &nbsp;&nbsp; $990033 | &nbsp;&nbsp; $942477 | &nbsp;&nbsp; $934582 | &nbsp;&nbsp; $1062759 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R1**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.26 | &nbsp;&nbsp; $11.94 | &nbsp;&nbsp; $12.28 | &nbsp;&nbsp; $12.68 | &nbsp;&nbsp; $15.05 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.47 | &nbsp;&nbsp; $0.46 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.32 | &nbsp;&nbsp; $0.24 |
| Net realized and unrealized gain (loss) | 0.08 | 0.32 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.91)<br>|
| Total from investment operations | $0.55 | &nbsp;&nbsp; $0.78 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $(0.07)<br>| &nbsp;&nbsp; $(1.67)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.25)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.47)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.70)<br>|
| Net asset value, end of period (x) | $12.34 | &nbsp;&nbsp; $12.26 | &nbsp;&nbsp; $11.94 | &nbsp;&nbsp; $12.28 | &nbsp;&nbsp; $12.68 |
| Total return (%) (r)(s)(t)(x) | 4.51 | 6.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.65 | &nbsp;&nbsp; (0.48)<br>| &nbsp;&nbsp; (11.64)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.52 | 1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.51 | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Net investment income (loss) | 3.78 | 3.71 | &nbsp;&nbsp;&nbsp;&nbsp;3.45 | &nbsp;&nbsp;&nbsp;&nbsp;2.61 | &nbsp;&nbsp;&nbsp;&nbsp;1.62 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $2956 | &nbsp;&nbsp; $3867 | &nbsp;&nbsp; $4071 | &nbsp;&nbsp; $3629 | &nbsp;&nbsp; $3922 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R2**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 | &nbsp;&nbsp; $15.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.53 | &nbsp;&nbsp; $0.52 | &nbsp;&nbsp; $0.47 | &nbsp;&nbsp; $0.38 | &nbsp;&nbsp; $0.31 |
| Net realized and unrealized gain (loss) | 0.07 | 0.33 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.91)<br>|
| Total from investment operations | $0.60 | &nbsp;&nbsp; $0.85 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $(0.01)<br>| &nbsp;&nbsp; $(1.60)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.53)<br>| &nbsp;&nbsp; $(0.52)<br>| &nbsp;&nbsp; $(0.48)<br>| &nbsp;&nbsp; $(0.38)<br>| &nbsp;&nbsp; $(0.33)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.53)<br>| &nbsp;&nbsp; $(0.52)<br>| &nbsp;&nbsp; $(0.48)<br>| &nbsp;&nbsp; $(0.39)<br>| &nbsp;&nbsp; $(0.78)<br>|
| Net asset value, end of period (x) | $12.37 | &nbsp;&nbsp; $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 |
| Total return (%) (r)(s)(t)(x) | 4.94 | 7.19 | &nbsp;&nbsp;&nbsp;&nbsp;1.16 | &nbsp;&nbsp;&nbsp;&nbsp;0.03 | &nbsp;&nbsp; (11.23)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.02 | 1.03 | &nbsp;&nbsp;&nbsp;&nbsp;1.03 | &nbsp;&nbsp;&nbsp;&nbsp;1.03 | &nbsp;&nbsp;&nbsp;&nbsp;1.01 |
| Expenses after expense reductions (f) | 1.01 | 1.01 | &nbsp;&nbsp;&nbsp;&nbsp;1.02 | &nbsp;&nbsp;&nbsp;&nbsp;1.02 | &nbsp;&nbsp;&nbsp;&nbsp;1.00 |
| Net investment income (loss) | 4.28 | 4.22 | &nbsp;&nbsp;&nbsp;&nbsp;3.93 | &nbsp;&nbsp;&nbsp;&nbsp;3.11 | &nbsp;&nbsp;&nbsp;&nbsp;2.12 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $8051 | &nbsp;&nbsp; $9543 | &nbsp;&nbsp; $13963 | &nbsp;&nbsp; $17271 | &nbsp;&nbsp; $19328 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R3**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 | &nbsp;&nbsp; $15.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.56 | &nbsp;&nbsp; $0.55 | &nbsp;&nbsp; $0.50 | &nbsp;&nbsp; $0.39 | &nbsp;&nbsp; $0.35 |
| Net realized and unrealized gain (loss) | 0.07 | 0.34 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.63 | &nbsp;&nbsp; $0.89 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.02 | &nbsp;&nbsp; $(1.57)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.56)<br>| &nbsp;&nbsp; $(0.56)<br>| &nbsp;&nbsp; $(0.51)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.36)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.56)<br>| &nbsp;&nbsp; $(0.56)<br>| &nbsp;&nbsp; $(0.51)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.81)<br>|
| Net asset value, end of period (x) | $12.37 | &nbsp;&nbsp; $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 |
| Total return (%) (r)(s)(t)(x) | 5.20 | 7.46 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.28 | &nbsp;&nbsp; (11.00)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.77 | 0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.76 |
| Expenses after expense reductions (f) | 0.76 | 0.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.77 | &nbsp;&nbsp;&nbsp;&nbsp;0.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.75 |
| Net investment income (loss) | 4.52 | 4.47 | &nbsp;&nbsp;&nbsp;&nbsp;4.18 | &nbsp;&nbsp;&nbsp;&nbsp;3.17 | &nbsp;&nbsp;&nbsp;&nbsp;2.38 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $16635 | &nbsp;&nbsp; $19835 | &nbsp;&nbsp; $19949 | &nbsp;&nbsp; $24627 | &nbsp;&nbsp; $136630 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R4**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 | &nbsp;&nbsp; $15.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.60 | &nbsp;&nbsp; $0.58 | &nbsp;&nbsp; $0.53 | &nbsp;&nbsp; $0.44 | &nbsp;&nbsp; $0.39 |
| Net realized and unrealized gain (loss) | 0.09 | 0.34 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.69 | &nbsp;&nbsp; $0.92 | &nbsp;&nbsp; $0.20 | &nbsp;&nbsp; $0.05 | &nbsp;&nbsp; $(1.53)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.60)<br>| &nbsp;&nbsp; $(0.59)<br>| &nbsp;&nbsp; $(0.54)<br>| &nbsp;&nbsp; $(0.44)<br>| &nbsp;&nbsp; $(0.40)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.60)<br>| &nbsp;&nbsp; $(0.59)<br>| &nbsp;&nbsp; $(0.54)<br>| &nbsp;&nbsp; $(0.45)<br>| &nbsp;&nbsp; $(0.85)<br>|
| Net asset value, end of period (x) | $12.39 | &nbsp;&nbsp; $12.30 | &nbsp;&nbsp; $11.97 | &nbsp;&nbsp; $12.31 | &nbsp;&nbsp; $12.71 |
| Total return (%) (r)(s)(t)(x) | 5.63 | 7.72 | &nbsp;&nbsp;&nbsp;&nbsp;1.67 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp; (10.78)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.52 | 0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 |
| Expenses after expense reductions (f) | 0.51 | 0.51 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.50 |
| Net investment income (loss) | 4.78 | 4.71 | &nbsp;&nbsp;&nbsp;&nbsp;4.44 | &nbsp;&nbsp;&nbsp;&nbsp;3.61 | &nbsp;&nbsp;&nbsp;&nbsp;2.63 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $11895 | &nbsp;&nbsp; $52407 | &nbsp;&nbsp; $54316 | &nbsp;&nbsp; $53301 | &nbsp;&nbsp; $61624 |

---

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R6**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.29 | &nbsp;&nbsp; $12.69 | &nbsp;&nbsp; $15.07 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.61 | &nbsp;&nbsp; $0.59 | &nbsp;&nbsp; $0.54 | &nbsp;&nbsp; $0.45 | &nbsp;&nbsp; $0.40 |
| Net realized and unrealized gain (loss) | 0.08 | 0.33 | &nbsp;&nbsp; (0.33)<br>| &nbsp;&nbsp; (0.39)<br>| &nbsp;&nbsp; (1.92)<br>|
| Total from investment operations | $0.69 | &nbsp;&nbsp; $0.92 | &nbsp;&nbsp; $0.21 | &nbsp;&nbsp; $0.06 | &nbsp;&nbsp; $(1.52)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.61)<br>| &nbsp;&nbsp; $(0.60)<br>| &nbsp;&nbsp; $(0.55)<br>| &nbsp;&nbsp; $(0.45)<br>| &nbsp;&nbsp; $(0.41)<br>|
| From net realized gain |  |  |  | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.45)<br>|
| Total distributions declared to shareholders | $(0.61)<br>| &nbsp;&nbsp; $(0.60)<br>| &nbsp;&nbsp; $(0.55)<br>| &nbsp;&nbsp; $(0.46)<br>| &nbsp;&nbsp; $(0.86)<br>|
| Net asset value, end of period (x) | $12.35 | &nbsp;&nbsp; $12.27 | &nbsp;&nbsp; $11.95 | &nbsp;&nbsp; $12.29 | &nbsp;&nbsp; $12.69 |
| Total return (%) (r)(s)(t)(x) | 5.65 | 7.74 | &nbsp;&nbsp;&nbsp;&nbsp;1.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.63 | &nbsp;&nbsp; (10.70)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.43 | 0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.41 |
| Expenses after expense reductions (f) | 0.41 | 0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.40 |
| Net investment income (loss) | 4.86 | 4.80 | &nbsp;&nbsp;&nbsp;&nbsp;4.54 | &nbsp;&nbsp;&nbsp;&nbsp;3.71 | &nbsp;&nbsp;&nbsp;&nbsp;2.73 |
| Portfolio turnover rate | 41 | &nbsp;&nbsp; 38 | &nbsp;&nbsp; 59 | &nbsp;&nbsp; 46 | &nbsp;&nbsp; 54 |
| Net assets at end of period (000 omitted) | $1749409 | &nbsp;&nbsp; $1756124 | &nbsp;&nbsp; $1618176 | &nbsp;&nbsp; $1477919 | &nbsp;&nbsp; $1614162 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(d) Per share data is based on average shares outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;(f) Ratios do not reflect reductions from fees paid indirectly, if applicable. See Note
 2 in the Notes to Financial Statements for additional information.

&nbsp;&nbsp;&nbsp;&nbsp;(r) Certain expenses have been reduced without which performance would have been lower.

&nbsp;&nbsp;&nbsp;&nbsp;(s) From time to time the fund may receive proceeds from litigation settlements, without
 which performance would be lower.

&nbsp;&nbsp;&nbsp;&nbsp;(t) Total returns do not include any applicable sales charges.

&nbsp;&nbsp;&nbsp;&nbsp;(x) The net asset values and total returns have been calculated on net assets which include
 adjustments made in accordance with U.S. generally accepted accounting principles required at period end for financial reporting purposes.

**See Notes to Financial Statements**

------

MFS Corporate Bond Fund

**Notes to Financial Statements**

**(1) Business and Organization**

MFS Corporate Bond Fund (the fund) is a diversified series of MFS Series Trust IX (the trust). The trust is organized as a Massachusetts business trust and is registered under the Investment Company Act of 1940, as amended, as an open-end management investment company.

The fund is an investment company and accordingly follows the investment company accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies.

**(2) Significant Accounting Policies**

**General** — The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of increases and decreases in net assets from operations during the reporting period. Actual results could differ from those estimates. In the preparation of these financial statements, management has evaluated subsequent events occurring after the date of the fund's Statement of Assets and Liabilities through the date that the financial statements were issued. The fund invests in foreign securities. Investments in foreign securities are vulnerable to the effects of changes in the relative values of the local currency and the U.S. dollar and to the effects of changes in each country's market, economic, industrial, political, regulatory, geopolitical, environmental, public health, and other conditions.

**Segment Reporting** — An operating segment is defined in FASB Accounting Standards Codification Topic 280, Segment Reporting as a component of a public entity that engages in business activities from which it may recognize revenues and incur expenses, has operating results that are regularly reviewed by the entity's chief operating decision maker (CODM) in making resource allocation decisions and assessing segment performance, and for which discrete financial information is available. The fund represents a single operating segment and the Chairman's Committee of the fund's adviser acts as the segment's CODM. The fund's total returns, expense ratios, and changes in net assets which are used by the CODM to assess segment performance and to make resource allocation decisions to the segment are consistent with that presented within the fund's financial statements.

**Balance Sheet Offsetting** — The fund's accounting policy with respect to balance sheet offsetting is that, absent an event of default by the counterparty or a termination of the agreement, the International Swaps and Derivatives Association (ISDA) Master Agreement, or similar agreement, does not result in an offset of reported amounts of financial assets and financial liabilities in the Statement of Assets and Liabilities across transactions between the fund and the applicable counterparty. The fund's right to setoff may be restricted or prohibited by the bankruptcy or insolvency laws of the particular jurisdiction to which a specific master netting agreement counterparty is subject. Balance sheet offsetting disclosures, to the extent applicable to the fund, have been included in the fund's Significant Accounting Policies note under the captions for each of the fund's in-scope financial instruments and transactions.

**Investment Valuations** — Subject to its oversight, the fund's Board of Trustees has delegated primary responsibility for determining or causing to be determined the value of the fund's investments to MFS as the fund's adviser, pursuant to the fund's valuation policy and procedures which have been adopted by the adviser and approved by the Board. In accordance with Rule 2a-5 under the Investment Company Act of 1940, the Board of Trustees designated the adviser as the "valuation designee" of the fund. If the adviser, as valuation designee, determines that reliable market quotations are not readily available for an investment, the investment is valued at fair value as determined in good faith by the adviser in accordance with the adviser's fair valuation policy and procedures.

Under the fund's valuation policy and procedures, debt instruments and floating rate loans, including restricted debt instruments, are generally valued at an evaluated or composite bid as provided by a third-party pricing service. Short-term instruments with a maturity at issuance of 60 days or less may be valued at amortized cost, which approximates market value. Futures contracts are generally valued at last posted settlement price on their primary exchange as provided by a third-party pricing service. Futures contracts for which there were no trades that day for a particular position are generally valued at the closing bid quotation on their primary exchange as provided by a third-party pricing service. Open-end investment companies are generally valued at net asset value per share. The values of foreign securities and other assets and liabilities expressed in foreign currencies are converted to U.S. dollars using the mean of bid and asked prices for rates provided by a third-party pricing service.

Under the fund's valuation policy and procedures, market quotations are not considered to be readily available for debt instruments, floating rate loans, and many types of derivatives. These investments are generally valued at fair value based on information from third-party pricing services or otherwise determined by the adviser in accordance with the adviser's fair valuation policy and procedures. Securities and other assets generally valued on the basis of information from a third-party pricing service may also be valued at a broker/dealer bid quotation. In determining values, third-party pricing services can utilize both transaction data and

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

market information such as yield, quality, coupon rate, maturity, type of issue, trading characteristics, spreads and other market data. Pricing services generally value debt instruments assuming orderly transactions of institutional round lot sizes, but a fund may hold or transact in such securities in smaller, odd lot sizes. In instances where a fund holds an odd lot size position in a debt instrument, such position will typically be valued using the pricing agent's institutional round lot price for the debt instrument. Odd lots may trade at lower prices than institutional round lots, and the fund may receive different prices when it sells odd lot positions than it would receive for sales of institutional round lot positions. An investment may also be valued at fair value if the adviser determines that the investment's value has been materially affected by events occurring after the close of the exchange or market on which the investment is principally traded (such as foreign exchange or market) and prior to the determination of the fund's net asset value, or after the halt of trading of a specific security where trading does not resume prior to the close of the exchange or market on which the security is principally traded. The adviser generally relies on third-party pricing services or other information (such as the correlation with price movements of similar securities in the same or other markets; the type, cost and investment characteristics of the security; the business and financial condition of the issuer; and trading and other market data) to assist in determining whether to fair value and at what value to fair value an investment. The value of an investment for purposes of calculating the fund's net asset value can differ depending on the source and method used to determine value. When fair valuation is used, the value of an investment used to determine the fund's net asset value may differ from quoted or published prices for the same investment. There can be no assurance that the fund could obtain the fair value assigned to an investment if it were to sell the investment at the same time at which the fund determines its net asset value per share.

Various inputs are used in determining the value of the fund's assets or liabilities. These inputs are categorized into three broad levels. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, an investment's level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. The fund's assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the investment. Level 1 includes unadjusted quoted prices in active markets for identical assets or liabilities. Level 2 includes other significant observable market-based inputs (including quoted prices for similar securities, interest rates, prepayment speed, and credit risk). Level 3 includes significant unobservable inputs, which may include the adviser's own assumptions in determining the fair value of investments. Other financial instruments are derivative instruments, such as futures contracts. The following is a summary of the levels used as of April 30, 2026 in valuing the fund's assets and liabilities:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Financial Instruments** | **Level 1** | **Level 2** | **Level 3** | **Total** |
| U.S. Treasury Bonds & U.S. Government <br> Agencies & Equivalents<br>| $— | $49768434 | $— | $49768434 |
| Non - U.S. Sovereign Debt |  | 126962256 |  | 126962256 |
| Municipal Bonds |  | 20463358 |  | 20463358 |
| U.S. Corporate Bonds |  | 2808409361 |  | 2808409361 |
| Residential Mortgage-Backed Securities |  | 49390460 |  | 49390460 |
| Commercial Mortgage-Backed Securities |  | 44841361 |  | 44841361 |
| Asset-Backed Securities (including CDOs) |  | 48099433 |  | 48099433 |
| Foreign Bonds |  | 1132456171 |  | 1132456171 |
| Investment Companies | 77560764 |  |  | 77560764 |
| Total | $77560764 | $4280390834 | $— | $4357951598 |

---

---

| | | | |
|:---|:---|:---|:---|
| **Other Financial Instruments** |  |  |  |
| Futures Contracts – Assets | $1584931 | $— | $1584931 |
| Futures Contracts – Liabilities | (9006738)<br>|  | (9006738)<br>|

---

For further information regarding security characteristics, see the Portfolio of Investments.

**Foreign Currency Translation** — Purchases and sales of foreign investments, income, and expenses are converted into U.S. dollars based upon currency exchange rates prevailing on the respective dates of such transactions or on the reporting date for foreign denominated receivables and payables. Gains and losses attributable to foreign currency exchange rates on sales of securities are recorded for financial statement purposes as net realized gains and losses on investments. Gains and losses attributable to foreign exchange rate movements on receivables, payables, income and expenses are recorded for financial statement purposes as foreign currency transaction gains and losses. That portion of both realized and unrealized gains and losses on investments that results from fluctuations in foreign currency exchange rates is not separately disclosed.

**Derivatives** — The fund uses derivatives primarily to increase or decrease exposure to a particular market or segment of the market, or security, to increase or decrease interest rate or currency exposure, or as alternatives to direct investments. Derivatives are used for hedging or non-hedging purposes. While hedging can reduce or eliminate losses, it can also reduce or eliminate gains. When the fund uses derivatives as an investment to increase market exposure, or for hedging purposes, gains and losses from derivative instruments may be substantially greater than the derivative's original cost.

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

The derivative instruments used by the fund during the period were futures contracts. Depending on the type of derivative, a fund may exit a derivative position by entering into an offsetting transaction with a counterparty or exchange, negotiating an agreement with the derivative counterparty, or novating the position to a third party. The fund may be unable to promptly close out a futures position in instances where the daily fluctuation in the price for that type of future exceeds the daily limit set by the exchange. The fund's period end derivatives, as presented in the Portfolio of Investments and the associated Derivative Contract tables, generally are indicative of the volume of its derivative activity during the period.

The following table presents, by major type of derivative contract, the fair value, on a gross basis, of the asset and liability components of derivatives held by the fund at April 30, 2026 as reported in the Statement of Assets and Liabilities:

---

| | | | |
|:---|:---|:---|:---|
|  |  | **Fair Value (a)** | **Fair Value (a)** |
| **Risk** | **Derivative Contracts** | **Asset Derivatives** | **Liability Derivatives** |
| Interest Rate | Futures Contracts | $1584931 | $(9006738) |

---

(a) Values presented in this table for futures contracts correspond to the values reported in the Portfolio of Investments. Only the current day net variation margin for futures contracts is reported separately within the Statement of Assets and Liabilities.

The following table presents, by major type of derivative contract, the realized gain (loss) on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | |
|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>|
| Interest Rate | $821413 |

---

The following table presents, by major type of derivative contract, the change in unrealized appreciation or depreciation on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | |
|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>|
| Interest Rate | $(6179610)<br>|

---

Derivative counterparty credit risk is managed through formal evaluation of the creditworthiness of all potential counterparties. On certain, but not all, uncleared derivatives, the fund attempts to reduce its exposure to counterparty credit risk whenever possible by entering into an ISDA Master Agreement on a bilateral basis. The ISDA Master Agreement gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the ISDA Master Agreement, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each agreement to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the ISDA Master Agreement could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

Collateral and margin requirements differ by type of derivative. For exchange-traded and cleared derivatives (e.g., futures contracts, cleared swaps, and exchange-traded options), margin requirements are set by the exchange or clearing broker and the clearing house and collateral, in the form of cash or securities, is posted by the fund directly with the exchange or clearing broker. Collateral terms are counterparty agreement specific for uncleared derivatives (e.g., forward foreign currency exchange contracts, uncleared swap agreements, and uncleared options). Collateral, in the form of cash and securities, is held in segregated accounts with the fund's custodian in connection with these agreements. For derivatives traded under an ISDA Master Agreement, which contains a credit support annex, the collateral requirements are netted across all transactions traded under such counterparty-specific agreement and an amount is posted from one party to the other to collateralize such obligations. Cash that has been segregated or delivered to brokers to cover the fund's collateral or margin obligations under derivative contracts, if any, will be reported separately in the Statement of Assets and Liabilities as cash collateral posted for uncleared derivatives and/or cash pledged for exchange-traded or cleared derivatives. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments. The fund may be required to make payments of interest on uncovered collateral or margin obligations with the broker. Any such payments are included in "Miscellaneous" expense in the Statement of Operations.

**Futures Contracts** — The fund entered into futures contracts which may be used to hedge against or obtain broad market exposure, interest rate exposure, currency exposure, or to manage duration. A futures contract represents a commitment for the future purchase or sale of an asset at a specified price on a specified date.

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

Upon entering into a futures contract, the fund is required to deposit with the broker, either in cash or securities, an initial margin in an amount equal to a specified percentage of the notional amount of the contract. Subsequent payments (variation margin) are made or received by the fund each day, depending on the daily fluctuations in the value of the contract, and are recorded for financial statement purposes as unrealized gain or loss by the fund until the contract is closed or expires at which point the gain or loss on futures contracts is realized.

The fund bears the risk of interest rates, exchange rates or securities prices moving unexpectedly, in which case, the fund may not achieve the anticipated benefits of the futures contracts and may realize a loss. While futures contracts may present less counterparty risk to the fund since the contracts are exchange traded and the exchange's clearinghouse guarantees payments to the broker, there is still counterparty credit risk due to the insolvency of the broker. The fund's maximum risk of loss due to counterparty credit risk is equal to the margin posted by the fund to the broker plus any gains or minus any losses on the outstanding futures contracts.

**Indemnifications** — Under the fund's organizational documents, its officers and Trustees may be indemnified against certain liabilities and expenses arising out of the performance of their duties to the fund. Additionally, in the normal course of business, the fund enters into agreements with service providers that may contain indemnification clauses. The fund's maximum exposure under these agreements is unknown as this would involve future claims that may be made against the fund that have not yet occurred.

**Investment Transactions and Income** — Interest income is recorded on the accrual basis. All premium and discount is amortized or accreted for financial statement purposes in accordance with U.S. generally accepted accounting principles. Interest payments received in additional securities are recorded on the ex-interest date in an amount equal to the value of the security on such date.

The fund may receive proceeds from litigation settlements. Any proceeds received from litigation involving portfolio holdings are reflected in the Statement of Operations in realized gain/loss if the security has been disposed of by the fund or in unrealized gain/loss if the security is still held by the fund. Any other proceeds from litigation not related to portfolio holdings are reflected as other income in the Statement of Operations.

Investment transactions are recorded on the trade date. In determining the net gain or loss on securities sold, the cost of securities is determined on the identified cost basis.

The fund may purchase or sell securities on a when-issued or delayed delivery basis. In these extended settlement transactions, the receipt or delivery of the securities by the fund and related payments occur at a future date, usually beyond the customary settlement period. The price of such security and the date that the security will be settled are generally fixed at the time the transaction is negotiated. The value of the security varies with market fluctuations and for debt securities no interest accrues to the fund until settlement takes place. When the fund sells securities on a when-issued or delayed delivery basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the securities sold. Purchase and sale commitments for when-issued or delayed delivery securities are held at carrying amount, which approximates fair value and are categorized as level 2 within the fair value hierarchy, and included in When-issued investments purchased and When-issued investments sold in the Statement of Assets and Liabilities, as applicable. Losses may arise due to changes in the value of the underlying securities prior to settlement date or if the counterparty does not perform under the contract's terms, or if the issuer does not issue the securities.

To mitigate the counterparty credit risk on To Be Announced ("TBA") transactions, mortgage dollar rolls, and other types of forward settling mortgage-backed and asset-backed security transactions, the fund whenever possible enters into a Master Securities Forward Transaction Agreement ("MSFTA") on a bilateral basis with each of the counterparties with whom it undertakes a significant volume of transactions. The MSFTA gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the MSFTA, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each transaction to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the MSFTA could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

For mortgage-backed and asset-backed securities traded under a MSFTA, the collateral and margining requirements are contract specific. Collateral amounts across all transactions traded under such agreement are netted and an amount is posted from one party to the other to collateralize such obligations. Cash posted to cover the fund's collateral or margin obligations under a MSFTA, if any, will be reported separately on the Statement of Assets and Liabilities as cash collateral posted. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments.

**Fees Paid Indirectly** — The fund's custody fee may be reduced by a credit earned under an arrangement that measures the value of U.S. dollars deposited with the custodian by the fund. The amount of the credit, for the year ended April 30, 2026, is shown as a reduction of total expenses in the Statement of Operations.

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

**Tax Matters and Distributions** — The fund intends to qualify as a regulated investment company, as defined under Subchapter M of the Internal Revenue Code, and to distribute all of its taxable income, including realized capital gains. As a result, no provision for federal income tax is required. The fund's federal tax returns, when filed, will remain subject to examination by the Internal Revenue Service for generally a three year period. Management has analyzed the fund's tax positions taken on federal and state tax returns for all open tax years and does not believe that there are any uncertain tax positions that require recognition of a tax liability. Foreign taxes, if any, have been accrued by the fund in the accompanying financial statements in accordance with the applicable foreign tax law. Foreign income taxes may be withheld by certain countries in which the fund invests. Additionally, capital gains realized by the fund on securities issued in or by certain foreign countries may be subject to capital gains tax imposed by those countries.

Distributions to shareholders are recorded on the ex-dividend date. Income and capital gain distributions are determined in accordance with income tax regulations, which may differ from U.S. generally accepted accounting principles. Certain capital accounts in the financial statements are periodically adjusted for permanent differences in order to reflect their tax character. These adjustments have no impact on net assets or net asset value per share. Temporary differences which arise from recognizing certain items of income, expense, gain or loss in different periods for financial statement and tax purposes will reverse at some time in the future.

Book/tax differences primarily relate to amortization of premium and accretion of discount of debt securities and derivative transactions.

The tax character of distributions declared to shareholders for the last two fiscal years is as follows:

---

| | | |
|:---|:---|:---|
|  | &nbsp;&nbsp; **Year ended** <br>**4/30/26**<br>| &nbsp;&nbsp; **Year ended** <br>**4/30/25**<br>|
| Ordinary income (including any short-term capital gains) | &nbsp;&nbsp; $213788048 | &nbsp;&nbsp; $213933375 |

---

The federal tax cost and the tax basis components of distributable earnings were as follows:

---

| | |
|:---|:---|
| **As of 4/30/26** |  |
| Cost of investments | &nbsp;&nbsp; $4433500382 |
| Gross appreciation | &nbsp;&nbsp; 62155995 |
| Gross depreciation | &nbsp;&nbsp; (145126586)<br>|
| Net unrealized appreciation (depreciation) | &nbsp;&nbsp; $(82970591)<br>|
| Undistributed ordinary income | &nbsp;&nbsp; 21086837 |
| Capital loss carryforwards | &nbsp;&nbsp; (725618148)<br>|
| Other temporary differences | &nbsp;&nbsp; (16018102)<br>|
| Total distributable earnings (loss) | &nbsp;&nbsp; $(803520004)<br>|

---

As of April 30, 2026, the fund had capital loss carryforwards available to offset future realized gains. These net capital losses may be carried forward indefinitely and their character is retained as short-term and/or long-term losses. Such losses are characterized as follows:

---

| | |
|:---|:---|
| Short-Term | $(104328896)<br>|
| Long-Term | (621289252)<br>|
| Total | $(725618148)<br>|

---

**Multiple Classes of Shares of Beneficial Interest** — The fund offers multiple classes of shares, which differ in their respective distribution and service fees. The fund's income and common expenses are allocated to shareholders based on the value of settled shares outstanding of each class. The fund's realized and unrealized gain (loss) are allocated to shareholders based on the daily net assets of each class. Dividends are declared separately for each class. Differences in per share dividend rates are generally due to differences in separate class expenses. Class B and Class C shares will convert to Class A shares approximately eight years after purchase. The fund's distributions declared to shareholders as reported in the Statements of Changes in Net Assets are presented by class as follows:

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

---

| | | |
|:---|:---|:---|
|  | **Year** <br>**ended** <br>**4/30/26**<br>| **Year** <br>**ended** <br>**4/30/25**<br>|
| Class A | $74397898 | &nbsp;&nbsp; $76450049 |
| Class B | 19424 | &nbsp;&nbsp; 46017 |
| Class C | 980809 | &nbsp;&nbsp; 1174308 |
| Class I | 48213179 | &nbsp;&nbsp; 48335359 |
| Class R1 | 112992 | &nbsp;&nbsp; 157296 |
| Class R2 | 385719 | &nbsp;&nbsp; 486400 |
| Class R3 | 853651 | &nbsp;&nbsp; 891049 |
| Class R4 | 1849071 | &nbsp;&nbsp; 2536861 |
| Class R6 | 86975305 | &nbsp;&nbsp; 83856036 |
| Total | $213788048 | &nbsp;&nbsp; $213933375 |

---

**(3) Transactions with Affiliates**

**Investment Adviser** — The fund has an investment advisory agreement with MFS to provide overall investment management and related administrative services and facilities to the fund. The management fee is computed daily and paid monthly at the following annual rates based on the fund's average daily net assets:

---

| | |
|:---|:---|
| Up to $1.1 billion | 0.39% |
| In excess of $1.1 billion and up to $5 billion | 0.38% |
| In excess of $5 billion and up to $10 billion | 0.35% |
| In excess of $10 billion | 0.34% |

---

MFS has agreed in writing to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. MFS has also agreed in writing to waive at least 0.01% of its management fee as part of this agreement. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2027. For the year ended April 30, 2026, this management fee reduction amounted to $626,473, which is included in the reduction of total expenses in the Statement of Operations. The management fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.37% of the fund's average daily net assets.

**Distributor** — MFS Fund Distributors, Inc. (MFD), a wholly-owned subsidiary of MFS, as distributor, received $31,619 for the year ended April 30, 2026, as its portion of the initial sales charge on sales of Class A shares of the fund.

The Board of Trustees has adopted a distribution plan for certain share classes pursuant to Rule 12b-1 of the Investment Company Act of 1940.

The fund's distribution plan provides that the fund will pay MFD for services provided by MFD and financial intermediaries in connection with the distribution and servicing of certain share classes. One component of the plan is a distribution fee paid to MFD and another component of the plan is a service fee paid to MFD. MFD may subsequently pay all, or a portion, of the distribution and/or service fees to financial intermediaries. The distribution and service fees are computed daily and paid monthly.

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

**Distribution Plan Fee Table:** 

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | **Distribution** <br>**Fee Rate (d)**<br>| **Service** <br>**Fee Rate (d)**<br>| **Total** <br>**Distribution** <br>**Plan (d)**<br>| **Annual** <br>**Effective** <br>**Rate (e)**<br>| **Distribution** <br>**and Service** <br>**Fee**<br>|
| Class A |  | 0.25% | 0.25% | 0.25% | $4116352 |
| Class B | 0.75% | 0.25% | 1.00% | 1.00% | 5115 |
| Class C | 0.75% | 0.25% | 1.00% | 1.00% | 259908 |
| Class R1 | 0.75% | 0.25% | 1.00% | 1.00% | 29960 |
| Class R2 | 0.25% | 0.25% | 0.50% | 0.50% | 45126 |
| Class R3 |  | 0.25% | 0.25% | 0.25% | 47161 |
| Total Distribution and Service Fees  |  |  |  |  | $4503622 |

---

(d) In accordance with the distribution plan for certain classes, the fund pays distribution and/or service fees equal to these annual percentage rates of each

class's average daily net assets. The distribution and service fee rates disclosed by class represent the current rates in effect at the end of the reporting

period. Any rate changes, if applicable, are detailed below.

(e) The annual effective rates represent actual fees incurred under the distribution plan for the year ended April 30, 2026 based on each class's average daily net assets. MFD has voluntarily agreed to rebate a portion of each class's 0.25% service fee attributable to accounts for which there is no financial intermediary specified on the account except for accounts attributable to MFS or its affiliates' seed money. For the year ended April 30, 2026, this rebate amounted to $1,294, $5, $2, $86, and $58 for Class A, Class B, Class C, Class R2, and Class R3 shares, respectively, and is included in the reduction of total expenses in the Statement of Operations.

Certain Class A shares are subject to a contingent deferred sales charge (CDSC) in the event of a shareholder redemption within 18 months of purchase. Class B shares are subject to a CDSC in the event of a shareholder redemption within six years of purchase. Class C shares are subject to a CDSC in the event of a shareholder redemption within 12 months of purchase. All contingent deferred sales charges are paid to MFD and during the year ended April 30, 2026, were as follows:

---

| | |
|:---|:---|
|  | **Amount** |
| Class A | $43503 |
| Class B |  |
| Class C | 10629 |

---

**Shareholder Servicing Agent** — MFS Service Center, Inc. (MFSC), a wholly-owned subsidiary of MFS, receives a fee from the fund for its services as shareholder servicing agent calculated as a percentage of the average daily net assets of the fund as determined periodically under the supervision of the fund's Board of Trustees. For the year ended April 30, 2026, the fee was $358,713, which equated to 0.0079% annually of the fund's average daily net assets. MFSC also receives reimbursement from the fund for out-of-pocket expenses, sub-accounting and other shareholder servicing costs which may be paid to affiliated and unaffiliated service providers. Class R6 shares do not incur sub-accounting fees. For the year ended April 30, 2026, these out-of-pocket expenses, sub-accounting and other shareholder servicing costs amounted to $2,687,930.

**Administrator** — MFS provides certain financial, legal, shareholder communications, compliance, and other administrative services to the fund. Under an administrative services agreement, the fund reimburses MFS the costs incurred to provide these services. The fund is charged an annual fixed amount of $17,500 plus a fee based on average daily net assets. The administrative services fee is computed daily and paid monthly. The administrative services fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.0123% of the fund's average daily net assets.

**Trustees' and Officers' Compensation** — The fund pays compensation to independent Trustees in the form of a retainer, attendance fees, and additional compensation to Board and Committee chairpersons. Independent Trustees' compensation is accrued daily and paid subsequent to each Trustee Board meeting. The fund does not pay compensation directly to Trustees or officers of the fund who are also officers of the investment adviser, all of whom receive remuneration from MFS for their services to the fund. Certain officers and Trustees of the fund are officers or directors of MFS, MFD, and MFSC.

**Other** — The fund invests in the MFS Institutional Money Market Portfolio which is managed by MFS and seeks current income consistent with preservation of capital and liquidity. This money market fund does not pay a management fee to MFS but does incur investment and operating costs.

MFS purchased or redeemed fund shares on the dates indicated:

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Date** | **Transaction** | **Class** | **Shares** | **Amount** |
| 8/19/2024 | Redemption | Class A | 8 | $97 |
| 8/19/2024 | Redemption | Class I | 3 | 32 |
| 8/19/2024 | Redemption | Class R1 | 3 | 43 |
| 8/19/2024 | Redemption | Class R2 | 3 | 32 |
| 8/19/2024 | Redemption | Class R3 | 3 | 42 |
| 8/19/2024 | Redemption | Class R4 | 3 | 37 |

---

**(4) Portfolio Securities**

For the year ended April 30, 2026, purchases and sales of investments, other than short-term obligations, were as follows:

---

| | | |
|:---|:---|:---|
|  | **Purchases** | **Sales** |
| U.S. Government securities | $129103597 | &nbsp;&nbsp; $166716303 |
| Non-U.S. Government securities | 1685284965 | &nbsp;&nbsp; 1807245665 |

---

**(5) Shares of Beneficial Interest** 

The fund's Declaration of Trust permits the Trustees to issue an unlimited number of full and fractional shares of beneficial interest. Transactions in fund shares were as follows:

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/25** | **Year ended** <br>**4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares sold |  |  |  |  |
| Class A | 12227903 | &nbsp;&nbsp; $152909869 | &nbsp;&nbsp; 17222797 | &nbsp;&nbsp; $213633564 |
| Class B |  |  | &nbsp;&nbsp; 8116 | &nbsp;&nbsp; 100334 |
| Class C | 338327 | &nbsp;&nbsp; 4206467 | &nbsp;&nbsp; 571728 | &nbsp;&nbsp; 7092896 |
| Class I | 23701781 | &nbsp;&nbsp; 295285438 | &nbsp;&nbsp; 30691331 | &nbsp;&nbsp; 380880738 |
| Class R1 | 42811 | &nbsp;&nbsp; 533249 | &nbsp;&nbsp; 53149 | &nbsp;&nbsp; 657419 |
| Class R2 | 89094 | &nbsp;&nbsp; 1112963 | &nbsp;&nbsp; 170508 | &nbsp;&nbsp; 2110781 |
| Class R3 | 308261 | &nbsp;&nbsp; 3841434 | &nbsp;&nbsp; 287800 | &nbsp;&nbsp; 3562956 |
| Class R4 | 745588 | &nbsp;&nbsp; 9315752 | &nbsp;&nbsp; 798307 | &nbsp;&nbsp; 9897696 |
| Class R6 | 23920781 | &nbsp;&nbsp; 298318654 | &nbsp;&nbsp; 33870945 | &nbsp;&nbsp; 418649201 |
|  | 61374546 | &nbsp;&nbsp; $765523826 | &nbsp;&nbsp; 83674681 | &nbsp;&nbsp; $1036585585 |
| Shares issued to shareholders <br>in reinvestment of distributions<br>|  |  |  |  |
| Class A | 5870750 | &nbsp;&nbsp; $73296261 | &nbsp;&nbsp; 6075105 | &nbsp;&nbsp; $75207149 |
| Class B | 1541 | &nbsp;&nbsp; 19199 | &nbsp;&nbsp; 3682 | &nbsp;&nbsp; 45492 |
| Class C | 75502 | &nbsp;&nbsp; 939583 | &nbsp;&nbsp; 89745 | &nbsp;&nbsp; 1107064 |
| Class I | 3630450 | &nbsp;&nbsp; 45267983 | &nbsp;&nbsp; 3641686 | &nbsp;&nbsp; 45025568 |
| Class R1 | 9070 | &nbsp;&nbsp; 112931 | &nbsp;&nbsp; 12717 | &nbsp;&nbsp; 157075 |
| Class R2 | 30806 | &nbsp;&nbsp; 384816 | &nbsp;&nbsp; 39190 | &nbsp;&nbsp; 485104 |
| Class R3 | 68280 | &nbsp;&nbsp; 852928 | &nbsp;&nbsp; 71918 | &nbsp;&nbsp; 890815 |
| Class R4 | 141312 | &nbsp;&nbsp; 1765295 | &nbsp;&nbsp; 204365 | &nbsp;&nbsp; 2530933 |
| Class R6 | 6782751 | &nbsp;&nbsp; 84581238 | &nbsp;&nbsp; 6601614 | &nbsp;&nbsp; 81621756 |
|  | 16610462 | &nbsp;&nbsp; $207220234 | &nbsp;&nbsp; 16740022 | &nbsp;&nbsp; $207070956 |

---

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/25** | **Year ended**<br> **4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares reacquired |  |  |  |  |
| Class A | (25176512)<br>| &nbsp;&nbsp; $(314124923)<br>| &nbsp;&nbsp; (26569611)<br>| &nbsp;&nbsp; $(328229208)<br>|
| Class B | (37857)<br>| &nbsp;&nbsp; (470604)<br>| &nbsp;&nbsp; (99246)<br>| &nbsp;&nbsp; (1223329)<br>|
| Class C | (776884)<br>| &nbsp;&nbsp; (9646623)<br>| &nbsp;&nbsp; (1230089)<br>| &nbsp;&nbsp; (15127271)<br>|
| Class I | (27754240)<br>| &nbsp;&nbsp; (345921095)<br>| &nbsp;&nbsp; (32523575)<br>| &nbsp;&nbsp; (401071289)<br>|
| Class R1 | (127652)<br>| &nbsp;&nbsp; (1575489)<br>| &nbsp;&nbsp; (91431)<br>| &nbsp;&nbsp; (1123398)<br>|
| Class R2 | (245146)<br>| &nbsp;&nbsp; (3057203)<br>| &nbsp;&nbsp; (599849)<br>| &nbsp;&nbsp; (7397035)<br>|
| Class R3 | (644705)<br>| &nbsp;&nbsp; (8055112)<br>| &nbsp;&nbsp; (412727)<br>| &nbsp;&nbsp; (5082906)<br>|
| Class R4 | (4188786)<br>| &nbsp;&nbsp; (52421528)<br>| &nbsp;&nbsp; (1277167)<br>| &nbsp;&nbsp; (15783651)<br>|
| Class R6 | (32095058)<br>| &nbsp;&nbsp; (399713082)<br>| &nbsp;&nbsp; (32780219)<br>| &nbsp;&nbsp; (404338130)<br>|
|  | (91046840)<br>| &nbsp;&nbsp; $(1134985659)<br>| &nbsp;&nbsp; (95583914)<br>| &nbsp;&nbsp; $(1179376217)<br>|
| Net change |  |  |  |  |
| Class A | (7077859)<br>| &nbsp;&nbsp; $(87918793)<br>| &nbsp;&nbsp; (3271709)<br>| &nbsp;&nbsp; $(39388495)<br>|
| Class B | (36316)<br>| &nbsp;&nbsp; (451405)<br>| &nbsp;&nbsp; (87448)<br>| &nbsp;&nbsp; (1077503)<br>|
| Class C | (363055)<br>| &nbsp;&nbsp; (4500573)<br>| &nbsp;&nbsp; (568616)<br>| &nbsp;&nbsp; (6927311)<br>|
| Class I | (422009)<br>| &nbsp;&nbsp; (5367674)<br>| &nbsp;&nbsp; 1809442 | &nbsp;&nbsp; 24835017 |
| Class R1 | (75771)<br>| &nbsp;&nbsp; (929309)<br>| &nbsp;&nbsp; (25565)<br>| &nbsp;&nbsp; (308904)<br>|
| Class R2 | (125246)<br>| &nbsp;&nbsp; (1559424)<br>| &nbsp;&nbsp; (390151)<br>| &nbsp;&nbsp; (4801150)<br>|
| Class R3 | (268164)<br>| &nbsp;&nbsp; (3360750)<br>| &nbsp;&nbsp; (53009)<br>| &nbsp;&nbsp; (629135)<br>|
| Class R4 | (3301886)<br>| &nbsp;&nbsp; (41340481)<br>| &nbsp;&nbsp; (274495)<br>| &nbsp;&nbsp; (3355022)<br>|
| Class R6 | (1391526)<br>| &nbsp;&nbsp; (16813190)<br>| &nbsp;&nbsp; 7692340 | &nbsp;&nbsp; 95932827 |
|  | (13061832)<br>| &nbsp;&nbsp; $(162241599)<br>| &nbsp;&nbsp; 4830789 | &nbsp;&nbsp; $64280324 |

---

Effective June 1, 2019, purchases of the fund's Class B shares were closed to new and existing investors subject to certain exceptions. Effective September 29, 2023, purchases of the fund's Class R1 and Class R2 shares were closed to new eligible investors.

**(6) Line of Credit**

The fund and certain other funds managed by MFS participate in a $1.45 billion unsecured committed line of credit of which $1.2 billion is reserved for use by the fund and certain other MFS U.S. funds. The line of credit is provided by a syndicate of banks under a credit agreement. Borrowings may be made for temporary financing needs. Interest is charged to each fund, based on its borrowings, generally at a rate equal to the highest of 1) Daily Simple SOFR (Secured Overnight Financing Rate), 2) the Federal Funds Effective Rate, or 3) the Overnight Bank Funding Rate, each plus an agreed upon spread. A commitment fee, based on the average daily unused portion of the committed line of credit, is allocated among the participating funds. The line of credit expires on March 11, 2027 unless extended or renewed. In addition, the fund and other funds managed by MFS have established unsecured uncommitted borrowing arrangements with certain banks for temporary financing needs. Interest is charged to each fund, based on its borrowings, at rates equal to customary reference rates plus an agreed upon spread. For the year ended April 30, 2026, the fund's commitment fee and interest expense were $22,265 and $0, respectively, and are included in "Miscellaneous" expense in the Statement of Operations.

**(7) Investments in Affiliated Issuers**

An affiliated issuer may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. The following were affiliated issuers for the year ended April 30, 2026:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Beginning** <br>**Value**<br>| **Purchases** | &nbsp;&nbsp; **Sales** <br>**Proceeds**<br>| &nbsp;&nbsp; **Realized** <br>**Gain** <br>**(Loss)**<br>| &nbsp;&nbsp; **Change in** <br>**Unrealized** <br>**Appreciation** <br> **or** <br>**Depreciation**<br>| &nbsp;&nbsp; **Ending** <br>**Value**<br>|
| MFS Institutional Money Market <br> Portfolio<br>| &nbsp;&nbsp; $97863104 | &nbsp;&nbsp; $1257425053 | &nbsp;&nbsp; $1277715764 | &nbsp;&nbsp; $(18110)<br>| &nbsp;&nbsp; $6481 | &nbsp;&nbsp; $77560764 |

---

------

MFS Corporate Bond Fund

*Notes to Financial Statements - continued* 

---

| | | |
|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Dividend** <br>**Income**<br>| &nbsp;&nbsp; **Capital Gain** <br>**Distributions**<br>|
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp; $3431221 | $— |

---

------

MFS Corporate Bond Fund

**Report of Independent Registered Public Accounting Firm**

To the Board of Trustees of MFS Series Trust IX and the Shareholders of MFS Corporate Bond Fund:

**Opinion on the Financial Statements and Financial Highlight**s

We have audited the accompanying statement of assets and liabilities of MFS Corporate Bond Fund (the "Fund"), including the portfolio of investments, as of April 30, 2026, the related statement of operations for the year then ended, statements of changes in net assets for each of the two years in the period then ended, financial highlights for each of the five years in the period then ended, and the related notes (collectively referred to as the "financial statements and financial highlights"). In our opinion, the financial statements and financial highlights present fairly, in all material respects, the financial position of the Fund as of April 30, 2026, and the results of its operations for the year then ended, the changes in its net assets for each of the two years in the period then ended, and the financial highlights for each of the five years in the period then ended in conformity with accounting principles generally accepted in the United States of America.

**Basis for Opinion**

These financial statements and financial highlights are the responsibility of the Fund's management. Our responsibility is to express an opinion on the Fund's financial statements and financial highlights based on our audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to the Fund in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements and financial highlights are free of material misstatement, whether due to error or fraud. The Fund is not required to have, nor were we engaged to perform, an audit of its internal control over financial reporting. As part of our audits we are required to obtain an understanding of internal control over financial reporting 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.

Our audits included performing procedures to assess the risks of material misstatement of the financial statements and financial highlights, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements and financial highlights. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements and financial highlights. Our procedures included confirmation of securities owned as of April 30, 2026, by correspondence with the custodian and brokers; when replies were not received from brokers, we performed other auditing procedures. We believe that our audits provide a reasonable basis for our opinion.

DELOITTE & TOUCHE LLP

Boston, Massachusetts

June 12, 2026

We have served as the auditor of one or more of the MFS investment companies since 1924.

------

MFS Corporate Bond Fund

Federal Tax Information (unaudited)

The fund will notify shareholders of amounts for use in preparing 2026 income tax forms in January 2027. The following information is provided pursuant to provisions of the Internal Revenue Code.

The fund intends to pass through the maximum amount allowable as Section 163(j) Interest Dividends as defined in Treasury Regulation §1.163(j)-1(b).

------

**ITEM 8. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Corporate Bond Fund.

**ITEM 9. PROXY DISCLOSURES FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Corporate Bond Fund.

**ITEM 10. REMUNERATION PAID TO DIRECTORS, OFFICERS, AND OTHERS OF OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

This information is disclosed as part of the financial statements included in Item 7 above for MFS Corporate Bond Fund. See the Statement of Operations and Note 3 within the Notes to Financial Statements for more information.

**ITEM 11. STATEMENT REGARDING BASIS FOR APPROVAL OF INVESTMENT ADVISORY CONTRACT.**

Not Applicable.

------

MFS Limited Maturity Fund

**ITEM 7. FINANCIAL STATEMENTS AND FINANCIAL HIGHLIGHTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

MFS Limited Maturity Fund

**Portfolio of Investments - 4/30/26** 

The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by broad-based asset classes.

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – 97.8% | Bonds – 97.8% | Bonds – 97.8% |
| Aerospace & Defense – 0.6% | Aerospace & Defense – 0.6% | Aerospace & Defense – 0.6% |
| Boeing Co., 6.388%, 5/01/2031  | $10258000 | &nbsp;&nbsp; $10955550 |
| Huntington Ingalls Industries, Inc., 5.353%, 1/15/2030  | 7750000 | &nbsp;&nbsp; 7906774 |
|  |  | &nbsp;&nbsp; $18862324 |
| Apparel, Footwear, & Accessories – 0.4% | Apparel, Footwear, & Accessories – 0.4% | Apparel, Footwear, & Accessories – 0.4% |
| Gildan Activewear, Inc., 4.7%, 10/07/2030 (n) | $5673000 | &nbsp;&nbsp; $5615983 |
| Tapestry, Inc., 5.1%, 3/11/2030  | 7899000 | &nbsp;&nbsp; 7995443 |
|  |  | &nbsp;&nbsp; $13611426 |
| Asset-Backed & Securitized – 23.9% | Asset-Backed & Securitized – 23.9% | Asset-Backed & Securitized – 23.9% |
| 3650R Commercial Mortgage Trust, 2021-PF1, "XA", 1.101%, 11/15/2054 (i) | $88548481 | &nbsp;&nbsp; $2885264 |
| 37 Capital CLO Ltd., 2022-1A, "BR", FLR, 5.373% (SOFR - 3mo. + 1.7%), 7/15/2034 (n) | 9400000 | &nbsp;&nbsp; 9403215 |
| ACORE Issuer LLC, 2026-FL1, "B", 5.561%, 8/20/2043 (n) | 10048500 | &nbsp;&nbsp; 10060889 |
| ACREC 2021-FL1 Ltd., "AS", FLR, 5.282% ((SOFR - 1mo. + 0.11448%) + 1.5%), 10/16/2036 (n) | 1511391 | &nbsp;&nbsp; 1510708 |
| ACREC 2021-FL1 Ltd., "B", FLR, 5.582% ((SOFR - 1mo. + 0.11448%) + 1.8%), 10/16/2036 (n) | 11776000 | &nbsp;&nbsp; 11771776 |
| ACREC 2021-FL1 Ltd., "C", FLR, 5.932% ((SOFR - 1mo. + 0.11448%) + 2.15%), 10/16/2036 (n) | 5972500 | &nbsp;&nbsp; 5972132 |
| ACREC 2025-FL3 LLC, "A", FLR, 4.971% (SOFR - 1mo. + 1.31%), 8/18/2042 (n) | 4071429 | &nbsp;&nbsp; 4071413 |
| Acres PLC, 2026-FL4, "A", 5.111%, 8/18/2044 (n) | 10000000 | &nbsp;&nbsp; 10009384 |
| Acres PLC, 2026-FL4, "B", FLR, 6.111% (SOFR - 1mo. + 1.95%), 8/18/2044 (n) | 4637500 | &nbsp;&nbsp; 4637494 |
| Affirm Asset Securitization Trust, 2025-X1, "B", 5.19%, 4/15/2030 (n) | 5000000 | &nbsp;&nbsp; 5006191 |
| Affirm, Inc., 2025-X1, "A", 5.08%, 4/15/2030 (n) | 63578 | &nbsp;&nbsp; 63607 |
| American Credit Acceptance Receivables Trust, 2024-3, "B", 5.66%, 8/14/2028 (n) | 598673 | &nbsp;&nbsp; 598980 |
| American Credit Acceptance, 2026-2, "B", 4.5%, 10/08/2030 (n) | 2850000 | &nbsp;&nbsp; 2848461 |
| AmeriCredit Automobile Receivables Trust, 2026-1, "A", 4.16%, 7/12/2029 (n) | 10679571 | &nbsp;&nbsp; 10676649 |
| AmeriCredit Automobile Receivables Trust, 2026-1, "B", 4.24%, 4/12/2030 (n) | 3000000 | &nbsp;&nbsp; 2993183 |
| Angel Oak Mortgage Trust, 2024-13, "A1", 5.464%, 12/26/2069 (n) | 10477955 | &nbsp;&nbsp; 10518833 |
| Angel Oak Mortgage Trust, 2024-7, "A1", 5.621%, 5/25/2069 (n) | 3072588 | &nbsp;&nbsp; 3088758 |
| Angel Oak Mortgage Trust, 2024-9, "A1", 5.138%, 9/25/2069 (n) | 3245032 | &nbsp;&nbsp; 3244229 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "AS", FLR, 5.469% ((SOFR - 1mo. + 0.11448%) + 1.7%), 11/15/2036 (n) | 11713500 | &nbsp;&nbsp; 11713415 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "B", FLR, 5.769% ((SOFR - 1mo. + 0.11448%) + 2%), 11/15/2036 (n) | 7713500 | &nbsp;&nbsp; 7714342 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "C", FLR, 6.069% ((SOFR - 1mo. + 0.11448%) + 2.3%), 11/15/2036 (n) | 4645000 | &nbsp;&nbsp; 4645658 |
| Arbor Realty Trust, Inc., CLO, 2022-FL1, "C", FLR, 5.94% (SOFR - 30 day + 2.3%), 1/15/2037 (n) | 12447500 | &nbsp;&nbsp; 12455049 |
| ARDN Mortgage Trust, 2025-ARCP, "A", FLR, 5.404% (SOFR - 1mo. + 1.75%), 6/15/2035 (n) | 14993000 | &nbsp;&nbsp; 15020974 |
| AREIT 2022-CRE6 Trust, "C", FLR, 5.79% (SOFR - 30 day + 2.15%), 1/20/2037 (n) | 4174000 | &nbsp;&nbsp; 4171484 |
| AREIT 2022-CRE6 Trust, "D", FLR, 6.49% (SOFR - 30 day + 2.85%), 1/20/2037 (n) | 2549000 | &nbsp;&nbsp; 2542736 |
| AREIT 2022-CRE7 LLC, "B", FLR, 6.911% (SOFR - 1mo. + 3.244%), 6/17/2039 (n) | 12436500 | &nbsp;&nbsp; 12438042 |
| ARI Fleet Lease Trust, 2023-B, "A2", 6.05%, 7/15/2032 (n) | 458642 | &nbsp;&nbsp; 460844 |
| Aspire Mortgage Trust, 2026-1, "A-1", 4.855%, 1/25/2066 (n) | 3076733 | &nbsp;&nbsp; 3058205 |
| AutoNation Finance Trust, 2025-1A, "A2", 4.72%, 4/10/2028 (n) | 1541183 | &nbsp;&nbsp; 1542788 |
| BA Credit Card Trust, 2025-A1, "A", 4.31%, 5/15/2030  | 3923000 | &nbsp;&nbsp; 3935520 |
| Bain Capital Credit CLO Ltd., 2021-4A, "BRR", FLR, 5.025% (SOFR - 3mo. + 1.35%), 10/20/2034 (n) | 15478057 | &nbsp;&nbsp; 15477809 |
| Bain Capital Credit CLO Ltd., 2021-7A, "BR", FLR, 5.164% (SOFR - 3mo. + 1.5%), 1/22/2035 (n) | 8775562 | &nbsp;&nbsp; 8769928 |
| Balboa Bay Loan Funding Ltd., 2022-1A, "BR", 5.525% (SOFR - 3mo. + 1.85%), 4/20/2037 (n) | 15426798 | &nbsp;&nbsp; 15438152 |
| Bardot CLO Ltd., 2019-2A, "CRR", FLR, 5.214% (SOFR - 3mo. + 1.55%), 10/22/2032 (n) | 5464286 | &nbsp;&nbsp; 5450461 |
| Bayview Commercial Asset Trust, FLR, 4.234% ((SOFR - 1mo. + 0.11448%) + 0.4658%), 8/25/2035 (n) | 113828 | &nbsp;&nbsp; 111353 |
| Bayview Financial Revolving Mortgage Loan Trust, FLR, 5.372% ((SOFR - 1mo. + 0.11448%) + 1.6%), 12/28/2040 (n) | 57903 | &nbsp;&nbsp; 143718 |
| BBCMS Mortgage Trust, 2018-C2, "XA", 0.902%, 12/15/2051 (i)(n) | 58034845 | &nbsp;&nbsp; 849822 |
| BBCMS Mortgage Trust, 2021-C10, "XA", 1.191%, 7/15/2054 (i) | 32429448 | &nbsp;&nbsp; 1479315 |
| BBCMS Mortgage Trust, 2021-C11, "XA", 1.326%, 9/15/2054 (i) | 37580103 | &nbsp;&nbsp; 1788531 |

---

MQLFS-ANN

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| BBCMS Mortgage Trust, 2021-C9, "XA", 1.54%, 2/15/2054 (i) | $51875318 | &nbsp;&nbsp; $2999628 |
| BDS LLC, 2026-FL17, "B", FLR, 0% (SOFR - 1mo. + 1.8%), 5/19/2043 (n)(w) | 14875666 | &nbsp;&nbsp; 14875666 |
| BDS Ltd., 2026-FL17, "AS", FLR, 5.2% (SOFR - 1mo. + 1.55%), 5/19/2043 (n)(w) | 5300496 | &nbsp;&nbsp; 5300496 |
| BDS Ltd., 2026-FL17, "C", FLR, 5.6% (SOFR - 1mo. + 1.95%), 5/19/2043 (n)(w) | 2706832 | &nbsp;&nbsp; 2706832 |
| Benchmark 2021-B23 Mortgage Trust, "XA", 1.254%, 2/15/2054 (i) | 59308663 | &nbsp;&nbsp; 2504996 |
| Benchmark 2021-B24 Mortgage Trust, "XA", 1.078%, 3/15/2054 (i) | 35878473 | &nbsp;&nbsp; 1317389 |
| Benchmark 2021-B27 Mortgage Trust, "XA", 1.231%, 7/15/2054 (i) | 69026745 | &nbsp;&nbsp; 3004948 |
| Benchmark 2021-B28 Mortgage Trust, "XA", 1.216%, 8/15/2054 (i) | 50678731 | &nbsp;&nbsp; 2338621 |
| Benchmark 2021-B29 Mortgage Trust, "XA", 0.988%, 9/15/2054 (i) | 75143325 | &nbsp;&nbsp; 2449214 |
| Benchmark 2025-V18 Mortgage Trust, "A3", 5.183%, 10/15/2058  | 7525237 | &nbsp;&nbsp; 7662147 |
| BSPRT Issuer Ltd., 2026-FL13, "A", FLR, 5.15% (SOFR - 1mo. + 1.5%), 10/18/2043 (n) | 8500000 | &nbsp;&nbsp; 8509673 |
| Business Jet Securities LLC, 2024-1A, "A", 6.197%, 5/15/2039 (n) | 2393995 | &nbsp;&nbsp; 2429606 |
| Business Jet Securities LLC, 2024-1A, "B", 6.924%, 5/15/2039 (n) | 278385 | &nbsp;&nbsp; 283912 |
| Business Jet Securities LLC, 2024-2A, "A", 5.364%, 9/15/2039 (n) | 3435875 | &nbsp;&nbsp; 3428499 |
| Business Jet Securities LLC, 2024-2A, "B", 5.754%, 9/15/2039 (n) | 2007679 | &nbsp;&nbsp; 1992925 |
| BXMT 2020-FL2 Ltd., "A", FLR, 4.932% ((SOFR - 1mo. + 0.11448%) + 0.9%), 2/15/2038 (n) | 1070527 | &nbsp;&nbsp; 1069773 |
| BXMT 2020-FL2 Ltd., "B", FLR, 5.432% ((SOFR - 1mo. + 0.11448%) + 1.4%), 2/15/2038 (n) | 5795500 | &nbsp;&nbsp; 5778340 |
| BXMT 2021-FL4 Ltd., "AS", FLR, 5.332% ((SOFR - 1mo. + 0.11448%) + 1.3%), 5/15/2038 (n) | 12062500 | &nbsp;&nbsp; 12029631 |
| C-BASS Mortgage Loan Trust, 2007-CB1, "AF3", 6.237%, 1/25/2037 (d)(q) | 1514396 | &nbsp;&nbsp; 404668 |
| C-BASS Mortgage Loan Trust, 2007-CB3, "A3", 6.231%, 3/25/2037 (d)(q) | 1986454 | &nbsp;&nbsp; 702917 |
| CD 2017-CD4 Mortgage Trust, "XA", 1.201%, 5/10/2050 (i) | 31613992 | &nbsp;&nbsp; 193139 |
| CF Hippolyta Issuer LLC, 2020-1, "A1", 1.69%, 7/15/2060 (n) | 1534864 | &nbsp;&nbsp; 1277562 |
| CF Hippolyta Issuer LLC, 2020-1, "B1", 2.28%, 7/15/2060 (n) | 499890 | &nbsp;&nbsp; 306910 |
| Chesapeake Funding II LLC, 2023-1A, "A1", 5.65%, 5/15/2035 (n) | 1108854 | &nbsp;&nbsp; 1109526 |
| Chesapeake Funding II LLC, 2023-2A, "A1", 6.16%, 10/15/2035 (n) | 1489503 | &nbsp;&nbsp; 1499947 |
| Colt Funding LLC, 2024-2, "A1", 6.125%, 4/25/2069 (n) | 2998056 | &nbsp;&nbsp; 3017154 |
| Colt Funding LLC, 2024-3, "A1", 6.393%, 6/25/2069 (n) | 4759502 | &nbsp;&nbsp; 4808050 |
| Colt Funding LLC, 2024-3, "A2", 6.646%, 6/25/2069 (n) | 1579094 | &nbsp;&nbsp; 1594879 |
| Columbia Cent CLO Ltd., 2025-35A, "AJ", FLR, 5.317% (SOFR - 3mo. + 1.65%), 7/25/2036 (n) | 13881711 | &nbsp;&nbsp; 13889041 |
| Commercial Mortgage Pass-Through Certificates, 2019-BN24, "XA", 0.632%, 11/15/2062 (i) | 34003482 | &nbsp;&nbsp; 691002 |
| Commercial Mortgage Pass-Through Certificates, 2021-BN31, "XA", 1.279%, 2/15/2054 (i) | 50841861 | &nbsp;&nbsp; 2398546 |
| Commercial Mortgage Pass-Through Certificates, 2021-BN32, "XA", 0.704%, 4/15/2054 (i) | 45989028 | &nbsp;&nbsp; 1212823 |
| Commercial Mortgage Pass-Through Certificates, 2021-BN34, "XA", 0.957%, 6/15/2063 (i) | 55216006 | &nbsp;&nbsp; 1870387 |
| Commercial Mortgage Pass-Through Certificates, 2021-BN35, "XA", 1.022%, 6/15/2064 (i) | 31381796 | &nbsp;&nbsp; 1179908 |
| COOPR Residential Mortgage Trust, 2025-CES1, "A1A", 5.654%, 5/25/2060 (n) | 2084957 | &nbsp;&nbsp; 2097322 |
| CPS Auto Trust, 2026-B, "B", 4.59%, 12/16/2030 (n) | 1990000 | &nbsp;&nbsp; 1986808 |
| Dell Equipment Finance Trust, 2024-2, "A2", 4.69%, 8/22/2030 (n) | 1050475 | &nbsp;&nbsp; 1051465 |
| Dell Equipment Finance Trust, 2024-2, "A3", 4.59%, 8/22/2030 (n) | 3403000 | &nbsp;&nbsp; 3414134 |
| DLLST LLC, 2024-1A, "A3", 5.05%, 8/20/2027 (n) | 796411 | &nbsp;&nbsp; 798675 |
| Dryden Senior Loan Fund CLO Ltd., 2019-75A, "BR3", FLR, 5.173% (SOFR - 3mo. + 1.5%), 4/14/2034 (n) | 19157552 | &nbsp;&nbsp; 19158855 |
| Dryden Senior Loan Fund, 2017-49A, "BR", CLO, FLR, 5.537% ((SOFR - 3mo. + 0.26161%) + 1.6%), 7/18/2030 (n) | 8060245 | &nbsp;&nbsp; 8071529 |
| Dryden Senior Loan Fund, 2021-95A, "BR", FLR, 5.256% (SOFR - 3mo. + 1.6%), 8/20/2034 (n) | 16500000 | &nbsp;&nbsp; 16503581 |
| Empire District Bondco LLC, 4.943%, 1/01/2033  | 2635559 | &nbsp;&nbsp; 2662718 |
| Enterprise Fleet Financing 2022-4 LLC, "A2", 5.76%, 10/22/2029 (n) | 6156 | &nbsp;&nbsp; 6162 |
| Enterprise Fleet Financing 2023-2 LLC, "A2", 5.56%, 4/22/2030 (n) | 710543 | &nbsp;&nbsp; 712976 |
| Enterprise Fleet Financing 2023-2 LLC, "A3", 5.5%, 4/22/2030 (n) | 3561000 | &nbsp;&nbsp; 3597434 |
| Enterprise Fleet Financing 2024-3 LLC, "A2", 5.31%, 4/20/2027 (n) | 803892 | &nbsp;&nbsp; 805446 |
| Fortress CBO Investments Ltd., 2022-FL3, "AS", FLR, 5.894% (SOFR - 30 day + 2.25%), 2/23/2039 (n) | 5533897 | &nbsp;&nbsp; 5527899 |
| General Motors Co., FLR, 4.09% (SOFR - 1mo. + 0.45%), 11/15/2028 (n) | 5250000 | &nbsp;&nbsp; 5249697 |
| General Motors Co., FLR, 4.189% (SOFR - 1mo. + 0.55%), 11/15/2029 (n) | 7329000 | &nbsp;&nbsp; 7336978 |
| GLS Auto Select Receivables Trust, 2026-1A, "A2", 4.05%, 2/17/2032 (n) | 2450000 | &nbsp;&nbsp; 2441434 |
| GLS Auto Select Receivables Trust, 2026-2A, "A2", 4.46%, 6/15/2032 (n) | 5985000 | &nbsp;&nbsp; 5989183 |
| Greystone Commercial Real Estate Notes, 2025-FL4, "AS", FLR, 5.793% (SOFR - 1mo. + 2.1385%), 1/15/2043 (n) | 2127500 | &nbsp;&nbsp; 2148160 |
| Greystone Commercial Real Estate Notes, 2025-FL4, "B", FLR, 6.243% (SOFR - 1mo. + 2.5887%), 1/15/2043 (n) | 1330000 | &nbsp;&nbsp; 1345366 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| GS Mortgage Securities Trust, 2017-GS6, "XA", 0.992%, 5/10/2050 (i) | $36978597 | &nbsp;&nbsp; $259793 |
| GS Mortgage Securities Trust, 2017-GS7, "XA", 1.021%, 8/10/2050 (i) | 34419631 | &nbsp;&nbsp; 283876 |
| GS Mortgage Securities Trust, 2020-GC47, "A5", 1.121%, 5/12/2053 (i) | 38869738 | &nbsp;&nbsp; 1390052 |
| IMPAC Secured Assets Corp., FLR, 4.469% ((SOFR - 1mo. + 0.11448%) + 0.7%), 5/25/2036  | 43354 | &nbsp;&nbsp; 41247 |
| Invesco CLO Ltd., 2022-2A, "BR", 5.355%, 7/20/2035 (n) | 15288461 | &nbsp;&nbsp; 15296518 |
| Jersey Mikes Funding LLC, 2026-1A, "A2I", 4.952%, 2/15/2056 (n) | 4748000 | &nbsp;&nbsp; 4702217 |
| JP Morgan Mortgage Trust, 5.592%, 2/25/2064 (n) | 3158368 | &nbsp;&nbsp; 3172729 |
| JP Morgan Mortgage Trust, 2026-NQM1, "A1", 4.745%, 6/25/2066 (n) | 2621347 | &nbsp;&nbsp; 2600384 |
| JPMorgan Chase Commercial Mortgage Securities Corp., 1.003%, 9/15/2050 (i) | 29002548 | &nbsp;&nbsp; 221559 |
| LRECS 2025-CRE1 LLC, "AS", FLR, 5.411% (SOFR - 1mo. + 1.75%), 8/19/2043 (n) | 16500000 | &nbsp;&nbsp; 16529279 |
| Merrill Lynch Mortgage Investors, Inc., 5.95%, 2/25/2037 (a)(d) | 1581749 | &nbsp;&nbsp; 157953 |
| MF1 2022-FL8 Ltd., "C", FLR, 5.857% (SOFR - 30 day + 2.2%), 2/19/2037 (n) | 2198259 | &nbsp;&nbsp; 2188670 |
| MF1 2022-FL9 LLC, "B", FLR, 6.807% (SOFR - 1mo. + 3.15%), 6/19/2037 (n) | 15126500 | &nbsp;&nbsp; 15136438 |
| MF1 2024-FL14 LLC, "C", FLR, 6.943% (SOFR - 1mo. + 3.289%), 3/19/2039 (n) | 3863210 | &nbsp;&nbsp; 3869580 |
| MF1 2025-FL20 LLC, "AS", FLR, 5.361% (SOFR - 1mo. + 1.7%), 2/18/2043 (n) | 11000000 | &nbsp;&nbsp; 11037951 |
| MF1 2025-FL20 LLC, "B", FLR, 5.611% (SOFR - 1mo. + 1.95%), 2/18/2043 (n) | 5078314 | &nbsp;&nbsp; 5095227 |
| MF1 2026-FL21 LLC, "AS", FLR, 5.211% (SOFR - 1mo. + 1.55%), 2/18/2041 (n) | 3373031 | &nbsp;&nbsp; 3374707 |
| MF1 2026-FL21 LLC, "B", FLR, 5.411% (SOFR - 1mo. + 1.75%), 2/18/2041 (n) | 1820322 | &nbsp;&nbsp; 1823043 |
| MF1 2026-FL21 LLC, "C", FLR, 5.611% (SOFR - 1mo. + 1.95%), 2/18/2041 (n) | 6024853 | &nbsp;&nbsp; 6031721 |
| Morgan Stanley Bank of America Merrill Lynch Trust, 2017-C33, "XA", 1.229%, 5/15/2050 (i) | 29943130 | &nbsp;&nbsp; 264679 |
| Morgan Stanley Capital I Trust, 2017-H1, "XA", 1.285%, 6/15/2050 (i) | 14433113 | &nbsp;&nbsp; 138808 |
| Morgan Stanley Capital I Trust, 2018-H4, "XA", 0.798%, 12/15/2051 (i) | 46838312 | &nbsp;&nbsp; 818368 |
| Morgan Stanley Capital I Trust, 2021-L5, "XA", 1.178%, 5/15/2054 (i) | 39450572 | &nbsp;&nbsp; 1775879 |
| Morgan Stanley Capital I Trust, 2021-L6, "XA", 1.141%, 6/15/2054 (i) | 38731738 | &nbsp;&nbsp; 1368272 |
| Morgan Stanley Residential Mortgage Loan Trust, 2024-NQM1, "A1", 6.152%, 12/25/2068 (n) | 4008305 | &nbsp;&nbsp; 4031596 |
| Morgan Stanley Residential Mortgage Loan Trust, 2024-NQM5, "A-1", 5.649%, 10/25/2069 (n) | 8057031 | &nbsp;&nbsp; 8102374 |
| Morgan Stanley Residential Mortgage Loan Trust, 2025-NQM1, "A-1", 5.738%, 11/25/2069 (n) | 11777479 | &nbsp;&nbsp; 11886840 |
| Morgan Stanley Residential Mortgage Loan Trust, 2025-NQM9, "A1", 5.016%, 9/25/2070 (n) | 3529149 | &nbsp;&nbsp; 3518966 |
| Morgan Stanley Residential Mortgage Loan Trust, 2026-NQM4, "A1", 5.075%, 3/25/2071 (n) | 5050718 | &nbsp;&nbsp; 5045167 |
| New Residential Mortgage Loan Trust, 2024-NQM3, "A-1", 5.53%, 5/25/2065 (n) | 4390318 | &nbsp;&nbsp; 4416577 |
| New Residential Mortgage Loan Trust, 2024-NQMI, "A-1", 6.129%, 3/25/2064 (n) | 5139085 | &nbsp;&nbsp; 5173034 |
| New Residential Mortgage Loan Trust, 2025-NQM1, "A-1", 5.643%, 1/25/2065 (n) | 10775060 | &nbsp;&nbsp; 10891952 |
| OBX Trust, 2023-NQM5, "A1", 5.988%, 1/25/2064 (n) | 1496495 | &nbsp;&nbsp; 1505361 |
| OBX Trust, 2024-NQM1, "A1", 5.928%, 11/25/2063 (n) | 1838765 | &nbsp;&nbsp; 1845369 |
| OBX Trust, 2024-NQM1, "A2", 6.253%, 11/25/2063 (n) | 557330 | &nbsp;&nbsp; 559808 |
| OBX Trust, 2024-NQM8, "A1", 6.233%, 5/25/2064 (n) | 3394152 | &nbsp;&nbsp; 3424635 |
| OneMain Financial Issuance Trust, 2020-2A, "A", 1.75%, 9/14/2035 (n) | 4631027 | &nbsp;&nbsp; 4571440 |
| OneMain Financial Issuance Trust, 2022-S1, "A", 4.13%, 5/14/2035 (n) | 1393661 | &nbsp;&nbsp; 1393472 |
| Ownit Mortgage Loan Asset-Backed Certificates, 5.79%, 10/25/2035  | 855131 | &nbsp;&nbsp; 467151 |
| Palmer Square Loan Funding 2025-1A Ltd., "A2", FLR, 4.853% (SOFR - 3mo. + 1.2%), 2/15/2033 (n) | 15500000 | &nbsp;&nbsp; 15499690 |
| Palmer Square Loan Funding 2025-2A Ltd., "A2", FLR, 5.073% (SOFR - 3mo. + 1.4%), 7/15/2033 (n) | 9500000 | &nbsp;&nbsp; 9485019 |
| PFP III 2025-12 Ltd., "AS", FLR, 5.403% (SOFR - 1mo. + 1.7418%), 12/18/2042 (n) | 10926000 | &nbsp;&nbsp; 10926514 |
| PFP III 2025-12 Ltd., "B", FLR, 5.703% (SOFR - 1mo. + 2.0421%), 12/18/2042 (n) | 5395500 | &nbsp;&nbsp; 5395797 |
| PFP III 2026-13 Ltd., "AS", FLR, 5.311% (SOFR - 1mo. + 1.65%), 8/18/2043 (n) | 9185000 | &nbsp;&nbsp; 9202231 |
| PFP III 2026-13 Ltd., "B", FLR, 5.511% (SOFR - 1mo. + 1.85%), 8/18/2043 (n) | 2515500 | &nbsp;&nbsp; 2521785 |
| PFS Financing Corp., 2025-C, "A", FLR, 4.59%, 4/15/2029 (n) | 6500000 | &nbsp;&nbsp; 6521634 |
| PFS Financing Corp., 2026-A, "A", FLR, 4.339% (SOFR - 1mo. + 0.7%), 2/15/2030 (n) | 9248000 | &nbsp;&nbsp; 9269024 |
| Planet Fitness Master Issuer, 2025-1A, "A2I", 5.274%, 12/06/2055 (n) | 3578000 | &nbsp;&nbsp; 3563882 |
| PMT Loan Trust, 2026-INV4, "A36", FLR, 5.108% (SOFR - 1mo. + 1.45%), 3/25/2057 (n) | 6822545 | &nbsp;&nbsp; 6822319 |
| Provident Funding Mortgage Trust, 2024-1, "A3", 5.5%, 12/25/2054 (n) | 6294427 | &nbsp;&nbsp; 6294877 |
| Provident Funding Mortgage Trust, 2025-1, "A", 5.5%, 2/25/2055 (n) | 10448790 | &nbsp;&nbsp; 10449870 |
| Rate Mortgage Trust, 2025-J3, "A27", FLR, 5.195% (SOFR - 1mo. + 1.55%), 11/25/2055 (n) | 14835464 | &nbsp;&nbsp; 14925077 |
| Santander Mortgage Asset Receivables Trust, 2025-NQM2, "A1", 5.732%, 2/25/2065 (n) | 1856072 | &nbsp;&nbsp; 1869180 |
| Shackleton 2013-4RA CLO Ltd., "B", FLR, 5.83% ((SOFR - 3mo. + 2.1616%) + 1.9%) 4/13/2031 (n) | 2268542 | &nbsp;&nbsp; 2270463 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| Southwick Park CLO Ltd., 2019-4A, "B2R", 2.46%, 7/20/2032 (n) | $5142000 | &nbsp;&nbsp; $4793923 |
| Southwick Park CLO Ltd., 2019-4A, "CRR", FLR, 5.225% (SOFR - 3mo. + 1.55%), 7/20/2032 (n) | 5472000 | &nbsp;&nbsp; 5453828 |
| Starwood Commercial Mortgage, 2021-FL2, "B", FLR, 5.582% ((SOFR - 1mo. + 0.11448%) + 1.8%), 4/18/2038 (n) | 8644500 | &nbsp;&nbsp; 8639734 |
| Taco Bell Funding LLC, 2025-1A, "A2I", 4.821%, 8/25/2055 (n) | 9952588 | &nbsp;&nbsp; 9839580 |
| TCW Gem Ltd., 2020-1A, "BR3", FLR, 5.275% (SOFR - 3mo. + 1.6%), 4/20/2034 (n) | 17904685 | &nbsp;&nbsp; 17909448 |
| TPG Real Estate Finance, 2025-FL7, "AS", FLR, 5.361% (SOFR - 1mo. + 1.7%), 6/18/2043 (n) | 3885469 | &nbsp;&nbsp; 3893317 |
| TPG Real Estate Finance, 2025-FL7, "B", FLR, 5.611% (SOFR - 1mo. + 1.95%), 6/18/2043 (n) | 7135803 | &nbsp;&nbsp; 7135794 |
| Trinitas CLO Ltd., 2021-15A, "B1R", FLR, 5.313% (SOFR - 3mo. + 1.65%), 4/22/2034 (n) | 15912802 | &nbsp;&nbsp; 15912579 |
| UBS Commercial Mortgage Trust, 2017-C1, "XA", 0.94%, 11/15/2050 (i) | 19074913 | &nbsp;&nbsp; 187392 |
| UBS Commercial Mortgage Trust, 2018-C14, "XA", 0.892%, 12/15/2051 (i) | 17777233 | &nbsp;&nbsp; 322168 |
| Verus Securitization Trust, 2024-3, "A2", 6.642%, 4/25/2069 (n) | 2422664 | &nbsp;&nbsp; 2444021 |
| Verus Securitization Trust, 2024-6, "A1", 5.799%, 7/25/2069 (n) | 2544526 | &nbsp;&nbsp; 2560787 |
| Virginia Power Fuel Securitization LLC, 5.088%, 5/01/2027  | 1114427 | &nbsp;&nbsp; 1122397 |
| Volvo Financial Equipment LLC, 2026-1A, "A2", 3.9%, 11/15/2028 (n) | 2321000 | &nbsp;&nbsp; 2319029 |
| Wells Fargo Commercial Mortgage Trust, 2021-C61, "XA", 1.328%, 11/15/2054 (i) | 42227286 | &nbsp;&nbsp; 1982786 |
|  |  | &nbsp;&nbsp; $800260726 |
| Auto & Auto Components – 1.5% | Auto & Auto Components – 1.5% | Auto & Auto Components – 1.5% |
| Ford Motor Credit Co. LLC, 5.8%, 3/05/2027  | $16507000 | &nbsp;&nbsp; $16623000 |
| Ford Motor Credit Co. LLC, 5.753%, 4/06/2033  | 5263000 | &nbsp;&nbsp; 5217422 |
| LKQ Corp., 5.75%, 6/15/2028  | 13189000 | &nbsp;&nbsp; 13397253 |
| Stellantis Finance US, Inc., 1.711%, 1/29/2027 (n) | 6594000 | &nbsp;&nbsp; 6449737 |
| Stellantis Finance US, Inc., 2.691%, 9/15/2031 (n) | 8563000 | &nbsp;&nbsp; 7326322 |
|  |  | &nbsp;&nbsp; $49013734 |
| Brokerage & Asset Managers – 2.4% | Brokerage & Asset Managers – 2.4% | Brokerage & Asset Managers – 2.4% |
| Brookfield Finance, Inc., 3.9%, 1/25/2028  | $13949000 | &nbsp;&nbsp; $13784739 |
| Charles Schwab Corp., 5.875%, 8/24/2026  | 8657000 | &nbsp;&nbsp; 8694449 |
| Charles Schwab Corp., 5.643% to 5/19/2028, FLR (SOFR - 1 day + 2.210%) to 5/19/2029  | 12920000 | &nbsp;&nbsp; 13255379 |
| Citadel Finance LLC, 4.75%, 2/14/2029 (n) | 8158000 | &nbsp;&nbsp; 8030837 |
| Citadel Securities Global Holdings LLC, 5.125%, 1/27/2032 (n) | 5397000 | &nbsp;&nbsp; 5332405 |
| LPL Holdings, Inc., 5.7%, 5/20/2027  | 8342000 | &nbsp;&nbsp; 8430641 |
| LPL Holdings, Inc., 4.625%, 11/15/2027 (n) | 4896000 | &nbsp;&nbsp; 4873793 |
| LPL Holdings, Inc., 6.75%, 11/17/2028  | 3844000 | &nbsp;&nbsp; 4022553 |
| LPL Holdings, Inc., 4%, 3/15/2029 (n) | 7734000 | &nbsp;&nbsp; 7527920 |
| LPL Holdings, Inc., 5.2%, 3/15/2030  | 7293000 | &nbsp;&nbsp; 7359902 |
|  |  | &nbsp;&nbsp; $81312618 |
| Business Services – 1.1% | Business Services – 1.1% | Business Services – 1.1% |
| Fidelity National Information Services, Inc., 4.45%, 3/10/2028  | $6834000 | &nbsp;&nbsp; $6814825 |
| Fidelity National Information Services, Inc., 4.55%, 3/10/2029  | 3797000 | &nbsp;&nbsp; 3782172 |
| Fidelity National Information Services, Inc., 4.8%, 3/10/2031  | 6834000 | &nbsp;&nbsp; 6797478 |
| Paychex, Inc., 5.1%, 4/15/2030  | 12480000 | &nbsp;&nbsp; 12612992 |
| Verisk Analytics, Inc., 4.45%, 3/15/2031  | 8515000 | &nbsp;&nbsp; 8397864 |
|  |  | &nbsp;&nbsp; $38405331 |
| Cable TV – 0.7% | Cable TV – 0.7% | Cable TV – 0.7% |
| Cox Communications, Inc., 5.45%, 9/15/2028 (n) | $13143000 | &nbsp;&nbsp; $13378624 |
| Videotron Ltd., 3.625%, 6/15/2029 (n) | 10162000 | &nbsp;&nbsp; 9852021 |
|  |  | &nbsp;&nbsp; $23230645 |
| Chemicals – 0.0% | Chemicals – 0.0% | Chemicals – 0.0% |
| International Flavors & Fragrances, Inc., 1.832%, 10/15/2027 (n) | $1320000 | &nbsp;&nbsp; $1266915 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Conglomerates – 0.2% | Conglomerates – 0.2% | Conglomerates – 0.2% |
| Regal Rexnord Corp., 6.05%, 4/15/2028  | $7325000 | &nbsp;&nbsp; $7508699 |
| Consumer Services – 1.7% | Consumer Services – 1.7% | Consumer Services – 1.7% |
| Airbnb, Inc., 4.4%, 3/16/2029  | $5710000 | &nbsp;&nbsp; $5702128 |
| CBRE Services, Inc., 5.5%, 4/01/2029  | 10326000 | &nbsp;&nbsp; 10576657 |
| CBRE Services, Inc., 4.8%, 6/15/2030  | 3015000 | &nbsp;&nbsp; 3025383 |
| eBay, Inc., 4.25%, 3/06/2029  | 8418000 | &nbsp;&nbsp; 8382703 |
| Meituan, 4.5%, 4/02/2028 (n) | 7022000 | &nbsp;&nbsp; 7004930 |
| Meituan, 4.625%, 10/02/2029 (n) | 3769000 | &nbsp;&nbsp; 3743964 |
| Meituan, 4.5%, 5/05/2031 (n) | 3026000 | &nbsp;&nbsp; 2950137 |
| Rentokil Terminix Funding PLC, 4.625%, 4/23/2031 (n) | 595000 | &nbsp;&nbsp; 588857 |
| Rentokil Terminix LLC, 5%, 4/28/2030 (n) | 15656000 | &nbsp;&nbsp; 15780140 |
|  |  | &nbsp;&nbsp; $57754899 |
| Containers – 0.3% | Containers – 0.3% | Containers – 0.3% |
| Berry Global, Inc., 1.65%, 1/15/2027  | $9789000 | &nbsp;&nbsp; $9601677 |
| Berry Global, Inc., 5.5%, 4/15/2028  | 1938000 | &nbsp;&nbsp; 1973375 |
|  |  | &nbsp;&nbsp; $11575052 |
| Diversified Financial Services – 2.3% | Diversified Financial Services – 2.3% | Diversified Financial Services – 2.3% |
| AerCap Ireland Capital DAC/AerCap Global Aviation Trust, 6.45%, 4/15/2027  | $5009000 | &nbsp;&nbsp; $5101004 |
| Apollo Debt Solutions BDC, 5.2%, 12/08/2028 (n) | 3429000 | &nbsp;&nbsp; 3392506 |
| Aviation Capital Group, 4.25%, 4/30/2029 (n) | 10296000 | &nbsp;&nbsp; 10150336 |
| Avolon Holdings Funding Ltd., 2.528%, 11/18/2027 (n) | 6355000 | &nbsp;&nbsp; 6157504 |
| Avolon Holdings Funding Ltd., 2.75%, 2/21/2028 (n) | 4863000 | &nbsp;&nbsp; 4696460 |
| Avolon Holdings Funding Ltd., 6.375%, 5/04/2028 (n) | 5044000 | &nbsp;&nbsp; 5193763 |
| Blackstone Secured Lending Fund, 2.125%, 2/15/2027  | 3429000 | &nbsp;&nbsp; 3347761 |
| Blue Owl Credit Income Corp., 7.95%, 6/13/2028  | 2371000 | &nbsp;&nbsp; 2442949 |
| Goldman Sachs Private Credit Corp., 5.05%, 2/23/2028 (n) | 1713000 | &nbsp;&nbsp; 1692514 |
| Goldman Sachs Private Credit Corp., 6.15%, 6/16/2031 (n) | 2758000 | &nbsp;&nbsp; 2734789 |
| SMBC Aviation Capital Finance DAC, 5.3%, 4/03/2029 (n) | 17518000 | &nbsp;&nbsp; 17767311 |
| Sumisho Air Lease Corp., 4.4%, 3/24/2028 (n) | 8559000 | &nbsp;&nbsp; 8513829 |
| Sumisho Air Lease Corp., 4.5%, 3/24/2029 (n) | 5366000 | &nbsp;&nbsp; 5333353 |
|  |  | &nbsp;&nbsp; $76524079 |
| Electrical Equipment – 0.8% | Electrical Equipment – 0.8% | Electrical Equipment – 0.8% |
| Arrow Electronics, Inc., 5.15%, 8/21/2029  | $10627000 | &nbsp;&nbsp; $10737653 |
| Arrow Electronics, Inc., 2.95%, 2/15/2032  | 6039000 | &nbsp;&nbsp; 5377094 |
| Molex Electronic Technologies LLC, 4.75%, 4/30/2028 (n) | 9367000 | &nbsp;&nbsp; 9406733 |
|  |  | &nbsp;&nbsp; $25521480 |
| Emerging Market Sovereign – 0.3% | Emerging Market Sovereign – 0.3% | Emerging Market Sovereign – 0.3% |
| Eagle Funding LuxCo S.à r.l. (United Mexican States), 5.5%, 8/17/2030 (n) | $11215000 | &nbsp;&nbsp; $11301355 |
| Energy - Independent – 1.3% | Energy - Independent – 1.3% | Energy - Independent – 1.3% |
| Diamondback Energy, Inc., 5.2%, 4/18/2027  | $4369000 | &nbsp;&nbsp; $4406397 |
| Diamondback Energy, Inc., 5.15%, 1/30/2030  | 4369000 | &nbsp;&nbsp; 4469338 |
| EQT Corp., 5.7%, 4/01/2028  | 14194000 | &nbsp;&nbsp; 14466932 |
| Pioneer Natural Resources Co., 1.9%, 8/15/2030  | 17638000 | &nbsp;&nbsp; 15933017 |
| Pioneer Natural Resources Co., 2.15%, 1/15/2031  | 5163000 | &nbsp;&nbsp; 4662273 |
|  |  | &nbsp;&nbsp; $43937957 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Food & Beverages – 2.6% | Food & Beverages – 2.6% | Food & Beverages – 2.6% |
| Bacardi Ltd., 4.7%, 5/15/2028 (n) | $3424000 | &nbsp;&nbsp; $3424626 |
| Bacardi-Martini B.V., 5.25%, 1/15/2029 (n) | 17244000 | &nbsp;&nbsp; 17418789 |
| Constellation Brands, Inc., 4.8%, 5/01/2030  | 7961000 | &nbsp;&nbsp; 8024706 |
| JBS N.V./JBS USA Foods Group Holdings, Inc./JBS USA Food Co., 3%, 2/02/2029  | 16557000 | &nbsp;&nbsp; 15901694 |
| JDE Peet's N.V., 1.375%, 1/15/2027 (n) | 8629000 | &nbsp;&nbsp; 8439180 |
| Mars, Inc., 4.6%, 3/01/2028 (n) | 7441000 | &nbsp;&nbsp; 7485225 |
| Mars, Inc., 4.8%, 3/01/2030 (n) | 15614000 | &nbsp;&nbsp; 15772158 |
| Suntory Holdings Ltd., 5.124%, 6/11/2029 (n) | 8773000 | &nbsp;&nbsp; 8908372 |
|  |  | &nbsp;&nbsp; $85374750 |
| Global Systemically Important Banks – 8.1% | Global Systemically Important Banks – 8.1% | Global Systemically Important Banks – 8.1% |
| Bank of America Corp., 4.25%, 10/22/2026  | $4033000 | &nbsp;&nbsp; $4033692 |
| Bank of America Corp., 1.734% to 7/22/2026, FLR (SOFR - 1 day + 0.96%) to 7/22/2027  | 22751000 | &nbsp;&nbsp; 22616022 |
| Bank of America Corp., 4.183%, 11/25/2027  | 6721000 | &nbsp;&nbsp; 6706789 |
| Barclays PLC, 2.279% to 11/24/2026, FLR (CMT - 1yr. + 1.05%) to 11/24/2027  | 10326000 | &nbsp;&nbsp; 10197102 |
| BNP Paribas S.A., 2.591% to 1/20/2027, FLR (SOFR - 1 day + 1.228%) to 1/20/2028 (n) | 12560000 | &nbsp;&nbsp; 12391925 |
| Deutsche Bank AG, 7.146% to 7/13/2026, FLR (SOFR - 1 day + 2.52%) to 7/13/2027  | 8420000 | &nbsp;&nbsp; 8461581 |
| Deutsche Bank AG, 2.311% to 11/16/2026, FLR (SOFR - 1 day + 1.219%) to 11/16/2027  | 5284000 | &nbsp;&nbsp; 5221244 |
| Deutsche Bank AG, 6.72% to 1/18/2028, FLR (SOFR - 1 day + 3.18%) to 1/18/2029  | 6381000 | &nbsp;&nbsp; 6595069 |
| Deutsche Bank AG, 4.95% to 8/04/2030, FLR (SOFR - 1 day + 1.3%) to 8/04/2031  | 6683000 | &nbsp;&nbsp; 6662043 |
| Deutsche Bank AG, 5.06% to 4/14/2031, FLR (SOFR - 1 day + 1.41%) to 4/14/2032  | 3848000 | &nbsp;&nbsp; 3843707 |
| Goldman Sachs Group, Inc., 1.948% to 10/21/2026, FLR (SOFR - 1 day + 0.913%) to 10/21/2027  | 8452000 | &nbsp;&nbsp; 8354204 |
| HSBC Holdings PLC, 4.899% to 3/03/2028, FLR (SOFR - 1 day + 1.03%) to 3/03/2029  | 14973000 | &nbsp;&nbsp; 15050690 |
| JPMorgan Chase & Co., 1.47% to 9/22/2026, FLR (SOFR - 1 day + 0.765%) to 9/22/2027  | 11149000 | &nbsp;&nbsp; 11026517 |
| JPMorgan Chase & Co., 5.04% to 1/23/2027, FLR (SOFR - 1 day + 1.19%) to 1/23/2028  | 18041000 | &nbsp;&nbsp; 18124675 |
| JPMorgan Chase & Co., 5.571% to 4/22/2027, FLR (SOFR - 1 day + 0.93%) to 4/22/2028  | 10252000 | &nbsp;&nbsp; 10366610 |
| Mitsubishi UFJ Financial Group, Inc., 4.592% to 4/18/2029, FLR (CMT - 1yr. + 0.78%) to 4/18/2030  | 8439000 | &nbsp;&nbsp; 8439144 |
| Mitsubishi UFJ Financial Group, Inc., 5.159%, 4/24/2031  | 3979000 | &nbsp;&nbsp; 4034976 |
| Mitsubishi UFJ Financial Group, Inc., 4.847% to 4/21/2031, FLR (CMT - 1yr. + 0.92%) to 4/21/2032  | 3513000 | &nbsp;&nbsp; 3507006 |
| Mizuho Financial Group, Inc., 4.711% to 7/08/2030, FLR (CMT - 1yr. + 0.92%) to 7/08/2031  | 14398000 | &nbsp;&nbsp; 14390096 |
| Morgan Stanley, 3.625%, 1/20/2027  | 6791000 | &nbsp;&nbsp; 6767705 |
| Morgan Stanley, 3.95%, 4/23/2027  | 2440000 | &nbsp;&nbsp; 2433824 |
| Morgan Stanley, 1.512% to 7/20/2026, FLR (SOFR - 1 day + 0.858%) to 7/20/2027  | 18842000 | &nbsp;&nbsp; 18727461 |
| Morgan Stanley, 4.994% to 4/12/2028, FLR (SOFR - 1 day + 1.38%) to 4/12/2029  | 7494000 | &nbsp;&nbsp; 7556821 |
| Morgan Stanley, 4.555% to 4/10/2029, FLR (SOFR - 1 day + 0.96%) to 4/10/2030  | 11330000 | &nbsp;&nbsp; 11294182 |
| Sumitomo Mitsui Financial Group, Inc., 2.174%, 1/14/2027  | 8689000 | &nbsp;&nbsp; 8573482 |
| UBS Group AG, 4.703% to 8/05/2026, FLR (CMT - 1yr. + 2.05%) to 8/05/2027 (n) | 7314000 | &nbsp;&nbsp; 7315569 |
| UBS Group AG, 9.25% to 11/13/2028, FLR (CMT - 5yr. + 4.745%) to 5/13/2172 (n) | 2369000 | &nbsp;&nbsp; 2563554 |
| UBS Group AG, 6.6% to 2/05/2031, FLR (USD SOFR ICE Swap Rate - 5yr. + 3.122%) to 2/05/2174 (n) | 12039000 | &nbsp;&nbsp; 12139730 |
| Wells Fargo & Co., 3.526% to 3/24/2027, FLR (SOFR - 1 day + 1.51%) to 3/24/2028  | 13228000 | &nbsp;&nbsp; 13127478 |
|  |  | &nbsp;&nbsp; $270522898 |
| Hardware, Peripherals, & Assembly – 0.1% | Hardware, Peripherals, & Assembly – 0.1% | Hardware, Peripherals, & Assembly – 0.1% |
| VMware, Inc., 1.4%, 8/15/2026  | $4323000 | &nbsp;&nbsp; $4289777 |
| Industrial – 0.1% | Industrial – 0.1% | Industrial – 0.1% |
| Booz Allen Hamilton, Inc., 4%, 7/01/2029 (n) | $4711000 | &nbsp;&nbsp; $4588872 |
| Insurance – 1.2% | Insurance – 1.2% | Insurance – 1.2% |
| CNO Global Funding, 4.7%, 12/11/2030 (n) | $8514000 | &nbsp;&nbsp; $8432571 |
| Corebridge Financial, Inc., 3.65%, 4/05/2027  | 8294000 | &nbsp;&nbsp; 8242577 |
| Corebridge Global Funding, 5.2%, 1/12/2029 (n) | 5233000 | &nbsp;&nbsp; 5309918 |
| Sammons Financial Group Global Funding, 5.05%, 1/10/2028 (n) | 4095000 | &nbsp;&nbsp; 4119552 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Insurance – continued | Insurance – continued | Insurance – continued |
| Sammons Financial Group Global Funding, 5.1%, 12/10/2029 (n) | $14541000 | &nbsp;&nbsp; $14663574 |
|  |  | &nbsp;&nbsp; $40768192 |
| Insurance - Health – 0.3% | Insurance - Health – 0.3% | Insurance - Health – 0.3% |
| Elevance Health, Inc., 4.5%, 10/30/2026  | $5855000 | &nbsp;&nbsp; $5865797 |
| Elevance Health, Inc., 4.75%, 2/15/2030  | 4976000 | &nbsp;&nbsp; 5011301 |
|  |  | &nbsp;&nbsp; $10877098 |
| Insurance - Property & Casualty – 0.9% | Insurance - Property & Casualty – 0.9% | Insurance - Property & Casualty – 0.9% |
| Ambac Assurance Corp., 5.1%, 6/07/2172 (n) | $23513 | &nbsp;&nbsp; $31038 |
| Arthur J. Gallagher & Co., 4.6%, 12/15/2027  | 6009000 | &nbsp;&nbsp; 6026080 |
| Arthur J. Gallagher & Co., 4.85%, 12/15/2029  | 6008000 | &nbsp;&nbsp; 6064601 |
| Brown & Brown, Inc., 4.7%, 6/23/2028  | 4171000 | &nbsp;&nbsp; 4183488 |
| Marsh & McLennan Cos., Inc., 4.55%, 11/08/2027  | 6055000 | &nbsp;&nbsp; 6082114 |
| Marsh & McLennan Cos., Inc., 4.65%, 3/15/2030  | 6055000 | &nbsp;&nbsp; 6085519 |
|  |  | &nbsp;&nbsp; $28472840 |
| International Market Quasi-Sovereign – 0.3% | International Market Quasi-Sovereign – 0.3% | International Market Quasi-Sovereign – 0.3% |
| NBN Co. Ltd. (Commonwealth of Australia), 5.75%, 10/06/2028 (n) | $10003000 | &nbsp;&nbsp; $10308184 |
| Machinery & Tools – 0.4% | Machinery & Tools – 0.4% | Machinery & Tools – 0.4% |
| AGCO Corp., 5.45%, 3/21/2027  | $5782000 | &nbsp;&nbsp; $5823494 |
| Ashtead Capital, Inc., 4.25%, 11/01/2029 (n) | 6204000 | &nbsp;&nbsp; 6083009 |
|  |  | &nbsp;&nbsp; $11906503 |
| Media – 0.9% | Media – 0.9% | Media – 0.9% |
| Meta Platforms, Inc., 4.55%, 5/15/2031 (w) | $19902000 | &nbsp;&nbsp; $19897409 |
| News Corp., 3.875%, 5/15/2029 (n) | 9172000 | &nbsp;&nbsp; 8872148 |
|  |  | &nbsp;&nbsp; $28769557 |
| Medical & Health Technology & Services – 0.5% | Medical & Health Technology & Services – 0.5% | Medical & Health Technology & Services – 0.5% |
| HCA, Inc., 4.3%, 11/15/2030  | $2803000 | &nbsp;&nbsp; $2754342 |
| ICON Investments Six DAC, 5.849%, 5/08/2029  | 5408000 | &nbsp;&nbsp; 5510753 |
| IQVIA, Inc., 5.7%, 5/15/2028  | 4073000 | &nbsp;&nbsp; 4146721 |
| IQVIA, Inc., 6.25%, 2/01/2029  | 3009000 | &nbsp;&nbsp; 3121194 |
|  |  | &nbsp;&nbsp; $15533010 |
| Metals & Mining – 1.2% | Metals & Mining – 1.2% | Metals & Mining – 1.2% |
| Anglo American Capital PLC, 4.75%, 4/10/2027 (n) | $12924000 | &nbsp;&nbsp; $12970796 |
| Glencore Funding LLC, 5.186%, 4/01/2030 (n) | 12027000 | &nbsp;&nbsp; 12213205 |
| Rio Tinto Finance (USA) PLC, 4.5%, 3/14/2028  | 6206000 | &nbsp;&nbsp; 6237830 |
| Rio Tinto Finance (USA) PLC, 4.875%, 3/14/2030  | 7081000 | &nbsp;&nbsp; 7186309 |
|  |  | &nbsp;&nbsp; $38608140 |
| Midstream – 1.6% | Midstream – 1.6% | Midstream – 1.6% |
| Columbia Pipelines Holdings Co. LLC, 6.042%, 8/15/2028 (n) | $14822000 | &nbsp;&nbsp; $15296110 |
| DCP Midstream Operating LP, 5.625%, 7/15/2027  | 14003000 | &nbsp;&nbsp; 14141227 |
| Enbridge, Inc., 5.25%, 4/05/2027  | 9732000 | &nbsp;&nbsp; 9814019 |
| Enbridge, Inc., 4.9%, 6/20/2030  | 4364000 | &nbsp;&nbsp; 4398786 |
| Energy Transfer LP, 5.55%, 2/15/2028  | 4370000 | &nbsp;&nbsp; 4447867 |
| Plains All American Pipeline LP, 4.7%, 1/15/2031  | 7113000 | &nbsp;&nbsp; 7096971 |
|  |  | &nbsp;&nbsp; $55194980 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Mortgage-Backed – 0.4% | Mortgage-Backed – 0.4% |  |
| Fannie Mae, 3%, 12/01/2031  | $493400 | &nbsp;&nbsp; $480300 |
| Fannie Mae, 5.73%, 3/01/2033  | 23453 | &nbsp;&nbsp; 23862 |
| Fannie Mae, 6.375%, 5/01/2033  | 49465 | &nbsp;&nbsp; 50495 |
| Fannie Mae, 4.645%, 2/25/2045 (n) | 2309437 | &nbsp;&nbsp; 2313188 |
| Freddie Mac, 4.286%, 7/25/2029  | 2446026 | &nbsp;&nbsp; 2443860 |
| Freddie Mac, 1.681%, 4/25/2030 (i) | 28129920 | &nbsp;&nbsp; 1464745 |
| Freddie Mac, 3%, 4/15/2033 - 6/15/2045  | 5598694 | &nbsp;&nbsp; 5418115 |
| Freddie Mac, 2%, 7/15/2042  | 695966 | &nbsp;&nbsp; 655396 |
| Ginnie Mae, 5.375%, 7/20/2032  | 15906 | &nbsp;&nbsp; 16097 |
|  |  | &nbsp;&nbsp; $12866058 |
| Municipals – 0.5% | Municipals – 0.5% | Municipals – 0.5% |
| California Public Finance Authority Rev., Taxable (Children's Hospital Los Angeles), "A", AGM, 5.4%, 11/15/2031  | $7520000 | &nbsp;&nbsp; $7708037 |
| Kentucky Higher Education Student Loan Corp. Rev., Taxable, "A-2", 5.949%, 6/01/2037  | 6345000 | &nbsp;&nbsp; 6478229 |
| Massachusetts Educational Financing Authority, Education Loan Rev., Taxable, "A", 2.562%, 7/01/2026  | 1005000 | &nbsp;&nbsp; 1002683 |
|  |  | &nbsp;&nbsp; $15188949 |
| Network & Telecom – 0.4% | Network & Telecom – 0.4% | Network & Telecom – 0.4% |
| NTT Finance Corp., 4.567%, 7/16/2027 (n) | $2786000 | &nbsp;&nbsp; $2793830 |
| NTT Finance Corp., 4.62%, 7/16/2028 (n) | 5972000 | &nbsp;&nbsp; 5995029 |
| NTT Finance Corp., 4.876%, 7/16/2030 (n) | 5972000 | &nbsp;&nbsp; 6013763 |
|  |  | &nbsp;&nbsp; $14802622 |
| Non-Global Systemically Important Banks – 6.2% | Non-Global Systemically Important Banks – 6.2% | Non-Global Systemically Important Banks – 6.2% |
| AIB Group PLC, 6.608% to 9/13/2028, FLR (SOFR - 1 day + 2.33%) to 9/13/2029 (n) | $2036000 | &nbsp;&nbsp; $2127314 |
| American Express Co., 4.731% to 4/25/2028, FLR (SOFR - 1 day + 1.26%) to 4/25/2029  | 13906000 | &nbsp;&nbsp; 13978497 |
| Banque Federative du Credit Mutuel S.A., 5.896%, 7/13/2026 (n) | 7978000 | &nbsp;&nbsp; 8005363 |
| BPCE S.A., 5.281%, 5/30/2029 (n) | 8749000 | &nbsp;&nbsp; 8921953 |
| CaixaBank S.A., 5.673% to 3/15/2029, FLR (SOFR - 1 day + 1.78%) to 3/15/2030 (n) | 12461000 | &nbsp;&nbsp; 12780193 |
| Capital One Financial Corp., 7.149% to 10/29/2026, FLR (SOFR - 1 day + 2.44%) to 10/29/2027  | 1650000 | &nbsp;&nbsp; 1670903 |
| Capital One Financial Corp., 5.7% to 2/01/2029, FLR (SOFR - 1 day + 1.905%) to 2/01/2030  | 2193000 | &nbsp;&nbsp; 2253202 |
| Capital One Financial Corp., 4.722% to 1/30/2031, FLR (SOFR - 1 day + 1.15%) to 1/30/2032  | 8492000 | &nbsp;&nbsp; 8391227 |
| Citizens Financial Group, Inc., 5.841% to 1/23/2029, FLR (SOFR - 1 day + 2.01%) to 1/23/2030  | 9750000 | &nbsp;&nbsp; 10033481 |
| Danske Bank A.S., 5.705% to 3/01/2029, FLR (CMT - 1yr. + 1.4%) to 3/01/2030 (n) | 7786000 | &nbsp;&nbsp; 8001301 |
| Federation des Caisses Desjardins du Quebec, 4.565%, 8/26/2030 (n) | 8606000 | &nbsp;&nbsp; 8586680 |
| First Citizens Bancshare, Inc., 5.231% to 3/12/2030, FLR (SOFR - 1 day + 1.41%) to 3/12/2031  | 4793000 | &nbsp;&nbsp; 4768995 |
| Huntington Bancshares, Inc., 4.443% to 8/04/2027, FLR (SOFR - 1 day + 1.970%) to 8/04/2028  | 1309000 | &nbsp;&nbsp; 1307450 |
| Huntington Bancshares, Inc., 5.272% to 1/15/2030, FLR (SOFR - 1 day + 1.276%) to 1/15/2031  | 4130000 | &nbsp;&nbsp; 4197819 |
| Lloyds Banking Group PLC, 4.241% to 2/10/2029, FLR (CMT - 1yr. + 0.6%) to 2/10/2030  | 5518000 | &nbsp;&nbsp; 5464208 |
| M&T Bank Corp., 4.833% to 1/16/2028, FLR (SOFR - 1 day + 0.93%) to 1/16/2029  | 5819000 | &nbsp;&nbsp; 5842040 |
| M&T Bank Corp., 7.413% to 10/30/2028, FLR (SOFR - 1 day + 2.80%) to 10/30/2029  | 3652000 | &nbsp;&nbsp; 3892267 |
| Morgan Stanley Private Bank N.A., 4.466% to 7/06/2027, FLR (SOFR - 1 day + 0.77%) to 7/06/2028  | 8909000 | &nbsp;&nbsp; 8907682 |
| Morgan Stanley Private Bank N.A., 4.734% to 7/18/2030, FLR (SOFR - 1 day + 1.08%) to 7/18/2031  | 12446000 | &nbsp;&nbsp; 12428333 |
| Nationwide Building Society, 2.972% to 2/16/2027, FLR (SOFR - 1 day + 1.29%) to 2/16/2028 (n) | 10325000 | &nbsp;&nbsp; 10204933 |
| PNC Financial Services Group, Inc., 5.102% to 7/23/2026, FLR (SOFR - 1 day + 0.796%) to 7/23/2027  | 13246000 | &nbsp;&nbsp; 13265098 |
| PNC Financial Services Group, Inc., 5.354% to 12/02/2027, FLR (SOFR - 1 day + 1.62%) to 12/02/2028  | 16902000 | &nbsp;&nbsp; 17144118 |
| Synchrony Financial, 5.019% to 7/29/2028, FLR (SOFR - 1 day + 1.395%) to 7/29/2029  | 5747000 | &nbsp;&nbsp; 5747838 |
| Texas Capital Bancshares, Inc., 5.301% to 2/27/2031, FLR (SOFR - 1 day + 1.94%) to 2/27/2032  | 13859000 | &nbsp;&nbsp; 13747248 |
| Truist Financial Corp., 5.435% to 1/24/2029, FLR (SOFR - 1 day + 1.62%) to 1/24/2030  | 16559000 | &nbsp;&nbsp; 16944013 |
|  |  | &nbsp;&nbsp; $208612156 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Oil Services – 0.3% | Oil Services – 0.3% | Oil Services – 0.3% |
| Schlumberger Holdings Corp., 5%, 5/29/2027 (n) | $5832000 | &nbsp;&nbsp; $5878775 |
| Schlumberger Holdings Corp., 5%, 11/15/2029 (n) | 4083000 | &nbsp;&nbsp; 4163533 |
|  |  | &nbsp;&nbsp; $10042308 |
| Pharmaceuticals & Biotechnology – 0.3% | Pharmaceuticals & Biotechnology – 0.3% | Pharmaceuticals & Biotechnology – 0.3% |
| Biogen, Inc., 5.05%, 1/15/2031  | $9580000 | &nbsp;&nbsp; $9744923 |
| Real Estate - Apartment – 0.3% | Real Estate - Apartment – 0.3% | Real Estate - Apartment – 0.3% |
| American Homes 4 Rent LP, REIT, 4.95%, 6/15/2030  | $9703000 | &nbsp;&nbsp; $9761592 |
| Real Estate - Retail – 0.7% | Real Estate - Retail – 0.7% | Real Estate - Retail – 0.7% |
| STORE Capital Corp., REIT, 4.5%, 3/15/2028  | $1747000 | &nbsp;&nbsp; $1738706 |
| STORE Capital Corp., REIT, 4.95%, 2/11/2031 (n) | 5314000 | &nbsp;&nbsp; 5275862 |
| WEA Finance LLC, 4.125%, 9/20/2028 (n) | 10680000 | &nbsp;&nbsp; 10539594 |
| WEA Finance LLC, 3.5%, 6/15/2029 (n) | 2637000 | &nbsp;&nbsp; 2543059 |
| WEA Finance LLC, REIT, 2.875%, 1/15/2027 (n) | 1822000 | &nbsp;&nbsp; 1801963 |
|  |  | &nbsp;&nbsp; $21899184 |
| Real Estate - Storage & Office – 0.1% | Real Estate - Storage & Office – 0.1% | Real Estate - Storage & Office – 0.1% |
| COPT Defense Properties, REIT, 2%, 1/15/2029  | $2060000 | &nbsp;&nbsp; $1926315 |
| Refining – 0.3% | Refining – 0.3% | Refining – 0.3% |
| Marathon Petroleum Corp., 5.15%, 3/01/2030  | $11074000 | &nbsp;&nbsp; $11300288 |
| Retail & E-commerce – 1.0% | Retail & E-commerce – 1.0% | Retail & E-commerce – 1.0% |
| AutoNation, Inc., 4.45%, 1/15/2029  | $16914000 | &nbsp;&nbsp; $16775548 |
| AutoNation, Inc., 3.85%, 3/01/2032  | 8901000 | &nbsp;&nbsp; 8305623 |
| Genuine Parts Co., 4.95%, 8/15/2029  | 8889000 | &nbsp;&nbsp; 8876959 |
|  |  | &nbsp;&nbsp; $33958130 |
| Semiconductor & Electronic Components – 1.0% | Semiconductor & Electronic Components – 1.0% | Semiconductor & Electronic Components – 1.0% |
| Broadcom, Inc., 5.05%, 7/12/2027  | $2368000 | &nbsp;&nbsp; $2393815 |
| Broadcom, Inc., 4.75%, 4/15/2029  | 13074000 | &nbsp;&nbsp; 13217032 |
| Broadcom, Inc., 5.05%, 7/12/2029  | 3382000 | &nbsp;&nbsp; 3447582 |
| Broadcom, Inc., 4.35%, 2/15/2030  | 8525000 | &nbsp;&nbsp; 8493100 |
| Broadcom, Inc., 4.3%, 1/15/2031  | 2858000 | &nbsp;&nbsp; 2835088 |
| NXP B.V./NXP Funding LLC/NXP USA, Inc., 4.3%, 8/19/2028  | 3104000 | &nbsp;&nbsp; 3095308 |
|  |  | &nbsp;&nbsp; $33481925 |
| Software – 1.2% | Software – 1.2% | Software – 1.2% |
| Oracle Corp., 4.55%, 2/04/2029  | $11340000 | &nbsp;&nbsp; $11203211 |
| Oracle Corp., 4.95%, 2/04/2031  | 7938000 | &nbsp;&nbsp; 7764826 |
| Salesforce, Inc., 4.5%, 3/15/2028  | 5708000 | &nbsp;&nbsp; 5713360 |
| Salesforce, Inc., 4.65%, 3/15/2029  | 5707000 | &nbsp;&nbsp; 5718115 |
| Salesforce, Inc., 4.9%, 9/15/2031  | 11414000 | &nbsp;&nbsp; 11380474 |
|  |  | &nbsp;&nbsp; $41779986 |
| Telecommunications - Wireless – 0.6% | Telecommunications - Wireless – 0.6% | Telecommunications - Wireless – 0.6% |
| Crown Castle, Inc., REIT, 2.9%, 3/15/2027  | $3817000 | &nbsp;&nbsp; $3764769 |
| Rogers Communications, Inc., 3.2%, 3/15/2027  | 12956000 | &nbsp;&nbsp; 12824402 |
| T-Mobile USA, Inc., 4.2%, 10/01/2029  | 4489000 | &nbsp;&nbsp; 4448666 |
|  |  | &nbsp;&nbsp; $21037837 |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Tobacco – 1.2% | Tobacco – 1.2% | Tobacco – 1.2% |
| B.A.T. International Finance PLC, 5.931%, 2/02/2029  | $15232000 | &nbsp;&nbsp; $15789456 |
| Japan Tobacco, Inc., 4.85%, 5/15/2028 (n) | 9362000 | &nbsp;&nbsp; 9449284 |
| Philip Morris International, Inc., 5.125%, 11/17/2027  | 2988000 | &nbsp;&nbsp; 3022536 |
| Philip Morris International, Inc., 4.875%, 2/15/2028  | 6300000 | &nbsp;&nbsp; 6360386 |
| Philip Morris International, Inc., 4.125%, 4/28/2028  | 5549000 | &nbsp;&nbsp; 5533609 |
|  |  | &nbsp;&nbsp; $40155271 |
| Transportation & Logistics – 1.8% | Transportation & Logistics – 1.8% | Transportation & Logistics – 1.8% |
| Element Fleet Management Corp., 5.643%, 3/13/2027 (n) | $13058000 | &nbsp;&nbsp; $13186423 |
| Element Fleet Management Corp., 5.037%, 3/25/2030 (n) | 14335000 | &nbsp;&nbsp; 14487210 |
| GXO Logistics, Inc., 6.25%, 5/06/2029  | 5893000 | &nbsp;&nbsp; 6116985 |
| Penske Truck Leasing Co. LP, 5.35%, 1/12/2027 (n) | 5489000 | &nbsp;&nbsp; 5523337 |
| Penske Truck Leasing Co. LP, 5.35%, 3/30/2029 (n) | 8420000 | &nbsp;&nbsp; 8565270 |
| Penske Truck Leasing Co. LP, 5.25%, 7/01/2029 (n) | 6187000 | &nbsp;&nbsp; 6279138 |
| Triton International Ltd., 5.15%, 2/15/2033  | 5201000 | &nbsp;&nbsp; 5104946 |
|  |  | &nbsp;&nbsp; $59263309 |
| Travel, Gaming, & Lodging – 1.3% | Travel, Gaming, & Lodging – 1.3% | Travel, Gaming, & Lodging – 1.3% |
| Flutter Treasury DAC, 5.875%, 6/04/2031 (n) | $10831000 | &nbsp;&nbsp; $10790492 |
| Hyatt Hotels Corp., 5.75%, 1/30/2027  | 5367000 | &nbsp;&nbsp; 5414162 |
| Las Vegas Sands Corp., 5.9%, 6/01/2027  | 3911000 | &nbsp;&nbsp; 3951707 |
| Las Vegas Sands Corp., 5.625%, 6/15/2028  | 6598000 | &nbsp;&nbsp; 6694626 |
| Marriott International, Inc., 4.9%, 4/15/2029  | 15549000 | &nbsp;&nbsp; 15733987 |
|  |  | &nbsp;&nbsp; $42584974 |
| U.S. Treasury Obligations – 22.3% | U.S. Treasury Obligations – 22.3% | U.S. Treasury Obligations – 22.3% |
| U.S. Treasury Notes, 3.375%, 11/30/2027  | $66540000 | &nbsp;&nbsp; $66027954 |
| U.S. Treasury Notes, 4.125%, 7/31/2028  | 50000000 | &nbsp;&nbsp; 50246094 |
| U.S. Treasury Notes, 4.875%, 10/31/2028 (f) | 282349000 | &nbsp;&nbsp; 288779058 |
| U.S. Treasury Notes, 4.625%, 4/30/2029  | 337324000 | &nbsp;&nbsp; 343991418 |
|  |  | &nbsp;&nbsp; $749044524 |
| Utilities – 2.2% | Utilities – 2.2% | Utilities – 2.2% |
| Algonquin Power & Utilities Corp., 5.365%, 6/15/2026  | $3482000 | &nbsp;&nbsp; $3481912 |
| American Transmission Systems, Inc., 2.65%, 1/15/2032 (n) | 1347000 | &nbsp;&nbsp; 1207451 |
| Con Edison Co. of NY, Inc., FLR, 4.207% (SOFR - 1 day + 0.52%), 11/18/2027  | 8765000 | &nbsp;&nbsp; 8757059 |
| Eversource Energy, 4.45%, 12/15/2030  | 13220000 | &nbsp;&nbsp; 13026468 |
| NextEra Energy Capital Holdings, Inc., 4.685%, 9/01/2027  | 8620000 | &nbsp;&nbsp; 8657790 |
| Pacific Gas & Electric Co., 6.1%, 1/15/2029  | 8343000 | &nbsp;&nbsp; 8621749 |
| Pacific Gas & Electric Co., 5.55%, 5/15/2029  | 6193000 | &nbsp;&nbsp; 6332911 |
| PSEG Power LLC, 5.2%, 5/15/2030 (n) | 3214000 | &nbsp;&nbsp; 3264283 |
| Trans-Allegheny Interstate Line Co., 5%, 1/15/2031 (n) | 4372000 | &nbsp;&nbsp; 4435290 |
| Vistra Operations Co. LLC, 4.55%, 10/30/2028 (n) | 8478000 | &nbsp;&nbsp; 8464224 |
| Vistra Operations Co. LLC, 5%, 4/30/2031 (n) | 8477000 | &nbsp;&nbsp; 8452893 |
|  |  | &nbsp;&nbsp; $74702030 |
| **Total Bonds (Identified Cost, $3,283,545,376)** |  | &nbsp;&nbsp; **$3277454422** |

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Mutual Funds (h) – 2.8% | Mutual Funds (h) – 2.8% | Mutual Funds (h) – 2.8% |
| Money Market Funds – 2.8% | Money Market Funds – 2.8% |  |
| MFS Institutional Money Market Portfolio, 3.7% (v) (Identified Cost, $94,600,873) | 94596808 | &nbsp;&nbsp; $94606267 |
| Other Assets, Less Liabilities – (0.6)% |  | &nbsp;&nbsp; (19499361) |
| **Net Assets – 100.0%** | **Net Assets – 100.0%** | &nbsp;&nbsp; **$3352561328** |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Non-income producing security.

&nbsp;&nbsp;&nbsp;&nbsp;(d) In default.

&nbsp;&nbsp;&nbsp;&nbsp;(f) All or a portion of the security has been segregated as collateral for open futures
 contracts and cleared swap agreements.

&nbsp;&nbsp;&nbsp;&nbsp;(h) An affiliated issuer, which may be considered one in which the fund owns 5% or more
 of the outstanding voting securities, or a company which is under common control. At period end, the aggregate values of the fund's investments in affiliated
 issuers and in unaffiliated issuers were $94,606,267 and $3,277,454,422, respectively.

&nbsp;&nbsp;&nbsp;&nbsp;(i) Interest only security for which the fund receives interest on notional principal
 (Par amount). Par amount shown is the notional principal and does not reflect the cost of the security.

&nbsp;&nbsp;&nbsp;&nbsp;(n) Securities exempt from registration under Rule 144A of the Securities Act of 1933.
 These securities may be sold in the ordinary course of business in transactions exempt from registration, normally to qualified institutional buyers.
 At period end, the aggregate value of these securities was $1,330,639,436, representing 39.7% of net assets.

&nbsp;&nbsp;&nbsp;&nbsp;(q) Interest received was less than stated coupon rate.

&nbsp;&nbsp;&nbsp;&nbsp;(v) Affiliated issuer that is available only to investment companies managed by MFS. The
 rate quoted for the MFS Institutional Money Market Portfolio is the annualized seven-day yield of the fund at period end.

&nbsp;&nbsp;&nbsp;&nbsp;(w) When-issued security.

---

| | |
|:---|:---|
| The following abbreviations are used in this report and are defined: | The following abbreviations are used in this report and are defined: |
| AGM | Assured Guaranty Municipal |
| CLO | Collateralized Loan Obligation |
| CMT | Constant Maturity Treasury |
| FLR | Floating Rate. Interest rate resets periodically based on the parenthetically disclosed reference rate plus a spread (if any). The period-end rate <br> reported may not be the current rate. All reference rates are USD unless otherwise noted.<br>|
| ICE | Intercontinental Exchange |
| REIT | Real Estate Investment Trust |
| SOFR | Secured Overnight Financing Rate |

---

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** |
| **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** |
| **Description** | &nbsp;&nbsp; **Long/** <br>**Short**<br>| **Currency** | **Contracts** | &nbsp;&nbsp; **Notional** <br>**Amount**<br>| &nbsp;&nbsp;&nbsp; **Expiration** <br>**Date**<br>| &nbsp;&nbsp; **Value/Unrealized** <br>**Appreciation** <br>&nbsp;&nbsp;&nbsp;&nbsp;**(Depreciation)**<br>|
| **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** |
| ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** |  |  |
| U.S. Treasury Note 2 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 136 | &nbsp;&nbsp;&nbsp; $28169000 | June – 2026 | &nbsp;&nbsp;&nbsp; $(258675)<br>|

---

------

MFS Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** | **Cleared Swap Agreements** |
| **Maturity** <br>**Date** | **Maturity** <br>**Date** | **Notional** <br>**Amount**<br>| **Counterparty** | **Cash Flows** <br>**to Receive/** <br>**Frequency**<br>| **Cash Flows** <br>**to Pay/** <br>**Frequency**<br>| **Unrealized** <br>**Appreciation** <br>**(Depreciation)**<br>| **Net** <br>**Unamortized** <br>**Upfront** <br>**Payments** <br>**(Receipts)**<br>| **Value** |
| **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** | **Asset Derivatives** |  |  |  |
| ***Interest Rate Swaps*** | ***Interest Rate Swaps*** | ***Interest Rate Swaps*** | ***Interest Rate Swaps*** | ***Interest Rate Swaps*** | ***Interest Rate Swaps*** |  |  |  |
| 10/02/26 | USD | 228000000 | centrally cleared | 4.697%/Annually | 1 - day SOFR/Annually | $2101785 | $(3068)<br>| $2098717 |
| 10/02/26 | USD | 70900000 | centrally cleared | 4.664%/Annually | 1 - day SOFR/Annually | 627381 |  | 627381 |
| 12/23/27 | USD | 113000000 | centrally cleared | 4.106%/Annually | 1 - day SOFR/Annually | 822524 |  | 822524 |
|  |  |  |  |  |  | $3551690 | $(3068)<br>| $3548622 |

---

At April 30, 2026, the fund had liquid securities collateral with an aggregate value of $1,848,145 to cover any collateral or margin obligations for certain derivative contracts.

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

**Financial Statements** \| **Statement of Assets and Liabilities**

This statement represents your fund's balance sheet, which details the assets and liabilities comprising the total value of the fund.

---

| | |
|:---|:---|
| **At 4/30/26** <br> **Assets**<br>|  |
| Investments in unaffiliated issuers, at value (identified cost, $3,283,545,376) | &nbsp;&nbsp; $3277454422 |
| Investments in affiliated issuers, at value (identified cost, $94,600,873) | &nbsp;&nbsp; 94606267 |
| Cash | &nbsp;&nbsp; 19821 |
| Receivables for |  |
| Net daily variation margin on open cleared swap agreements | &nbsp;&nbsp; 190362 |
| Net daily variation margin on open futures contracts | &nbsp;&nbsp; 23374 |
| Fund shares sold | &nbsp;&nbsp; 4408473 |
| Interest and dividends | &nbsp;&nbsp; 22659339 |
| Receivable from investment adviser | &nbsp;&nbsp; 59522 |
| Other assets | &nbsp;&nbsp; 4946 |
| Total assets | &nbsp;&nbsp; $3399426526 |
| **Liabilities** |  |
| Payables for |  |
| Distributions | &nbsp;&nbsp; $220143 |
| When-issued investments purchased | &nbsp;&nbsp; 42782009 |
| Fund shares reacquired | &nbsp;&nbsp; 3215247 |
| Payable to affiliates |  |
| Administrative services fee | &nbsp;&nbsp; 2525 |
| Shareholder servicing costs | &nbsp;&nbsp; 436277 |
| Distribution and service fees | &nbsp;&nbsp; 9619 |
| Payable for independent Trustees' compensation | &nbsp;&nbsp; 13 |
| Accrued expenses and other liabilities | &nbsp;&nbsp; 199365 |
| Total liabilities | &nbsp;&nbsp; $46865198 |
| Net assets | &nbsp;&nbsp; $3352561328 |
| **Net assets consist of** |  |
| Paid-in capital | &nbsp;&nbsp; $3467120404 |
| Total distributable earnings (loss) | &nbsp;&nbsp; (114559076)<br>|
| Net assets | &nbsp;&nbsp; $3352561328 |
| Shares of beneficial interest outstanding | &nbsp;&nbsp; 571934984 |

---

---

| | | | |
|:---|:---|:---|:---|
|  | **Net assets** | &nbsp;&nbsp; **Shares** <br>**outstanding**<br>| &nbsp;&nbsp; **Net asset value** <br>**per share (a)**<br>|
| Class A | &nbsp;&nbsp;&nbsp; $1054587625 | &nbsp;&nbsp;&nbsp; 179543616 | &nbsp;&nbsp;&nbsp; $5.87 |
| Class B | &nbsp;&nbsp;&nbsp; 242324 | &nbsp;&nbsp;&nbsp; 41310 | &nbsp;&nbsp;&nbsp;&nbsp;5.87 |
| Class C | &nbsp;&nbsp;&nbsp; 16403993 | &nbsp;&nbsp;&nbsp; 2793590 | &nbsp;&nbsp;&nbsp;&nbsp;5.87 |
| Class I | &nbsp;&nbsp;&nbsp; 834530208 | &nbsp;&nbsp;&nbsp; 142737697 | &nbsp;&nbsp;&nbsp;&nbsp;5.85 |
| Class R1 | &nbsp;&nbsp;&nbsp; 360588 | &nbsp;&nbsp;&nbsp; 61603 | &nbsp;&nbsp;&nbsp;&nbsp;5.85 |
| Class R2 | &nbsp;&nbsp;&nbsp; 898710 | &nbsp;&nbsp;&nbsp; 152879 | &nbsp;&nbsp;&nbsp;&nbsp;5.88 |
| Class R3 | &nbsp;&nbsp;&nbsp; 626590 | &nbsp;&nbsp;&nbsp; 106593 | &nbsp;&nbsp;&nbsp;&nbsp;5.88 |
| Class R4 | &nbsp;&nbsp;&nbsp; 963587 | &nbsp;&nbsp;&nbsp; 163548 | &nbsp;&nbsp;&nbsp;&nbsp;5.89 |
| Class R6 | &nbsp;&nbsp;&nbsp; 1443947703 | &nbsp;&nbsp;&nbsp; 246334148 | &nbsp;&nbsp;&nbsp;&nbsp;5.86 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Maximum offering price per share was equal to the net asset value per share for all
 share classes, except for Class A, for which the maximum offering price per share was $6.02 [100 / 97.50 x $5.87]. On sales of $50,000 or more,
 the maximum offering price of Class A shares is reduced. A contingent deferred sales charge may be imposed on redemptions of Class
 A, Class B, and Class C shares. Redemption price per share was equal to the net asset value per share for Classes I, R1, R2, R3, R4, and
 R6.

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

**Financial Statements** \| **Statement of Operations**

This statement describes how much your fund earned in investment income and accrued in expenses. It also describes any gains and/or losses generated by fund operations.

---

| | |
|:---|:---|
| **Year ended 4/30/26** <br> **Net investment income (loss)**<br>|  |
| Income |  |
| Interest | &nbsp;&nbsp; $148336914 |
| Dividends from affiliated issuers | &nbsp;&nbsp; 3086749 |
| Other | &nbsp;&nbsp; 273819 |
| Total investment income | &nbsp;&nbsp; $151697482 |
| Expenses |  |
| Management fee | &nbsp;&nbsp; $11496029 |
| Distribution and service fees | &nbsp;&nbsp; 2851355 |
| Shareholder servicing costs | &nbsp;&nbsp; 1657917 |
| Administrative services fee | &nbsp;&nbsp; 429164 |
| Independent Trustees' compensation | &nbsp;&nbsp; 66691 |
| Custodian fee | &nbsp;&nbsp; 200447 |
| Shareholder communications | &nbsp;&nbsp; 121318 |
| Audit and tax fees | &nbsp;&nbsp; 83538 |
| Legal fees | &nbsp;&nbsp; 16327 |
| Miscellaneous | &nbsp;&nbsp; 307118 |
| Total expenses | &nbsp;&nbsp; $17229904 |
| Fees paid indirectly | &nbsp;&nbsp; (3906)<br>|
| Reduction of expenses by investment adviser and distributor | &nbsp;&nbsp; (2969465)<br>|
| Net expenses | &nbsp;&nbsp; $14256533 |
| Net investment income (loss) | &nbsp;&nbsp; $137440949 |
| **Realized and unrealized gain (loss)** | **Realized and unrealized gain (loss)** |
| Realized gain (loss) (identified cost basis) |  |
| Unaffiliated issuers | &nbsp;&nbsp; $5378361 |
| Affiliated issuers | &nbsp;&nbsp; (9571)<br>|
| Futures contracts | &nbsp;&nbsp; 198398 |
| Swap agreements | &nbsp;&nbsp; 264276 |
| Net realized gain (loss) | &nbsp;&nbsp; $5831464 |
| Change in unrealized appreciation or depreciation |  |
| Unaffiliated issuers | &nbsp;&nbsp; $(4584606)<br>|
| Affiliated issuers | &nbsp;&nbsp; 5748 |
| Futures contracts | &nbsp;&nbsp; (694842)<br>|
| Swap agreements | &nbsp;&nbsp; (3739570)<br>|
| Net unrealized gain (loss) | &nbsp;&nbsp; $(9013270)<br>|
| Net realized and unrealized gain (loss) | &nbsp;&nbsp; $(3181806)<br>|
| Change in net assets from operations | &nbsp;&nbsp; $134259143 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

**Financial Statements** \| **Statements of Changes in Net Assets**

These statements describe the increases and/or decreases in net assets resulting from operations, any distributions, and any shareholder transactions.

---

| | | |
|:---|:---|:---|
|  | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** |
| **Change in net assets** |  |  |
| **From operations** |  |  |
| Net investment income (loss) | $137440949 | &nbsp;&nbsp; $125934656 |
| Net realized gain (loss) | 5831464 | &nbsp;&nbsp; 1938926 |
| Net unrealized gain (loss) | (9013270)<br>| &nbsp;&nbsp; 77714772 |
| Change in net assets from operations | $134259143 | &nbsp;&nbsp; $205588354 |
| Total distributions to shareholders | $(144179629)<br>| &nbsp;&nbsp; $(128231250)<br>|
| Change in net assets from fund share transactions | $232025514 | &nbsp;&nbsp; $262847197 |
| Total change in net assets | $222105028 | &nbsp;&nbsp; $340204301 |
| **Net assets** |  |  |
| At beginning of period | 3130456300 | &nbsp;&nbsp; 2790251999 |
| At end of period | $3352561328 | &nbsp;&nbsp; $3130456300 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

**Financial Statements** \| **Financial Highlights**

The financial highlights table is intended to help you understand the fund's financial performance for the past 5 years. Certain information reflects financial results for a single fund share. The total returns in the table represent the rate that an investor would have earned (or lost) on an investment in the fund share class (assuming reinvestment of all distributions) held for the entire period.

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class A**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.89 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 | &nbsp;&nbsp; $6.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.24 | &nbsp;&nbsp; $0.24 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.13 | &nbsp;&nbsp; $0.06 |
| Net realized and unrealized gain (loss) | (0.01)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.17 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.28)<br>|
| Total from investment operations | $0.23 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.21 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $(0.22)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.25)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.22)<br>| &nbsp;&nbsp; $(0.14)<br>| &nbsp;&nbsp; $(0.07)<br>|
| Net asset value, end of period (x) | $5.87 | &nbsp;&nbsp; $5.89 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 |
| Total return (%) (r)(s)(t)(x) | 4.04 | &nbsp;&nbsp;&nbsp;&nbsp;7.21 | &nbsp;&nbsp;&nbsp;&nbsp;3.78 | &nbsp;&nbsp;&nbsp;&nbsp;1.37 | &nbsp;&nbsp; (3.59)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.73 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.75 |
| Expenses after expense reductions (f) | 0.57 | &nbsp;&nbsp;&nbsp;&nbsp;0.57 | &nbsp;&nbsp;&nbsp;&nbsp;0.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.57 | &nbsp;&nbsp;&nbsp;&nbsp;0.57 |
| Net investment income (loss) | 4.10 | &nbsp;&nbsp;&nbsp;&nbsp;4.15 | &nbsp;&nbsp;&nbsp;&nbsp;3.83 | &nbsp;&nbsp;&nbsp;&nbsp;2.30 | &nbsp;&nbsp;&nbsp;&nbsp;1.04 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $1054588 | &nbsp;&nbsp; $1043784 | &nbsp;&nbsp; $934237 | &nbsp;&nbsp; $1019905 | &nbsp;&nbsp; $1046034 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class B**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.88 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.79 | &nbsp;&nbsp; $6.08 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.20 | &nbsp;&nbsp; $0.20 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $0.02 |
| Net realized and unrealized gain (loss) | (0.00)(w)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.16 | &nbsp;&nbsp; (0.00)(w)<br>| &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.28)<br>|
| Total from investment operations | $0.20 | &nbsp;&nbsp; $0.36 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.03 | &nbsp;&nbsp; $(0.26)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.21)<br>| &nbsp;&nbsp; $(0.20)<br>| &nbsp;&nbsp; $(0.18)<br>| &nbsp;&nbsp; $(0.09)<br>| &nbsp;&nbsp; $(0.03)<br>|
| Net asset value, end of period (x) | $5.87 | &nbsp;&nbsp; $5.88 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.79 |
| Total return (%) (r)(s)(t)(x) | 3.44 | &nbsp;&nbsp;&nbsp;&nbsp;6.42 | &nbsp;&nbsp;&nbsp;&nbsp;3.00 | &nbsp;&nbsp;&nbsp;&nbsp;0.61 | &nbsp;&nbsp; (4.32)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.48 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Expenses after expense reductions (f) | 1.32 | &nbsp;&nbsp;&nbsp;&nbsp;1.32 | &nbsp;&nbsp;&nbsp;&nbsp;1.33 | &nbsp;&nbsp;&nbsp;&nbsp;1.32 | &nbsp;&nbsp;&nbsp;&nbsp;1.32 |
| Net investment income (loss) | 3.38 | &nbsp;&nbsp;&nbsp;&nbsp;3.40 | &nbsp;&nbsp;&nbsp;&nbsp;3.06 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.29 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $242 | &nbsp;&nbsp; $720 | &nbsp;&nbsp; $939 | &nbsp;&nbsp; $1663 | &nbsp;&nbsp; $2361 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class C**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.89 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 | &nbsp;&nbsp; $6.09 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.19 | &nbsp;&nbsp; $0.19 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $0.01 |
| Net realized and unrealized gain (loss) | (0.01)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.17 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.28)<br>|
| Total from investment operations | $0.18 | &nbsp;&nbsp; $0.36 | &nbsp;&nbsp; $0.16 | &nbsp;&nbsp; $0.03 | &nbsp;&nbsp; $(0.27)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.20)<br>| &nbsp;&nbsp; $(0.20)<br>| &nbsp;&nbsp; $(0.17)<br>| &nbsp;&nbsp; $(0.09)<br>| &nbsp;&nbsp; $(0.02)<br>|
| Net asset value, end of period (x) | $5.87 | &nbsp;&nbsp; $5.89 | &nbsp;&nbsp; $5.73 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 |
| Total return (%) (r)(s)(t)(x) | 3.16 | &nbsp;&nbsp;&nbsp;&nbsp;6.31 | &nbsp;&nbsp;&nbsp;&nbsp;2.90 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 | &nbsp;&nbsp; (4.41)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.48 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Expenses after expense reductions (f) | 1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.43 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 |
| Net investment income (loss) | 3.26 | &nbsp;&nbsp;&nbsp;&nbsp;3.30 | &nbsp;&nbsp;&nbsp;&nbsp;2.98 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.19 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $16404 | &nbsp;&nbsp; $20247 | &nbsp;&nbsp; $21947 | &nbsp;&nbsp; $26732 | &nbsp;&nbsp; $31747 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class I**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.86 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.77 | &nbsp;&nbsp; $6.07 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.25 | &nbsp;&nbsp; $0.25 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.07 |
| Net realized and unrealized gain (loss) | (0.00)(w)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.15 | &nbsp;&nbsp; (0.00)(w)<br>| &nbsp;&nbsp; (0.06)<br>| &nbsp;&nbsp; (0.29)<br>|
| Total from investment operations | $0.25 | &nbsp;&nbsp; $0.40 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $(0.22)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.26)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.23)<br>| &nbsp;&nbsp; $(0.14)<br>| &nbsp;&nbsp; $(0.08)<br>|
| Net asset value, end of period (x) | $5.85 | &nbsp;&nbsp; $5.86 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.77 |
| Total return (%) (r)(s)(t)(x) | 4.37 | &nbsp;&nbsp;&nbsp;&nbsp;7.20 | &nbsp;&nbsp;&nbsp;&nbsp;4.11 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp; (3.63)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.48 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.50 |
| Expenses after expense reductions (f) | 0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 |
| Net investment income (loss) | 4.25 | &nbsp;&nbsp;&nbsp;&nbsp;4.29 | &nbsp;&nbsp;&nbsp;&nbsp;3.97 | &nbsp;&nbsp;&nbsp;&nbsp;2.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.19 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $834530 | &nbsp;&nbsp; $695855 | &nbsp;&nbsp; $528158 | &nbsp;&nbsp; $625604 | &nbsp;&nbsp; $570543 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R1**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.87 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.78 | &nbsp;&nbsp; $6.08 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.19 | &nbsp;&nbsp; $0.19 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.07 | &nbsp;&nbsp; $0.01 |
| Net realized and unrealized gain (loss) | (0.01)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.17 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.04)<br>| &nbsp;&nbsp; (0.29)<br>|
| Total from investment operations | $0.18 | &nbsp;&nbsp; $0.36 | &nbsp;&nbsp; $0.16 | &nbsp;&nbsp; $0.03 | &nbsp;&nbsp; $(0.28)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.20)<br>| &nbsp;&nbsp; $(0.20)<br>| &nbsp;&nbsp; $(0.17)<br>| &nbsp;&nbsp; $(0.09)<br>| &nbsp;&nbsp; $(0.02)<br>|
| Net asset value, end of period (x) | $5.85 | &nbsp;&nbsp; $5.87 | &nbsp;&nbsp; $5.71 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.78 |
| Total return (%) (r)(s)(t)(x) | 3.16 | &nbsp;&nbsp;&nbsp;&nbsp;6.32 | &nbsp;&nbsp;&nbsp;&nbsp;2.90 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 | &nbsp;&nbsp; (4.58)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.48 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 | &nbsp;&nbsp;&nbsp;&nbsp;1.50 |
| Expenses after expense reductions (f) | 1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.43 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 |
| Net investment income (loss) | 3.27 | &nbsp;&nbsp;&nbsp;&nbsp;3.30 | &nbsp;&nbsp;&nbsp;&nbsp;2.98 | &nbsp;&nbsp;&nbsp;&nbsp;1.22 | &nbsp;&nbsp;&nbsp;&nbsp;0.18 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $361 | &nbsp;&nbsp; $532 | &nbsp;&nbsp; $489 | &nbsp;&nbsp; $456 | &nbsp;&nbsp; $1252 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R2**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.89 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 | &nbsp;&nbsp; $6.10 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.23 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.21 | &nbsp;&nbsp; $0.11 | &nbsp;&nbsp; $0.05 |
| Net realized and unrealized gain (loss) | (0.00)(w)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.15 | &nbsp;&nbsp; (0.00)(w)<br>| &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.29)<br>|
| Total from investment operations | $0.23 | &nbsp;&nbsp; $0.38 | &nbsp;&nbsp; $0.21 | &nbsp;&nbsp; $0.06 | &nbsp;&nbsp; $(0.24)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.24)<br>| &nbsp;&nbsp; $(0.23)<br>| &nbsp;&nbsp; $(0.21)<br>| &nbsp;&nbsp; $(0.12)<br>| &nbsp;&nbsp; $(0.06)<br>|
| Net asset value, end of period (x) | $5.88 | &nbsp;&nbsp; $5.89 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 |
| Total return (%) (r)(s)(t)(x) | 3.96 | &nbsp;&nbsp;&nbsp;&nbsp;6.76 | &nbsp;&nbsp;&nbsp;&nbsp;3.70 | &nbsp;&nbsp;&nbsp;&nbsp;1.12 | &nbsp;&nbsp; (3.99)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.98 | &nbsp;&nbsp;&nbsp;&nbsp;0.99 | &nbsp;&nbsp;&nbsp;&nbsp;0.99 | &nbsp;&nbsp;&nbsp;&nbsp;0.99 | &nbsp;&nbsp;&nbsp;&nbsp;1.00 |
| Expenses after expense reductions (f) | 0.82 | &nbsp;&nbsp;&nbsp;&nbsp;0.82 | &nbsp;&nbsp;&nbsp;&nbsp;0.83 | &nbsp;&nbsp;&nbsp;&nbsp;0.82 | &nbsp;&nbsp;&nbsp;&nbsp;0.82 |
| Net investment income (loss) | 3.86 | &nbsp;&nbsp;&nbsp;&nbsp;3.90 | &nbsp;&nbsp;&nbsp;&nbsp;3.59 | &nbsp;&nbsp;&nbsp;&nbsp;1.99 | &nbsp;&nbsp;&nbsp;&nbsp;0.79 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $899 | &nbsp;&nbsp; $1010 | &nbsp;&nbsp; $1004 | &nbsp;&nbsp; $1151 | &nbsp;&nbsp; $1646 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R3**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.89 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 | &nbsp;&nbsp; $6.10 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.24 | &nbsp;&nbsp; $0.24 | &nbsp;&nbsp; $0.21 | &nbsp;&nbsp; $0.12 | &nbsp;&nbsp; $0.06 |
| Net realized and unrealized gain (loss) | (0.00)(w)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.15 | &nbsp;&nbsp;&nbsp;&nbsp;0.01 | &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.29)<br>|
| Total from investment operations | $0.24 | &nbsp;&nbsp; $0.39 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.07 | &nbsp;&nbsp; $(0.23)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.25)<br>| &nbsp;&nbsp; $(0.24)<br>| &nbsp;&nbsp; $(0.22)<br>| &nbsp;&nbsp; $(0.13)<br>| &nbsp;&nbsp; $(0.07)<br>|
| Net asset value, end of period (x) | $5.88 | &nbsp;&nbsp; $5.89 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.74 | &nbsp;&nbsp; $5.80 |
| Total return (%) (r)(s)(t)(x) | 4.11 | &nbsp;&nbsp;&nbsp;&nbsp;6.92 | &nbsp;&nbsp;&nbsp;&nbsp;3.86 | &nbsp;&nbsp;&nbsp;&nbsp;1.27 | &nbsp;&nbsp; (3.85)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.73 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.75 |
| Expenses after expense reductions (f) | 0.67 | &nbsp;&nbsp;&nbsp;&nbsp;0.67 | &nbsp;&nbsp;&nbsp;&nbsp;0.68 | &nbsp;&nbsp;&nbsp;&nbsp;0.67 | &nbsp;&nbsp;&nbsp;&nbsp;0.67 |
| Net investment income (loss) | 4.00 | &nbsp;&nbsp;&nbsp;&nbsp;4.05 | &nbsp;&nbsp;&nbsp;&nbsp;3.73 | &nbsp;&nbsp;&nbsp;&nbsp;2.08 | &nbsp;&nbsp;&nbsp;&nbsp;0.96 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $627 | &nbsp;&nbsp; $617 | &nbsp;&nbsp; $629 | &nbsp;&nbsp; $595 | &nbsp;&nbsp; $1001 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R4**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.91 | &nbsp;&nbsp; $5.75 | &nbsp;&nbsp; $5.76 | &nbsp;&nbsp; $5.82 | &nbsp;&nbsp; $6.11 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.25 | &nbsp;&nbsp; $0.25 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.07 |
| Net realized and unrealized gain (loss) | (0.01)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.17 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.05)<br>| &nbsp;&nbsp; (0.28)<br>|
| Total from investment operations | $0.24 | &nbsp;&nbsp; $0.42 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.09 | &nbsp;&nbsp; $(0.21)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.26)<br>| &nbsp;&nbsp; $(0.26)<br>| &nbsp;&nbsp; $(0.23)<br>| &nbsp;&nbsp; $(0.15)<br>| &nbsp;&nbsp; $(0.08)<br>|
| Net asset value, end of period (x) | $5.89 | &nbsp;&nbsp; $5.91 | &nbsp;&nbsp; $5.75 | &nbsp;&nbsp; $5.76 | &nbsp;&nbsp; $5.82 |
| Total return (%) (r)(s)(t)(x) | 4.20 | &nbsp;&nbsp;&nbsp;&nbsp;7.36 | &nbsp;&nbsp;&nbsp;&nbsp;3.93 | &nbsp;&nbsp;&nbsp;&nbsp;1.56 | &nbsp;&nbsp; (3.43)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.48 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.49 | &nbsp;&nbsp;&nbsp;&nbsp;0.50 |
| Expenses after expense reductions (f) | 0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 |
| Net investment income (loss) | 4.28 | &nbsp;&nbsp;&nbsp;&nbsp;4.30 | &nbsp;&nbsp;&nbsp;&nbsp;4.00 | &nbsp;&nbsp;&nbsp;&nbsp;2.48 | &nbsp;&nbsp;&nbsp;&nbsp;1.16 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $964 | &nbsp;&nbsp; $1589 | &nbsp;&nbsp; $1445 | &nbsp;&nbsp; $1039 | &nbsp;&nbsp; $906 |

---

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R6**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $5.88 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.79 | &nbsp;&nbsp; $6.08 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.26 | &nbsp;&nbsp; $0.25 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.08 |
| Net realized and unrealized gain (loss) | (0.01)<br>| &nbsp;&nbsp;&nbsp;&nbsp;0.17 | &nbsp;&nbsp;&nbsp;&nbsp;0.01 | &nbsp;&nbsp; (0.06)<br>| &nbsp;&nbsp; (0.28)<br>|
| Total from investment operations | $0.25 | &nbsp;&nbsp; $0.42 | &nbsp;&nbsp; $0.24 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $(0.20)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.27)<br>| &nbsp;&nbsp; $(0.26)<br>| &nbsp;&nbsp; $(0.24)<br>| &nbsp;&nbsp; $(0.15)<br>| &nbsp;&nbsp; $(0.09)<br>|
| Net asset value, end of period (x) | $5.86 | &nbsp;&nbsp; $5.88 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.72 | &nbsp;&nbsp; $5.79 |
| Total return (%) (r)(s)(t)(x) | 4.28 | &nbsp;&nbsp;&nbsp;&nbsp;7.46 | &nbsp;&nbsp;&nbsp;&nbsp;4.19 | &nbsp;&nbsp;&nbsp;&nbsp;1.42 | &nbsp;&nbsp; (3.39)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.40 | &nbsp;&nbsp;&nbsp;&nbsp;0.41 | &nbsp;&nbsp;&nbsp;&nbsp;0.41 | &nbsp;&nbsp;&nbsp;&nbsp;0.41 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 |
| Expenses after expense reductions (f) | 0.34 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 |
| Net investment income (loss) | 4.33 | &nbsp;&nbsp;&nbsp;&nbsp;4.37 | &nbsp;&nbsp;&nbsp;&nbsp;4.06 | &nbsp;&nbsp;&nbsp;&nbsp;2.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.26 |
| Portfolio turnover rate | 50 | &nbsp;&nbsp; 37 | &nbsp;&nbsp; 66 | &nbsp;&nbsp; 48 | &nbsp;&nbsp; 39 |
| Net assets at end of period (000 omitted) | $1443948 | &nbsp;&nbsp; $1366102 | &nbsp;&nbsp; $1301405 | &nbsp;&nbsp; $1296859 | &nbsp;&nbsp; $1116143 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(d) Per share data is based on average shares outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;(f) Ratios do not reflect reductions from fees paid indirectly, if applicable. See Note
 2 in the Notes to Financial Statements for additional information.

&nbsp;&nbsp;&nbsp;&nbsp;(r) Certain expenses have been reduced without which performance would have been lower.

&nbsp;&nbsp;&nbsp;&nbsp;(s) From time to time the fund may receive proceeds from litigation settlements, without
 which performance would be lower.

&nbsp;&nbsp;&nbsp;&nbsp;(t) Total returns do not include any applicable sales charges.

&nbsp;&nbsp;&nbsp;&nbsp;(w) Per share amount was less than $0.01.

&nbsp;&nbsp;&nbsp;&nbsp;(x) The net asset values and total returns have been calculated on net assets which include
 adjustments made in accordance with U.S. generally accepted accounting principles required at period end for financial reporting purposes.

**See Notes to Financial Statements**

------

MFS Limited Maturity Fund

**Notes to Financial Statements**

**(1) Business and Organization**

MFS Limited Maturity Fund (the fund) is a diversified series of MFS Series Trust IX (the trust). The trust is organized as a Massachusetts business trust and is registered under the Investment Company Act of 1940, as amended, as an open-end management investment company.

The fund is an investment company and accordingly follows the investment company accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies.

**(2) Significant Accounting Policies**

**General** — The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of increases and decreases in net assets from operations during the reporting period. Actual results could differ from those estimates. In the preparation of these financial statements, management has evaluated subsequent events occurring after the date of the fund's Statement of Assets and Liabilities through the date that the financial statements were issued. The fund invests in foreign securities. Investments in foreign securities are vulnerable to the effects of changes in the relative values of the local currency and the U.S. dollar and to the effects of changes in each country's market, economic, industrial, political, regulatory, geopolitical, environmental, public health, and other conditions.

**Segment Reporting** — An operating segment is defined in FASB Accounting Standards Codification Topic 280, Segment Reporting as a component of a public entity that engages in business activities from which it may recognize revenues and incur expenses, has operating results that are regularly reviewed by the entity's chief operating decision maker (CODM) in making resource allocation decisions and assessing segment performance, and for which discrete financial information is available. The fund represents a single operating segment and the Chairman's Committee of the fund's adviser acts as the segment's CODM. The fund's total returns, expense ratios, and changes in net assets which are used by the CODM to assess segment performance and to make resource allocation decisions to the segment are consistent with that presented within the fund's financial statements.

**Balance Sheet Offsetting** — The fund's accounting policy with respect to balance sheet offsetting is that, absent an event of default by the counterparty or a termination of the agreement, the International Swaps and Derivatives Association (ISDA) Master Agreement, or similar agreement, does not result in an offset of reported amounts of financial assets and financial liabilities in the Statement of Assets and Liabilities across transactions between the fund and the applicable counterparty. The fund's right to setoff may be restricted or prohibited by the bankruptcy or insolvency laws of the particular jurisdiction to which a specific master netting agreement counterparty is subject. Balance sheet offsetting disclosures, to the extent applicable to the fund, have been included in the fund's Significant Accounting Policies note under the captions for each of the fund's in-scope financial instruments and transactions.

**Investment Valuations** — Subject to its oversight, the fund's Board of Trustees has delegated primary responsibility for determining or causing to be determined the value of the fund's investments to MFS as the fund's adviser, pursuant to the fund's valuation policy and procedures which have been adopted by the adviser and approved by the Board. In accordance with Rule 2a-5 under the Investment Company Act of 1940, the Board of Trustees designated the adviser as the "valuation designee" of the fund. If the adviser, as valuation designee, determines that reliable market quotations are not readily available for an investment, the investment is valued at fair value as determined in good faith by the adviser in accordance with the adviser's fair valuation policy and procedures.

Under the fund's valuation policy and procedures, debt instruments and floating rate loans, including restricted debt instruments, are generally valued at an evaluated or composite bid as provided by a third-party pricing service. Short-term instruments with a maturity at issuance of 60 days or less may be valued at amortized cost, which approximates market value. Futures contracts are generally valued at last posted settlement price on their primary exchange as provided by a third-party pricing service. Futures contracts for which there were no trades that day for a particular position are generally valued at the closing bid quotation on their primary exchange as provided by a third-party pricing service. Swap agreements are generally valued using valuations provided by a third-party pricing service, which for cleared swaps includes an evaluation of any trading activity at the clearinghouses. Open-end investment companies are generally valued at net asset value per share. The values of foreign securities and other assets and liabilities expressed in foreign currencies are converted to U.S. dollars using the mean of bid and asked prices for rates provided by a third-party pricing service.

Under the fund's valuation policy and procedures, market quotations are not considered to be readily available for debt instruments, floating rate loans, and many types of derivatives. These investments are generally valued at fair value based on information from third-party pricing services or otherwise determined by the adviser in accordance with the adviser's fair valuation policy and

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

procedures. Securities and other assets generally valued on the basis of information from a third-party pricing service may also be valued at a broker/dealer bid quotation. In determining values, third-party pricing services can utilize both transaction data and market information such as yield, quality, coupon rate, maturity, type of issue, trading characteristics, spreads and other market data. Pricing services generally value debt instruments assuming orderly transactions of institutional round lot sizes, but a fund may hold or transact in such securities in smaller, odd lot sizes. In instances where a fund holds an odd lot size position in a debt instrument, such position will typically be valued using the pricing agent's institutional round lot price for the debt instrument. Odd lots may trade at lower prices than institutional round lots, and the fund may receive different prices when it sells odd lot positions than it would receive for sales of institutional round lot positions. An investment may also be valued at fair value if the adviser determines that the investment's value has been materially affected by events occurring after the close of the exchange or market on which the investment is principally traded (such as foreign exchange or market) and prior to the determination of the fund's net asset value, or after the halt of trading of a specific security where trading does not resume prior to the close of the exchange or market on which the security is principally traded. The adviser generally relies on third-party pricing services or other information (such as the correlation with price movements of similar securities in the same or other markets; the type, cost and investment characteristics of the security; the business and financial condition of the issuer; and trading and other market data) to assist in determining whether to fair value and at what value to fair value an investment. The value of an investment for purposes of calculating the fund's net asset value can differ depending on the source and method used to determine value. When fair valuation is used, the value of an investment used to determine the fund's net asset value may differ from quoted or published prices for the same investment. There can be no assurance that the fund could obtain the fair value assigned to an investment if it were to sell the investment at the same time at which the fund determines its net asset value per share.

Various inputs are used in determining the value of the fund's assets or liabilities. These inputs are categorized into three broad levels. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, an investment's level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. The fund's assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the investment. Level 1 includes unadjusted quoted prices in active markets for identical assets or liabilities. Level 2 includes other significant observable market-based inputs (including quoted prices for similar securities, interest rates, prepayment speed, and credit risk). Level 3 includes significant unobservable inputs, which may include the adviser's own assumptions in determining the fair value of investments. Other financial instruments are derivative instruments, such as futures contracts and swap agreements. The following is a summary of the levels used as of April 30, 2026 in valuing the fund's assets and liabilities:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Financial Instruments** | **Level 1** | **Level 2** | **Level 3** | **Total** |
| U.S. Treasury Bonds & U.S. Government <br> Agencies & Equivalents<br>| $— | $749044524 | $— | $749044524 |
| Non - U.S. Sovereign Debt |  | 21609539 |  | 21609539 |
| Municipal Bonds |  | 15188949 |  | 15188949 |
| U.S. Corporate Bonds |  | 1187557498 |  | 1187557498 |
| Residential Mortgage-Backed Securities |  | 157752065 |  | 157752065 |
| Commercial Mortgage-Backed Securities |  | 99001645 |  | 99001645 |
| Asset-Backed Securities (including CDOs) |  | 556373074 |  | 556373074 |
| Foreign Bonds |  | 490927128 |  | 490927128 |
| Investment Companies | 94606267 |  |  | 94606267 |
| Total | $94606267 | $3277454422 | $— | $3372060689 |

---

---

| | | |
|:---|:---|:---|
| **Other Financial Instruments** |  |  |
| Futures Contracts – Liabilities | $— | $(258675)<br>|
| Swap Agreements – Assets | 3548622 | 3548622 |

---

For further information regarding security characteristics, see the Portfolio of Investments.

**Derivatives** — The fund uses derivatives primarily to increase or decrease exposure to a particular market or segment of the market, or security, to increase or decrease interest rate or currency exposure, or as alternatives to direct investments. Derivatives are used for hedging or non-hedging purposes. While hedging can reduce or eliminate losses, it can also reduce or eliminate gains. When the fund uses derivatives as an investment to increase market exposure, or for hedging purposes, gains and losses from derivative instruments may be substantially greater than the derivative's original cost.

The derivative instruments used by the fund during the period were futures contracts and swap agreements. Depending on the type of derivative, a fund may exit a derivative position by entering into an offsetting transaction with a counterparty or exchange, negotiating an agreement with the derivative counterparty, or novating the position to a third party. The fund may be unable to

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

promptly close out a futures position in instances where the daily fluctuation in the price for that type of future exceeds the daily limit set by the exchange. The fund's period end derivatives, as presented in the Portfolio of Investments and the associated Derivative Contract tables, generally are indicative of the volume of its derivative activity during the period.

---

| | | | |
|:---|:---|:---|:---|
|  |  | **Fair Value (a)** | **Fair Value (a)** |
| **Risk** | **Derivative Contracts** | **Asset Derivatives** | **Liability Derivatives** |
| Interest Rate | Futures Contracts | $— | $(258675) |
| Interest Rate | Cleared Swap Agreements | 3548622 |  |
| Total |  | $3548622 | $(258675) |

---

(a) Values presented in this table for futures contracts and cleared swap agreements correspond to the values reported in the Portfolio of Investments. Only the current day net variation margin for futures contracts and cleared swap agreements is reported separately within the Statement of Assets and Liabilities.

The following table presents, by major type of derivative contract, the realized gain (loss) on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | | |
|:---|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>| **Swap** <br>**Agreements**<br>|
| Interest Rate | $198398 | &nbsp;&nbsp; $264276 |

---

The following table presents, by major type of derivative contract, the change in unrealized appreciation or depreciation on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | | |
|:---|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>| **Swap** <br>**Agreements**<br>|
| Interest Rate | $(694842)<br>| &nbsp;&nbsp; $(3739570)<br>|

---

Derivative counterparty credit risk is managed through formal evaluation of the creditworthiness of all potential counterparties. On certain, but not all, uncleared derivatives, the fund attempts to reduce its exposure to counterparty credit risk whenever possible by entering into an ISDA Master Agreement on a bilateral basis. The ISDA Master Agreement gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the ISDA Master Agreement, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each agreement to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the ISDA Master Agreement could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

Collateral and margin requirements differ by type of derivative. For exchange-traded and cleared derivatives (e.g., futures contracts, cleared swaps, and exchange-traded options), margin requirements are set by the exchange or clearing broker and the clearing house and collateral, in the form of cash or securities, is posted by the fund directly with the exchange or clearing broker. Collateral terms are counterparty agreement specific for uncleared derivatives (e.g., forward foreign currency exchange contracts, uncleared swap agreements, and uncleared options). Collateral, in the form of cash and securities, is held in segregated accounts with the fund's custodian in connection with these agreements. For derivatives traded under an ISDA Master Agreement, which contains a credit support annex, the collateral requirements are netted across all transactions traded under such counterparty-specific agreement and an amount is posted from one party to the other to collateralize such obligations. Cash that has been segregated or delivered to brokers to cover the fund's collateral or margin obligations under derivative contracts, if any, will be reported separately in the Statement of Assets and Liabilities as cash collateral posted for uncleared derivatives and/or cash pledged for exchange-traded or cleared derivatives. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments. The fund may be required to make payments of interest on uncovered collateral or margin obligations with the broker. Any such payments are included in "Miscellaneous" expense in the Statement of Operations.

**Futures Contracts** — The fund entered into futures contracts which may be used to hedge against or obtain broad market exposure, interest rate exposure, currency exposure, or to manage duration. A futures contract represents a commitment for the future purchase or sale of an asset at a specified price on a specified date.

Upon entering into a futures contract, the fund is required to deposit with the broker, either in cash or securities, an initial margin in an amount equal to a specified percentage of the notional amount of the contract. Subsequent payments (variation margin) are made or received by the fund each day, depending on the daily fluctuations in the value of the contract, and are recorded for financial statement purposes as unrealized gain or loss by the fund until the contract is closed or expires at which point the gain or loss on futures contracts is realized.

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

The fund bears the risk of interest rates, exchange rates or securities prices moving unexpectedly, in which case, the fund may not achieve the anticipated benefits of the futures contracts and may realize a loss. While futures contracts may present less counterparty risk to the fund since the contracts are exchange traded and the exchange's clearinghouse guarantees payments to the broker, there is still counterparty credit risk due to the insolvency of the broker. The fund's maximum risk of loss due to counterparty credit risk is equal to the margin posted by the fund to the broker plus any gains or minus any losses on the outstanding futures contracts.

**Swap Agreements** — The fund entered into swap agreements which generally involve a periodic exchange of cash payments on a net basis, at specified intervals or upon the occurrence of specified events, between the fund and a counterparty. Certain swap agreements may be entered into as a bilateral contract ("uncleared swaps") while others are required to be centrally cleared ("cleared swaps").

Both cleared and uncleared swap agreements are marked to market daily. The value of uncleared swap agreements is reported in the Statement of Assets and Liabilities as "Uncleared swaps, at value" which includes any related interest accruals to be paid or received by the fund. For cleared swaps, payments (variation margin) are made or received by the fund each day, depending on the daily fluctuations in the value of the cleared swap, such that only the current day net receivable or payable for variation margin is reported in the Statement of Assets and Liabilities.

For both cleared and uncleared swaps, premiums paid or received at the inception of the agreements are amortized over the term of the agreement as realized gain or loss on swap agreements in the Statement of Operations. The periodic exchange of net cash payments, as well as any liquidation payment received or made upon early termination, are recorded as a realized gain or loss on swap agreements in the Statement of Operations. The change in unrealized appreciation or depreciation on swap agreements in the Statement of Operations reflects the aggregate change over the reporting period in the value of swaps net of any unamortized premiums paid or received.

Risks related to swap agreements include the possible lack of a liquid market, unfavorable market and interest rate movements of the underlying instrument and the failure of the counterparty to perform under the terms of the agreements. The fund's maximum risk of loss from counterparty credit risk is the discounted net value of the cash flows to be received from/paid to the counterparty over the contract's remaining life, to the extent that the amount is positive. To address counterparty risk, uncleared swap agreements are limited to only highly-rated counterparties. Risk is further reduced by having an ISDA Master Agreement ("ISDA") between the fund and the counterparty and, where applicable, by the posting of collateral by the counterparty to the fund to cover the fund's exposure to the counterparty under such ISDA. The fund's counterparty risk due to cleared swaps is mitigated by the fact that the clearinghouse is the counterparty to the transaction and the regulatory requirement safeguards in the event of a clearing broker bankruptcy.

The fund entered into interest rate swap agreements in order to manage its exposure to interest rate fluctuations. Interest rate swap agreements involve the periodic exchange of cash flows, between the fund and a counterparty, based on the difference between two interest rates applied to a notional principal amount. The two interest rates exchanged may either be a fixed rate and a floating rate or two floating rates based on different indices.

**Mortgage-Backed/Asset-Backed Securities** — The fund invests a significant portion of its assets in asset-backed and/or mortgage-backed securities. For these securities, the value of the debt instrument also depends on the credit quality and adequacy of the underlying assets or collateral as well as whether there is a security interest in the underlying assets or collateral. Enforcing rights, if any, against the underlying assets or collateral may be difficult. U.S. Government securities not supported as to the payment of principal or interest by the U.S. Treasury, such as those issued by Fannie Mae, Freddie Mac, and the Federal Home Loan Banks, are subject to greater credit risk than are U.S. Government securities supported by the U.S. Treasury, such as those issued by Ginnie Mae.

**Indemnifications** — Under the fund's organizational documents, its officers and Trustees may be indemnified against certain liabilities and expenses arising out of the performance of their duties to the fund. Additionally, in the normal course of business, the fund enters into agreements with service providers that may contain indemnification clauses. The fund's maximum exposure under these agreements is unknown as this would involve future claims that may be made against the fund that have not yet occurred.

**Investment Transactions and Income** — Interest income is recorded on the accrual basis. All premium and discount is amortized or accreted for financial statement purposes in accordance with U.S. generally accepted accounting principles. Debt obligations may be placed on non-accrual status or set to accrue at a rate of interest less than the contractual coupon when the collection of all or a portion of interest has become doubtful. Interest income for those debt obligations may be further reduced by the write-off of the related interest receivables when deemed uncollectible.

The fund may receive proceeds from litigation settlements. Any proceeds received from litigation involving portfolio holdings are reflected in the Statement of Operations in realized gain/loss if the security has been disposed of by the fund or in unrealized gain/loss if the security is still held by the fund. Any other proceeds from litigation not related to portfolio holdings are reflected as other income in the Statement of Operations.

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

Investment transactions are recorded on the trade date. In determining the net gain or loss on securities sold, the cost of securities is determined on the identified cost basis.

The fund may purchase or sell securities on a when-issued or delayed delivery basis. In these extended settlement transactions, the receipt or delivery of the securities by the fund and related payments occur at a future date, usually beyond the customary settlement period. The price of such security and the date that the security will be settled are generally fixed at the time the transaction is negotiated. The value of the security varies with market fluctuations and for debt securities no interest accrues to the fund until settlement takes place. When the fund sells securities on a when-issued or delayed delivery basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the securities sold. Purchase and sale commitments for when-issued or delayed delivery securities are held at carrying amount, which approximates fair value and are categorized as level 2 within the fair value hierarchy, and included in When-issued investments purchased and When-issued investments sold in the Statement of Assets and Liabilities, as applicable. Losses may arise due to changes in the value of the underlying securities prior to settlement date or if the counterparty does not perform under the contract's terms, or if the issuer does not issue the securities.

To mitigate the counterparty credit risk on To Be Announced ("TBA") transactions, mortgage dollar rolls, and other types of forward settling mortgage-backed and asset-backed security transactions, the fund whenever possible enters into a Master Securities Forward Transaction Agreement ("MSFTA") on a bilateral basis with each of the counterparties with whom it undertakes a significant volume of transactions. The MSFTA gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the MSFTA, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each transaction to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the MSFTA could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

For mortgage-backed and asset-backed securities traded under a MSFTA, the collateral and margining requirements are contract specific. Collateral amounts across all transactions traded under such agreement are netted and an amount is posted from one party to the other to collateralize such obligations. Cash posted to cover the fund's collateral or margin obligations under a MSFTA, if any, will be reported separately on the Statement of Assets and Liabilities as cash collateral posted. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments.

**Fees Paid Indirectly** — The fund's custody fee may be reduced by a credit earned under an arrangement that measures the value of U.S. dollars deposited with the custodian by the fund. The amount of the credit, for the year ended April 30, 2026, is shown as a reduction of total expenses in the Statement of Operations.

**Tax Matters and Distributions** — The fund intends to qualify as a regulated investment company, as defined under Subchapter M of the Internal Revenue Code, and to distribute all of its taxable income, including realized capital gains. As a result, no provision for federal income tax is required. The fund's federal tax returns, when filed, will remain subject to examination by the Internal Revenue Service for generally a three year period. Management has analyzed the fund's tax positions taken on federal and state tax returns for all open tax years and does not believe that there are any uncertain tax positions that require recognition of a tax liability. Foreign taxes, if any, have been accrued by the fund in the accompanying financial statements in accordance with the applicable foreign tax law. Foreign income taxes may be withheld by certain countries in which the fund invests. Additionally, capital gains realized by the fund on securities issued in or by certain foreign countries may be subject to capital gains tax imposed by those countries.

Distributions to shareholders are recorded on the ex-dividend date. Income and capital gain distributions are determined in accordance with income tax regulations, which may differ from U.S. generally accepted accounting principles. Certain capital accounts in the financial statements are periodically adjusted for permanent differences in order to reflect their tax character. These adjustments have no impact on net assets or net asset value per share. Temporary differences which arise from recognizing certain items of income, expense, gain or loss in different periods for financial statement and tax purposes will reverse at some time in the future.

Book/tax differences primarily relate to amortization of premium and accretion of discount of debt securities.

The tax character of distributions declared to shareholders for the last two fiscal years is as follows:

---

| | | |
|:---|:---|:---|
|  | &nbsp;&nbsp; **Year ended** <br>**4/30/26**<br>| &nbsp;&nbsp; **Year ended** <br>**4/30/25**<br>|
| Ordinary income (including any short-term capital gains) | &nbsp;&nbsp; $144179629 | &nbsp;&nbsp; $128231250 |

---

The federal tax cost and the tax basis components of distributable earnings were as follows:

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

---

| | |
|:---|:---|
| **As of 4/30/26** |  |
| Cost of investments | &nbsp;&nbsp; $3387109004 |
| Gross appreciation | &nbsp;&nbsp; 17275027 |
| Gross depreciation | &nbsp;&nbsp; (29033395)<br>|
| Net unrealized appreciation (depreciation) | &nbsp;&nbsp; $(11758368)<br>|
| Undistributed ordinary income | &nbsp;&nbsp; 13542649 |
| Capital loss carryforwards | &nbsp;&nbsp; (105244072)<br>|
| Other temporary differences | &nbsp;&nbsp; (11099285)<br>|
| Total distributable earnings (loss) | &nbsp;&nbsp; $(114559076)<br>|

---

As of April 30, 2026, the fund had capital loss carryforwards available to offset future realized gains. These net capital losses may be carried forward indefinitely and their character is retained as short-term and/or long-term losses. Such losses are characterized as follows:

---

| | |
|:---|:---|
| Short-Term | $(23324322)<br>|
| Long-Term | (81919750)<br>|
| Total | $(105244072)<br>|

---

**Multiple Classes of Shares of Beneficial Interest** — The fund offers multiple classes of shares, which differ in their respective distribution and service fees. The fund's income and common expenses are allocated to shareholders based on the value of settled shares outstanding of each class. The fund's realized and unrealized gain (loss) are allocated to shareholders based on the daily net assets of each class. Dividends are declared separately for each class. Differences in per share dividend rates are generally due to differences in separate class expenses. Class B and Class C shares will convert to Class A shares approximately eight years after purchase. The fund's distributions declared to shareholders as reported in the Statements of Changes in Net Assets are presented by class as follows:

---

| | | |
|:---|:---|:---|
|  | **Year ended** <br>**4/30/26**<br>| **Year ended** <br>**4/30/25**<br>|
| Class A | $45613667 | &nbsp;&nbsp; $41436397 |
| Class B | 18243 | &nbsp;&nbsp; 26890 |
| Class C | 662266 | &nbsp;&nbsp; 711569 |
| Class I | 33242400 | &nbsp;&nbsp; 26666140 |
| Class R1 | 13005 | &nbsp;&nbsp; 17326 |
| Class R2 | 41936 | &nbsp;&nbsp; 40389 |
| Class R3 | 27089 | &nbsp;&nbsp; 26706 |
| Class R4 | 60296 | &nbsp;&nbsp; 61620 |
| Class R6 | 64500727 | &nbsp;&nbsp; 59244213 |
| Total | $144179629 | &nbsp;&nbsp; $128231250 |

---

**(3) Transactions with Affiliates**

**Investment Adviser** — The fund has an investment advisory agreement with MFS to provide overall investment management and related administrative services and facilities to the fund. The management fee is computed daily and paid monthly at the following annual rates based on the fund's average daily net assets:

---

| | |
|:---|:---|
| Up to $1 billion | 0.40% |
| In excess of $1 billion and up to $2.5 billion | 0.35% |
| In excess of $2.5 billion and up to $5 billion | 0.30% |
| In excess of $5 billion | 0.29% |

---

MFS has agreed in writing to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. MFS has also agreed in writing to waive at least 0.01% of its management fee as part of this agreement. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2027. For the year ended April 30, 2026, this management fee reduction amounted to $447,907, which is included in the reduction of total expenses in the Statement of Operations. The management fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.34% of the fund's average daily net assets.

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

The investment adviser has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, payments made to service providers (other than MFS Service Center, Inc. ("MFSC")) that provide certain sub-accounting services, interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each class of shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. For the year ended April 30, 2026, this reduction amounted to $1,461,832, which is included in the reduction of total expenses in the Statement of Operations.

**Distributor** — MFS Fund Distributors, Inc. (MFD), a wholly-owned subsidiary of MFS, as distributor, received $47,608 for the year ended April 30, 2026, as its portion of the initial sales charge on sales of Class A shares of the fund.

The Board of Trustees has adopted a distribution plan for certain share classes pursuant to Rule 12b-1 of the Investment Company Act of 1940.

The fund's distribution plan provides that the fund will pay MFD for services provided by MFD and financial intermediaries in connection with the distribution and servicing of certain share classes. One component of the plan is a distribution fee paid to MFD and another component of the plan is a service fee paid to MFD. MFD may subsequently pay all, or a portion, of the distribution and/or service fees to financial intermediaries. The distribution and service fees are computed daily and paid monthly.

**Distribution Plan Fee Table:** 

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | **Distribution** <br>**Fee Rate (d)**<br>| **Service** <br>**Fee Rate (d)**<br>| **Total** <br>**Distribution** <br>**Plan (d)**<br>| **Annual** <br>**Effective** <br>**Rate (e)**<br>| **Distribution** <br>**and Service** <br>**Fee**<br>|
| Class A |  | 0.25% | 0.25% | 0.15% | $2644907 |
| Class B | 0.75% | 0.25% | 1.00% | 0.90% | 5092 |
| Class C | 0.75% | 0.25% | 1.00% | 1.00% | 190833 |
| Class R1 | 0.75% | 0.25% | 1.00% | 1.00% | 3765 |
| Class R2 | 0.25% | 0.25% | 0.50% | 0.40% | 5149 |
| Class R3 |  | 0.25% | 0.25% | 0.25% | 1609 |
| Total Distribution and Service Fees  |  |  |  |  | $2851355 |

---

(d) In accordance with the distribution plan for certain classes, the fund pays distribution and/or service fees equal to these annual percentage rates of each

class's average daily net assets. The distribution and service fee rates disclosed by class represent the current rates in effect at the end of the reporting

period. Any rate changes, if applicable, are detailed below.

(e) The annual effective rates represent actual fees incurred under the distribution plan for the year ended April 30, 2026, based on each class's average daily net assets. 0.10% of the Class A and Class B service fee is currently being waived under a written waiver agreement. For the year ended April 30, 2026, this waiver amounted to $1,057,955 and $509 for Class A and Class B shares, respectively, and is included in the reduction of total expenses in the Statement of Operations. This written waiver agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. 0.10% of the Class R2 distribution fee is currently being waived under a written waiver agreement. For the year ended April 30, 2026, this waiver amounted to $1,030 and is included in the reduction of total expenses in the Statement of Operations. This written waiver agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. MFD has voluntarily agreed to rebate a portion of each class's 0.25% service fee attributable to accounts for which there is no financial intermediary specified on the account except for accounts attributable to MFS or its affiliates' seed money. For the year ended April 30, 2026, this rebate amounted to $232 for Class A shares and is included in the reduction of total expenses in the Statement of Operations.

Certain Class A shares are subject to a contingent deferred sales charge (CDSC) in the event of a shareholder redemption within 18 months of purchase. Class B shares are subject to a CDSC in the event of a shareholder redemption within six years of purchase. Class C shares are subject to a CDSC in the event of a shareholder redemption within 12 months of purchase. All contingent deferred sales charges are paid to MFD and during the year ended April 30, 2026, were as follows:

---

| | |
|:---|:---|
|  | **Amount** |
| Class A | $90030 |
| Class B |  |
| Class C | 4522 |

---

**Shareholder Servicing Agent** — MFS Service Center, Inc. (MFSC), a wholly-owned subsidiary of MFS, receives a fee from the fund for its services as shareholder servicing agent calculated as a percentage of the average daily net assets of the fund as determined periodically under the supervision of the fund's Board of Trustees. For the year ended April 30, 2026, the fee was $208,079, which equated to 0.0064% annually of the fund's average daily net assets. MFSC also receives reimbursement from the fund for

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

out-of-pocket expenses, sub-accounting and other shareholder servicing costs which may be paid to affiliated and unaffiliated service providers. Class R6 shares do not incur sub-accounting fees. For the year ended April 30, 2026, these out-of-pocket expenses, sub-accounting and other shareholder servicing costs amounted to $1,449,838.

**Administrator** — MFS provides certain financial, legal, shareholder communications, compliance, and other administrative services to the fund. Under an administrative services agreement, the fund reimburses MFS the costs incurred to provide these services. The fund is charged an annual fixed amount of $17,500 plus a fee based on average daily net assets. The administrative services fee is computed daily and paid monthly. The administrative services fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.0132% of the fund's average daily net assets.

**Trustees' and Officers' Compensation** — The fund pays compensation to independent Trustees in the form of a retainer, attendance fees, and additional compensation to Board and Committee chairpersons. Independent Trustees' compensation is accrued daily and paid subsequent to each Trustee Board meeting. The fund does not pay compensation directly to Trustees or officers of the fund who are also officers of the investment adviser, all of whom receive remuneration from MFS for their services to the fund. Certain officers and Trustees of the fund are officers or directors of MFS, MFD, and MFSC.

**Other** — The fund invests in the MFS Institutional Money Market Portfolio which is managed by MFS and seeks current income consistent with preservation of capital and liquidity. This money market fund does not pay a management fee to MFS but does incur investment and operating costs.

MFS purchased or redeemed fund shares on the dates indicated:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Date** | **Transaction** | **Class** | **Shares** | **Amount** |
| 8/19/2024 | Redemption | Class A | 9 | $56 |
| 8/19/2024 | Redemption | Class I | 4 | 23 |
| 8/19/2024 | Redemption | Class R4 | 10 | 57 |

---

**(4) Portfolio Securities**

For the year ended April 30, 2026, purchases and sales of investments, other than short-term obligations, were as follows:

---

| | | |
|:---|:---|:---|
|  | **Purchases** | **Sales** |
| U.S. Government securities | $828392416 | &nbsp;&nbsp; $833813535 |
| Non-U.S. Government securities | 962428931 | &nbsp;&nbsp; 734822378 |

---

**(5) Shares of Beneficial Interest** 

The fund's Declaration of Trust permits the Trustees to issue an unlimited number of full and fractional shares of beneficial interest. Transactions in fund shares were as follows:

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/25** | **Year ended** <br>**4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares sold |  |  |  |  |
| Class A | 50926247 | &nbsp;&nbsp; $300548796 | &nbsp;&nbsp; 62628320 | &nbsp;&nbsp; $366113316 |
| Class B | 1695 | &nbsp;&nbsp; 10024 | &nbsp;&nbsp; 26814 | &nbsp;&nbsp; 156612 |
| Class C | 581598 | &nbsp;&nbsp; 3431095 | &nbsp;&nbsp; 1012715 | &nbsp;&nbsp; 5915881 |
| Class I | 56577156 | &nbsp;&nbsp; 332218522 | &nbsp;&nbsp; 66310633 | &nbsp;&nbsp; 386093813 |
| Class R1 | 5549 | &nbsp;&nbsp; 32619 | &nbsp;&nbsp; 4080 | &nbsp;&nbsp; 23736 |
| Class R2 | 38176 | &nbsp;&nbsp; 225533 | &nbsp;&nbsp; 8584 | &nbsp;&nbsp; 50191 |
| Class R3 | 13741 | &nbsp;&nbsp; 81175 | &nbsp;&nbsp; 12442 | &nbsp;&nbsp; 72623 |
| Class R4 | 46248 | &nbsp;&nbsp; 273146 | &nbsp;&nbsp; 97216 | &nbsp;&nbsp; 570625 |
| Class R6 | 50792112 | &nbsp;&nbsp; 299142172 | &nbsp;&nbsp; 51920930 | &nbsp;&nbsp; 302766182 |
|  | 158982522 | &nbsp;&nbsp; $935963082 | &nbsp;&nbsp; 182021734 | &nbsp;&nbsp; $1061762979 |

---

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/25** | **Year ended**<br> **4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares issued to shareholders <br>in reinvestment of distributions<br>|  |  |  |  |
| Class A | 7596087 | &nbsp;&nbsp; $44841916 | &nbsp;&nbsp; 6945736 | &nbsp;&nbsp; $40617706 |
| Class B | 3084 | &nbsp;&nbsp; 18179 | &nbsp;&nbsp; 4593 | &nbsp;&nbsp; 26797 |
| Class C | 103849 | &nbsp;&nbsp; 612764 | &nbsp;&nbsp; 108085 | &nbsp;&nbsp; 631790 |
| Class I | 5383017 | &nbsp;&nbsp; 31629011 | &nbsp;&nbsp; 4347006 | &nbsp;&nbsp; 25319241 |
| Class R1 | 2211 | &nbsp;&nbsp; 13005 | &nbsp;&nbsp; 2974 | &nbsp;&nbsp; 17326 |
| Class R2 | 7069 | &nbsp;&nbsp; 41764 | &nbsp;&nbsp; 6821 | &nbsp;&nbsp; 39919 |
| Class R3 | 4586 | &nbsp;&nbsp; 27089 | &nbsp;&nbsp; 4563 | &nbsp;&nbsp; 26706 |
| Class R4 | 10007 | &nbsp;&nbsp; 59254 | &nbsp;&nbsp; 10502 | &nbsp;&nbsp; 61614 |
| Class R6 | 10882828 | &nbsp;&nbsp; 64099027 | &nbsp;&nbsp; 10081192 | &nbsp;&nbsp; 58838673 |
|  | 23992738 | &nbsp;&nbsp; $141342009 | &nbsp;&nbsp; 21511472 | &nbsp;&nbsp; $125579772 |
| Shares reacquired |  |  |  |  |
| Class A | (56179584)<br>| &nbsp;&nbsp; $(331576400)<br>| &nbsp;&nbsp; (55290533)<br>| &nbsp;&nbsp; $(323100448)<br>|
| Class B | (85842)<br>| &nbsp;&nbsp; (505347)<br>| &nbsp;&nbsp; (73098)<br>| &nbsp;&nbsp; (425621)<br>|
| Class C | (1330020)<br>| &nbsp;&nbsp; (7850069)<br>| &nbsp;&nbsp; (1510922)<br>| &nbsp;&nbsp; (8826239)<br>|
| Class I | (37905049)<br>| &nbsp;&nbsp; (222599519)<br>| &nbsp;&nbsp; (44501082)<br>| &nbsp;&nbsp; (258871722)<br>|
| Class R1 | (36855)<br>| &nbsp;&nbsp; (215684)<br>| &nbsp;&nbsp; (1968)<br>| &nbsp;&nbsp; (11459)<br>|
| Class R2 | (63708)<br>| &nbsp;&nbsp; (376263)<br>| &nbsp;&nbsp; (18961)<br>| &nbsp;&nbsp; (111084)<br>|
| Class R3 | (16410)<br>| &nbsp;&nbsp; (96710)<br>| &nbsp;&nbsp; (21962)<br>| &nbsp;&nbsp; (129106)<br>|
| Class R4 | (161692)<br>| &nbsp;&nbsp; (957288)<br>| &nbsp;&nbsp; (89908)<br>| &nbsp;&nbsp; (527067)<br>|
| Class R6 | (47737608)<br>| &nbsp;&nbsp; (281102297)<br>| &nbsp;&nbsp; (57024448)<br>| &nbsp;&nbsp; (332492808)<br>|
|  | (143516768)<br>| &nbsp;&nbsp; $(845279577)<br>| &nbsp;&nbsp; (158532882)<br>| &nbsp;&nbsp; $(924495554)<br>|
| Net change |  |  |  |  |
| Class A | 2342750 | &nbsp;&nbsp; $13814312 | &nbsp;&nbsp; 14283523 | &nbsp;&nbsp; $83630574 |
| Class B | (81063)<br>| &nbsp;&nbsp; (477144)<br>| &nbsp;&nbsp; (41691)<br>| &nbsp;&nbsp; (242212)<br>|
| Class C | (644573)<br>| &nbsp;&nbsp; (3806210)<br>| &nbsp;&nbsp; (390122)<br>| &nbsp;&nbsp; (2278568)<br>|
| Class I | 24055124 | &nbsp;&nbsp; 141248014 | &nbsp;&nbsp; 26156557 | &nbsp;&nbsp; 152541332 |
| Class R1 | (29095)<br>| &nbsp;&nbsp; (170060)<br>| &nbsp;&nbsp; 5086 | &nbsp;&nbsp; 29603 |
| Class R2 | (18463)<br>| &nbsp;&nbsp; (108966)<br>| &nbsp;&nbsp; (3556)<br>| &nbsp;&nbsp; (20974)<br>|
| Class R3 | 1917 | &nbsp;&nbsp; 11554 | &nbsp;&nbsp; (4957)<br>| &nbsp;&nbsp; (29777)<br>|
| Class R4 | (105437)<br>| &nbsp;&nbsp; (624888)<br>| &nbsp;&nbsp; 17810 | &nbsp;&nbsp; 105172 |
| Class R6 | 13937332 | &nbsp;&nbsp; 82138902 | &nbsp;&nbsp; 4977674 | &nbsp;&nbsp; 29112047 |
|  | 39458492 | &nbsp;&nbsp; $232025514 | &nbsp;&nbsp; 45000324 | &nbsp;&nbsp; $262847197 |

---

The fund is one of several mutual funds in which certain MFS funds may invest. The MFS funds do not invest in the underlying funds for the purpose of exercising management or control. At the end of the period, the MFS Conservative Allocation Fund, the MFS Lifetime Income Fund, the MFS Lifetime 2030 Fund, and the MFS Lifetime 2025 Fund were the owners of record of approximately 11%, 3%, 2%, and 2%, respectively, of the value of outstanding voting shares of the fund. In addition, the MFS Lifetime 2035 Fund was the owner of record of less than 1% of the value of outstanding voting shares of the fund.

Effective May 1, 2006, purchases of the fund's Class B shares were closed to new and existing investors subject to certain exceptions. Effective September 29, 2023, purchases of the fund's Class R1 and Class R2 shares were closed to new eligible investors.

------

MFS Limited Maturity Fund

*Notes to Financial Statements - continued* 

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

**(6) Line of Credit**

The fund and certain other funds managed by MFS participate in a $1.45 billion unsecured committed line of credit of which $1.2 billion is reserved for use by the fund and certain other MFS U.S. funds. The line of credit is provided by a syndicate of banks under a credit agreement. Borrowings may be made for temporary financing needs. Interest is charged to each fund, based on its borrowings, generally at a rate equal to the highest of 1) Daily Simple SOFR (Secured Overnight Financing Rate), 2) the Federal Funds Effective Rate, or 3) the Overnight Bank Funding Rate, each plus an agreed upon spread. A commitment fee, based on the average daily unused portion of the committed line of credit, is allocated among the participating funds. The line of credit expires on March 11, 2027 unless extended or renewed. In addition, the fund and other funds managed by MFS have established unsecured uncommitted borrowing arrangements with certain banks for temporary financing needs. Interest is charged to each fund, based on its borrowings, at rates equal to customary reference rates plus an agreed upon spread. For the year ended April 30, 2026, the fund's commitment fee and interest expense were $15,649 and $0, respectively, and are included in "Miscellaneous" expense in the Statement of Operations.

**(7) Investments in Affiliated Issuers**

An affiliated issuer may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. The following were affiliated issuers for the year ended April 30, 2026:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Beginning** <br>**Value**<br>| **Purchases** | &nbsp;&nbsp; **Sales** <br>**Proceeds**<br>| &nbsp;&nbsp; **Realized** <br>**Gain** <br>**(Loss)**<br>| &nbsp;&nbsp; **Change in** <br>**Unrealized** <br>**Appreciation** <br> **or** <br>**Depreciation**<br>| &nbsp;&nbsp; **Ending** <br>**Value**<br>|
| MFS Institutional Money Market <br> Portfolio<br>| &nbsp;&nbsp; $44720022 | &nbsp;&nbsp; $883030362 | &nbsp;&nbsp; $833140294 | &nbsp;&nbsp; $(9571)<br>| &nbsp;&nbsp; $5748 | &nbsp;&nbsp; $94606267 |

---

---

| | | |
|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Dividend** <br>**Income**<br>| &nbsp;&nbsp; **Capital Gain** <br>**Distributions**<br>|
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp; $3086749 | $— |

---

------

MFS Limited Maturity Fund

**Report of Independent Registered Public Accounting Firm**

To the Board of Trustees of MFS Series Trust IX and the Shareholders of MFS Limited Maturity Fund:

**Opinion on the Financial Statements and Financial Highlights**

We have audited the accompanying statement of assets and liabilities of MFS Limited Maturity Fund (the "Fund"), including the portfolio of investments, as of April 30, 2026, the related statement of operations for the year then ended, statements of changes in net assets for each of the two years in the period then ended, financial highlights for each of the five years in the period then ended, and the related notes (collectively referred to as the "financial statements and financial highlights"). In our opinion, the financial statements and financial highlights present fairly, in all material respects, the financial position of the Fund as of April 30, 2026, and the results of its operations for the year then ended, the changes in its net assets for each of the two years in the period then ended, and the financial highlights for each of the five years in the period then ended in conformity with accounting principles generally accepted in the United States of America.

**Basis for Opinion**

These financial statements and financial highlights are the responsibility of the Fund's management. Our responsibility is to express an opinion on the Fund's financial statements and financial highlights based on our audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to the Fund in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements and financial highlights are free of material misstatement, whether due to error or fraud. The Fund is not required to have, nor were we engaged to perform, an audit of its internal control over financial reporting. As part of our audits we are required to obtain an understanding of internal control over financial reporting 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.

Our audits included performing procedures to assess the risks of material misstatement of the financial statements and financial highlights, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements and financial highlights. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements and financial highlights. Our procedures included confirmation of securities owned as of April 30, 2026, by correspondence with the custodian and brokers; when replies were not received from brokers, we performed other auditing procedures. We believe that our audits provide a reasonable basis for our opinion.

DELOITTE & TOUCHE LLP

Boston, Massachusetts

June 12, 2026

We have served as the auditor of one or more of the MFS investment companies since 1924.

------

MFS Limited Maturity Fund

Federal Tax Information (unaudited)

The fund will notify shareholders of amounts for use in preparing 2026 income tax forms in January 2027. The following information is provided pursuant to provisions of the Internal Revenue Code.

The fund intends to pass through the maximum amount allowable as Section 163(j) Interest Dividends as defined in Treasury Regulation §1.163(j)-1(b).

------

**ITEM 8. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Limited Maturity Fund.

**ITEM 9. PROXY DISCLOSURES FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Limited Maturity Fund.

**ITEM 10. REMUNERATION PAID TO DIRECTORS, OFFICERS, AND OTHERS OF OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

This information is disclosed as part of the financial statements included in Item 7 above for MFS Limited Maturity Fund. See the Statement of Operations and Note 3 within the Notes to Financial Statements for more information.

**ITEM 11. STATEMENT REGARDING BASIS FOR APPROVAL OF INVESTMENT ADVISORY CONTRACT.**

Not Applicable.

------

MFS Municipal Limited Maturity Fund

**ITEM 7. FINANCIAL STATEMENTS AND FINANCIAL HIGHLIGHTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

MFS Municipal Limited Maturity Fund

**Portfolio of Investments - 4/30/26** 

The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by jurisdiction.

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – 96.8% | Municipal Bonds – 96.8% | Municipal Bonds – 96.8% |
| Alabama – 6.1% | Alabama – 6.1% | Alabama – 6.1% |
| Alabama Community College System, Board of Trustees Rev. (Wallace State Community College - Hanceville Rev.), BAM, 3.5%, <br> 11/01/2026 <br>| $1245000 | &nbsp;&nbsp; $1248205 |
| Auburn University, General Fee Rev., "A", 4%, 6/01/2035  | 435000 | &nbsp;&nbsp; 435429 |
| Baldwin County, AL, Industrial Development Authority, Solid Waste Disposal Rev. (Novelis Corp. Project), "A", 5%, <br> 6/01/2055 (Put Date 6/01/2032)<br>| 4890000 | &nbsp;&nbsp; 4995895 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "A", 5%, 12/01/2034  | 15370000 | &nbsp;&nbsp; 16130063 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "A", 4%, 6/01/2051 (Put Date 12/01/2031) | 6000000 | &nbsp;&nbsp; 6080216 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "A", 5.25%, 5/01/2056 (Put Date 5/01/2032) | 6855000 | &nbsp;&nbsp; 6966085 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "B", 5%, 12/01/2034  | 5670000 | &nbsp;&nbsp; 6102096 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "C", 5%, 5/01/2055 (Put Date 7/01/2031) | 5665000 | &nbsp;&nbsp; 6005421 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "C-1", 5.25%, 2/01/2053 (Put Date 6/01/2029) | 7000000 | &nbsp;&nbsp; 7333987 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "F", 5.5%, 11/01/2053 (Put Date 12/01/2028) | 3795000 | &nbsp;&nbsp; 3967926 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "I", 5%, 10/01/2033 (w) | 14410000 | &nbsp;&nbsp; 15365347 |
| Black Belt Energy Gas District, AL, Gas Project Rev., "I", 5%, 6/01/2036  | 10000000 | &nbsp;&nbsp; 10304495 |
| Black Belt Energy Gas District, AL, Gas Supply Rev., "D-1", 4%, 7/01/2052 (Put Date 6/01/2027) | 4270000 | &nbsp;&nbsp; 4314495 |
| Chatom, AL, Industrial Development Board, Gulf Opportunity Zone (PowerSouth Energy), AGM, 5%, 8/01/2028  | 610000 | &nbsp;&nbsp; 636901 |
| Energy Southeast, AL, Cooperative District Energy Supply Rev., "B", 5%, 9/01/2033  | 14500000 | &nbsp;&nbsp; 14846240 |
| Jefferson County, AL, Sewer Rev. Warrants, 5%, 10/01/2026  | 1500000 | &nbsp;&nbsp; 1513115 |
| Jefferson County, AL, Sewer Rev. Warrants, 5%, 10/01/2027  | 1250000 | &nbsp;&nbsp; 1287242 |
| Mobile, AL, Industrial Development Board Pollution Control Rev. (Alabama Power Co. Barry Plant Project), "C", 3.78%, <br> 6/01/2034 (Put Date 6/16/2026)<br>| 11000000 | &nbsp;&nbsp; 11009978 |
| Mobile, AL, Industrial Development Board, Pollution Control Rev. (Alabama Power Co.), 2.75%, 7/15/2034 (Put Date 3/12/2026) | 6500000 | &nbsp;&nbsp; 6439847 |
| Selma, AL, Industrial Development Board, Gulf Opportunity Zone Refunding Rev. (International Paper Co. Project), "A", 4.2%, <br> 5/01/2034 <br>| 3500000 | &nbsp;&nbsp; 3620684 |
| Southeast Alabama Cooperative District, Energy Supply Rev., "A-1", 5.5%, 11/01/2053 (Put Date 1/01/2031) | 10000000 | &nbsp;&nbsp; 10740530 |
| Southeast Alabama Cooperative District, Energy Supply Rev., "C", 5%, 10/01/2055 (Put Date 11/01/2032) | 5465000 | &nbsp;&nbsp; 5800495 |
| Southeast Alabama Energy Authority, Cooperative District Commodity Supply Rev. (Project No. 2), "B", 4%, <br> 12/01/2051 (Put Date 12/01/2031)<br>| 7130000 | &nbsp;&nbsp; 7166024 |
| Southeast Alabama Energy Authority, Cooperative District Commodity Supply Rev. (Project No. 3), "A-1", 5.5%, <br> 1/01/2053 (Put Date 12/01/2029)<br>| 3865000 | &nbsp;&nbsp; 4108954 |
| Southeast Alabama Energy Authority, Cooperative District Commodity Supply Rev. (Project No. 4), "B-1", 5%, <br> 5/01/2053 (Put Date 8/01/2028)<br>| 3380000 | &nbsp;&nbsp; 3495499 |
| Southeast Alabama Energy Authority, Cooperative District Commodity Supply Rev. (Project No. 5), "A", 5.25%, <br> 1/01/2054 (Put Date 7/01/2029)<br>| 12000000 | &nbsp;&nbsp; 12617484 |
| Southeast Alabama Energy Authority, Cooperative District Commodity Supply Rev. (Project No. 6), "B", 5%, <br> 1/01/2054 (Put Date 6/01/2030)<br>| 6875000 | &nbsp;&nbsp; 7250315 |
| Southeast Alabama Energy Authority, Cooperative District Energy Supply Rev., "E", 5%, 10/01/2030  | 10000000 | &nbsp;&nbsp; 10686988 |
| University of West Alabama, General Fee Rev., AGM, 5%, 1/01/2027  | 100000 | &nbsp;&nbsp; 101369 |
|  |  | &nbsp;&nbsp; $190571325 |
| Alaska – 0.3% | Alaska – 0.3% | Alaska – 0.3% |
| Alaska Railroad Corp., Cruise Port Rev., 5.5%, 10/01/2028  | $1000000 | &nbsp;&nbsp; $1045208 |
| Alaska Railroad Corp., Cruise Port Rev., 5.5%, 10/01/2029  | 1000000 | &nbsp;&nbsp; 1061730 |
| Alaska Railroad Corp., Cruise Port Rev., AGM, 5.5%, 10/01/2030  | 700000 | &nbsp;&nbsp; 763983 |
| Alaska Railroad Corp., Cruise Port Rev., AGM, 5.5%, 10/01/2031  | 675000 | &nbsp;&nbsp; 747027 |
| Alaska Railroad Corp., Cruise Port Rev., AGM, 5.5%, 10/01/2032  | 1000000 | &nbsp;&nbsp; 1119406 |
| CIVICVentures Alaska Refunding Rev. (Anchorage Convention Center Facilities), 5%, 9/01/2033  | 4980000 | &nbsp;&nbsp; 5506212 |
|  |  | &nbsp;&nbsp; $10243566 |

---

MTLFS-ANN

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Arizona – 2.7% | Arizona – 2.7% | Arizona – 2.7% |
| Arizona Industrial Development Authority, Education Rev. (Great Hearts Arizona Projects), "A", 5%, 7/01/2027  | $160000 | &nbsp;&nbsp; $162978 |
| Arizona Industrial Development Authority, Education Rev. (Great Hearts Arizona Projects), "A", 5%, 7/01/2028  | 125000 | &nbsp;&nbsp; 129311 |
| Arizona Industrial Development Authority, Education Rev. (Great Hearts Arizona Projects), "A", 5%, 7/01/2029  | 125000 | &nbsp;&nbsp; 130980 |
| Arizona Industrial Development Authority, Education Rev. (Great Hearts Arizona Projects), "A", 5%, 7/01/2030  | 135000 | &nbsp;&nbsp; 142928 |
| Arizona Industrial Development Authority, Education Rev. (Great Hearts Arizona Projects), "A", 5%, 7/01/2031  | 125000 | &nbsp;&nbsp; 133343 |
| Arizona Industrial Development Authority, Multi-Family Housing (Ironwood Ranch Apartments Project), 5%, <br> 2/01/2058 (Put Date 9/01/2026)<br>| 5250000 | &nbsp;&nbsp; 5281172 |
| Arizona Industrial Development Authority, Multi-Family Housing Rev. (Diamond View at Ballpark Village Project), 2.76%, <br> 7/01/2047 (Put Date 7/01/2029)<br>| 6500000 | &nbsp;&nbsp; 6435166 |
| Arizona Industrial Development Authority, Multi-Family Housing Rev. (Unity at West Glendale Project), 5%, <br> 3/01/2045 (Put Date 9/01/2026)<br>| 1033000 | &nbsp;&nbsp; 1039730 |
| Chandler, AZ, Industrial Development Authority Rev. (Intel Corp. Project), 4.1%, 12/01/2037 (Put Date 6/15/2028) | 1000000 | &nbsp;&nbsp; 1009675 |
| Chandler, AZ, Industrial Development Authority Rev. (Intel Corp. Project), 5%, 9/01/2052 (Put Date 9/01/2027) | 10000000 | &nbsp;&nbsp; 10123649 |
| Glendale, AZ, Industrial Development Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University <br> Foundation), "A", 5%, 7/01/2026 <br>| 1200000 | &nbsp;&nbsp; 1202375 |
| Glendale, AZ, Industrial Development Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University <br> Foundation), "A", 5%, 7/01/2026 <br>| 540000 | &nbsp;&nbsp; 541069 |
| Glendale, AZ, Industrial Development Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University <br> Foundation), "A", 5%, 7/01/2027 <br>| 1120000 | &nbsp;&nbsp; 1136719 |
| Glendale, AZ, Industrial Development Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University <br> Foundation), "A", 5%, 7/01/2027 <br>| 720000 | &nbsp;&nbsp; 730748 |
| Glendale, AZ, Industrial Development Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University <br> Foundation), "A", 3%, 7/01/2035 <br>| 355000 | &nbsp;&nbsp; 335713 |
| La Paz County, AZ, Industrial Development Authority, Education Facility, Lease Rev. (Charter School Solutions - Harmony Public <br> Schools Project), "A", 5%, 2/15/2028 <br>| 355000 | &nbsp;&nbsp; 361125 |
| Maricopa County, AZ, Industrial Development Authority Rev. (Banner Health), "D", 5%, 1/01/2032 (w) | 10000000 | &nbsp;&nbsp; 10856226 |
| Maricopa County, AZ, Industrial Development Authority, Education Rev. (Legacy Traditional Schools Projects), "A", 4%, 7/01/2026  | 200000 | &nbsp;&nbsp; 200173 |
| Maricopa County, AZ, Industrial Development Authority, Education Rev. (Legacy Traditional Schools Projects), "A", 4%, 7/01/2027  | 200000 | &nbsp;&nbsp; 201546 |
| Maricopa County, AZ, Industrial Development Authority, Education Rev. (Legacy Traditional Schools Projects), "A", 4%, 7/01/2028  | 325000 | &nbsp;&nbsp; 328862 |
| Maricopa County, AZ, Industrial Development Authority, Education Rev. (Legacy Traditional Schools Projects), "A", 4%, 7/01/2029  | 250000 | &nbsp;&nbsp; 253914 |
| Maricopa County, AZ, Industrial Development Authority, Multi-Family Housing Rev. (Marbella Ranch Phase I Project), 2.81%, <br> 5/01/2048 (Put Date 5/01/2029)<br>| 8500000 | &nbsp;&nbsp; 8455313 |
| Maricopa County, AZ, Pollution Control Corp. Rev. (Public Service Co. of New Mexico Palo Verde Project), "B", 0.875%, <br> 6/01/2043 (Put Date 10/01/2026)<br>| 455000 | &nbsp;&nbsp; 450738 |
| Phoenix, AZ, Industrial Development Authority, Education Facility Rev. (Great Hearts Academies Projects), "A", 2.95%, 7/01/2026  | 435000 | &nbsp;&nbsp; 434331 |
| Phoenix, AZ, Industrial Development Authority, Single Family Mortgage Rev., "A", GNMA, 6.5%, 3/01/2055  | 4630000 | &nbsp;&nbsp; 5148448 |
| Phoenix, AZ, Industrial Development Authority, Solid Waste Disposal Rev. (Republic Services, Inc. Project), VRDN, 3%, <br> 12/01/2035 (Put Date 5/01/2026)<br>| 15000000 | &nbsp;&nbsp; 15000000 |
| Phoenix, AZ, Industrial Development Authority, Student Housing Refunding Rev. (Downtown Phoenix Student Housing LLC - <br> Arizona State University Project), "A", 5%, 7/01/2026 <br>| 1115000 | &nbsp;&nbsp; 1116953 |
| Phoenix, AZ, Industrial Development Authority, Student Housing Refunding Rev. (Downtown Phoenix Student Housing LLC - <br> Arizona State University Project), "A", 5%, 7/01/2027 <br>| 600000 | &nbsp;&nbsp; 608167 |
| Phoenix, AZ, Industrial Development Authority, Student Housing Refunding Rev. (Downtown Phoenix Student Housing LLC - <br> Arizona State University Project), "A", 5%, 7/01/2028 <br>| 150000 | &nbsp;&nbsp; 153779 |
| Pima County, AZ, Industrial Development Authority, Multi-Family Housing Rev. (Flats at Ballpark Village Project), 2.71%, <br> 10/01/2059 (Put Date 4/01/2028)<br>| 5560000 | &nbsp;&nbsp; 5515132 |
| Pima County, AZ, Industrial Development Authority, Single Family Mortgage Rev., "B", GNMA, 6.5%, 1/01/2055  | 5565000 | &nbsp;&nbsp; 6161367 |
|  |  | &nbsp;&nbsp; $83781630 |
| Arkansas – 0.4% | Arkansas – 0.4% | Arkansas – 0.4% |
| Arkansas Development Finance Authority, Health Care Rev. (Baptist Memorial Health Care Corp.), "B-2", 5%, <br> 9/01/2044 (Put Date 9/01/2027)<br>| $6545000 | &nbsp;&nbsp; $6662964 |
| Arkansas Development Finance Authority, Healthcare Facilities Rev. (Carti Surgery Center Project), "B", 4%, 7/01/2026  | 185000 | &nbsp;&nbsp; 184896 |
| Arkansas Development Finance Authority, Healthcare Facilities Rev. (Carti Surgery Center Project), "B", 4%, 7/01/2027  | 95000 | &nbsp;&nbsp; 94915 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Arkansas – continued | Arkansas – continued | Arkansas – continued |
| Arkansas Development Finance Authority, Healthcare Facilities Rev. (Carti Surgery Center Project), "B", 4%, 7/01/2028  | $230000 | &nbsp;&nbsp; $227385 |
| Arkansas Development Finance Authority, Resource Recovery Rev. (Weyerhaeuser Co. Project), 3.875%, <br> 10/15/2065 (Put Date 10/15/2032)<br>| 1580000 | &nbsp;&nbsp; 1580048 |
| Arkansas Development Finance Authority, Single Family Mortgage Rev. (Mortgage-Backed Securities/Mortgage Loans Program), <br> "B", GNMA, 2.875%, 7/01/2057 (Put Date 5/15/2027) (w)<br>| 1900000 | &nbsp;&nbsp; 1896727 |
| Conway, AR, Health Facilities Board, Hospital Improvement Rev. (Conway Regional Medical Center), 5%, 8/01/2026  | 665000 | &nbsp;&nbsp; 667535 |
|  |  | &nbsp;&nbsp; $11314470 |
| California – 7.2% | California – 7.2% | California – 7.2% |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "B", 5%, <br> 3/01/2056 (Put Date 11/01/2035)<br>| $3130000 | &nbsp;&nbsp; $3339293 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "C", 5.25%, <br> 1/01/2054 (Put Date 10/01/2031)<br>| 20820000 | &nbsp;&nbsp; 22028757 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "C", 5%, <br> 8/01/2055 (Put Date 10/01/2032)<br>| 1875000 | &nbsp;&nbsp; 1955230 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "C", 5%, <br> 12/01/2055 (Put Date 10/01/2033)<br>| 4410000 | &nbsp;&nbsp; 4620967 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "F", 5%, 11/01/2033  | 10000000 | &nbsp;&nbsp; 10814631 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "F", 5.5%, <br> 10/01/2054 (Put Date 11/01/2030)<br>| 7390000 | &nbsp;&nbsp; 8067744 |
| California Community Choice Financing Authority, Clean Energy Project Rev. (Green Bonds), "H", 5%, <br> 1/01/2056 (Put Date 8/01/2033)<br>| 20560000 | &nbsp;&nbsp; 22212839 |
| California Health Facilities Financing Authority Rev. (Adventist Health System/West), "A", 5%, 12/01/2035  | 3000000 | &nbsp;&nbsp; 3343244 |
| California Housing Finance Agency, Multi-Family Housing (All Hallows Apartments), "U", FNMA, 3.65%, 9/01/2034  | 2200000 | &nbsp;&nbsp; 2164182 |
| California Housing Finance Agency, Multi-Family Housing (La Salle Apartments), "V", FNMA, 3.65%, 9/01/2034  | 1540000 | &nbsp;&nbsp; 1514928 |
| California Infrastructure & Economic Development Bank Refunding Rev. (Los Angeles County Museum of Art Project), "A", 1.2%, <br> 12/01/2050 (Put Date 6/01/2028)<br>| 4560000 | &nbsp;&nbsp; 4333092 |
| California Infrastructure & Economic Development Bank Rev. (Colburn School), 1.75%, 8/01/2055 (Put Date 8/01/2026) | 11375000 | &nbsp;&nbsp; 11289161 |
| California Municipal Finance Authority Refunding Rev. (California Baptist University), "A", 5%, 11/01/2035  | 250000 | &nbsp;&nbsp; 264360 |
| California Municipal Finance Authority Rev. (Healthcore NorthBay Properties), "A", 5.69%, 9/01/2035  | 3602000 | &nbsp;&nbsp; 3668576 |
| California Municipal Finance Authority Rev. (NorthBay Healthcare Group), "A", 5%, 11/01/2026  | 1000000 | &nbsp;&nbsp; 1005511 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2027  | 200000 | &nbsp;&nbsp; 203949 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2028  | 125000 | &nbsp;&nbsp; 129232 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2029  | 125000 | &nbsp;&nbsp; 130256 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2030  | 400000 | &nbsp;&nbsp; 418569 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2031  | 200000 | &nbsp;&nbsp; 209426 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2032  | 225000 | &nbsp;&nbsp; 236349 |
| California Municipal Finance Authority, COP (Palomar Health), "A", AGM, 5%, 11/01/2033  | 1150000 | &nbsp;&nbsp; 1202983 |
| California Municipal Finance Authority, Solid Waste Disposal Rev. (Republic Services, Inc.), "A", 4.375%, <br> 9/01/2053 (Put Date 9/01/2033)<br>| 10000000 | &nbsp;&nbsp; 10398379 |
| California Municipal Finance Authority, Solid Waste Disposal Rev. (Waste Management, Inc. Project), "A", 3.45%, <br> 12/01/2044 (Put Date 12/01/2026)<br>| 1565000 | &nbsp;&nbsp; 1568783 |
| California Public Finance Authority, Charter School Refunding Rev. (Aspire Public Schools - Obligated Group), 5%, 8/01/2035  | 1000000 | &nbsp;&nbsp; 1000223 |
| California School Finance Authority, Charter School Refunding Rev. (Aspire Public Schools - Obligated Group), 5%, 8/01/2040 (n) | 580000 | &nbsp;&nbsp; 580080 |
| California Statewide Communities Development Authority Rev. (California Baptist University), "A", 3.5%, 11/01/2027 (n) | 1655000 | &nbsp;&nbsp; 1641984 |
| California Statewide Communities Development Authority Rev. (Loma Linda University Medical Center), "A", 5.25%, 12/01/2034  | 10115000 | &nbsp;&nbsp; 10124223 |
| California Statewide Communities Development Authority Rev. (University of California, Irvine East Campus Apartments), 5%, <br> 5/15/2026 <br>| 1300000 | &nbsp;&nbsp; 1300903 |
| Central Valley, CA, Energy Authority, Commodity Supply Rev., 5%, 12/01/2055 (Put Date 8/01/2035) | 2435000 | &nbsp;&nbsp; 2597730 |
| Los Angeles County, CA, El Rancho Unified School District, General Obligation Anticipation Notes, Capital Appreciation, 0%, <br> 8/01/2028 <br>| 2500000 | &nbsp;&nbsp; 2350552 |
| Los Angeles, CA, Department of Airports, International Airport Refunding Rev. (Green Bonds), "A", 5%, 5/15/2032  | 4000000 | &nbsp;&nbsp; 4402716 |
| Los Angeles, CA, Department of Airports, International Airport Refunding Rev. (Green Bonds), "A", 5%, 5/15/2033  | 3000000 | &nbsp;&nbsp; 3331838 |
| Los Angeles, CA, Department of Airports, International Airport Refunding Rev. (Green Bonds), "A", 5%, 5/15/2034  | 3000000 | &nbsp;&nbsp; 3356000 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| California – continued | California – continued | California – continued |
| Los Angeles, CA, Department of Airports, International Airport Rev. (Green Bonds), "B", 5%, 5/15/2026  | $1350000 | &nbsp;&nbsp; $1351107 |
| Los Angeles, CA, Department of Water & Power, Water System Rev., "B", 5%, 7/01/2031  | 375000 | &nbsp;&nbsp; 410583 |
| Los Angeles, CA, Department of Water & Power, Water System Rev., "B", 5%, 7/01/2032  | 1000000 | &nbsp;&nbsp; 1107459 |
| Los Angeles, CA, Department of Water & Power, Water System Rev., "B", 5%, 7/01/2033  | 2300000 | &nbsp;&nbsp; 2569743 |
| Los Angeles, CA, Housing Authority, Multi-Family Housing Refunding Rev. (M-TEBS - Homekey Portfolio), "B", 3.75%, 4/01/2034  | 857706 | &nbsp;&nbsp; 862947 |
| Los Angeles, CA, Housing Authority, Multi-Family Housing Refunding Rev. (M-TEBS - Homekey Portfolio), "C", 3.75%, 4/01/2034  | 4194266 | &nbsp;&nbsp; 4211714 |
| Sacramento County, CA, Airport System Rev., "A", 5%, 7/01/2037  | 750000 | &nbsp;&nbsp; 831054 |
| Sacramento County, CA, Airport System Rev., "D", AGM, 5%, 7/01/2036  | 750000 | &nbsp;&nbsp; 833383 |
| Sacramento County, CA, Airport System Rev., "D", AGM, 5%, 7/01/2037  | 725000 | &nbsp;&nbsp; 800374 |
| San Diego County, CA, Regional Airport Authority Rev., "B", 5%, 7/01/2027  | 2905000 | &nbsp;&nbsp; 2975833 |
| San Diego County, CA, Regional Senior Airport Authority Rev., "B", 5%, 7/01/2032  | 2670000 | &nbsp;&nbsp; 2942408 |
| San Diego County, CA, Regional Senior Airport Authority Rev., "B", 5%, 7/01/2033  | 4000000 | &nbsp;&nbsp; 4446888 |
| San Diego County, CA, Regional Senior Airport Authority Rev., "B", 5%, 7/01/2034  | 2500000 | &nbsp;&nbsp; 2798555 |
| San Francisco, CA, City & County Airports Commission, International Airport Rev. (SFO Fuel Company LLC), "A", 5%, 1/01/2027  | 2205000 | &nbsp;&nbsp; 2237060 |
| San Francisco, CA, City & County Airports Commission, International Airport Rev., "A", 5%, 5/01/2029  | 910000 | &nbsp;&nbsp; 965969 |
| San Francisco, CA, City & County Airports Commission, International Airport Rev., "A", 5%, 5/01/2030  | 2370000 | &nbsp;&nbsp; 2554542 |
| San Francisco, CA, City & County Airports Commission, International Airport Rev., "A", AGM, 5%, 5/01/2033  | 16500000 | &nbsp;&nbsp; 18319684 |
| San Francisco, CA, City & County Airports Commission, Second Series Refunding Rev., "C", 5.25%, 5/01/2035  | 7500000 | &nbsp;&nbsp; 8401197 |
| San Francisco, CA, City & County Airports Commission, Second Series Refunding Rev., "C", 5.25%, 5/01/2036  | 4500000 | &nbsp;&nbsp; 5011186 |
| Southern California Public Power Authority, Clean Energy Project Rev., "A", 5%, 4/01/2055 (Put Date 9/01/2030) | 2740000 | &nbsp;&nbsp; 2865662 |
| Transbay Joint Powers Authority, CA, Senior Tax Allocation, "A", 5%, 10/01/2026  | 1150000 | &nbsp;&nbsp; 1157070 |
| Transbay Joint Powers Authority, CA, Senior Tax Allocation, "A", 5%, 10/01/2028  | 1000000 | &nbsp;&nbsp; 1037723 |
| Transbay Joint Powers Authority, CA, Senior Tax Allocation, "A", 5%, 10/01/2029  | 1100000 | &nbsp;&nbsp; 1153611 |
| Vernon, CA, Electric System Rev., "A", 5%, 4/01/2027  | 3380000 | &nbsp;&nbsp; 3438033 |
| Vernon, CA, Electric System Rev., "A", 5%, 10/01/2027  | 4500000 | &nbsp;&nbsp; 4618369 |
|  |  | &nbsp;&nbsp; $223708844 |
| Colorado – 2.5% | Colorado – 2.5% | Colorado – 2.5% |
| Arvada, CO, Vauxmont Metropolitan District Rev., AGM, 5%, 12/15/2026  | $135000 | &nbsp;&nbsp; $136633 |
| Colorado Educational & Cultural Facilities Authority Rev. (Classical Academy Project), "A", 5%, 12/01/2029  | 1040000 | &nbsp;&nbsp; 1041131 |
| Colorado Educational & Cultural Facilities Authority Rev. (Colorado Springs Charter Academy Project), 5.25%, 7/01/2028  | 715000 | &nbsp;&nbsp; 716035 |
| Colorado Educational & Cultural Facilities Authority Rev. (Pinnacle Charter School Building Corp.), 5%, 6/01/2029  | 630000 | &nbsp;&nbsp; 630749 |
| Colorado Health Facilities Authority Rev. (AdventHealth), "B", 5%, 11/15/2049 (Put Date 11/19/2026) | 17720000 | &nbsp;&nbsp; 17928781 |
| Colorado Health Facilities Authority Rev. (Christian Living Neighborhoods), 4%, 1/01/2027  | 495000 | &nbsp;&nbsp; 497866 |
| Colorado Health Facilities Authority Rev. (Christian Living Neighborhoods), 4%, 1/01/2028  | 460000 | &nbsp;&nbsp; 466999 |
| Colorado Health Facilities Authority Rev. (Christian Living Neighborhoods), 4%, 1/01/2029  | 430000 | &nbsp;&nbsp; 440262 |
| Colorado Health Facilities Authority Rev. (Christian Living Neighborhoods), 4%, 1/01/2030  | 500000 | &nbsp;&nbsp; 515015 |
| Colorado Health Facilities Authority Rev. (Christian Living Neighborhoods), 4%, 1/01/2031  | 960000 | &nbsp;&nbsp; 993100 |
| Colorado Health Facilities Authority Rev. (CommonSpirit Health), "A", 5%, 9/01/2032  | 5000000 | &nbsp;&nbsp; 5488457 |
| Colorado Health Facilities Authority Rev. (CommonSpirit Health), "A", 5.25%, 11/01/2034  | 1000000 | &nbsp;&nbsp; 1101941 |
| Colorado Health Facilities Authority Rev. (CommonSpirit Health), "A", 5.25%, 11/01/2035  | 1200000 | &nbsp;&nbsp; 1320172 |
| Colorado Health Facilities Authority Rev. (CommonSpirit Health), "A-1", 5%, 8/01/2026  | 1500000 | &nbsp;&nbsp; 1507454 |
| Colorado Health Facilities Authority Rev. (CommonSpirit Health), "A-2", 5%, 8/01/2026  | 2160000 | &nbsp;&nbsp; 2170733 |
| Colorado Health Facilities Authority, Hospital Rev. (AdventHealth Obligated Group), "A", 5%, 11/15/2060 (Put Date 11/15/2030) | 5000000 | &nbsp;&nbsp; 5394413 |
| Colorado Health Facilities Authority, Refunding & Improvement Rev. (Christian Living Communities Obligated Group), 5%, <br> 1/01/2030 (w)<br>| 445000 | &nbsp;&nbsp; 473135 |
| Colorado Health Facilities Authority, Refunding & Improvement Rev. (Christian Living Communities Obligated Group), 5%, <br> 1/01/2031 (w)<br>| 465000 | &nbsp;&nbsp; 500527 |
| Colorado Health Facilities Authority, Refunding & Improvement Rev. (Christian Living Communities Obligated Group), 5%, <br> 1/01/2032 (w)<br>| 570000 | &nbsp;&nbsp; 619391 |
| Colorado Health Facilities Authority, Refunding & Improvement Rev. (Christian Living Communities Obligated Group), 5%, <br> 1/01/2033 (w)<br>| 1070000 | &nbsp;&nbsp; 1170533 |
| Colorado Health Facilities Authority, Refunding & Improvement Rev. (Christian Living Communities Obligated Group), 5%, <br> 1/01/2034 (w)<br>| 1260000 | &nbsp;&nbsp; 1387473 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Colorado – continued | Colorado – continued | Colorado – continued |
| Colorado Housing Catalyst General Credit Enhanced, Multi-Family Housing Rev. (Village on Eastbrook Apartments Project), "A", <br> 3.45%, 5/01/2030 <br>| $1855000 | &nbsp;&nbsp; $1850101 |
| Colorado Maiker Housing Partners, Multi-Family Housing Rev. (Overlook at Thornton), 2.75%, 5/01/2042 (Put Date 11/01/2026) | 3000000 | &nbsp;&nbsp; 2999376 |
| Colorado Middle-Income Housing Authority, NHP Foundation (602 Galena Street-Frisco CO), "A", 4.5%, 7/01/2035  | 2180000 | &nbsp;&nbsp; 2201713 |
| Colorado Regional Transportation District (Denver Transit Partners Eagle P3 Project), "A", 5%, 7/15/2026  | 300000 | &nbsp;&nbsp; 300908 |
| Colorado Regional Transportation District (Denver Transit Partners Eagle P3 Project), "A", 5%, 1/15/2027  | 500000 | &nbsp;&nbsp; 505510 |
| Colorado Regional Transportation District (Denver Transit Partners Eagle P3 Project), "A", 5%, 7/15/2027  | 600000 | &nbsp;&nbsp; 610836 |
| Denver, CO, City & County Airport System Rev., "A", 5%, 11/15/2027  | 5000000 | &nbsp;&nbsp; 5161898 |
| Denver, CO, City & County Airport System Rev., "A", 5%, 11/15/2028  | 14000000 | &nbsp;&nbsp; 14709023 |
| Denver, CO, Housing Authority, Multi-Family Housing Rev. (4965 Washington Street Project), "A", 5%, 6/01/2029  | 2650000 | &nbsp;&nbsp; 2761937 |
| Park Creek Metropolitan District, CO, Senior Limited Property Tax Supported Rev., "A", NPFG, 5%, 12/01/2027  | 1270000 | &nbsp;&nbsp; 1285622 |
|  |  | &nbsp;&nbsp; $76887724 |
| Connecticut – 0.7% | Connecticut – 0.7% | Connecticut – 0.7% |
| Connecticut Health & Educational Facilities Authority Rev. (Masonicare), "F", 4%, 7/01/2030  | $3000000 | &nbsp;&nbsp; $2984170 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, 11/15/2026  | 1000000 | &nbsp;&nbsp; 1008967 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, 11/15/2027  | 1440000 | &nbsp;&nbsp; 1472566 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, 11/15/2028  | 890000 | &nbsp;&nbsp; 922973 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, 11/15/2029  | 2000000 | &nbsp;&nbsp; 2099097 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, 11/15/2030  | 2030000 | &nbsp;&nbsp; 2151659 |
| Connecticut Higher Education Supplemental Loan Authority Rev. (CHESLA Loan Program), "B", 5%, <br> 11/15/2045 (Put Date 5/14/2026)<br>| 5000000 | &nbsp;&nbsp; 5001640 |
| Connecticut Housing Finance Authority (Housing Mortgage Finance Program), "E-3", 3.35%, 11/15/2066 (Put Date 5/15/2027) | 1300000 | &nbsp;&nbsp; 1300363 |
| Stamford, CT, Housing Authority Rev. (Mozaic Concierge Living Project), "D", 4.25%, 10/01/2030  | 5210000 | &nbsp;&nbsp; 5259707 |
|  |  | &nbsp;&nbsp; $22201142 |
| Delaware – 0.1% | Delaware – 0.1% | Delaware – 0.1% |
| Delaware Economic Development Authority Rev. (Newark Charter School, Inc.), "A", 2.8%, 9/01/2026  | $55000 | &nbsp;&nbsp; $54824 |
| Delaware Economic Development Authority, Exempt Facility Refunding Rev. (NRG Energy Project), "A", 4%, <br> 10/01/2045 (Put Date 10/01/2035)<br>| 4490000 | &nbsp;&nbsp; 4490221 |
|  |  | &nbsp;&nbsp; $4545045 |
| District of Columbia – 0.9% | District of Columbia – 0.9% | District of Columbia – 0.9% |
| District of Columbia, Housing Finance Agency, Collateralized Multi-Family Housing Mortgage Rev. (Belmont Crossing Phase II), <br> 5%, 3/01/2029 (Put Date 2/01/2028)<br>| $1285000 | &nbsp;&nbsp; $1325653 |
| District of Columbia, Housing Finance Agency, Collateralized Multi-Family Housing Mortgage Rev. (Edmonson), 5%, <br> 12/01/2028 (Put Date 12/01/2027)<br>| 4673000 | &nbsp;&nbsp; 4815950 |
| District of Columbia, Housing Finance Agency, Multi-Family Development Program, "B-2", 3%, 9/01/2028 (Put Date 9/01/2026) | 5350000 | &nbsp;&nbsp; 5346355 |
| Metropolitan Washington, D.C., Airport Authority System Refunding Rev., "A", 5%, 10/01/2027  | 7000000 | &nbsp;&nbsp; 7198333 |
| Metropolitan Washington, D.C., Airport Authority System Refunding Rev., "A", 5%, 10/01/2034  | 9540000 | &nbsp;&nbsp; 10619046 |
|  |  | &nbsp;&nbsp; $29305337 |
| Florida – 4.3% | Florida – 4.3% | Florida – 4.3% |
| Alachua County, FL, Health Facilities Authority, Continuing Care Retirement Community Rev. (Oak Hammock at the University of <br> Florida, Inc. Project), "B-2", 3.75%, 10/01/2030 <br>| $2015000 | &nbsp;&nbsp; $2016455 |
| Alachua County, FL, Health Facilities Authority, Continuing Care Retirement Community Rev. (Oak Hammock at the University of <br> Florida, Inc. Project), "B-3", 3.625%, 10/01/2030 <br>| 5000000 | &nbsp;&nbsp; 5003937 |
| Brevard County, FL, Health Facilities Authority, Hospital Rev. (Health First Obligated Group), "A", 5%, 7/01/2031 (w) | 8300000 | &nbsp;&nbsp; 8998642 |
| Charlotte and Lee Counties, FL, Babcock Ranch Community Independent Special District, Special Assessment Rev., 4.3%, <br> 5/01/2031 <br>| 620000 | &nbsp;&nbsp; 627756 |
| Collier County, FL, Industrial Development Authority, Healthcare Facilities Refunding Rev. (NCH Healthcare System Projects), "B", <br> AGM, 5%, 4/01/2035 <br>| 20000000 | &nbsp;&nbsp; 22226644 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Florida – continued | Florida – continued | Florida – continued |
| Escambia County, FL, Housing Finance Authority Multi-Family Housing Rev. (Hollowbrook Apartments), 3.8%, <br> 6/01/2027 (Put Date 6/01/2026)<br>| $4500000 | &nbsp;&nbsp; $4502290 |
| Florida Development Finance Corp., Educational Facilities Rev. (Mater Academy Projects), "A", 5%, 6/15/2027  | 565000 | &nbsp;&nbsp; 574861 |
| Florida Development Finance Corp., Educational Facilities Rev. (Mater Academy Projects), "A", 5%, 6/15/2029  | 940000 | &nbsp;&nbsp; 954617 |
| Florida Development Finance Corp., Educational Facilities Rev. (Mater Academy Projects), "A", 5%, 6/15/2031  | 1040000 | &nbsp;&nbsp; 1053656 |
| Florida Development Finance Corp., Healthcare Facilities Rev. (Tampa General Hospital Project), "B", 5%, <br> 8/01/2056 (Put Date 10/01/2031)<br>| 14460000 | &nbsp;&nbsp; 15649610 |
| Florida Development Finance Corp., Senior Living Rev. (Mayflower Retirement Community Project), "A", 4%, 6/01/2027 (n) | 1270000 | &nbsp;&nbsp; 1266743 |
| Florida Development Finance Corp., Senior Living Rev. (Mayflower Retirement Community Project), "A", 4%, 6/01/2028 (n) | 825000 | &nbsp;&nbsp; 821933 |
| Florida Development Finance Corp., Solid Waste Disposal Rev. (GFL Solid Waste Southeast LLC Project), "A", 4.375%, <br> 10/01/2054 (Put Date 10/01/2031)<br>| 3415000 | &nbsp;&nbsp; 3433775 |
| Florida Higher Educational Facilities Financing Authority Rev. (Florida Institute of Technology), 5%, 10/01/2027  | 480000 | &nbsp;&nbsp; 490183 |
| Florida Higher Educational Facilities Financing Authority Rev. (Florida Institute of Technology), 5%, 10/01/2028  | 1500000 | &nbsp;&nbsp; 1552349 |
| Florida Higher Educational Facilities Financing Authority Rev. (Florida Institute of Technology), 5%, 10/01/2029  | 1295000 | &nbsp;&nbsp; 1355138 |
| Florida Higher Educational Facilities Financing Authority Rev. (Florida Institute of Technology), 5%, 10/01/2030  | 1990000 | &nbsp;&nbsp; 2076783 |
| Florida Housing Finance Corp., Homeowner Mortgage Rev., "1", GNMA, 5%, 1/01/2028  | 135000 | &nbsp;&nbsp; 139755 |
| Florida Housing Finance Corp., Multi-Family Mortgage Rev. (Capri Place), "A", 3%, 2/01/2044 (Put Date 8/01/2029) | 1500000 | &nbsp;&nbsp; 1498169 |
| Florida Local Government Finance Commission, Senior Living Rev. (Fleet Landing at Nocatee Project), "B-3", 4.2%, 11/15/2030  | 5000000 | &nbsp;&nbsp; 5016525 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., 5%, 10/01/2032  | 3000000 | &nbsp;&nbsp; 3312078 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., 5%, 10/01/2033  | 4250000 | &nbsp;&nbsp; 4730991 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., 5%, 10/01/2034  | 3500000 | &nbsp;&nbsp; 3920311 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., "A", 5%, 10/01/2027  | 1375000 | &nbsp;&nbsp; 1413958 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., "A", 5%, 10/01/2030  | 1375000 | &nbsp;&nbsp; 1484837 |
| Greater Orlando, FL, Aviation Authority, Airport Facilities Rev., "A", 5%, 10/01/2031  | 1665000 | &nbsp;&nbsp; 1667534 |
| Lakewood Ranch Stewardship District, FL, Special Assessment Rev. (Taylor Ranch Project), 5.4%, 5/01/2028  | 300000 | &nbsp;&nbsp; 305707 |
| Lee County, FL, Airport Rev., "B", 5%, 10/01/2026  | 1660000 | &nbsp;&nbsp; 1673234 |
| Lee County, FL, Industrial Development Authority, Healthcare Facilities Rev. (Shell Point Obligated Group), "B-3", 4.125%, <br> 11/15/2029 <br>| 5000000 | &nbsp;&nbsp; 5005012 |
| Lee County, FL, Industrial Development Authority, Hospital Rev. (Lee Health System, Inc. Project), "A-2", 5%, <br> 4/01/2065 (Put Date 4/01/2033)<br>| 6000000 | &nbsp;&nbsp; 6615871 |
| Miami-Dade County, FL, Aviation Rev., "A", 5%, 10/01/2038  | 1145000 | &nbsp;&nbsp; 1149182 |
| Miami-Dade County, FL, Housing Finance Authority Multi-Family Rev. (St. Mary Towers Apartments), 3.4%, <br> 4/01/2041 (Put Date 10/01/2026)<br>| 1750000 | &nbsp;&nbsp; 1750597 |
| Miami-Dade County, FL, Industrial Development Authority Rev. (Doral Academy Project), 5%, 1/15/2032  | 1000000 | &nbsp;&nbsp; 1016266 |
| Miami-Dade County, FL, Seaport Refunding Rev., "A", 5%, 10/01/2035  | 1650000 | &nbsp;&nbsp; 1774098 |
| Orange County, FL, Health Facilities Authority Rev. (AdventHealth Obligated Group), "C", ETM, 5%, <br> 11/15/2052 (Prerefunded 11/15/2026)<br>| 1140000 | &nbsp;&nbsp; 1153121 |
| Palm Beach County, FL, Health Facilities Authority Hospital Rev. (Jupiter Medical Center Project), "A", 5%, 11/01/2028  | 150000 | &nbsp;&nbsp; 156355 |
| Palm Beach County, FL, Health Facilities Authority Hospital Rev. (Jupiter Medical Center Project), "A", 5%, 11/01/2029  | 200000 | &nbsp;&nbsp; 211438 |
| Palm Beach County, FL, Health Facilities Authority Hospital Rev. (Jupiter Medical Center Project), "A", 5%, 11/01/2030  | 200000 | &nbsp;&nbsp; 213971 |
| Palm Beach County, FL, Health Facilities Authority Hospital Rev. (Jupiter Medical Center Project), "A", 5%, 11/01/2031  | 200000 | &nbsp;&nbsp; 215349 |
| Palm Beach County, FL, Health Facilities Authority Hospital Rev. (Jupiter Medical Center Project), "A", 5%, 11/01/2032  | 250000 | &nbsp;&nbsp; 270457 |
| Palm Beach County, FL, Housing Finance Authority, Multi-Family Housing Rev. (Everglades Townhouse), 2.8%, 2/01/2027  | 1000000 | &nbsp;&nbsp; 996335 |
| Tampa, FL, Hospital Rev. (H. Lee Moffitt Cancer Center Project), "B", 5%, 7/01/2026  | 100000 | &nbsp;&nbsp; 100320 |
| Tampa, FL, Hospital Rev. (H. Lee Moffitt Cancer Center Project), "B", 5%, 7/01/2027  | 180000 | &nbsp;&nbsp; 184285 |
| Tampa, FL, Hospital Rev. (H. Lee Moffitt Cancer Center Project), "B", 5%, 7/01/2029  | 225000 | &nbsp;&nbsp; 237545 |
| Tampa, FL, Hospital Rev. (H. Lee Moffitt Cancer Center Project), "B", 5%, 7/01/2030  | 250000 | &nbsp;&nbsp; 267354 |
| Tampa, FL, Hospital Rev. (H. Lee Moffitt Cancer Center Project), "B", 5%, 7/01/2031  | 300000 | &nbsp;&nbsp; 318776 |
| Venice, FL, Retirement Community Improvement Rev. (Village on the Isle Project), "B2", 4.5%, 1/01/2030  | 670000 | &nbsp;&nbsp; 670369 |
| Venice, FL, Retirement Community Improvement Rev. (Village on the Isle Project), "B-3", 4.25%, 1/01/2030  | 900000 | &nbsp;&nbsp; 900521 |
| West Palm Beach, FL, Community Redevlopment Agency, Tax Increment Refunding Rev. (City Center Community Redevelopment <br> Area), AGM, 5%, 3/01/2036 <br>| 9260000 | &nbsp;&nbsp; 9672864 |
| Wildwood, FL, Middleton Community Development District A, Special Assessment Rev., 3.7%, 5/01/2029  | 400000 | &nbsp;&nbsp; 400133 |
| Wildwood, FL, Middleton Community Development District A, Special Assessment Rev., 4%, 5/01/2034  | 500000 | &nbsp;&nbsp; 497862 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Florida – continued | Florida – continued | Florida – continued |
| Wildwood, FL, Middleton Community Development District A, Special Assessment Rev., 4.2%, 5/01/2039  | $395000 | &nbsp;&nbsp; $389883 |
| Wildwood, FL, Special Assessment Rev. (Village Community Development District No. 15), 3.75%, 5/01/2029  | 565000 | &nbsp;&nbsp; 567214 |
| Wildwood, FL, Special Assessment Rev. (Village Community Development District No. 15), 4%, 5/01/2034  | 130000 | &nbsp;&nbsp; 130668 |
|  |  | &nbsp;&nbsp; $132634317 |
| Georgia – 3.6% | Georgia – 3.6% | Georgia – 3.6% |
| Atlanta, GA, Airport General Rev. (Green Bonds), "B-1", 5%, 7/01/2031  | $4425000 | &nbsp;&nbsp; $4817904 |
| Atlanta, GA, Airport General Rev. (Green Bonds), "B-1", 5%, 7/01/2032  | 3420000 | &nbsp;&nbsp; 3762891 |
| Atlanta, GA, Airport General Rev. (Green Bonds), "B-1", 5%, 7/01/2033  | 4150000 | &nbsp;&nbsp; 4605242 |
| Atlanta, GA, Airport General Rev. (Green Bonds), "B-1", 5%, 7/01/2034  | 645000 | &nbsp;&nbsp; 718609 |
| Atlanta, GA, Development Authority Rev. (Westside Gulch Area Project), "A-1", 5%, 4/01/2034 (n) | 1815000 | &nbsp;&nbsp; 1855930 |
| Atlanta, GA, Development Authority Rev. (Westside Gulch Area Project), "A-2", 5.5%, 4/01/2039 (n) | 740000 | &nbsp;&nbsp; 756486 |
| Atlanta, GA, Geo. L. Smith II World Congress Center Authority, Convention Center Hotel Rev., "A", 2.375%, 1/01/2031  | 1000000 | &nbsp;&nbsp; 937519 |
| Atlanta, GA, Urban Residential Finance Authority, Multi-Family Housing Rev. (North Block), HUD Section 8, 3.4%, <br> 2/01/2029 (Put Date 2/01/2028)<br>| 2213000 | &nbsp;&nbsp; 2222824 |
| Bartow County, GA, Development Authority, Pollution Control Rev. (Georgia Power Co. Plant Bowen Project), 3.95%, <br> 12/01/2032 (Put Date 3/08/2028)<br>| 6245000 | &nbsp;&nbsp; 6336735 |
| Burke County, GA, Development Authority, Pollution Control Rev. (Georgia Power Co. Plant Vogtle Project), 3.8%, <br> 10/01/2032 (Put Date 5/21/2026)<br>| 750000 | &nbsp;&nbsp; 750191 |
| Columbus, GA, Housing Authority, Multi-Family Housing Rev. (HACG RAD II Project), 3.3%, 11/01/2028 (Put Date 11/01/2027) | 1500000 | &nbsp;&nbsp; 1504695 |
| Decatur, GA, Housing Authority, Multi-Family Housing Rev. (Calvin Court Project), HUD Section 8, 3.6%, <br> 8/01/2028 (Put Date 8/01/2027)<br>| 2724000 | &nbsp;&nbsp; 2740959 |
| DeKalb County, GA, Development Authority Rev. (Globe Academy, Inc. Project), "A", 4%, 6/01/2035  | 430000 | &nbsp;&nbsp; 422628 |
| DeKalb County, GA, Housing Authority, Affordable Multi-Family Housing Rev. (Park at 500 Project), 4%, 3/01/2034  | 12880000 | &nbsp;&nbsp; 12852068 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "A", 5%, 6/01/2053 (Put Date 6/01/2030) | 9500000 | &nbsp;&nbsp; 9979668 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "A", 5%, 6/01/2055 (Put Date 6/01/2032) | 4295000 | &nbsp;&nbsp; 4614696 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "B", 5%, 12/01/2052 (Put Date 6/01/2029) | 8845000 | &nbsp;&nbsp; 9210894 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "C", 4%, 3/01/2050 (Put Date 9/01/2026) | 1765000 | &nbsp;&nbsp; 1769733 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "C", 4%, 5/01/2052 (Put Date 12/01/2028) | 15095000 | &nbsp;&nbsp; 15309112 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "C", 5%, 9/01/2053 (Put Date 9/01/2030) | 8325000 | &nbsp;&nbsp; 8815556 |
| Georgia Main Street Natural Gas, Inc., Gas Supply Rev., "D", 5%, 4/01/2054 (Put Date 4/01/2031) | 8635000 | &nbsp;&nbsp; 9187000 |
| Monroe County, GA, Development Authority Pollution Control Rev. (Oglethorpe Power Corp. Scherer Project), "A", 3.6%, <br> 1/01/2039 (Put Date 2/01/2030)<br>| 9000000 | &nbsp;&nbsp; 9133444 |
|  |  | &nbsp;&nbsp; $112304784 |
| Guam – 0.0% | Guam – 0.0% | Guam – 0.0% |
| Guam Government Business Privilege Tax Refunding Rev., "F", 5%, 1/01/2028  | $400000 | &nbsp;&nbsp; $411029 |
| Hawaii – 0.0% | Hawaii – 0.0% | Hawaii – 0.0% |
| Hawaii Harbor System Rev., "A", 5%, 7/01/2027  | $250000 | &nbsp;&nbsp; $255661 |
| Hawaii Harbor System Rev., "A", 5%, 7/01/2029  | 500000 | &nbsp;&nbsp; 527908 |
|  |  | &nbsp;&nbsp; $783569 |
| Idaho – 0.2% | Idaho – 0.2% | Idaho – 0.2% |
| Idaho Health Facilities Authority Rev. (St. Luke's Health System Project), "C", 5%, 3/01/2060 (Put Date 3/01/2035) | $5450000 | &nbsp;&nbsp; $6057916 |
| Illinois – 6.5% | Illinois – 6.5% | Illinois – 6.5% |
| Bolingbrook, IL, Special Service Areas Taxes, AGM, 4%, 3/01/2027  | $1500000 | &nbsp;&nbsp; $1512773 |
| Chicago, IL, "A", 5%, 1/01/2029  | 3000000 | &nbsp;&nbsp; 3084193 |
| Chicago, IL, "A", 5%, 1/01/2031  | 2000000 | &nbsp;&nbsp; 2046547 |
| Chicago, IL, Board of Education (School Reform), Capital Appreciation, "A", NPFG, 0%, 12/01/2028  | 4435000 | &nbsp;&nbsp; 4046183 |
| Chicago, IL, Board of Education (School Reform), Capital Appreciation, "B-1", NPFG, 0%, 12/01/2026  | 1925000 | &nbsp;&nbsp; 1886117 |
| Chicago, IL, Board of Education, Dedicated Capital Improvement, 5.25%, 4/01/2033  | 1500000 | &nbsp;&nbsp; 1647578 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Illinois – continued | Illinois – continued | Illinois – continued |
| Chicago, IL, Board of Education, Dedicated Capital Improvement, 5.75%, 4/01/2035  | $825000 | &nbsp;&nbsp; $835662 |
| Chicago, IL, Board of Education, Dedicated Capital Improvement, 6.1%, 4/01/2036  | 7740000 | &nbsp;&nbsp; 7860718 |
| Chicago, IL, Board of Education, Dedicated Capital Improvement Tax Bond, 5.25%, 4/01/2034  | 1345000 | &nbsp;&nbsp; 1470816 |
| Chicago, IL, Board of Education, Dedicated Capital Improvement Tax Bond, 5.75%, 4/01/2034  | 5000000 | &nbsp;&nbsp; 5068598 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", 5%, 12/01/2034  | 5000000 | &nbsp;&nbsp; 5133322 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", 5.25%, 12/01/2035  | 7145000 | &nbsp;&nbsp; 7437111 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", AAC, 5.5%, 12/01/2028  | 1685000 | &nbsp;&nbsp; 1745813 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", AAC, 5.5%, 12/01/2029  | 1120000 | &nbsp;&nbsp; 1173359 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", AAC, 5.5%, 12/01/2030  | 845000 | &nbsp;&nbsp; 892872 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Dedicated Rev., "A", AAC, 5.5%, 12/01/2031  | 2315000 | &nbsp;&nbsp; 2461722 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Refunding Dedicated Rev., "A", 5%, 12/01/2029  | 1260000 | &nbsp;&nbsp; 1293297 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Refunding Dedicated Rev., "A", AGM, 5%, 12/01/2026  | 3000000 | &nbsp;&nbsp; 3032518 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Refunding Dedicated Rev., "A", AGM, 5%, 12/01/2027  | 2750000 | &nbsp;&nbsp; 2827842 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Refunding Dedicated Rev., "A", AGM, 5%, 12/01/2028  | 2250000 | &nbsp;&nbsp; 2351656 |
| Chicago, IL, Board of Education, Unlimited Tax General Obligation Refunding Dedicated Rev., "C", AGM, 5%, 12/01/2027  | 10000000 | &nbsp;&nbsp; 10283061 |
| Chicago, IL, Chicago Midway Airport, Senior Lien Refunding Rev., "A", 5%, 1/01/2032  | 2500000 | &nbsp;&nbsp; 2699204 |
| Chicago, IL, Chicago Midway Airport, Senior Lien Refunding Rev., "A", 5%, 1/01/2033  | 1125000 | &nbsp;&nbsp; 1223652 |
| Chicago, IL, General Obligation, "A", 5%, 1/01/2028  | 4265000 | &nbsp;&nbsp; 4347058 |
| Chicago, IL, General Obligation, "A", 5%, 1/01/2029  | 1000000 | &nbsp;&nbsp; 1028064 |
| Chicago, IL, General Obligation, "A", 5%, 1/01/2033  | 1000000 | &nbsp;&nbsp; 1038528 |
| Chicago, IL, General Obligation, "A", 5%, 1/01/2034  | 7000000 | &nbsp;&nbsp; 7242806 |
| Chicago, IL, Metropolitan Pier & Exposition Authority, Dedicated State Tax Refunding Rev. (McCormick Place Expansion Project), <br> Capital Appreciation, "B-1", AGM, 0%, 6/15/2026 <br>| 2385000 | &nbsp;&nbsp; 2376225 |
| Chicago, IL, Metropolitan Pier & Exposition Authority, Dedicated State Tax Rev. (McCormick Place Expansion Project), "B", NPFG, <br> 5.5%, 6/15/2029 <br>| 2090000 | &nbsp;&nbsp; 2168566 |
| Chicago, IL, Metropolitan Pier & Exposition Authority, Dedicated State Tax Rev., Capital Appreciation, "A", NPFG, 0%, 12/15/2026  | 1275000 | &nbsp;&nbsp; 1251184 |
| Chicago, IL, Midway Airport Rev., Second Lien, "A", BAM, 5%, 1/01/2031  | 10000000 | &nbsp;&nbsp; 10810245 |
| Chicago, IL, Midway Airport Rev., Second Lien, "A", BAM, 5%, 1/01/2032  | 6000000 | &nbsp;&nbsp; 6542603 |
| Chicago, IL, Midway Airport Rev., Second Lien, "A", BAM, 5%, 1/01/2033  | 1000000 | &nbsp;&nbsp; 1097033 |
| Chicago, IL, Multi-Family Housing Rev. (United Yards 1A Project), 3.5%, 8/01/2027 (Put Date 8/01/2026) | 2000000 | &nbsp;&nbsp; 2001676 |
| Chicago, IL, O'Hare International Airport, Senior Special Facilities Rev. (Trips Obligated Group), 5%, 7/01/2033  | 2000000 | &nbsp;&nbsp; 2057516 |
| Cook County, IL, School District No. 111, General Obligation, AGM, 4%, 12/01/2029  | 550000 | &nbsp;&nbsp; 553963 |
| Illinois Development Finance Authority, Variable Rate Rev. (St. Vincent De Paul Center Project), "A", 2.85%, <br> 11/15/2039 (Put Date 3/01/2030)<br>| 3000000 | &nbsp;&nbsp; 2963786 |
| Illinois Finance Authority Refunding Rev. (Silver Cross Hospital & Medical Centers), "B-2", 5%, 8/15/2044 (Put Date 8/15/2035) | 4375000 | &nbsp;&nbsp; 4895829 |
| Illinois Finance Authority Rev. (Advocate Health Care Network), "A-1", 4%, 11/01/2030  | 1155000 | &nbsp;&nbsp; 1174765 |
| Illinois Finance Authority Rev. (Dominican University), 5%, 3/01/2028  | 530000 | &nbsp;&nbsp; 537794 |
| Illinois Finance Authority Rev. (Dominican University), 5%, 3/01/2030  | 590000 | &nbsp;&nbsp; 604768 |
| Illinois Finance Authority Rev. (Plymouth Place, Inc.), "A", 5.5%, 5/15/2029  | 805000 | &nbsp;&nbsp; 829477 |
| Illinois Finance Authority Rev. (Plymouth Place, Inc.), "A", 5.75%, 5/15/2031  | 905000 | &nbsp;&nbsp; 952774 |
| Illinois Finance Authority Rev. (Plymouth Place, Inc.), "A", 5.75%, 5/15/2032  | 955000 | &nbsp;&nbsp; 1010557 |
| Illinois Finance Authority Rev. (Plymouth Place, Inc.), "A", 6%, 5/15/2033  | 1015000 | &nbsp;&nbsp; 1084445 |
| Illinois Finance Authority Rev. (Plymouth Place, Inc.), "A", 6%, 5/15/2034  | 1075000 | &nbsp;&nbsp; 1147223 |
| Illinois Finance Authority Rev. (UChicago Medicine), "A", 5%, 8/15/2059 (Put Date 8/15/2032) | 13635000 | &nbsp;&nbsp; 14833671 |
| Illinois Finance Authority Rev., Taxable (Christian Horizons Obligated Group), "B", 3.25%, 5/15/2027 (a)(d) | 277596 | &nbsp;&nbsp; 2776 |
| Illinois Finance Authority, Academic Facilities Lease Rev. (Provident Group - UIUC Properties LLC - University of Illinois at <br> Urbana-Champaign Project), "A", 5%, 10/01/2028 <br>| 195000 | &nbsp;&nbsp; 204904 |
| Illinois Finance Authority, Academic Facilities Lease Rev. (Provident Group - UIUC Properties LLC - University of Illinois at <br> Urbana-Champaign Project), "A", 5%, 10/01/2030 <br>| 250000 | &nbsp;&nbsp; 266832 |
| Illinois Finance Authority, Academic Facilities Lease Rev. (Provident Group - UIUC Properties LLC - University of Illinois at <br> Urbana-Champaign Project), "A", 5%, 10/01/2031 <br>| 235000 | &nbsp;&nbsp; 250194 |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 5%, <br> 7/01/2026 <br>| 1300000 | &nbsp;&nbsp; 1302836 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Illinois – continued | Illinois – continued | Illinois – continued |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 5%, <br> 7/01/2026 <br>| $240000 | &nbsp;&nbsp; $240475 |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 5%, <br> 7/01/2027 <br>| 1250000 | &nbsp;&nbsp; 1271097 |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 5%, <br> 7/01/2027 <br>| 850000 | &nbsp;&nbsp; 862688 |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 5%, <br> 7/01/2029 <br>| 600000 | &nbsp;&nbsp; 622853 |
| Illinois Finance Authority, Graduate & Professional Student Loan Program Rev. (Midwestern University Foundation), "A", 3%, <br> 7/01/2035 <br>| 175000 | &nbsp;&nbsp; 157052 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2026 <br>| 500000 | &nbsp;&nbsp; 503115 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2027 <br>| 500000 | &nbsp;&nbsp; 511165 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2028 <br>| 500000 | &nbsp;&nbsp; 517920 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2030 <br>| 500000 | &nbsp;&nbsp; 526240 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2031 <br>| 500000 | &nbsp;&nbsp; 524167 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2032 <br>| 425000 | &nbsp;&nbsp; 444283 |
| Illinois Finance Authority, Health Services Facility Lease Rev. (Provident Group - UIC Surgery Center LLC - University of Illinois <br> Health Services Facility Project), 5%, 10/01/2033 <br>| 500000 | &nbsp;&nbsp; 521136 |
| Illinois Finance Authority, Surface Freight Transfer Facilities Rev. (Centerpoint Joliet Terminal Railroad Project), 4.8%, <br> 12/01/2043 (Put Date 7/02/2035)<br>| 3625000 | &nbsp;&nbsp; 3748708 |
| Illinois Finance Authority, Surface Freight Transfer Facilities Rev. (Centerpoint Joliet Terminal Railroad Project), 4.8%, <br> 12/01/2043 (Put Date 7/02/2035)<br>| 6270000 | &nbsp;&nbsp; 6483973 |
| Illinois Finance Authority, Water Facilities Refunding Rev. (American Water Capital Corp. Project), 3.875%, <br> 5/01/2040 (Put Date 9/01/2028)<br>| 2190000 | &nbsp;&nbsp; 2225946 |
| Illinois Housing Development Authority, Multi-Family Housing Rev. (Island Terrace), 2.8%, 8/01/2028 (Put Date 4/01/2028) | 3100000 | &nbsp;&nbsp; 3082684 |
| Illinois Housing Development Authority, Multi-Family Housing Rev. (Island Terrace), 2.8%, 4/01/2029 (Put Date 4/01/2028) | 1750000 | &nbsp;&nbsp; 1740225 |
| Illinois Housing Development Authority, Multi-Family Rev., "C-2", FHA, 3.6%, 8/01/2032 (Put Date 8/01/2028) | 5850000 | &nbsp;&nbsp; 5897640 |
| Illinois Sports Facilities Authority Refunding Rev., BAM, 5%, 6/15/2029  | 2405000 | &nbsp;&nbsp; 2533863 |
| Illinois Sports Facilities Authority, State Tax Supported Refunding Rev., AGM, 5%, 6/15/2027  | 965000 | &nbsp;&nbsp; 969954 |
| Illinois Toll Highway Authority Senior Rev., "B", 5%, 1/01/2040  | 9000000 | &nbsp;&nbsp; 9019581 |
| Madison County, IL, Edwardsville Community Unit School District No. 007, BAM, 3.375%, 12/01/2027  | 100000 | &nbsp;&nbsp; 100001 |
| Newport Township, IL, Fire Protection District, BAM, 4%, 1/01/2027  | 165000 | &nbsp;&nbsp; 165698 |
| Newport Township, IL, Fire Protection District, BAM, 4%, 1/01/2028  | 170000 | &nbsp;&nbsp; 171853 |
| Northern Illinois University, Auxiliary Facilities System Refunding Rev., "B", BAM, 5%, 4/01/2027  | 525000 | &nbsp;&nbsp; 533812 |
| Northern Illinois University, Auxiliary Facilities System Refunding Rev., "B", BAM, 5%, 4/01/2028  | 640000 | &nbsp;&nbsp; 662910 |
| Northern Illinois University, Auxiliary Facilities System Refunding Rev., "B", BAM, 5%, 4/01/2030  | 1000000 | &nbsp;&nbsp; 1066606 |
| Northern Illinois University, Auxiliary Facilities System Refunding Rev., "B", BAM, 5%, 4/01/2032  | 1325000 | &nbsp;&nbsp; 1398903 |
| Northern Illinois University, Auxiliary Facilities System Rev., BAM, 5%, 10/01/2026  | 250000 | &nbsp;&nbsp; 251847 |
| Southern Illinois University Housing and Auxiliary Facilities System Rev., "A", 4%, 4/01/2027  | 1700000 | &nbsp;&nbsp; 1714066 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "A", AGM, 5%, 1/01/2027  | 120000 | &nbsp;&nbsp; 121619 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "A", AGM, 5%, 1/01/2035  | 250000 | &nbsp;&nbsp; 275769 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "A", AGM, 5%, 1/01/2036  | 225000 | &nbsp;&nbsp; 246342 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "A", AGM, 5%, 1/01/2037  | 210000 | &nbsp;&nbsp; 228274 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "B", AGM, 5%, 1/01/2035  | 525000 | &nbsp;&nbsp; 584725 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "B", AGM, 5%, 1/01/2036  | 265000 | &nbsp;&nbsp; 293697 |
| St. Clair County, IL, Cahokia Community Unit School District No. 187, General Obligation, "B", AGM, 5%, 1/01/2037  | 225000 | &nbsp;&nbsp; 247259 |
| State of Illinois, General Obligation, "A", 5%, 11/01/2027  | 5365000 | &nbsp;&nbsp; 5532787 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Illinois – continued | Illinois – continued | Illinois – continued |
| Upper Illinois River Valley Development Authority Rev. (Morris Hospital), 5%, 12/01/2026  | $915000 | &nbsp;&nbsp; $923545 |
|  |  | &nbsp;&nbsp; $203517190 |
| Indiana – 1.3% | Indiana – 1.3% | Indiana – 1.3% |
| Indiana Finance Authority Refunding Rev., Taxable (BHI Senior Living), "B", 3.21%, 11/15/2028  | $115000 | &nbsp;&nbsp; $106101 |
| Indiana Finance Authority Rev. (Greenwood Village South Project), "C-2", 3.75%, 5/15/2032  | 800000 | &nbsp;&nbsp; 800608 |
| Indiana Finance Authority Rev., Taxable (BHI Senior Living), "B", 2.52%, 11/15/2026  | 515000 | &nbsp;&nbsp; 504882 |
| Indiana Finance Authority, Educational Facilities Rev. (Rose-Hulman Institute of Technology Project), 4.5%, 6/01/2033  | 3425000 | &nbsp;&nbsp; 3517229 |
| Indiana Finance Authority, Educational Facilities Rev. (Valparaiso University Project), 5%, 10/01/2026  | 270000 | &nbsp;&nbsp; 270006 |
| Indiana Finance Authority, Hospital Rev. (Goshen Health), "A", 5%, 11/01/2027  | 740000 | &nbsp;&nbsp; 755144 |
| Indiana Finance Authority, Hospital Rev. (Goshen Health), "A", 5%, 11/01/2028  | 775000 | &nbsp;&nbsp; 798558 |
| Indiana Finance Authority, Hospital Rev. (Goshen Health), "A", 5%, 11/01/2029  | 1140000 | &nbsp;&nbsp; 1178738 |
| Indiana Finance Authority, Hospital Rev. (Goshen Health), "A", 5%, 11/01/2030  | 985000 | &nbsp;&nbsp; 1015278 |
| Indiana Finance Authority, Hospital Rev. (Goshen Health), "A", 2.1%, 11/01/2049 (Put Date 11/01/2026) | 2700000 | &nbsp;&nbsp; 2667785 |
| Indiana Finance Authority, Senior Living Rev. (Indiana Masonic Home Project), "A", 4.3%, 5/01/2029  | 1180000 | &nbsp;&nbsp; 1195755 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2026  | 2000000 | &nbsp;&nbsp; 2002597 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2027  | 2000000 | &nbsp;&nbsp; 2027411 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2028  | 1750000 | &nbsp;&nbsp; 1792986 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2029  | 1500000 | &nbsp;&nbsp; 1550649 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2030  | 1450000 | &nbsp;&nbsp; 1507626 |
| Indiana Secondary Market for Education Loans, Inc., Student Loan Program Rev., "1A", 5%, 6/01/2031  | 520000 | &nbsp;&nbsp; 542814 |
| Indianapolis, IN, Local Public Improvement Bond Bank (Indianapolis Airport Authority Project), "B-2", 5%, 1/01/2033  | 7535000 | &nbsp;&nbsp; 8285037 |
| Indianapolis, IN, Local Public Improvement Bond Bank, Convention Center Hotel Senior Rev., "E", 5%, 3/01/2033  | 1000000 | &nbsp;&nbsp; 1059399 |
| Lake County, IN, Hammond Multi-School Building Corp., 5%, 7/15/2026  | 1210000 | &nbsp;&nbsp; 1214666 |
| Lake County, IN, Hammond Multi-School Building Corp., 5%, 1/15/2027  | 1515000 | &nbsp;&nbsp; 1535932 |
| Valparaiso, IN, Exempt Facilities Rev. (Pratt Paper LLC Project), 4.5%, 1/01/2034  | 2250000 | &nbsp;&nbsp; 2296071 |
| Whiting, IN, Environmental Facilities Rev. (BP Products North America, Inc. Project), 4.4%, 11/01/2045 (Put Date 6/10/2031) | 5000000 | &nbsp;&nbsp; 5216850 |
|  |  | &nbsp;&nbsp; $41842122 |
| Iowa – 0.6% | Iowa – 0.6% | Iowa – 0.6% |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2027  | $580000 | &nbsp;&nbsp; $596662 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2028  | 565000 | &nbsp;&nbsp; 588960 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2029  | 500000 | &nbsp;&nbsp; 528653 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2030  | 2000000 | &nbsp;&nbsp; 2123267 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2030  | 615000 | &nbsp;&nbsp; 652905 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2031  | 2100000 | &nbsp;&nbsp; 2235350 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2031  | 675000 | &nbsp;&nbsp; 718505 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2032  | 3750000 | &nbsp;&nbsp; 3991130 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2032  | 635000 | &nbsp;&nbsp; 675831 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2033  | 975000 | &nbsp;&nbsp; 1039620 |
| Iowa Student Loan Liquidity Corp. Rev., "B", 5%, 12/01/2034  | 325000 | &nbsp;&nbsp; 345435 |
| Polk County, IA, General Obligation Capital Exempt Facilities, "A", 5%, 6/01/2032  | 1070000 | &nbsp;&nbsp; 1175127 |
| Polk County, IA, General Obligation Capital Exempt Facilities, "A", 5%, 6/01/2033  | 1220000 | &nbsp;&nbsp; 1351353 |
| Polk County, IA, General Obligation Capital Exempt Facilities, "A", 5%, 6/01/2034  | 1925000 | &nbsp;&nbsp; 2118474 |
|  |  | &nbsp;&nbsp; $18141272 |
| Kansas – 1.0% | Kansas – 1.0% | Kansas – 1.0% |
| Garden City, KS, Sales Tax Special Obligation Rev. (Sports of the World Star Bond Project-Phase II), 4%, 6/01/2029  | $700000 | &nbsp;&nbsp; $697480 |
| Garden City, KS, Sales Tax Special Obligation Rev. (Sports of the World Star Bond Project-Phase II), 4.25%, 6/01/2033  | 740000 | &nbsp;&nbsp; 738924 |
| Manhattan, KS, Health Care Facilities Rev. (Meadowlark Hills), "A", 4%, 6/01/2026  | 320000 | &nbsp;&nbsp; 319940 |
| Manhattan, KS, Health Care Facilities Rev. (Meadowlark Hills), "A", 4%, 6/01/2027  | 330000 | &nbsp;&nbsp; 329950 |
| Manhattan, KS, Health Care Facilities Rev. (Meadowlark Hills), "A", 4%, 6/01/2028  | 300000 | &nbsp;&nbsp; 300190 |
| Overland Park, KS, Development Corp. Improvement & Refunding Rev. (Overland Park Convention Center Hotel), 5%, 3/01/2027  | 1865000 | &nbsp;&nbsp; 1886125 |
| Overland Park, KS, Development Corp. Improvement & Refunding Rev. (Overland Park Convention Center Hotel), 5%, 3/01/2028  | 1960000 | &nbsp;&nbsp; 2011168 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Kansas – continued | Kansas – continued | Kansas – continued |
| Overland Park, KS, Development Corp. Improvement & Refunding Rev. (Overland Park Convention Center Hotel), 5%, 3/01/2029  | $2060000 | &nbsp;&nbsp; $2141759 |
| Overland Park, KS, Development Corp. Improvement & Refunding Rev. (Overland Park Convention Center Hotel), 5%, 3/01/2030  | 2165000 | &nbsp;&nbsp; 2247886 |
| Overland Park, KS, Development Corp. Improvement & Refunding Rev. (Overland Park Convention Center Hotel), 5%, 3/01/2031  | 2270000 | &nbsp;&nbsp; 2352496 |
| Shawnee County, KS, Multi-Family (Union at Tower District), "A", 3.75%, 5/01/2059 (Put Date 5/01/2028) | 5000000 | &nbsp;&nbsp; 5032711 |
| St. Marys, KS, Pollution Control Refunding Rev. (Energy Kansas Central), 3.5%, 4/15/2032  | 10000000 | &nbsp;&nbsp; 9942479 |
| Topeka, KS, Health Care Facilities Rev. (Brewster Place), "A", 5.75%, 12/01/2033  | 1815000 | &nbsp;&nbsp; 1878999 |
|  |  | &nbsp;&nbsp; $29880107 |
| Kentucky – 1.7% | Kentucky – 1.7% | Kentucky – 1.7% |
| Boone County, KY, Pollution Control Rev. (Duke Energy Kentucky, Inc. Project), "A", 3.7%, 8/01/2027  | $4500000 | &nbsp;&nbsp; $4520565 |
| Hazard, KY, Healthcare Rev. (Appalachian Regional Healthcare Project), 5%, 7/01/2026  | 225000 | &nbsp;&nbsp; 225605 |
| Henderson, KY, Exempt Facilities Rev. (Pratt Paper LLC Project), "B", 3.7%, 1/01/2032 (n) | 2000000 | &nbsp;&nbsp; 1993053 |
| Kentucky Economic Development Finance Authority, Hospital Rev. (Owensboro Health, Inc.), "A", 5%, 6/01/2026  | 2000000 | &nbsp;&nbsp; 2002027 |
| Kentucky Economic Development Finance Authority, Hospital Rev. (Owensboro Health, Inc.), "A", 5%, 6/01/2027  | 2625000 | &nbsp;&nbsp; 2659135 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2026  | 2000000 | &nbsp;&nbsp; 2002597 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2026  | 950000 | &nbsp;&nbsp; 951234 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2027  | 3000000 | &nbsp;&nbsp; 3040160 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2027  | 1000000 | &nbsp;&nbsp; 1013387 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2028  | 1150000 | &nbsp;&nbsp; 1179641 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2029  | 700000 | &nbsp;&nbsp; 724460 |
| Kentucky Higher Education Student Loan Corp. Rev., "A-1", 5%, 6/01/2029  | 1250000 | &nbsp;&nbsp; 1293679 |
| Kentucky Housing Corp., Single Family Mortgage Rev., "A", GNMA, 6.25%, 7/01/2054  | 9140000 | &nbsp;&nbsp; 10101679 |
| Kentucky Public Energy Authority, Gas Supply Rev., "B", 5%, 12/01/2033  | 8840000 | &nbsp;&nbsp; 9012588 |
| Louisville & Jefferson County, KY, Metro Government College Improvement Rev. (Bellarmine University Project), "A", 4%, <br> 5/01/2026 <br>| 1190000 | &nbsp;&nbsp; 1190000 |
| Louisville & Jefferson County, KY, Metro Government College Improvement Rev. (Bellarmine University Project), "A", 4%, <br> 5/01/2027 <br>| 1105000 | &nbsp;&nbsp; 1083211 |
| Owen County, KY, Water Facilities Refunding Rev. (Kentucky-American Water Co. Project), 3.875%, 6/01/2040 (Put Date 9/01/2028) | 2385000 | &nbsp;&nbsp; 2424147 |
| Trimble County, KY, Environmental Facilities Rev. (Kentucky Utilities Co. Project), "A", 4.7%, 6/01/2054 (Put Date 6/01/2027) | 945000 | &nbsp;&nbsp; 949454 |
| Trimble County, KY, Environmental Facilities Rev. (Louisville Gas & Electric Co. Project), "A", 4.7%, 6/01/2054 (Put Date 6/01/2027) | 6075000 | &nbsp;&nbsp; 6137187 |
|  |  | &nbsp;&nbsp; $52503809 |
| Louisiana – 0.5% | Louisiana – 0.5% | Louisiana – 0.5% |
| Capital Area Finance Authority, LA, Single Family Mortgage Rev., GNMA, 6.5%, 4/01/2054  | $4055000 | &nbsp;&nbsp; $4514084 |
| Louisiana Housing Corp., Multi-Family Housing Rev. (Benoit Townhomes Project), HUD Section 8, 3.75%, <br> 8/01/2027 (Put Date 8/01/2026)<br>| 2600000 | &nbsp;&nbsp; 2604105 |
| Louisiana Local Government, Environmental Facilities & Community Development Authority Rev., Taxable (LCTCS Act 360 Project), <br> AGM, 1.165%, 10/01/2026 <br>| 330000 | &nbsp;&nbsp; 325665 |
| Louisiana Local Government, Environmental Facilities & Community Development Authority Rev., Taxable (LCTCS Act 360 Project), <br> AGM, 1.406%, 10/01/2027 <br>| 460000 | &nbsp;&nbsp; 443662 |
| Louisiana Local Government, Environmental Facilities & Community Development Authority Rev., Taxable (LCTCS Act 360 Project), <br> AGM, 1.656%, 10/01/2028 <br>| 1285000 | &nbsp;&nbsp; 1211821 |
| Parish of St. James, LA, Rev. (Nustar Logistics, L.P. Project), 3.7%, 8/01/2041 (Put Date 6/01/2030) | 4000000 | &nbsp;&nbsp; 4035980 |
| Shreveport, LA, Water & Sewer Refunding Rev., AGM, 5%, 12/01/2030  | 2500000 | &nbsp;&nbsp; 2716693 |
| Shreveport, LA, Water & Sewer Rev., "B", AGM, 5%, 12/01/2027  | 670000 | &nbsp;&nbsp; 689175 |
|  |  | &nbsp;&nbsp; $16541185 |
| Maine – 0.2% | Maine – 0.2% | Maine – 0.2% |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5%, 12/01/2026  | $360000 | &nbsp;&nbsp; $363583 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5.25%, 12/01/2028  | 710000 | &nbsp;&nbsp; 738391 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5.25%, 12/01/2029  | 975000 | &nbsp;&nbsp; 1026901 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5.25%, 12/01/2030  | 950000 | &nbsp;&nbsp; 1009014 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5%, 12/01/2031  | 500000 | &nbsp;&nbsp; 527067 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5%, 12/01/2032  | 600000 | &nbsp;&nbsp; 632874 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Maine – continued | Maine – continued | Maine – continued |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5%, 12/01/2033  | $600000 | &nbsp;&nbsp; $640981 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 5%, 12/01/2034  | 600000 | &nbsp;&nbsp; 632276 |
| Maine Finance Authority, Student Loan Rev., "A-1", AGM, 4.75%, 12/01/2035  | 500000 | &nbsp;&nbsp; 510839 |
|  |  | &nbsp;&nbsp; $6081926 |
| Maryland – 0.9% | Maryland – 0.9% | Maryland – 0.9% |
| Baltimore, MD, Convention Center Hotel Rev., 5%, 9/01/2030  | $1000000 | &nbsp;&nbsp; $1011810 |
| Howard County, MD, Special Obligation (Downtown Columbia Project), "A", 4%, 2/15/2028 (n) | 350000 | &nbsp;&nbsp; 350014 |
| Maryland Economic Development Corp., Student Housing Rev. (University of Maryland College Park), AGM, 4%, 6/01/2026  | 650000 | &nbsp;&nbsp; 650495 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Adventist Healthcare), 5%, 1/01/2027  | 430000 | &nbsp;&nbsp; 434324 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Adventist Healthcare), 5%, 1/01/2028  | 300000 | &nbsp;&nbsp; 307821 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Adventist Healthcare), 5%, 1/01/2029  | 290000 | &nbsp;&nbsp; 301596 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Adventist Healthcare), 5%, 1/01/2030  | 285000 | &nbsp;&nbsp; 299522 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Medstar Health), "B-1", 5%, 8/15/2056 (Put Date 8/15/2033) | 8000000 | &nbsp;&nbsp; 8766255 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Medstar Health), "C", 5%, 8/15/2032  | 3000000 | &nbsp;&nbsp; 3331383 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Medstar Health), "C", 5%, 8/15/2033  | 3750000 | &nbsp;&nbsp; 4201033 |
| Maryland Health & Higher Educational Facilities Authority Rev. (Medstar Health), "C", 5%, 8/15/2034  | 1250000 | &nbsp;&nbsp; 1409707 |
| Maryland Health & Higher Educational Facilities Authority Rev. (University of Maryland Medical System), "B", 5%, <br> 7/01/2045 (Put Date 7/01/2031)<br>| 2665000 | &nbsp;&nbsp; 2869311 |
| Montgomery County, MD, Housing Opportunities Commission Multi-Family Rev., "A", FHA, 3.85%, 7/01/2034  | 4000000 | &nbsp;&nbsp; 4085512 |
|  |  | &nbsp;&nbsp; $28018783 |
| Massachusetts – 1.4% | Massachusetts – 1.4% | Massachusetts – 1.4% |
| Massachusetts Development Finance Agency Refunding Rev. (Suffolk University), 5%, 7/01/2026  | $475000 | &nbsp;&nbsp; $475765 |
| Massachusetts Development Finance Agency Refunding Rev. (Suffolk University), 5%, 7/01/2027  | 600000 | &nbsp;&nbsp; 606907 |
| Massachusetts Development Finance Agency Refunding Rev. (Suffolk University), 5%, 7/01/2028  | 520000 | &nbsp;&nbsp; 530072 |
| Massachusetts Development Finance Agency Rev. (Brown University Health Obligated Group), "B", 5%, <br> 8/15/2055 (Put Date 8/15/2031)<br>| 2230000 | &nbsp;&nbsp; 2390973 |
| Massachusetts Development Finance Agency Rev. (Caregroup, Inc.), "I", 5%, 7/01/2027  | 2435000 | &nbsp;&nbsp; 2442847 |
| Massachusetts Development Finance Agency Rev. (Harvard University), "A", 4%, 2/15/2036  | 1250000 | &nbsp;&nbsp; 1355372 |
| Massachusetts Development Finance Agency Rev. (Lasell University), 4%, 7/01/2026  | 145000 | &nbsp;&nbsp; 144922 |
| Massachusetts Development Finance Agency Rev. (Lasell University), 4%, 7/01/2027  | 255000 | &nbsp;&nbsp; 254500 |
| Massachusetts Development Finance Agency Rev. (Lasell University), 4%, 7/01/2028  | 330000 | &nbsp;&nbsp; 329227 |
| Massachusetts Development Finance Agency Rev. (Mass General Brigham), "F", 5%, 7/01/2034  | 10000000 | &nbsp;&nbsp; 11409196 |
| Massachusetts Development Finance Agency Rev. (Suffolk University), 5%, 7/01/2026  | 1750000 | &nbsp;&nbsp; 1752818 |
| Massachusetts Development Finance Agency Rev. (Suffolk University), 5%, 7/01/2027  | 2000000 | &nbsp;&nbsp; 2020972 |
| Massachusetts Development Finance Agency Rev. (Wellforce, Inc.), "A", 5%, 7/01/2026  | 1500000 | &nbsp;&nbsp; 1501606 |
| Massachusetts Development Finance Agency Rev. (Wellforce, Inc.), "A", 5%, 7/01/2027  | 1000000 | &nbsp;&nbsp; 1012766 |
| Massachusetts Development Finance Agency Rev. (Wellforce, Inc.), "A", 5%, 7/01/2028  | 780000 | &nbsp;&nbsp; 797384 |
| Massachusetts Development Finance Agency Rev. (Wellforce, Inc.), "A", 5%, 7/01/2029  | 850000 | &nbsp;&nbsp; 871635 |
| Massachusetts Development Finance Agency Rev. (Wellforce, Inc.), "C", AGM, 5%, 10/01/2026  | 350000 | &nbsp;&nbsp; 352805 |
| Massachusetts Educational Financing Authority, Education Loan Rev., "B", 5%, 7/01/2026  | 1000000 | &nbsp;&nbsp; 1002633 |
| Massachusetts Educational Financing Authority, Education Loan Rev., "B", 5%, 7/01/2027  | 1500000 | &nbsp;&nbsp; 1527161 |
| Massachusetts Educational Financing Authority, Education Loan Rev., "B", 5%, 7/01/2028  | 2000000 | &nbsp;&nbsp; 2068176 |
| Massachusetts Educational Financing Authority, Education Loan Rev., "B", 5%, 7/01/2029  | 4500000 | &nbsp;&nbsp; 4779389 |
| Massachusetts Housing Finance Agency Rev., "A-3", 3.05%, 12/01/2027  | 2000000 | &nbsp;&nbsp; 2003403 |
| Massachusetts Housing Finance Agency Rev., "D-3", FHA, 3.3%, 12/01/2026  | 1000000 | &nbsp;&nbsp; 1000084 |
| Massachusetts Port Authority Rev., "A", 5%, 7/01/2035  | 3340000 | &nbsp;&nbsp; 3494074 |
|  |  | &nbsp;&nbsp; $44124687 |
| Michigan – 2.8% | Michigan – 2.8% | Michigan – 2.8% |
| Michigan Finance Authority, Hospital Refunding Rev. (Bronson Healthcare Group, Inc.), "C", 5%, 5/15/2033  | $12000000 | &nbsp;&nbsp; $13259812 |
| Michigan Finance Authority, Hospital Rev. (McLaren Health Care), "D-1", 1.2%, 10/15/2030 (Put Date 4/13/2028) | 1470000 | &nbsp;&nbsp; 1403268 |
| Michigan Finance Authority, Hospital Rev. (McLaren Health Care), "D-2", 1.2%, 10/15/2038 (Put Date 4/13/2028) | 1850000 | &nbsp;&nbsp; 1770047 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Michigan – continued | Michigan – continued | Michigan – continued |
| Michigan Finance Authority, Tobacco Settlement Asset-Backed Rev. (2007 Sold Tobacco Receipts), "A", 5%, 6/01/2030  | $2000000 | &nbsp;&nbsp; $2156271 |
| Michigan Housing Development Authority, Rental Housing Rev., "A", 3.7%, 4/01/2030  | 9200000 | &nbsp;&nbsp; 9200347 |
| Michigan Housing Development Authority, Single Family Mortgage Rev., "D", 5.5%, 6/01/2053  | 2600000 | &nbsp;&nbsp; 2738363 |
| Michigan Strategic Fund (Waste Management, Inc.), 4.125%, 8/01/2027  | 4300000 | &nbsp;&nbsp; 4325227 |
| Michigan Strategic Fund Limited Obligation Rev. (Consumers Energy Company Project), 0.875%, 4/01/2035 (Put Date 10/08/2026) | 6680000 | &nbsp;&nbsp; 6582851 |
| Michigan Strategic Fund Limited Obligation Rev. (DTE Electric Co. Exempt Facilities Project), "DT", 3.875%, <br> 6/01/2053 (Put Date 6/03/2030)<br>| 10750000 | &nbsp;&nbsp; 10704864 |
| Michigan Strategic Fund Limited Obligation Rev. (I-75 Improvement Project), 5%, 12/31/2027  | 2000000 | &nbsp;&nbsp; 2045532 |
| Michigan Strategic Fund Limited Obligation Rev. (I-75 Improvement Project), 5%, 6/30/2028  | 3000000 | &nbsp;&nbsp; 3089916 |
| Michigan Strategic Fund Limited Obligation Rev. (I-75 Improvement Project), 5%, 12/31/2028  | 3000000 | &nbsp;&nbsp; 3108842 |
| Michigan Strategic Fund Limited Obligation Rev. (I-75 Improvement Project), AGM, 4.125%, 6/30/2035  | 2515000 | &nbsp;&nbsp; 2506492 |
| Saginaw, MI, Hospital Finance Authority, Hospital Refunding Rev. (Covenant Medical Center, Inc.), "J", 5%, 7/01/2027  | 1000000 | &nbsp;&nbsp; 1019178 |
| Saginaw, MI, Hospital Finance Authority, Hospital Refunding Rev. (Covenant Medical Center, Inc.), "J", 5%, 7/01/2030  | 500000 | &nbsp;&nbsp; 536727 |
| Wayne County, MI, Airport Authority Refunding Rev. (Detroit Metropolitan Wayne County Airport), "G", 5%, 12/01/2031  | 11720000 | &nbsp;&nbsp; 12769459 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "B", 5%, 12/01/2032  | 500000 | &nbsp;&nbsp; 548485 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "B", 5%, 12/01/2033  | 400000 | &nbsp;&nbsp; 440728 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "B", 5%, 12/01/2034  | 300000 | &nbsp;&nbsp; 332045 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "B", 5%, 12/01/2035  | 350000 | &nbsp;&nbsp; 388791 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "D", 5%, 12/01/2026  | 1745000 | &nbsp;&nbsp; 1764320 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "D", 5%, 12/01/2027  | 2775000 | &nbsp;&nbsp; 2860933 |
| Wayne County, MI, Airport Authority Rev. (Detroit Metropolitan Wayne County Airport), "D", 5%, 12/01/2028  | 2595000 | &nbsp;&nbsp; 2721935 |
|  |  | &nbsp;&nbsp; $86274433 |
| Minnesota – 0.7% | Minnesota – 0.7% | Minnesota – 0.7% |
| Duluth, MN, Economic Development Authority Rev. (Benedictine Health System), "A", 3%, 7/01/2026  | $235000 | &nbsp;&nbsp; $234330 |
| Hibbing, MN, General Obligation, Temporary Sales Tax Rev., "A", 3%, 11/01/2028  | 10970000 | &nbsp;&nbsp; 10927721 |
| Minnesota Housing Finance Agency, Residential Housing, "O", GNMA, 6%, 7/01/2053  | 4160000 | &nbsp;&nbsp; 4449110 |
| Minnesota Office of Higher Education Supplemental Student Loan Program Rev., 5%, 11/01/2026  | 700000 | &nbsp;&nbsp; 705817 |
| Minnesota Office of Higher Education Supplemental Student Loan Program Rev., 5%, 11/01/2027  | 700000 | &nbsp;&nbsp; 715014 |
| Minnesota Rural Water Finance Authority Rev. (Public Projects), 3.3%, 8/01/2026  | 3450000 | &nbsp;&nbsp; 3450434 |
|  |  | &nbsp;&nbsp; $20482426 |
| Mississippi – 0.3% | Mississippi – 0.3% | Mississippi – 0.3% |
| Gulfport, MS, Hospital Facilities Rev. (Memorial Hospital at Gulfport Project), 5%, 7/01/2027  | $1960000 | &nbsp;&nbsp; $1963374 |
| Gulfport, MS, Hospital Facilities Rev. (Memorial Hospital at Gulfport Project), 5%, 7/01/2028  | 380000 | &nbsp;&nbsp; 380520 |
| Gulfport, MS, Hospital Facilities Rev. (Memorial Hospital at Gulfport Project), 5%, 7/01/2029  | 355000 | &nbsp;&nbsp; 355469 |
| Gulfport, MS, Hospital Facilities Rev. (Memorial Hospital at Gulfport Project), 5%, 7/01/2031  | 380000 | &nbsp;&nbsp; 380393 |
| Mississippi Development Bank, Special Obligation (Jackson Sales Tax Rev. Infrastructure Project), 5%, 9/01/2028  | 280000 | &nbsp;&nbsp; 282684 |
| Mississippi Hospital Equipment & Facilities Authority Rev. (North Mississippi Health Services), "I", 5%, 10/01/2027  | 800000 | &nbsp;&nbsp; 819751 |
| Mississippi Hospital Equipment & Facilities Authority Rev. (North Mississippi Health Services), "I", 5%, 10/01/2028  | 975000 | &nbsp;&nbsp; 1016089 |
| Mississippi Hospital Equipment & Facilities Authority Rev. (North Mississippi Health Services), "I", 5%, 10/01/2029  | 400000 | &nbsp;&nbsp; 423025 |
| Warren County, MS, Gulf Opportunity Zone Refunding Rev. (International Paper Co. Project), "A", 4.2%, 5/01/2034  | 2500000 | &nbsp;&nbsp; 2586203 |
| West Rankin, MS, Utility Authority Rev., Taxable, AGM, 1.399%, 1/01/2028  | 500000 | &nbsp;&nbsp; 479132 |
|  |  | &nbsp;&nbsp; $8686640 |
| Missouri – 1.1% | Missouri – 1.1% | Missouri – 1.1% |
| Missouri Development Finance Board, Infrastructure Facilities Rev. (Crackerneck Creek Project), 4%, 3/01/2036  | $1140000 | &nbsp;&nbsp; $1104445 |
| Missouri Development Finance Board, Infrastructure Facilities Rev. (Crackerneck Creek Project), 4%, 3/01/2037  | 500000 | &nbsp;&nbsp; 478142 |
| Missouri Health & Educational Facilities Authority Rev. (Bethesda Health Group, Inc.), 4%, 8/01/2026  | 205000 | &nbsp;&nbsp; 204818 |
| Missouri Health & Educational Facilities Authority Rev. (Bethesda Health Group, Inc.), 4%, 8/01/2028  | 420000 | &nbsp;&nbsp; 419451 |
| Missouri Health & Educational Facilities Authority Rev. (Bethesda Health Group, Inc.), 4%, 8/01/2030  | 300000 | &nbsp;&nbsp; 298521 |
| Missouri Health & Educational Facilities Authority, Health Facilities Rev. (BJC Health System), "A", 5%, 4/01/2033  | 7500000 | &nbsp;&nbsp; 8390216 |
| Missouri Health & Educational Facilities Authority, Health Facilities Rev. (CoxHealth), "A", 5%, 11/15/2029  | 9300000 | &nbsp;&nbsp; 9903923 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Missouri – continued | Missouri – continued | Missouri – continued |
| Missouri Housing Development Commission, Single Family Mortgage Rev. (First Place Homeownership Loan Program), "A", <br> GNMA, 6%, 5/01/2056 <br>| $9090000 | &nbsp;&nbsp; $9927721 |
| Missouri Housing Development Commission, Single Family Mortgage Rev. (First Place Homeownership Loan Program), "E", <br> GNMA, 6.5%, 5/01/2054 <br>| 2875000 | &nbsp;&nbsp; 3202929 |
| Plaza at Noah's Ark Community District, MO, Tax Increment and Improvement Rev., 3%, 5/01/2026  | 150000 | &nbsp;&nbsp; 150000 |
| Poplar Bluff, MO, Transportation Development District Convertible Transportation Sales Tax Refunding & Improvement Rev., "B", <br> 3.375%, 12/01/2031 <br>| 910000 | &nbsp;&nbsp; 890004 |
| St. Louis, MO, Land Clearance for Redevelopment Authority, Special Obligation Refunding (600 Washington Project), "A", 4%, <br> 4/01/2027 <br>| 350000 | &nbsp;&nbsp; 352611 |
|  |  | &nbsp;&nbsp; $35322781 |
| Montana – 0.7% | Montana – 0.7% | Montana – 0.7% |
| Forsyth, MT, Pollution Control Rev. (Avista Corp. Colstrip Project), "A", 3.875%, 10/01/2032  | $6220000 | &nbsp;&nbsp; $6355499 |
| Kalispell, MT, Refunding Rev. (Immanuel Living at Buffalo Hill Project), "B-2", 4.25%, 5/15/2030  | 3845000 | &nbsp;&nbsp; 3853776 |
| Montana Facility Finance Authority Rev. (Benefis Health System Obligated Group), "B", 5%, 2/15/2065 (Put Date 2/15/2030) | 7250000 | &nbsp;&nbsp; 7707547 |
| Montana Facility Finance Authority, Health Facilities Rev. (Bozeman Deaconess Health Services Obligated Group), "B", 5%, <br> 6/01/2056 (Put Date 6/01/2036) (w)<br>| 4170000 | &nbsp;&nbsp; 4618430 |
|  |  | &nbsp;&nbsp; $22535252 |
| Nebraska – 0.5% | Nebraska – 0.5% | Nebraska – 0.5% |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2027  | $2500000 | &nbsp;&nbsp; $2577345 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2028  | 2000000 | &nbsp;&nbsp; 2104347 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2029  | 1200000 | &nbsp;&nbsp; 1283648 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2030  | 2000000 | &nbsp;&nbsp; 2169866 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2031  | 1400000 | &nbsp;&nbsp; 1533472 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2032  | 1125000 | &nbsp;&nbsp; 1239359 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2033  | 1500000 | &nbsp;&nbsp; 1664742 |
| Omaha, NE, Airport Authority, Airport Facilities Rev., AGM, 5%, 12/15/2034  | 1500000 | &nbsp;&nbsp; 1673386 |
|  |  | &nbsp;&nbsp; $14246165 |
| Nevada – 0.2% | Nevada – 0.2% | Nevada – 0.2% |
| Clark County, NV, Jet Aviation Fuel Tax Refunding Rev., "A", 5%, 7/01/2026  | $1545000 | &nbsp;&nbsp; $1549676 |
| Nevada Housing Division, Multi-Unit Housing Rev. (Carville Park Apartments), HUD Section 8, 5%, 7/01/2028 (Put Date 7/01/2027) | 2235000 | &nbsp;&nbsp; 2284988 |
| Washoe County, NV, Gas and Water Facilities Rev. (Sierra Pacific Power Co. Projects), "C", 3.625%, <br> 3/01/2036 (Put Date 10/01/2029)<br>| 1000000 | &nbsp;&nbsp; 1010257 |
| Washoe County, NV, Water Facilities Refunding Rev. (Sierra Pacific Power Co. Projects), "C", 4.125%, <br> 3/01/2036 (Put Date 10/01/2029)<br>| 860000 | &nbsp;&nbsp; 874250 |
| Washoe County, NV, Water Facilities Refunding Rev. (Sierra Pacific Power Co. Projects), "F", 4.125%, <br> 3/01/2036 (Put Date 10/01/2029)<br>| 1275000 | &nbsp;&nbsp; 1296126 |
|  |  | &nbsp;&nbsp; $7015297 |
| New Hampshire – 1.4% | New Hampshire – 1.4% | New Hampshire – 1.4% |
| National Finance Authority, NH, Lease Rent Rev. (Centurion Biosquare, Inc.), "A", 5.88%, 12/15/2038  | $15025000 | &nbsp;&nbsp; $15544728 |
| National Finance Authority, NH, Lease Rent Rev. (Centurion Foundation West Main Street LLC), "A", 5%, 5/15/2034  | 8450000 | &nbsp;&nbsp; 8554210 |
| National Finance Authority, NH, Lease Rent Rev., Taxable (Centurion Biosquare, Inc.), "B", 9.58%, 12/15/2038  | 905000 | &nbsp;&nbsp; 912597 |
| National Finance Authority, NH, Lease Rent Rev., Taxable (Centurion Foundation West Main Street LLC), "B", 8.33%, 5/15/2034  | 605000 | &nbsp;&nbsp; 620613 |
| National Finance Authority, NH, Pollution Control Refunding Rev. (New York State Electric & Gas Corp. Project), "A", 4%, <br> 12/01/2028 <br>| 5775000 | &nbsp;&nbsp; 5850620 |
| National Finance Authority, NH, Rev., Taxable (Centurion Foundation), "C", 11%, 12/15/2038  | 495000 | &nbsp;&nbsp; 498961 |
| National Finance Authority, NH, Senior Living Rev. (Springpoint Senior Living Project), 4%, 1/01/2028  | 580000 | &nbsp;&nbsp; 583188 |
| National Finance Authority, NH, Senior Living Rev. (Springpoint Senior Living Project), 4%, 1/01/2029  | 300000 | &nbsp;&nbsp; 302482 |
| National Finance Authority, NH, Senior Living Rev. (Springpoint Senior Living Project), 4%, 1/01/2030  | 280000 | &nbsp;&nbsp; 281991 |
| National Finance Authority, NH, Senior Living Rev. (Springpoint Senior Living Project), 4%, 1/01/2031  | 295000 | &nbsp;&nbsp; 296709 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| New Hampshire – continued | New Hampshire – continued | New Hampshire – continued |
| New Hampshire Health & Education Facilities Authority Rev. (Memorial Hospital), 5.25%, 6/01/2026  | $670000 | &nbsp;&nbsp; $671112 |
| New Hampshire Health & Education Facilities Authority, Education Loan Rev. (Granite Edvance Corp. Issue), "B", 5%, 11/01/2028  | 550000 | &nbsp;&nbsp; 570099 |
| New Hampshire Health & Education Facilities Authority, Education Loan Rev. (Granite Edvance Corp. Issue), "B", 5%, 11/01/2032  | 550000 | &nbsp;&nbsp; 586494 |
| New Hampshire Health & Education Facilities Authority, Education Loan Rev. (Granite Edvance Corp. Issue), "B", 5%, 11/01/2033  | 175000 | &nbsp;&nbsp; 186920 |
| New Hampshire Health & Education Facilities Authority, Education Loan Rev. (Granite Edvance Corp. Issue), "B", 4%, 11/01/2044  | 1050000 | &nbsp;&nbsp; 1041606 |
| New Hampshire Housing Finance Authority, Single Family Mortgage Acquisition Rev., "C", GNMA, 6.25%, 1/01/2055  | 6890000 | &nbsp;&nbsp; 7436539 |
|  |  | &nbsp;&nbsp; $43938869 |
| New Jersey – 3.1% | New Jersey – 3.1% | New Jersey – 3.1% |
| New Jersey Economic Development Authority Refunding Rev. (Provident Group - Montclair Properties LLC - Montclair State <br> University Student Housing Project), AGM, 5%, 6/01/2026 <br>| $1000000 | &nbsp;&nbsp; $1001582 |
| New Jersey Economic Development Authority Refunding Rev. (School Facilities Construction), "N1", AAC, 5.5%, 9/01/2026  | 1985000 | &nbsp;&nbsp; 2001802 |
| New Jersey Economic Development Authority Rev. (Portal North Bridge Project), "A", 5%, 11/01/2033  | 1500000 | &nbsp;&nbsp; 1668985 |
| New Jersey Economic Development Authority Rev. (Portal North Bridge Project), "A", 5%, 11/01/2034  | 1040000 | &nbsp;&nbsp; 1151068 |
| New Jersey Economic Development Authority Rev. (School Facilities Construction), "DDD", 5%, 6/15/2026  | 2000000 | &nbsp;&nbsp; 2004886 |
| New Jersey Economic Development Authority Rev. (School Facilities Construction), "DDD", 5%, 6/15/2027  | 1500000 | &nbsp;&nbsp; 1535839 |
| New Jersey Economic Development Authority Rev. (School Facilities Construction), "DDD", 5%, 6/15/2028  | 3000000 | &nbsp;&nbsp; 3081227 |
| New Jersey Economic Development Authority Rev. (School Facilities Construction), Capital Appreciation, "DDD", AGM, 0%, <br> 12/15/2026 <br>| 6855000 | &nbsp;&nbsp; 6736859 |
| New Jersey Economic Development Authority, Natural Gas Facilities Rev. (New Jersey Natural Gas Co. Project), "C", 3.75%, <br> 4/01/2059 (Put Date 4/01/2033)<br>| 3125000 | &nbsp;&nbsp; 3164003 |
| New Jersey Economic Development Authority, Water Facilities Rev. (American Water Co., Inc. Project), "B", 3.75%, <br> 11/01/2034 (Put Date 6/01/2028)<br>| 2350000 | &nbsp;&nbsp; 2363682 |
| New Jersey Health Care Facilities Financing Authority Refunding Rev. (RWJ Barnabas Health Obligated Group), "A", 5%, <br> 7/01/2034 (w)<br>| 8000000 | &nbsp;&nbsp; 9069751 |
| New Jersey Health Care Facilities, Financing Authority Rev. (University Hospital), "A", AGM, 5%, 7/01/2026  | 1420000 | &nbsp;&nbsp; 1445479 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "1B", 5%, 12/01/2034  | 3670000 | &nbsp;&nbsp; 3917170 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "2", 5%, <br> 12/01/2056 (Put Date 6/02/2026)<br>| 7000000 | &nbsp;&nbsp; 7010261 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "3", 5%, 12/01/2031  | 1500000 | &nbsp;&nbsp; 1607619 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "3", 5%, 12/01/2032  | 1500000 | &nbsp;&nbsp; 1609060 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "3", 5%, 12/01/2033  | 1550000 | &nbsp;&nbsp; 1664272 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "3", 5%, 12/01/2034  | 1550000 | &nbsp;&nbsp; 1654390 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "A", 5%, 12/01/2026  | 335000 | &nbsp;&nbsp; 338917 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Refunding Rev., "A", 5%, 12/01/2031  | 1200000 | &nbsp;&nbsp; 1286095 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2026  | 2300000 | &nbsp;&nbsp; 2326894 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2026  | 1430000 | &nbsp;&nbsp; 1446721 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2027  | 1550000 | &nbsp;&nbsp; 1597683 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2028  | 1000000 | &nbsp;&nbsp; 1047975 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2028  | 5000000 | &nbsp;&nbsp; 5219613 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 5%, 12/01/2031  | 3800000 | &nbsp;&nbsp; 4072634 |
| New Jersey Higher Education Student Assistance Authority, Senior Student Loan Rev., "B", 4%, 12/01/2041  | 4820000 | &nbsp;&nbsp; 4761833 |
| New Jersey Housing & Mortgage Finance Agency, Multi-Family Rev., "B", HUD Section 8, 3.375%, 11/01/2027  | 2760000 | &nbsp;&nbsp; 2770216 |
| New Jersey Housing & Mortgage Finance Agency, Multi-Family Rev., "D-2", GNMA, 2.95%, 5/01/2028  | 3150000 | &nbsp;&nbsp; 3137852 |
| New Jersey Housing & Mortgage Finance Agency, Multi-Family Rev., "E-2", 3.375%, 11/01/2027  | 5500000 | &nbsp;&nbsp; 5505949 |
| New Jersey Transportation Trust Fund Authority, Transportation System, Capital Appreciation, "C", AAC, 0%, 12/15/2026  | 1815000 | &nbsp;&nbsp; 1782954 |
| New Jersey Transportation Trust Fund Authority, Transportation System, Capital Appreciation, "C", AAC, 0%, 12/15/2028  | 3485000 | &nbsp;&nbsp; 3227865 |
| New Jersey Transportation Trust Fund Authority, Transportation System, Capital Appreciation, "C", AGM, 0%, 12/15/2032  | 1890000 | &nbsp;&nbsp; 1532032 |
| New Jersey Transportation Trust Fund Authority, Transportation System, Capital Appreciation, "C", NPFG, 0%, 12/15/2027  | 2600000 | &nbsp;&nbsp; 2483260 |
| Newark, NJ, Housing Authority Rev. (South Ward Police Facility), AGM, 5%, 12/01/2026  | 1725000 | &nbsp;&nbsp; 1744599 |
|  |  | &nbsp;&nbsp; $96971027 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| New Mexico – 0.8% | New Mexico – 0.8% | New Mexico – 0.8% |
| Farmington, NM, Pollution Control Rev. (Public Service Co. of New Mexico San Juan Project), "D", 3.9%, <br> 6/01/2040 (Put Date 6/01/2028)<br>| $7000000 | &nbsp;&nbsp; $7113483 |
| Los Ranchos de Albuquerque, NM, Education Facilities Rev. (Albuquerque Academy Project), 5%, 9/01/2026  | 300000 | &nbsp;&nbsp; 301712 |
| Los Ranchos de Albuquerque, NM, Education Facilities Rev. (Albuquerque Academy Project), 5%, 9/01/2028  | 175000 | &nbsp;&nbsp; 182584 |
| Los Ranchos de Albuquerque, NM, Education Facilities Rev. (Albuquerque Academy Project), 5%, 9/01/2030  | 450000 | &nbsp;&nbsp; 483541 |
| Los Ranchos de Albuquerque, NM, Education Facilities Rev. (Albuquerque Academy Project), 5%, 9/01/2031  | 300000 | &nbsp;&nbsp; 322865 |
| Los Ranchos de Albuquerque, NM, Education Facilities Rev. (Albuquerque Academy Project), 5%, 9/01/2032  | 350000 | &nbsp;&nbsp; 374801 |
| New Mexico Finance Authority Rev. (Senior Lien Public Project), "A-2", 5%, 6/01/2032  | 750000 | &nbsp;&nbsp; 751411 |
| New Mexico Finance Authority Rev. (Senior Lien Public Project), "A-2", 5%, 6/01/2033  | 775000 | &nbsp;&nbsp; 776399 |
| New Mexico Hospital Equipment Loan Council, Hospital System & Improvement Rev. (San Juan Regional Medical Center), 5%, <br> 6/01/2026 <br>| 1000000 | &nbsp;&nbsp; 1001234 |
| New Mexico Mortgage Finance Authority, Multi-Family Housing Rev. (Mountain View II & III Apartments Project), 2.92%, <br> 2/01/2042 <br>| 2100000 | &nbsp;&nbsp; 2099993 |
| New Mexico Mortgage Finance Authority, Single Family Mortgage Program, "A", GNMA, 5.75%, 3/01/2056  | 5525000 | &nbsp;&nbsp; 6023801 |
| New Mexico Mortgage Finance Authority, Single Family Mortgage Program, "E", GNMA, 6.25%, 9/01/2053  | 3840000 | &nbsp;&nbsp; 4193922 |
|  |  | &nbsp;&nbsp; $23625746 |
| New York – 3.9% | New York – 3.9% | New York – 3.9% |
| Build NYC Resource Corp. Rev. (Grand Concourse Academy Charter School Project), "A", 3.4%, 7/01/2027  | $125000 | &nbsp;&nbsp; $124563 |
| Long Island, NY, Power Authority, Electric System General Rev., "B", 3%, 9/01/2055 (Put Date 9/01/2028) | 6000000 | &nbsp;&nbsp; 6003781 |
| Monroe County, NY, Industrial Development Corp. Rev. (Rochester Regional Health Project), "A", 5%, 12/01/2027  | 700000 | &nbsp;&nbsp; 719388 |
| New York Dormitory Authority, Pace University Rev., "A", 5.25%, 5/01/2031  | 375000 | &nbsp;&nbsp; 408071 |
| New York Dormitory Authority, Pace University Rev., "A", 5.25%, 5/01/2032  | 600000 | &nbsp;&nbsp; 660111 |
| New York Dormitory Authority, Pace University Rev., "A", 5.25%, 5/01/2033  | 600000 | &nbsp;&nbsp; 666057 |
| New York Dormitory Authority, Pace University Rev., "A", 5.25%, 5/01/2034  | 610000 | &nbsp;&nbsp; 681625 |
| New York Dormitory Authority, Pace University Rev., "A", 5.25%, 5/01/2035  | 750000 | &nbsp;&nbsp; 832573 |
| New York Dormitory Authority, State Personal Income Tax Rev., "C", 5%, 3/15/2032  | 5000000 | &nbsp;&nbsp; 5591438 |
| New York Energy Research & Development Authority, Pollution Control Rev. (New York State Electric & Gas Corp. Project), "C", <br> 4%, 4/01/2034 (Put Date 4/01/2034)<br>| 6800000 | &nbsp;&nbsp; 6959423 |
| New York Housing Finance Agency Affordable Housing Rev. (Green Bonds), "A-2", 2.5%, 11/01/2060 (Put Date 5/01/2027) | 5160000 | &nbsp;&nbsp; 5122061 |
| New York Housing Finance Agency Affordable Housing Rev., "A-2", HUD Section 8, 3.75%, 11/01/2062 (Put Date 11/01/2029) | 3000000 | &nbsp;&nbsp; 3006872 |
| New York Housing Finance Agency Personal Income Tax Rev., "A-2", 3.45%, 6/15/2054 (Put Date 12/15/2030) | 2445000 | &nbsp;&nbsp; 2465395 |
| New York Mortgage Agency Homeowner Mortgage Rev., "4th-9th", 3.25%, 10/01/2028  | 1150000 | &nbsp;&nbsp; 1150093 |
| New York State Energy Research & Development Authority, Pollution Control Rev. (Rochester Gas & Electric Corp. Project), "B", <br> 4%, 5/15/2032 <br>| 11685000 | &nbsp;&nbsp; 11813298 |
| New York State Housing Finance Agency, Affordable Housing Rev., "A", 3.2%, 5/01/2056 (Put Date 5/01/2031) | 5250000 | &nbsp;&nbsp; 5249680 |
| New York Transportation Development Corp., Special Facilities Rev. (Delta Airlines, Inc. LaGuardia Airport Terminals C&D <br> Redevelopment Project), 5%, 1/01/2028 <br>| 3965000 | &nbsp;&nbsp; 4086945 |
| New York Transportation Development Corp., Special Facilities Rev. (Terminal 4 John F. Kennedy International Airport Project), 5%, <br> 12/01/2026 <br>| 8635000 | &nbsp;&nbsp; 8716387 |
| New York Triborough Bridge & Tunnel Authority, Payroll Mobility Tax Senior Lien Refunding (MTA Bridge & Tunnels), "A-2", 2%, <br> 5/15/2045 (Put Date 5/15/2026)<br>| 10000000 | &nbsp;&nbsp; 9996959 |
| New York, NY, City Housing Development Corp., Multi-Family Housing Rev. (Green Bonds), "A-2", 3.25%, <br> 11/01/2064 (Put Date 7/02/2029)<br>| 5000000 | &nbsp;&nbsp; 5022631 |
| New York, NY, City Housing Development Corp., Multi-Family Housing Rev. (Green Bonds), "B-2", 3.95%, <br> 11/01/2064 (Put Date 7/02/2029)<br>| 5000000 | &nbsp;&nbsp; 5080737 |
| New York, NY, City Housing Development Corp., Multi-Family Housing Rev., "A-2", FHA, 1.1%, 5/01/2026  | 3305000 | &nbsp;&nbsp; 3305000 |
| New York, NY, City Housing Development Corp., Multi-Family Housing Rev., "A-2", FHA, 1.15%, 11/01/2026  | 1290000 | &nbsp;&nbsp; 1270299 |
| New York, NY, Housing Development Corp., Multi-Family Housing Rev. (Sustainable Development), "F-2-A", 3.4%, <br> 11/01/2062 (Put Date 12/22/2026)<br>| 6940000 | &nbsp;&nbsp; 6942330 |
| Oneida County, NY, Local Development Corp. Rev. (Mohawk Valley Health System Project), "A", AGM, 5%, 12/01/2026  | 1625000 | &nbsp;&nbsp; 1629997 |
| Oneida County, NY, Local Development Corp. Rev. (Mohawk Valley Health System Project), "A", AGM, 5%, 12/01/2027  | 1425000 | &nbsp;&nbsp; 1436919 |
| Oneida County, NY, Local Development Corp. Rev. (Mohawk Valley Health System Project), "A", AGM, 5%, 12/01/2028  | 1000000 | &nbsp;&nbsp; 1001422 |
| Oneida County, NY, Local Development Corp. Rev. (Mohawk Valley Health System Project), "A", AGM, 5%, 12/01/2029  | 175000 | &nbsp;&nbsp; 175243 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| New York – continued | New York – continued | New York – continued |
| Port Authority of NY & NJ (207th Series), 5%, 9/15/2027  | $1755000 | &nbsp;&nbsp; $1806707 |
| Port Authority of NY & NJ (246th Series), 5%, 9/01/2028  | 5000000 | &nbsp;&nbsp; 5248049 |
| Port Authority of NY & NJ (246th Series), 5%, 9/01/2031  | 10000000 | &nbsp;&nbsp; 10930428 |
| St. Lawrence County, NY, Industrial Development Agency, Civic Development Corp. Rev., Taxable (Clarkson University Project), "C", <br> 1.95%, 9/01/2026 <br>| 140000 | &nbsp;&nbsp; 138738 |
| St. Lawrence County, NY, Industrial Development Agency, Civic Development Corp. Rev., Taxable (Clarkson University Project), "C", <br> 2.2%, 9/01/2027 <br>| 135000 | &nbsp;&nbsp; 130573 |
| Syracuse, NY, Regional Senior Airport Authority Refunding Rev., 5%, 7/01/2026  | 250000 | &nbsp;&nbsp; 250482 |
| Tobacco Settlement Asset Securitization Corp., NY, "1", 5%, 6/01/2026  | 2000000 | &nbsp;&nbsp; 2003318 |
| Tobacco Settlement Asset Securitization Corp., NY, "1", 5%, 6/01/2027  | 1500000 | &nbsp;&nbsp; 1532484 |
|  |  | &nbsp;&nbsp; $122160077 |
| North Carolina – 1.2% | North Carolina – 1.2% | North Carolina – 1.2% |
| Cumberland County, NC, Industrial Facilities and Pollution Control Financing Authority, Solid Waste Disposal Rev., Capital <br> Appreciation (Project Aero), 3.125%, 12/01/2027 (Put Date 12/01/2026)<br>| $7500000 | &nbsp;&nbsp; $7488098 |
| Greater Asheville, NC, Regional Airport Authority System Rev., AGM, 5%, 7/01/2034  | 1500000 | &nbsp;&nbsp; 1633721 |
| Greater Asheville, NC, Regional Airport Authority System Rev., AGM, 5%, 7/01/2035  | 1000000 | &nbsp;&nbsp; 1083151 |
| Greater Asheville, NC, Regional Airport Authority System Rev., AGM, 5%, 7/01/2036  | 700000 | &nbsp;&nbsp; 753743 |
| Greater Asheville, NC, Regional Airport Authority System Rev., "A", AGM, 5%, 7/01/2027  | 750000 | &nbsp;&nbsp; 766029 |
| Greater Asheville, NC, Regional Airport Authority System Rev., "A", AGM, 5%, 7/01/2028  | 725000 | &nbsp;&nbsp; 755844 |
| Greater Asheville, NC, Regional Airport Authority System Rev., "A", AGM, 5%, 7/01/2029  | 900000 | &nbsp;&nbsp; 954393 |
| Greater Asheville, NC, Regional Airport Authority System Rev., "A", AGM, 5%, 7/01/2031  | 1370000 | &nbsp;&nbsp; 1489600 |
| North Carolina Education Assistance Authority, Student Loan Rev., "A", 5%, 6/01/2027  | 1250000 | &nbsp;&nbsp; 1271666 |
| North Carolina Education Assistance Authority, Student Loan Rev., "A", 5.5%, 6/01/2031  | 3250000 | &nbsp;&nbsp; 3502179 |
| North Carolina Education Assistance Authority, Student Loan Rev., "A", 5.5%, 6/01/2032  | 3250000 | &nbsp;&nbsp; 3528020 |
| North Carolina Education Assistance Authority, Student Loan Rev., "A", 5.5%, 6/01/2033  | 3250000 | &nbsp;&nbsp; 3543709 |
| North Carolina Education Assistance Authority, Student Loan Rev., "A", 5%, 6/01/2043  | 655000 | &nbsp;&nbsp; 671477 |
| North Carolina Housing Finance Agency, Home Ownership Rev., "48", 5%, 1/01/2028  | 2175000 | &nbsp;&nbsp; 2251246 |
| North Carolina Housing Finance Agency, Home Ownership Rev., "48", 5%, 7/01/2030  | 1500000 | &nbsp;&nbsp; 1603762 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Refunding Rev. (Lutheran Services for the Aging), <br> "C", 5%, 3/01/2027 <br>| 460000 | &nbsp;&nbsp; 465483 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Refunding Rev. (Lutheran Services for the Aging), <br> "C", 5%, 3/01/2028 <br>| 365000 | &nbsp;&nbsp; 374869 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Refunding Rev. (Lutheran Services for the Aging), <br> "C", 4%, 3/01/2029 <br>| 760000 | &nbsp;&nbsp; 770911 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Refunding Rev. (Lutheran Services for the Aging), <br> "C", 4%, 3/01/2030 <br>| 790000 | &nbsp;&nbsp; 803356 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Refunding Rev. (Lutheran Services for the Aging), <br> "C", 4%, 3/01/2031 <br>| 820000 | &nbsp;&nbsp; 834960 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Rev. (Lutheran Services for the Aging), "A", 5%, <br> 3/01/2027 <br>| 290000 | &nbsp;&nbsp; 293457 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Rev. (Lutheran Services for the Aging), "A", 5%, <br> 3/01/2028 <br>| 185000 | &nbsp;&nbsp; 190002 |
| North Carolina Medical Care Commission, Health Care Facilities First Mortgage Rev. (Presbyterian Homes Obligated Group), "A", <br> 4%, 10/01/2027 <br>| 600000 | &nbsp;&nbsp; 604456 |
| North Carolina Medical Care Commission, Retirement Facilities First Mortgage Rev. (United Methodist Retirement Homes Project), <br> "B1", 4.25%, 10/01/2028 <br>| 285000 | &nbsp;&nbsp; 285125 |
| North Carolina Medical Care Commission, Retirement Facilities First Mortgage Rev. (United Methodist Retirement Homes Project), <br> "B-2", 3.75%, 10/01/2028 <br>| 50000 | &nbsp;&nbsp; 50014 |
| Raleigh-Durham, NC, Airport Authority Rev., "A", 5%, 5/01/2026  | 1000000 | &nbsp;&nbsp; 1000000 |
| Raleigh-Durham, NC, Airport Authority Rev., "C", 5%, 5/01/2030  | 1000000 | &nbsp;&nbsp; 1019428 |
|  |  | &nbsp;&nbsp; $37988699 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Ohio – 2.6% | Ohio – 2.6% | Ohio – 2.6% |
| Akron, Bath & Copley, OH, Joint Township Hospital District Facilities Rev. (Summa Health Obligated Group), 5%, 11/15/2026  | $530000 | &nbsp;&nbsp; $536242 |
| Akron, Bath & Copley, OH, Joint Township Hospital District Facilities Rev. (Summa Health Obligated Group), 5%, 11/15/2028  | 240000 | &nbsp;&nbsp; 253627 |
| Buckeye, OH, Tobacco Settlement Financing Authority, Senior Asset-Backed Refunding, 2020A-2, "1", 5%, 6/01/2033  | 1950000 | &nbsp;&nbsp; 2092267 |
| Buckeye, OH, Tobacco Settlement Financing Authority, Senior Asset-Backed Refunding, 2020A-2, "1", 5%, 6/01/2035  | 890000 | &nbsp;&nbsp; 940531 |
| Buckeye, OH, Tobacco Settlement Financing Authority, Senior Asset-Backed Refunding, 2020A-2, "1", 5%, 6/01/2036  | 1775000 | &nbsp;&nbsp; 1859322 |
| Columbus, OH, Metropolitan Housing Authority, Affordable Housing Rev. (Cobblestone Manor Project), 5%, 8/01/2027  | 1930000 | &nbsp;&nbsp; 1938219 |
| Columbus, OH, Metropolitan Housing Authority, General Rev. (Orchards Project & Eden Park Project), 4%, 12/01/2034  | 2695000 | &nbsp;&nbsp; 2668514 |
| Columbus, OH, Metropolitan Housing Authority, General Rev. (Waldren Woods Project), 4%, 6/01/2034  | 2755000 | &nbsp;&nbsp; 2737622 |
| Columbus, OH, Regional Airport Authority Rev. (John Glenn Columbus International Airport), "A", AGM, 5%, 1/01/2033  | 4300000 | &nbsp;&nbsp; 4725325 |
| Columbus, OH, Regional Airport Authority Rev. (John Glenn Columbus International Airport), "A", AGM, 5%, 1/01/2034  | 3120000 | &nbsp;&nbsp; 3445911 |
| Columbus, OH, Regional Airport Authority Rev. (John Glenn Columbus International Airport), "A", AGM, 5%, 1/01/2035  | 2695000 | &nbsp;&nbsp; 2977279 |
| Cuyahoga County, OH, Hospital Rev. (MetroHealth System), 5%, 2/15/2027  | 2150000 | &nbsp;&nbsp; 2169444 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2027  | 680000 | &nbsp;&nbsp; 686180 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2028  | 820000 | &nbsp;&nbsp; 838710 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2029  | 860000 | &nbsp;&nbsp; 890757 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2030  | 905000 | &nbsp;&nbsp; 947297 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2031  | 950000 | &nbsp;&nbsp; 1000859 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2032  | 995000 | &nbsp;&nbsp; 1052142 |
| Hamilton County, OH, Healthcare Rev. (Life Enriching Communities Project), "A", 5%, 1/01/2033  | 1045000 | &nbsp;&nbsp; 1109516 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2026  | 500000 | &nbsp;&nbsp; 501980 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2027  | 580000 | &nbsp;&nbsp; 591579 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2028  | 1455000 | &nbsp;&nbsp; 1506333 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2030  | 1000000 | &nbsp;&nbsp; 1059165 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2031  | 1000000 | &nbsp;&nbsp; 1068422 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2032  | 900000 | &nbsp;&nbsp; 952367 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2033  | 800000 | &nbsp;&nbsp; 846356 |
| Middleburg Heights, OH, Hospital Facilities Improvement Rev. (Southwest General Health Center Project), "A", 5%, 8/01/2034  | 1000000 | &nbsp;&nbsp; 1057493 |
| Northeast Ohio Medical University, General Receipts, "A", 5%, 12/01/2026  | 200000 | &nbsp;&nbsp; 201729 |
| Northeast Ohio Medical University, General Receipts, "A", 5%, 12/01/2028  | 120000 | &nbsp;&nbsp; 124784 |
| Northeast Ohio Medical University, General Receipts, "A", 5%, 12/01/2030  | 135000 | &nbsp;&nbsp; 143256 |
| Ohio Air Quality Development Authority Facilities Rev. (Pratt Paper LLC Project), 3.75%, 1/15/2028 (n) | 205000 | &nbsp;&nbsp; 205342 |
| Ohio Air Quality Development Authority Refunding Rev. (Duke Energy Corp. Project), "A", 4.25%, 11/01/2039 (Put Date 6/01/2027) | 2895000 | &nbsp;&nbsp; 2919265 |
| Ohio Air Quality Development Authority Refunding Rev. (Duke Energy Corp. Project), "B", 4%, 9/01/2030 (Put Date 6/01/2027) | 3430000 | &nbsp;&nbsp; 3461736 |
| Ohio Higher Educational Facility Commission Rev. (Cleveland Institute of Music 2022 Project), 5%, 12/01/2027  | 380000 | &nbsp;&nbsp; 384799 |
| Ohio Higher Educational Facility Rev. (Case Western Reserve University Project), "C", 1.625%, 12/01/2034 (Put Date 12/01/2026) | 5000000 | &nbsp;&nbsp; 4941498 |
| Ohio Hospital Rev. (Cleveland Clinic Health System Obligated Group), "A", 5%, 1/01/2032  | 5000000 | &nbsp;&nbsp; 5542256 |
| Ohio Hospital Rev. (University Hospitals Health System, Inc.), "A", 5%, 1/15/2030  | 5000000 | &nbsp;&nbsp; 5349744 |
| Ohio Hospital Rev. (University Hospitals Health System, Inc.), "A", 5%, 1/15/2031  | 2940000 | &nbsp;&nbsp; 3188916 |
| Ohio Housing Finance Agency, Multi-Family Tax-Exempt Mortgage (MacArthur Park Apartments Project), "A", FNMA, 4.5%, <br> 5/01/2039 <br>| 7209507 | &nbsp;&nbsp; 7535826 |
| Ohio Housing Finance Agency, Residential Mortgage Rev. (Mortgage-Backed Securities Program), "C", FNMA, 5.75%, 3/01/2054  | 4370000 | &nbsp;&nbsp; 4615443 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2026  | 140000 | &nbsp;&nbsp; 141057 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2027  | 420000 | &nbsp;&nbsp; 429080 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2028  | 370000 | &nbsp;&nbsp; 383152 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2029  | 825000 | &nbsp;&nbsp; 864169 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2031  | 475000 | &nbsp;&nbsp; 500804 |
| Ohio State Hospital Rev. (Premier Health Partners Obligated Group), 5%, 11/15/2032  | 290000 | &nbsp;&nbsp; 304860 |
|  |  | &nbsp;&nbsp; $81691175 |
| Oklahoma – 0.2% | Oklahoma – 0.2% | Oklahoma – 0.2% |
| Oklahoma Housing Finance Agency, Single Family Mortgage Rev. (Homeownership Loan Project), "D", GNMA, 6.5%, 9/01/2054  | $1975000 | &nbsp;&nbsp; $2204124 |
| Oklahoma Turnpike Authority, Turnpike System Refunding Second Senior Rev., "B", 5%, 1/01/2032  | 1650000 | &nbsp;&nbsp; 1827308 |
| Tulsa County, OK, Industrial Authority, Senior Living Community Rev. (Montereau, Inc.), 5%, 11/15/2026  | 500000 | &nbsp;&nbsp; 502214 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Oklahoma – continued | Oklahoma – continued | Oklahoma – continued |
| Tulsa, OK, Trustees of the Tulsa Airports Improvement Trust, General Airport Rev., "A", BAM, 4%, 6/01/2026  | $300000 | &nbsp;&nbsp; $300193 |
|  |  | &nbsp;&nbsp; $4833839 |
| Oregon – 0.4% | Oregon – 0.4% | Oregon – 0.4% |
| Oregon Facilities Authority Rev. (Samaritan Health Services Project), "A", 5%, 10/01/2026  | $150000 | &nbsp;&nbsp; $150761 |
| Oregon Facilities Authority Rev. (Samaritan Health Services Project), "A", 5%, 10/01/2027  | 125000 | &nbsp;&nbsp; 127582 |
| Oregon Facilities Authority Rev. (Samaritan Health Services Project), "A", 5%, 10/01/2028  | 150000 | &nbsp;&nbsp; 155129 |
| Oregon Facilities Authority Rev. (Samaritan Health Services Project), "A", 5%, 10/01/2029  | 300000 | &nbsp;&nbsp; 313440 |
| Oregon Facilities Authority Rev. (Samaritan Health Services Project), "A", 5%, 10/01/2030  | 300000 | &nbsp;&nbsp; 316369 |
| Oregon Facilities Authority, Lease Rent Rev. (Legacy Health System - Centurion Foundation), "A", 4.9%, 9/15/2035  | 7850000 | &nbsp;&nbsp; 8150447 |
| Union County, OR, Hospital Facility Authority Rev. (Grande Ronde Hospital Project), 5%, 7/01/2027  | 425000 | &nbsp;&nbsp; 432031 |
| Union County, OR, Hospital Facility Authority Rev. (Grande Ronde Hospital Project), 5%, 7/01/2029  | 400000 | &nbsp;&nbsp; 416450 |
| Union County, OR, Hospital Facility Authority Rev. (Grande Ronde Hospital Project), 5%, 7/01/2030  | 300000 | &nbsp;&nbsp; 314765 |
| Washington, Clackamas, and Yamhill Counties, OR, Sherwood School District No. 88, General Obligation, Capital Appreciation, <br> "A", 0%, 6/15/2034 <br>| 3325000 | &nbsp;&nbsp; 2379051 |
|  |  | &nbsp;&nbsp; $12756025 |
| Pennsylvania – 5.7% | Pennsylvania – 5.7% | Pennsylvania – 5.7% |
| Adams County, PA, General Authority Rev. (Brethren Home Community Project), "B-2", 3.6%, 6/01/2029  | $1500000 | &nbsp;&nbsp; $1499813 |
| Allegheny County, PA, Airport Authority Rev. (Pittsburgh International Airport), "A", AGM, 5%, 1/01/2031  | 3000000 | &nbsp;&nbsp; 3243074 |
| Allegheny County, PA, Airport Authority Rev. (Pittsburgh International Airport), "A", AGM, 5%, 1/01/2032  | 6195000 | &nbsp;&nbsp; 6755238 |
| Allegheny County, PA, Airport Authority Rev. (Pittsburgh International Airport), "A", AGM, 5%, 1/01/2033  | 3230000 | &nbsp;&nbsp; 3543417 |
| Allentown, PA, City School District General Obligation, "B", BAM, 5%, 6/01/2036  | 1310000 | &nbsp;&nbsp; 1311249 |
| Allentown, PA, Neighborhood Improvement Zone, Development Authority Tax Refunding Rev., 5%, 5/01/2026  | 490000 | &nbsp;&nbsp; 490000 |
| Berks County, PA, Municipal Authority Rev. (Tower Health Project), "A-2", 6%, 6/30/2034  | 1157000 | &nbsp;&nbsp; 1225650 |
| Berks County, PA, Municipal Authority Rev. (Tower Health Project), "A-3", 5%, 6/30/2039  | 9312000 | &nbsp;&nbsp; 8744928 |
| Berks County, PA, Municipal Authority Rev. (Tower Health Project), Convertible Capital Appreciation, "B-1", 0% to 11/15/2029, <br> 6% to 6/30/2044 <br>| 4654074 | &nbsp;&nbsp; 3484591 |
| Berks County, PA, Municipal Authority Rev., Taxable (Tower Health Project), "A-1", 8%, 6/30/2034  | 1515000 | &nbsp;&nbsp; 1545945 |
| Chester County, PA, Health & Education Facilities Authority Rev. (Simpson Senior Services Project), 4%, 12/01/2026  | 755000 | &nbsp;&nbsp; 744499 |
| Chester County, PA, Health & Education Facilities Authority Rev. (Simpson Senior Services Project), 4%, 12/01/2027  | 795000 | &nbsp;&nbsp; 765398 |
| Chester County, PA, Health & Education Facilities Authority Rev. (Simpson Senior Services Project), 4%, 12/01/2028  | 830000 | &nbsp;&nbsp; 781152 |
| Chester County, PA, Health & Education Facilities Authority Rev. (Simpson Senior Services Project), 4%, 12/01/2029  | 865000 | &nbsp;&nbsp; 795257 |
| Chester County, PA, Health & Education Facilities Authority Rev. (Simpson Senior Services Project), 4%, 12/01/2030  | 450000 | &nbsp;&nbsp; 404677 |
| Dallas, PA, Municipal Authority, University Rev. (Misericordia University Project), 5%, 5/01/2029  | 170000 | &nbsp;&nbsp; 171685 |
| Delaware Valley, PA, Regional Finance Authority, "A", 2%, 10/01/2029  | 4550000 | &nbsp;&nbsp; 4339232 |
| Doylestown, PA, Hospital Authority Rev., 5%, 7/01/2031  | 1400000 | &nbsp;&nbsp; 1479008 |
| Lackawanna County, PA, General Obligation, BAM, 4%, 9/15/2035  | 1460000 | &nbsp;&nbsp; 1489965 |
| Lancaster County, PA, Pequea Valley School District, 1.5%, 5/15/2026  | 150000 | &nbsp;&nbsp; 149857 |
| Lancaster, PA, Higher Education Authority College Rev. (Harrisburg Area Community College Project), BAM, 4%, 10/01/2031  | 500000 | &nbsp;&nbsp; 509275 |
| Lancaster, PA, Parking Rev., "A", BAM, 4%, 9/01/2029  | 410000 | &nbsp;&nbsp; 414431 |
| Lancaster, PA, Parking Rev., "A", BAM, 3%, 12/01/2029  | 525000 | &nbsp;&nbsp; 523329 |
| Lancaster, PA, Parking Rev., "A", BAM, 4%, 9/01/2030  | 115000 | &nbsp;&nbsp; 116186 |
| Lancaster, PA, Parking Rev., "A", BAM, 4%, 9/01/2031  | 440000 | &nbsp;&nbsp; 444404 |
| Lehigh County, PA, General Purpose Authority, College Rev. (Muhlenberg College Project), 5%, 2/01/2028  | 585000 | &nbsp;&nbsp; 601542 |
| Lehigh County, PA, General Purpose Authority, College Rev. (Muhlenberg College Project), 5%, 2/01/2031  | 500000 | &nbsp;&nbsp; 533804 |
| Lehigh County, PA, General Purpose Authority, College Rev. (Muhlenberg College Project), 5%, 2/01/2032  | 825000 | &nbsp;&nbsp; 887427 |
| Luzerne, Carbon and Schuylkill Counties, PA, Hazleton Area School District, General Obligation, "A", AGM, 2%, 3/01/2029  | 1135000 | &nbsp;&nbsp; 1085702 |
| Luzerne, Carbon and Schuylkill Counties, PA, Hazleton Area School District, General Obligation, Taxable, "B", AGM, 1.47%, <br> 3/01/2027 <br>| 1000000 | &nbsp;&nbsp; 979129 |
| Montgomery County, PA, Higher Education & Health Authority Rev. (Thomas Jefferson University), 5%, 9/01/2029  | 1000000 | &nbsp;&nbsp; 1058939 |
| Montgomery County, PA, Higher Education & Health Authority Rev. (Thomas Jefferson University), 5%, 9/01/2030  | 1350000 | &nbsp;&nbsp; 1424693 |
| Montgomery County, PA, Higher Education & Health Authority Rev. (Thomas Jefferson University), 5%, 9/01/2031  | 2355000 | &nbsp;&nbsp; 2478195 |
| Northampton County, PA, General Purpose Authority Hospital Rev. (St. Luke's University Health Network Project), 5%, 8/15/2034  | 10450000 | &nbsp;&nbsp; 11466037 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Pennsylvania – continued | Pennsylvania – continued | Pennsylvania – continued |
| Pennsylvania Economic Development Finance Authority UPMC Rev., "B", 5%, 6/15/2036  | $10000000 | &nbsp;&nbsp; $11238910 |
| Pennsylvania Economic Development Financing Authority Rev. (Presbyterian Senior Living Project), 4%, 7/01/2030  | 1600000 | &nbsp;&nbsp; 1621669 |
| Pennsylvania Economic Development Financing Authority Rev. (Presbyterian Senior Living Project), 4%, 7/01/2033  | 1750000 | &nbsp;&nbsp; 1763417 |
| Pennsylvania Economic Development Financing Authority Rev. (Rapid Bridge Replacement Project), 5%, 12/31/2038  | 2300000 | &nbsp;&nbsp; 2301648 |
| Pennsylvania Economic Development Financing Authority, Private Activity Rev. (PennDOT Major Bridges Package One Project), 5%, <br> 12/31/2031 <br>| 10825000 | &nbsp;&nbsp; 11667531 |
| Pennsylvania Economic Development Financing Authority, Private Activity Rev. (Rapid Bridge Replacement Project), 5%, <br> 12/31/2029 <br>| 1805000 | &nbsp;&nbsp; 1809067 |
| Pennsylvania Economic Development Financing Authority, Private Activity Rev. (Rapid Bridge Replacement Project), 5%, <br> 12/31/2034 <br>| 5500000 | &nbsp;&nbsp; 5509058 |
| Pennsylvania Economic Development Financing Authority, Solid Waste Disposal Rev. (Waste Management, Inc. Project), "A-2", <br> 4.6%, 10/01/2046 (Put Date 10/01/2026)<br>| 5000000 | &nbsp;&nbsp; 5011114 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2029  | 1550000 | &nbsp;&nbsp; 1613786 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2030  | 2365000 | &nbsp;&nbsp; 2479908 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2031  | 2315000 | &nbsp;&nbsp; 2444881 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2031  | 1000000 | &nbsp;&nbsp; 1056104 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2032  | 2000000 | &nbsp;&nbsp; 2121860 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2032  | 1100000 | &nbsp;&nbsp; 1167023 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "1A", 5%, 6/01/2033  | 1244000 | &nbsp;&nbsp; 1328692 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2026  | 2050000 | &nbsp;&nbsp; 2052662 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2026  | 475000 | &nbsp;&nbsp; 475617 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2027  | 2700000 | &nbsp;&nbsp; 2736718 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2027  | 350000 | &nbsp;&nbsp; 354760 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2028  | 550000 | &nbsp;&nbsp; 565177 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2029  | 230000 | &nbsp;&nbsp; 238784 |
| Pennsylvania Higher Educational Assistance Agency, Education Loan Rev., "A", 5%, 6/01/2029  | 3590000 | &nbsp;&nbsp; 3727102 |
| Pennsylvania Housing Finance Agency, Single Family Mortgage Rev., "125A", 3.2%, 10/01/2028  | 3550000 | &nbsp;&nbsp; 3549976 |
| Pennsylvania Housing Finance Agency, Single Family Mortgage Rev., "133", 5%, 10/01/2026  | 740000 | &nbsp;&nbsp; 746476 |
| Pennsylvania Housing Finance Agency, Single Family Mortgage Rev., "135B", 5%, 10/01/2026  | 2250000 | &nbsp;&nbsp; 2269692 |
| Pennsylvania Housing Finance Agency, Single Family Mortgage Rev., "135B", 5%, 4/01/2027  | 2285000 | &nbsp;&nbsp; 2329119 |
| Pennsylvania Public School Building Authority, School Lease Rev. (School District of Philadelphia Project), "A", AGM, 5%, <br> 6/01/2033 <br>| 7970000 | &nbsp;&nbsp; 8054724 |
| Philadelphia, PA, Airport Refunding Rev., "B", 5%, 7/01/2029  | 2700000 | &nbsp;&nbsp; 2863180 |
| Philadelphia, PA, Airport Refunding Rev., "B", 5%, 7/01/2030  | 2800000 | &nbsp;&nbsp; 3008053 |
| Philadelphia, PA, Airport Refunding Rev., "B", 5%, 7/01/2031  | 1900000 | &nbsp;&nbsp; 2061151 |
| Philadelphia, PA, Airport Refunding Rev., "B", 5%, 7/01/2037  | 7385000 | &nbsp;&nbsp; 7492047 |
| Philadelphia, PA, Authority for Industrial Development, Charter School Rev. (Green Woods Charter School Project), "A", 5%, <br> 6/15/2032 <br>| 230000 | &nbsp;&nbsp; 237052 |
| Philadelphia, PA, School District, "A", 5%, 9/01/2026  | 635000 | &nbsp;&nbsp; 639140 |
| Philadelphia, PA, School District, "A", 5%, 9/01/2027  | 1850000 | &nbsp;&nbsp; 1902916 |
| Philadelphia, PA, School District, "A", 5.25%, 9/01/2036  | 2250000 | &nbsp;&nbsp; 2520755 |
| Philadelphia, PA, School District, "A", 5.25%, 9/01/2037  | 4030000 | &nbsp;&nbsp; 4502080 |
| Philadelphia, PA, School District, "A", 5.25%, 9/01/2038  | 1295000 | &nbsp;&nbsp; 1440471 |
| Philadelphia, PA, School District, "F", 5%, 9/01/2026  | 5000000 | &nbsp;&nbsp; 5032601 |
| Wayne County, PA, County Guaranteed Hospital Rev. (Wayne Memorial Hospital Project), "A", 5%, 7/01/2030  | 500000 | &nbsp;&nbsp; 510266 |
| Westmoreland County, PA, Industrial Development Authority Rev. (Redstone Presbyterian Seniorcare Obligated Group), 4%, <br> 5/15/2026 <br>| 150000 | &nbsp;&nbsp; 149953 |
|  |  | &nbsp;&nbsp; $178082868 |
| Puerto Rico – 1.4% | Puerto Rico – 1.4% | Puerto Rico – 1.4% |
| Commonwealth of Puerto Rico, General Obligation Restructured, "A", 5.625%, 7/01/2029  | $14750000 | &nbsp;&nbsp; $15524714 |
| Commonwealth of Puerto Rico, General Obligation Restructured, "A", 5.75%, 7/01/2031  | 1521000 | &nbsp;&nbsp; 1644103 |
| Puerto Rico Electric Power Authority Rev., "TT", NPFG, 5%, 7/01/2026  | 25000 | &nbsp;&nbsp; 25006 |
| Puerto Rico Electric Power Authority Rev., "VV", NPFG, 5.25%, 7/01/2026  | 625000 | &nbsp;&nbsp; 625305 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Puerto Rico – continued | Puerto Rico – continued | Puerto Rico – continued |
| Puerto Rico Sales Tax Financing Corp., Restructured Sales Tax Rev., "A-1", 4.5%, 7/01/2034  | $207000 | &nbsp;&nbsp; $207008 |
| Puerto Rico Sales Tax Financing Corp., Restructured Sales Tax Rev., Capital Appreciation, "A-1", 0%, 7/01/2029  | 15340000 | &nbsp;&nbsp; 13820435 |
| Puerto Rico Sales Tax Financing Corp., Restructured Sales Tax Rev., Capital Appreciation, "A-1", 0%, 7/01/2033  | 16249000 | &nbsp;&nbsp; 12495691 |
|  |  | &nbsp;&nbsp; $44342262 |
| Rhode Island – 1.8% | Rhode Island – 1.8% | Rhode Island – 1.8% |
| Rhode Island Health & Educational Building Corp. Rev. (Lifespan Obligated Group), 5%, 5/15/2026  | $5000000 | &nbsp;&nbsp; $5004212 |
| Rhode Island Health & Educational Building Corp., Hospital Financing Rev. (Brown University Health Obligated Group), "B", 5%, <br> 5/15/2031 <br>| 4000000 | &nbsp;&nbsp; 4320195 |
| Rhode Island Housing & Mortgage Finance Corp., Multi-Family Development (Green Bonds), "1-A", 3.35%, <br> 10/01/2055 (Put Date 10/01/2027)<br>| 2550000 | &nbsp;&nbsp; 2552196 |
| Rhode Island Housing & Mortgage Finance Corp., Multi-Family Development (Green Bonds), "1-B", 3.3%, 4/01/2028  | 5000000 | &nbsp;&nbsp; 5018306 |
| Rhode Island Student Loan Authority, Education Loan Rev., "1", 4.125%, 12/01/2041  | 3005000 | &nbsp;&nbsp; 2920078 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2026  | 875000 | &nbsp;&nbsp; 884672 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2028  | 800000 | &nbsp;&nbsp; 834936 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2029  | 1825000 | &nbsp;&nbsp; 1929582 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2030  | 1900000 | &nbsp;&nbsp; 2024556 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2031  | 1960000 | &nbsp;&nbsp; 2099597 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2031  | 3350000 | &nbsp;&nbsp; 3588597 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2032  | 1900000 | &nbsp;&nbsp; 2030139 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2032  | 2125000 | &nbsp;&nbsp; 2270550 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2033  | 760000 | &nbsp;&nbsp; 811909 |
| Rhode Island Student Loan Authority, Education Loan Rev., "A", 5%, 12/01/2033  | 3300000 | &nbsp;&nbsp; 3525396 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 5%, 12/01/2028  | 500000 | &nbsp;&nbsp; 521835 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 5%, 12/01/2029  | 1000000 | &nbsp;&nbsp; 1057305 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 5%, 12/01/2030  | 1500000 | &nbsp;&nbsp; 1598334 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 5%, 12/01/2031  | 2000000 | &nbsp;&nbsp; 2142446 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 5%, 12/01/2032  | 900000 | &nbsp;&nbsp; 961645 |
| Rhode Island Student Loan Authority, Education Loan Rev., "B", 4.125%, 12/01/2043  | 1650000 | &nbsp;&nbsp; 1575147 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2026  | 950000 | &nbsp;&nbsp; 960832 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2026  | 1125000 | &nbsp;&nbsp; 1137828 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2027  | 800000 | &nbsp;&nbsp; 823483 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2027  | 2130000 | &nbsp;&nbsp; 2192523 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2028  | 1000000 | &nbsp;&nbsp; 1044934 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2028  | 1185000 | &nbsp;&nbsp; 1238247 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 5%, 12/01/2029  | 1250000 | &nbsp;&nbsp; 1319033 |
| Rhode Island Student Loan Authority, Student Loan Rev., "A", 3.5%, 12/01/2034  | 615000 | &nbsp;&nbsp; 609034 |
|  |  | &nbsp;&nbsp; $56997547 |
| South Carolina – 1.3% | South Carolina – 1.3% | South Carolina – 1.3% |
| Charleston, SC, Housing Authority Rev. (1800 Ashley West), 4.5%, 9/01/2035  | $2930000 | &nbsp;&nbsp; $2965897 |
| Charleston, SC, Housing Authority Rev. (1800 Ashley West), 5%, 9/01/2035  | 2250000 | &nbsp;&nbsp; 2374304 |
| Patriots Energy Group Financing Agency, SC, Gas Supply Rev., "B-1", 5.25%, 2/01/2054 (Put Date 3/01/2031) | 8700000 | &nbsp;&nbsp; 9337836 |
| South Carolina Jobs & Economic Development Authority, Health Facilities Refunding Rev. (Rolling Green Village Project), 4%, <br> 12/01/2030 <br>| 5000000 | &nbsp;&nbsp; 5012140 |
| South Carolina Jobs-Economic Development Authority, Economic Development Rev. (Foothill Affordable Housing Foundation - <br> Paddock Club and Fairway Projects), FHLMC, 4%, 3/01/2062 (Put Date 3/01/2035)<br>| 860000 | &nbsp;&nbsp; 867404 |
| South Carolina Jobs-Economic Development Authority, Environmental Improvement Refunding Rev. (International Paper Company <br> Project), "A", 3.95%, 4/01/2033 <br>| 4245000 | &nbsp;&nbsp; 4228293 |
| South Carolina Jobs-Economic Development Authority, Health Facilities Rev. (Anderson Area Medical Center, Inc.), 5%, 2/01/2038  | 1345000 | &nbsp;&nbsp; 1346019 |
| South Carolina Jobs-Economic Development Authority, Hospital Facilities Rev. (Bon Secours Mercy Health, Inc.), "B-2", 5%, <br> 11/01/2049 (Put Date 11/01/2032)<br>| 3440000 | &nbsp;&nbsp; 3853672 |
| South Carolina Jobs-Economic Development Authority, Residential Development Rev. (Latitude at Wescott), 4%, 11/01/2035  | 10000000 | &nbsp;&nbsp; 9934094 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| South Carolina – continued | South Carolina – continued | South Carolina – continued |
| South Carolina Jobs-Economic Development Authority, Solid Waste Disposal Rev. (Enerra South Carolina Project), 3.7%, <br> 12/15/2027 (Put Date 12/01/2026)<br>| $2145000 | &nbsp;&nbsp; $2143491 |
|  |  | &nbsp;&nbsp; $42063150 |
| South Dakota – 0.4% | South Dakota – 0.4% | South Dakota – 0.4% |
| South Dakota Health & Educational Facilities Authority Rev. (Sanford), "C-2", 5%, 11/01/2051 (Put Date 11/01/2032) | $4000000 | &nbsp;&nbsp; $4362171 |
| South Dakota Housing Development Authority, Homeownership Mortgage Rev., "A", GNMA, 6.5%, 11/01/2055  | 6135000 | &nbsp;&nbsp; 6928705 |
|  |  | &nbsp;&nbsp; $11290876 |
| Tennessee – 2.3% | Tennessee – 2.3% | Tennessee – 2.3% |
| Chattanooga, TN, Health, Educational & Housing Facility Board, Multi-Family Housing (Shallowford Project), 3.8%, <br> 12/01/2029 (Put Date 12/01/2026)<br>| $2000000 | &nbsp;&nbsp; $2008664 |
| Knox County, TN, Health Educational & Housing Facility, Board Rev. (University Health Systems, Inc.), "A", 5%, 9/01/2030  | 6970000 | &nbsp;&nbsp; 7208331 |
| Knox County, TN, Health, Educational & Housing Facility, Board Rev. (East Tennessee Children's Hospital), 5%, 11/15/2029  | 1175000 | &nbsp;&nbsp; 1239981 |
| Knox County, TN, Health, Educational & Housing Facility, Board Rev. (University Health Systems, Inc.), 5%, 4/01/2027  | 265000 | &nbsp;&nbsp; 268130 |
| Knox County, TN, Health, Educational & Housing Facility, Board Rev. (University Health Systems, Inc.), 5%, 4/01/2028  | 500000 | &nbsp;&nbsp; 505743 |
| Knox County, TN, Health, Educational & Housing Facility, Board Rev. (University Health Systems, Inc.), 5%, 9/01/2028  | 490000 | &nbsp;&nbsp; 491985 |
| Knox County, TN, Health, Educational & Housing Facility, Board Rev. (University Health Systems, Inc.), 5%, 4/01/2029  | 1450000 | &nbsp;&nbsp; 1465843 |
| Memphis-Shelby County, TN, Airport Authority Rev., "A", 5%, 7/01/2026  | 175000 | &nbsp;&nbsp; 175533 |
| Metropolitan Government of Nashville & Davidson County, TN, Health & Educational Facilities Board Rev. (Vanderbilt University <br> Medical Center), "B", 5%, 7/01/2032 <br>| 4000000 | &nbsp;&nbsp; 4422026 |
| Metropolitan Nashville, TN, Airport Authority Improvement Rev., "B", 5.25%, 7/01/2032  | 1250000 | &nbsp;&nbsp; 1386782 |
| Metropolitan Nashville, TN, Airport Authority Improvement Rev., "B", 5%, 7/01/2033  | 1675000 | &nbsp;&nbsp; 1850855 |
| Shelby County, TN, Health, Educational & Housing Facility Board, Health Care Refunding Rev. (Baptist memorial Health Care), "B", <br> 5%, 9/01/2044 (Put Date 9/01/2030)<br>| 6250000 | &nbsp;&nbsp; 6651692 |
| Shelby County, TN, New Memphis Arena Public Building Authority, Local Government Public Improvement (City of Memphis <br> Project), Capital Appreciation, 4%, 4/01/2031 <br>| 1170000 | &nbsp;&nbsp; 1224382 |
| Tennergy Corp., TN, Gas Supply Rev., "A", 5.25%, 12/01/2026  | 725000 | &nbsp;&nbsp; 730980 |
| Tennergy Corp., TN, Gas Supply Rev., "A", 5.5%, 12/01/2027  | 750000 | &nbsp;&nbsp; 769312 |
| Tennergy Corp., TN, Gas Supply Rev., "A", 5.5%, 10/01/2053 (Put Date 12/01/2030) | 15915000 | &nbsp;&nbsp; 16912186 |
| Tennessee Energy Acquisition Corp., Gas Project Refunding Rev., "A", 5%, 12/01/2035  | 4045000 | &nbsp;&nbsp; 4283388 |
| Tennessee Energy Acquisition Corp., Gas Project Rev., "A-1", 5%, 5/01/2053 (Put Date 5/01/2028) | 19000000 | &nbsp;&nbsp; 19556162 |
|  |  | &nbsp;&nbsp; $71151975 |
| Texas – 10.6% | Texas – 10.6% | Texas – 10.6% |
| Austin, TX, Airport System Refunding Rev., 5%, 11/15/2032  | $6185000 | &nbsp;&nbsp; $6797643 |
| Austin, TX, Airport System Refunding Rev., 5%, 11/15/2033  | 10360000 | &nbsp;&nbsp; 11469816 |
| Austin, TX, Airport System Refunding Rev., 5%, 11/15/2034  | 10340000 | &nbsp;&nbsp; 11507169 |
| Austin, TX, Convention Center (Convention Enterprises, Inc.), "A", 5%, 1/01/2032  | 1155000 | &nbsp;&nbsp; 1159564 |
| Austin, TX, Convention Center (Convention Enterprises, Inc.), "A", 5%, 1/01/2034  | 1000000 | &nbsp;&nbsp; 1002961 |
| Bexar County, TX, Venue Project Rev., Taxable, AGM, 1.272%, 8/15/2026  | 315000 | &nbsp;&nbsp; 312562 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2027  | 805000 | &nbsp;&nbsp; 815497 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2028  | 710000 | &nbsp;&nbsp; 729632 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2028  | 1340000 | &nbsp;&nbsp; 1377053 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2028  | 1150000 | &nbsp;&nbsp; 1179219 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2029  | 495000 | &nbsp;&nbsp; 513851 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2029  | 1440000 | &nbsp;&nbsp; 1494838 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2029  | 1400000 | &nbsp;&nbsp; 1451743 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2030  | 2500000 | &nbsp;&nbsp; 2614050 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5.5%, 4/01/2030  | 2195000 | &nbsp;&nbsp; 2341368 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5.5%, 4/01/2031  | 3875000 | &nbsp;&nbsp; 4179603 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5.5%, 4/01/2032  | 5000000 | &nbsp;&nbsp; 5450922 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2033  | 7000000 | &nbsp;&nbsp; 7463511 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5.5%, 4/01/2033  | 2500000 | &nbsp;&nbsp; 2735922 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Texas – continued | Texas – continued | Texas – continued |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 5%, 4/01/2034  | $6065000 | &nbsp;&nbsp; $6450158 |
| Brazos, TX, Higher Education Authority, Inc., Student Loan Program Rev., "1A", 4%, 4/01/2045  | 2240000 | &nbsp;&nbsp; 2044438 |
| Brownsville, TX, Navigation District Rev., AGM, 5%, 3/01/2027  | 1000000 | &nbsp;&nbsp; 1001132 |
| Clifton, TX, Higher Education Finance Corp. Rev. (International Leadership of Texas, Inc.), Texas PSF, 5%, 8/15/2027  | 1350000 | &nbsp;&nbsp; 1386208 |
| Dallas Fort Worth, TX, International Airport, Joint Refunding & Improvements Rev., "A-2", 5%, 11/01/2050 (Put Date 11/01/2032) | 23500000 | &nbsp;&nbsp; 25389261 |
| Dallas, TX, Senior Lien Special Tax Rev. (Fair Park Venue Project), 6.25%, 8/15/2053 (Put Date 8/15/2028) | 3445000 | &nbsp;&nbsp; 3449288 |
| EP Cimarron Ventanas, TX, Residential Development Rev. (Home Essential Function Housing Program), 4.25%, 12/01/2034  | 6840000 | &nbsp;&nbsp; 6761956 |
| EP Tuscany Zaragosa PFC, TX, Residential Development Rev. (Home Essential Function Housing Program), 4%, 12/01/2033  | 15000000 | &nbsp;&nbsp; 15008651 |
| Fort Bend County, TX, Lamar Consolidated Independent School District, Unlimited Tax Schoolhouse, 5%, 2/15/2037  | 1905000 | &nbsp;&nbsp; 2086421 |
| Fort Worth, TX, Chaparral PFC Residential Development Rev. (Chaparral Ranch Project), 4%, 10/01/2035  | 7540000 | &nbsp;&nbsp; 7419869 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2026  | 500000 | &nbsp;&nbsp; 501784 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2027  | 500000 | &nbsp;&nbsp; 509410 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2029  | 965000 | &nbsp;&nbsp; 1015605 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2030  | 1015000 | &nbsp;&nbsp; 1082513 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2031  | 1070000 | &nbsp;&nbsp; 1152729 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., 5.25%, 8/01/2032  | 380000 | &nbsp;&nbsp; 412151 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., "A", 5%, 8/01/2026  | 485000 | &nbsp;&nbsp; 486433 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., "A", 5%, 8/01/2027  | 450000 | &nbsp;&nbsp; 457108 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., "A", 5%, 8/01/2028  | 525000 | &nbsp;&nbsp; 541794 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., "A", 5%, 8/01/2029  | 350000 | &nbsp;&nbsp; 365690 |
| Galveston, TX, Wharves and Terminal, First Lien Rev., "A", 5%, 8/01/2030  | 500000 | &nbsp;&nbsp; 528368 |
| Harris County, TX, Cultural Education Facilities Finance Corp. Refunding Rev. (Houston Methodist), "A", 5%, 12/01/2033  | 12500000 | &nbsp;&nbsp; 14065470 |
| Harris County, TX, Housing Finance Corp., Multi-Family Housing Rev. (Baypointe Apartments), 2.95%, <br> 9/01/2043 (Put Date 9/01/2028)<br>| 4150000 | &nbsp;&nbsp; 4137053 |
| Houston, TX, Airport System Refunding Rev., "C", 5%, 7/01/2026  | 3000000 | &nbsp;&nbsp; 3008573 |
| Houston, TX, Airport System Special Facilities Refunding Rev. (United Airlines, Inc. Terminal E Project), "A", 5%, 7/01/2027  | 355000 | &nbsp;&nbsp; 360419 |
| Houston, TX, Airport System Special Facilities Rev. (United Airlines, Inc. Terminal Improvement Projects), "B", 5.5%, 7/15/2035  | 7120000 | &nbsp;&nbsp; 7694961 |
| Houston, TX, Airport System Special Facilities Rev. (United Airlines, Inc. Terminal Improvement Projects), "B", 5.5%, 7/15/2038  | 665000 | &nbsp;&nbsp; 708092 |
| Houston, TX, Airport System Special Facilities Rev. (United Airlines, Inc. Terminal Improvement Projects), "B-2", 5%, 7/15/2027  | 490000 | &nbsp;&nbsp; 497717 |
| Houston, TX, Convention & Entertainment Facilities Department, Hotel Occupancy Tax & Special Refunding Rev., "C", 5%, <br> 9/01/2034 <br>| 2500000 | &nbsp;&nbsp; 2827810 |
| Houston, TX, Housing Finance Corp., Multi-Family Housing Rev. (Cordova Apartments), 3.65%, 2/01/2048 (Put Date 2/01/2028) | 3700000 | &nbsp;&nbsp; 3725099 |
| Houston, TX, Memorial City Redevelopment Authority Rev., AGM, 5%, 9/01/2026  | 1100000 | &nbsp;&nbsp; 1106204 |
| Irving, TX, Hospital Authority Rev. (Baylor Scott & White Medical Center-Irving), "A", 5%, 10/15/2028  | 350000 | &nbsp;&nbsp; 350786 |
| Irving, TX, Hotel Occupancy Tax Rev., 5%, 8/15/2026  | 150000 | &nbsp;&nbsp; 150383 |
| Irving, TX, Hotel Occupancy Tax Rev., 5%, 8/15/2028  | 225000 | &nbsp;&nbsp; 230485 |
| Irving, TX, Hotel Occupancy Tax Rev., 5%, 8/15/2029  | 275000 | &nbsp;&nbsp; 284085 |
| Irving, TX, Hotel Occupancy Tax Rev., 5%, 8/15/2030  | 185000 | &nbsp;&nbsp; 190739 |
| Las Varas, TX, Public Facility Corp., Credit Enhanced Multi-Family Housing Rev. (Central at Commerce), "A", 3.35%, <br> 11/01/2044 (Put Date 11/01/2029)<br>| 3480000 | &nbsp;&nbsp; 3458078 |
| Las Varas, TX, Public Facility Corp., Essential Function Housing Development (Amara Apartments), 4.25%, 10/01/2035  | 6215000 | &nbsp;&nbsp; 6145784 |
| Lubbock, TX, Housing Finance Corp., Multi-Family Housing Rev. (The Ella Apartments), HUD Section 8, 2.8%, <br> 3/01/2029 (Put Date 3/01/2028)<br>| 1500000 | &nbsp;&nbsp; 1491746 |
| Matagorda County, TX, Navigation District No. 1, Pollution Control Rev. (Central Power & Light Co.), 4.25%, 5/01/2030  | 6875000 | &nbsp;&nbsp; 7042081 |
| Matagorda County, TX, Navigation District No. 1, Pollution Control Rev. (Central Power & Light Co.), "A", 2.6%, 11/01/2029  | 3000000 | &nbsp;&nbsp; 2922497 |
| Mission, TX, Economic Development Corp., Solid Waste Disposal Rev. (Graphic Packaging International LLC Project), 5%, <br> 12/01/2064 (Put Date 6/01/2030)<br>| 2480000 | &nbsp;&nbsp; 2582043 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Bella Vida Forefront Living Project), "B-3", <br> 4.25%, 10/01/2030 <br>| 2230000 | &nbsp;&nbsp; 2211079 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2026  | 285000 | &nbsp;&nbsp; 286801 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2027  | 350000 | &nbsp;&nbsp; 357264 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2028  | 440000 | &nbsp;&nbsp; 455161 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2029  | 575000 | &nbsp;&nbsp; 602254 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2030  | 805000 | &nbsp;&nbsp; 850364 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Texas – continued | Texas – continued | Texas – continued |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2031  | $635000 | &nbsp;&nbsp; $676198 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2032  | 665000 | &nbsp;&nbsp; 714422 |
| New Hope, TX, Cultural Education Facilities Finance Corp., Retirement Facility Rev. (Westminster Project), 5%, 11/01/2033  | 700000 | &nbsp;&nbsp; 755879 |
| North Texas Higher Education Authority, Inc., Tax-Exempt Education Loan Rev., "1A", 5%, 6/01/2028  | 550000 | &nbsp;&nbsp; 567635 |
| North Texas Higher Education Authority, Inc., Tax-Exempt Education Loan Rev., "1A", 5%, 6/01/2030  | 1650000 | &nbsp;&nbsp; 1724440 |
| North Texas Higher Education Authority, Inc., Tax-Exempt Education Loan Rev., "1A", 5%, 6/01/2031  | 1900000 | &nbsp;&nbsp; 1994939 |
| San Antonio, TX, Airport System Rev., "A", 5%, 7/01/2026  | 1690000 | &nbsp;&nbsp; 1695544 |
| San Antonio, TX, Airport System Rev., "A", 5%, 7/01/2027  | 1870000 | &nbsp;&nbsp; 1912561 |
| San Antonio, TX, Airport System Rev., "A", 5%, 7/01/2028  | 565000 | &nbsp;&nbsp; 589642 |
| San Antonio, TX, Passenger Facility Charge & Subordinate Lien Airport System Rev., "A", 5%, 7/01/2026  | 1250000 | &nbsp;&nbsp; 1254100 |
| San Antonio, TX, Passenger Facility Charge & Subordinate Lien Airport System Rev., "A", 5%, 7/01/2027  | 2750000 | &nbsp;&nbsp; 2812589 |
| Tarrant County, TX, Cultural Education Facilities Finance Corp. (Christus Health), "A", 5%, 7/01/2053 (Put Date 7/01/2032) | 3895000 | &nbsp;&nbsp; 4264271 |
| Tarrant County, TX, Cultural Education Facilities Finance Corp. Rev. (Ascension Senior Credit Group), "C-1", 5%, <br> 11/15/2051 (Put Date 11/15/2032)<br>| 8000000 | &nbsp;&nbsp; 8794893 |
| Tarrant County, TX, Cultural Education Facilities Finance Corp. Rev. (Ascension Senior Credit Group), "C-2", 5%, <br> 11/15/2051 (Put Date 11/15/2035)<br>| 7500000 | &nbsp;&nbsp; 8359582 |
| Tarrant County, TX, Cultural Education Facilities Finance Corp., Hospital Rev. (Baylor Scott & White Health Project), "F", 5%, <br> 11/15/2052 (Put Date 11/15/2030)<br>| 4750000 | &nbsp;&nbsp; 5113208 |
| Tarrant County, TX, Cultural Education Facilities Finance Corp., Hospital Rev. (Baylor Scott & White Health Project), "G", 5%, <br> 11/15/2055 (Put Date 5/01/2033)<br>| 15000000 | &nbsp;&nbsp; 16520958 |
| Tarrant County, TX, Housing Finance Corporation, Multi-Family Housing Rev. (Wildwood Branch), 3.6%, <br> 2/01/2043 (Put Date 2/01/2028)<br>| 7000000 | &nbsp;&nbsp; 7052546 |
| Taxas Affordable Housing Corp., Multi-Family Housing Rev. (La Vista De Lopz Apartments), HUD Section 8, 2.8%, 2/01/2027  | 1200000 | &nbsp;&nbsp; 1197476 |
| Texas Municipal Gas Acquisition & Supply Corp. II, Gas Supply Rev., "C", FLR, 3.288% (SOFR - 3mo. + 0.86%), 9/15/2027  | 2310000 | &nbsp;&nbsp; 2312069 |
| Texas Municipal Gas Acquisition & Supply Corp. III, Gas Supply Rev., 5%, 12/15/2031  | 9885000 | &nbsp;&nbsp; 10539025 |
| Texas Municipal Gas Acquisition & Supply Corp. IV, Gas Supply Rev., "B", 5.5%, 1/01/2054 (Put Date 1/01/2034) | 11345000 | &nbsp;&nbsp; 12396054 |
| Texas Municipal Gas Acquisition & Supply Corp. V, Gas Supply Rev., 5%, 1/01/2055 (Put Date 1/01/2034) | 6000000 | &nbsp;&nbsp; 6396939 |
| Texas Municipal Gas Acquisition & Supply Corp. VI, Gas Supply Rev., 5%, 1/01/2036  | 15000000 | &nbsp;&nbsp; 15836730 |
| Texas Public Finance Authority Rev. (Texas Southern University), "A", BAM, 5%, 5/01/2026  | 395000 | &nbsp;&nbsp; 395000 |
| Texas Transportation Commission, State Highway 249 System Rev., Capital Appreciation, "A", 0%, 8/01/2028  | 135000 | &nbsp;&nbsp; 124846 |
| Texas Transportation Commission, State Highway 249 System Rev., Capital Appreciation, "A", 0%, 8/01/2029  | 500000 | &nbsp;&nbsp; 445609 |
| Travis County, TX, Housing Finance Corp., Multi-Family Housing Rev. (Airport Gateway Apartments), 4.125%, <br> 6/01/2045 (Put Date 6/01/2027)<br>| 4665000 | &nbsp;&nbsp; 4674659 |
|  |  | &nbsp;&nbsp; $329512733 |
| Utah – 1.2% | Utah – 1.2% | Utah – 1.2% |
| Salt Lake City, UT, Airport Rev. (Salt Lake City International Airport), "A", 5%, 7/01/2026  | $1200000 | &nbsp;&nbsp; $1203997 |
| Salt Lake City, UT, Airport Rev. (Salt Lake City International Airport), "A", 5%, 7/01/2028  | 5000000 | &nbsp;&nbsp; 5214856 |
| Salt Lake City, UT, Airport Rev. (Salt Lake City International Airport), "A", 5%, 7/01/2033  | 8635000 | &nbsp;&nbsp; 9541574 |
| Salt Lake City, UT, Airport Rev. (Salt Lake City International Airport), "A", 5%, 7/01/2034  | 7255000 | &nbsp;&nbsp; 8061086 |
| Salt Lake City, UT, Downtown Revitalization Public Infrastructure District, Sales Tax Rev. (SEG Redevelopment Project), "C", 5%, <br> 7/15/2035 <br>| 1794000 | &nbsp;&nbsp; 1801419 |
| Utah Housing Corp., Multi-Family Housing Rev. (Silos on 500), 3.7%, 8/01/2043 (Put Date 8/01/2027) | 2000000 | &nbsp;&nbsp; 2004482 |
| Utah Housing Corp., Single Family Mortgage Rev., "A", GNMA, 6.5%, 1/01/2054  | 1570000 | &nbsp;&nbsp; 1706327 |
| Utah Housing Corp., Single Family Mortgage Rev., "C", GNMA, 6.5%, 7/01/2055  | 6425000 | &nbsp;&nbsp; 7283819 |
|  |  | &nbsp;&nbsp; $36817560 |
| Vermont – 0.8% | Vermont – 0.8% | Vermont – 0.8% |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2026  | $2100000 | &nbsp;&nbsp; $2104026 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2026  | 1470000 | &nbsp;&nbsp; 1472818 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2026  | 775000 | &nbsp;&nbsp; 776486 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2026  | 140000 | &nbsp;&nbsp; 140268 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2027  | 775000 | &nbsp;&nbsp; 776111 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2027  | 1000000 | &nbsp;&nbsp; 1014206 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Vermont – continued | Vermont – continued | Vermont – continued |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2027  | $1000000 | &nbsp;&nbsp; $1014206 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2027  | 425000 | &nbsp;&nbsp; 431038 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2028  | 1600000 | &nbsp;&nbsp; 1640615 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2028  | 1735000 | &nbsp;&nbsp; 1779042 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2028  | 525000 | &nbsp;&nbsp; 538327 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2029  | 1640000 | &nbsp;&nbsp; 1686675 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2029  | 1450000 | &nbsp;&nbsp; 1491268 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2029  | 1300000 | &nbsp;&nbsp; 1342395 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5.25%, 6/15/2029  | 450000 | &nbsp;&nbsp; 471461 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2030  | 1000000 | &nbsp;&nbsp; 1041900 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2030  | 1500000 | &nbsp;&nbsp; 1559951 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5.25%, 6/15/2030  | 690000 | &nbsp;&nbsp; 729731 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5%, 6/15/2031  | 1600000 | &nbsp;&nbsp; 1668190 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5.25%, 6/15/2031  | 700000 | &nbsp;&nbsp; 746513 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5.25%, 6/15/2032  | 550000 | &nbsp;&nbsp; 589791 |
| Vermont Student Assistance Corp., Education Loan Rev., "A", 5.25%, 6/15/2033  | 700000 | &nbsp;&nbsp; 749534 |
|  |  | &nbsp;&nbsp; $23764552 |
| Virginia – 1.5% | Virginia – 1.5% | Virginia – 1.5% |
| Charles City County, VA, Industrial Development Authority, Solid Waste Disposal Rev. (Waste Management, Inc. Project), 1.45%, <br> 4/01/2027 (Put Date 4/01/2027)<br>| $235000 | &nbsp;&nbsp; $229515 |
| Chesapeake, VA, Economic Development Authority, Pollution Control Rev. (Virginia Electric & Power Co. Project), "A", 3.65%, <br> 2/01/2032 (Put Date 10/01/2027)<br>| 3215000 | &nbsp;&nbsp; 3242264 |
| Franklin County, VA, Industrial Development Authority, Public Facility Rev., 5%, 10/15/2030  | 6395000 | &nbsp;&nbsp; 6606707 |
| Louisa, VA, Industrial Development Authority, Pollution Control Refunding Rev. (Virginia Electric and Power Co. Project), "A", <br> 3.65%, 11/01/2035 (Put Date 10/01/2027)<br>| 915000 | &nbsp;&nbsp; 922759 |
| Virginia Beach, VA, Development Authority, Residential Care Facility Refunding Rev. (Westminster - Canterbury on Chesapeake <br> Bay), 5%, 9/01/2029 <br>| 95000 | &nbsp;&nbsp; 97282 |
| Virginia Beach, VA, Development Authority, Residential Care Facility Rev. (Westminster - Canterbury on Chesapeake Bay), "B-3", <br> 5.375%, 9/01/2029 <br>| 10250000 | &nbsp;&nbsp; 10306432 |
| Virginia College Building Authority, Educational Facilities Rev. (Regent University Project), 5%, 6/01/2026  | 400000 | &nbsp;&nbsp; 400371 |
| Virginia Housing Development Authority, Commonwealth Mortgage, "G", 3.125%, 7/01/2056 (Put Date 4/01/2027) | 8000000 | &nbsp;&nbsp; 7997944 |
| Virginia Housing Development Authority, Rental Housing, "A", 3.25%, 3/01/2029  | 525000 | &nbsp;&nbsp; 525055 |
| Virginia Housing Development Authority, Rental Housing, "A", 3.65%, 3/01/2029  | 7420000 | &nbsp;&nbsp; 7421434 |
| Virginia Housing Development Authority, Rental Housing, "A", 3.25%, 9/01/2029  | 1750000 | &nbsp;&nbsp; 1751601 |
| York, VA, Economic Development Authority, Pollution Control Rev. (Virginia Electric & Power Co. Project), "A", 3.65%, <br> 5/01/2033 (Put Date 10/01/2027)<br>| 6390000 | &nbsp;&nbsp; 6444189 |
|  |  | &nbsp;&nbsp; $45945553 |
| Washington – 2.4% | Washington – 2.4% | Washington – 2.4% |
| Grays Harbor County, WA, Public Hospital District No. 2, Limited Tax General Obligation Refunding, 4%, 12/15/2028  | $2505000 | &nbsp;&nbsp; $2506969 |
| King County, WA, Affordable Housing Rev., "A-2", HUD Section 8, 5%, 1/01/2028  | 2860000 | &nbsp;&nbsp; 2897033 |
| Klickitat County, WA, Electric System Rev. (Washington Public Utility District No. 1), AGM, 5%, 12/01/2032  | 1500000 | &nbsp;&nbsp; 1672746 |
| Klickitat County, WA, Electric System Rev. (Washington Public Utility District No. 1), AGM, 5%, 12/01/2033  | 1350000 | &nbsp;&nbsp; 1514327 |
| Port of Seattle, WA, Intermediate Lien Refunding Rev. (Private Activity), "B", 5%, 8/01/2026  | 2230000 | &nbsp;&nbsp; 2240743 |
| Port of Seattle, WA, Intermediate Lien Rev., "B", 5%, 10/01/2034  | 5850000 | &nbsp;&nbsp; 6511679 |
| Port of Seattle, WA, Intermediate Lien Rev., "B", 5%, 10/01/2036  | 3000000 | &nbsp;&nbsp; 3335617 |
| Seattle, WA, Port Rev., 5%, 4/01/2030  | 9685000 | &nbsp;&nbsp; 10214179 |
| Seattle, WA, Port Rev., 5%, 4/01/2031  | 3500000 | &nbsp;&nbsp; 3681339 |
| Vancouver, WA, Housing Authority Rev. (Navalia and Alena Projects), 4%, 8/01/2034  | 12065000 | &nbsp;&nbsp; 11951389 |
| Washington Health Care Facilities Authority Rev. (MultiCare Health System), "C2", AGM, 5%, 8/15/2055 (Put Date 8/15/2032) | 10000000 | &nbsp;&nbsp; 10886922 |
| Washington Health Care Facilities Authority Rev. (Providence St. Joseph Health), "B", 5%, 10/01/2030  | 10000000 | &nbsp;&nbsp; 10759831 |
| Washington State Higher Education Facilities Authority Refunding Rev. (Gonzaga University Project), 4%, 4/01/2041  | 5000000 | &nbsp;&nbsp; 4996897 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Washington – continued | Washington – continued | Washington – continued |
| Washington State Housing Finance Commission, Multi-Family Rev. (Mill at First Hill Apartments Project), FNMA, 4.15%, 7/01/2034  | $1470000 | &nbsp;&nbsp; $1505216 |
|  |  | &nbsp;&nbsp; $74674887 |
| West Virginia – 1.0% | West Virginia – 1.0% | West Virginia – 1.0% |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2026  | $405000 | &nbsp;&nbsp; $405400 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2027  | 505000 | &nbsp;&nbsp; 512373 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2028  | 530000 | &nbsp;&nbsp; 545797 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2029  | 360000 | &nbsp;&nbsp; 375018 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2030  | 350000 | &nbsp;&nbsp; 368892 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2031  | 725000 | &nbsp;&nbsp; 769084 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2032  | 400000 | &nbsp;&nbsp; 426583 |
| Ohio County, WV, County Commission Tax increment Rev. (Highlands Project), 5%, 6/01/2033  | 400000 | &nbsp;&nbsp; 427717 |
| West Virginia Economic Development Authority, Solid Waste Disposal Facilities Refunding Rev. (Wheeling Power Co. - Mitchell <br> Project), "A", 3%, 6/01/2037 (Put Date 6/18/2027)<br>| 7535000 | &nbsp;&nbsp; 7482546 |
| West Virginia Economic Development Authority, Solid Waste Disposal Facilities Rev. (Appalachian Power Company-Amos Project), <br> "A", 3.3%, 1/01/2041 (Put Date 9/01/2028)<br>| 5000000 | &nbsp;&nbsp; 5036568 |
| West Virginia Economic Development Authority, Solid Waste Disposal Facilities Rev. (Commercial Metals Co. Project), 4.625%, <br> 4/15/2055 (Put Date 5/15/2032)<br>| 2010000 | &nbsp;&nbsp; 2056165 |
| West Virginia Hospital Finance Authority, Hospital Rev. (West Virginia University Health System Obligated Group), "B", 5%, <br> 6/01/2055 (Put Date 6/01/2033)<br>| 10500000 | &nbsp;&nbsp; 11385789 |
|  |  | &nbsp;&nbsp; $29791932 |
| Wisconsin – 3.4% | Wisconsin – 3.4% | Wisconsin – 3.4% |
| Dane County, WI, General Obligation Airport Project, "C", 5%, 6/01/2031  | $4805000 | &nbsp;&nbsp; $5233804 |
| Dane County, WI, General Obligation Airport Project, "C", 5%, 6/01/2032  | 5050000 | &nbsp;&nbsp; 5560817 |
| Dane County, WI, General Obligation Airport Project, "C", 5%, 6/01/2033  | 5295000 | &nbsp;&nbsp; 5882764 |
| Deerfield, WI, Community School District, Bond Anticipation Notes, 4%, 3/01/2030  | 14500000 | &nbsp;&nbsp; 14627678 |
| Wisconsin Center District Junior Dedicated Tax Rev., Capital Appreciation, "D", AGM, 0%, 12/15/2028  | 265000 | &nbsp;&nbsp; 244561 |
| Wisconsin Center District Junior Dedicated Tax Rev., Capital Appreciation, "D", AGM, 0%, 12/15/2029  | 365000 | &nbsp;&nbsp; 325901 |
| Wisconsin Center District Junior Dedicated Tax Rev., Capital Appreciation, "D", AGM, 0%, 12/15/2030  | 550000 | &nbsp;&nbsp; 473989 |
| Wisconsin Center District Senior Dedicated Tax Rev., Capital Appreciation, "C", AGM, 0%, 12/15/2028  | 1055000 | &nbsp;&nbsp; 972375 |
| Wisconsin Center District Senior Dedicated Tax Rev., Capital Appreciation, "C", AGM, 0%, 12/15/2029  | 1050000 | &nbsp;&nbsp; 935855 |
| Wisconsin Center District Senior Dedicated Tax Rev., Capital Appreciation, "C", AGM, 0%, 12/15/2030  | 1095000 | &nbsp;&nbsp; 941526 |
| Wisconsin Health & Educational Facilities Authority Refunding Rev. (Froedtert Health, Inc. Obligated Group), "A", 4%, 4/01/2040  | 5000000 | &nbsp;&nbsp; 4924399 |
| Wisconsin Health & Educational Facilities Authority Refunding Rev. (Mercy Health Corp. Obligated Group), "C", 5%, <br> 12/01/2046 (Put Date 12/01/2033)<br>| 17000000 | &nbsp;&nbsp; 18599816 |
| Wisconsin Health & Educational Facilities Authority Rev. (Marshfield Clinic Health System, Inc.), "B-2", 5%, <br> 2/15/2051 (Put Date 2/15/2027)<br>| 4000000 | &nbsp;&nbsp; 4026469 |
| Wisconsin Health & Educational Facilities Authority Rev. (Milwaukee Science Education Consortium, Inc.), "A", 4.5%, 3/15/2033  | 450000 | &nbsp;&nbsp; 447462 |
| Wisconsin Health & Educational Facilities Authority Rev. (Oakwood Lutheran Senior Ministries), 4%, 1/01/2027  | 360000 | &nbsp;&nbsp; 360548 |
| Wisconsin Health & Educational Facilities Authority Rev. (Oakwood Lutheran Senior Ministries), 4%, 1/01/2028  | 375000 | &nbsp;&nbsp; 376699 |
| Wisconsin Health & Educational Facilities Authority Rev. (Oakwood Lutheran Senior Ministries), 4%, 1/01/2029  | 390000 | &nbsp;&nbsp; 392536 |
| Wisconsin Health & Educational Facilities Authority Rev. (ProHealth Care, Inc. Obligated Group), 3%, 8/15/2026  | 4340000 | &nbsp;&nbsp; 4333703 |
| Wisconsin Health & Educational Facilities Authority Rev. (Wisconsin Housing Preservation Corp.), "A", 5%, 11/01/2035  | 4120000 | &nbsp;&nbsp; 4503640 |
| Wisconsin Housing & Economic Development Authority, Housing Rev., "E", HUD Section 8, 3.875%, <br> 11/01/2054 (Put Date 5/01/2027)<br>| 510000 | &nbsp;&nbsp; 510241 |
| Wisconsin Housing & Economic Development Authority, Multi-Family Housing (Intersect Project), "I", 5%, <br> 11/01/2058 (Put Date 2/01/2027)<br>| 3250000 | &nbsp;&nbsp; 3296040 |
| Wisconsin Public Finance Authority Rev. (Roseman University of Health Sciences Project), 5.875%, 4/01/2045  | 2315000 | &nbsp;&nbsp; 2315352 |
| Wisconsin Public Finance Authority, Airport Facilities Rev. (Transportation Infrastructure Properties LLC), "B", 5.25%, 7/01/2028  | 425000 | &nbsp;&nbsp; 425357 |
| Wisconsin Public Finance Authority, Education Rev. (Triad Educational Services, Inc.), 4.25%, 6/15/2027  | 340000 | &nbsp;&nbsp; 340960 |
| Wisconsin Public Finance Authority, Hospital Rev. (Renown Regional Medical Center Project), "A", 5%, 6/01/2026  | 325000 | &nbsp;&nbsp; 325517 |
| Wisconsin Public Finance Authority, Hospital Rev. (Renown Regional Medical Center Project), "A", 5%, 6/01/2027  | 450000 | &nbsp;&nbsp; 459600 |
| Wisconsin Public Finance Authority, Hospital Rev. (Renown Regional Medical Center Project), "A", 5%, 6/01/2028  | 725000 | &nbsp;&nbsp; 755017 |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Municipal Bonds – continued | Municipal Bonds – continued | Municipal Bonds – continued |
| Wisconsin – continued | Wisconsin – continued | Wisconsin – continued |
| Wisconsin Public Finance Authority, Hospital Rev. (Renown Regional Medical Center Project), "A", 5%, 6/01/2029  | $900000 | &nbsp;&nbsp; $954755 |
| Wisconsin Public Finance Authority, Limited Obligation Grant Rev. (American Dream at Meadowlands Project), "A", 6.25%, <br> 8/01/2027 (a)(d)(n)<br>| 3020000 | &nbsp;&nbsp; 2204600 |
| Wisconsin Public Finance Authority, Multi-Family Affordable Housing Certificates, "1-A", FHLMC, 4.1%, 9/25/2039 (n) | 5870000 | &nbsp;&nbsp; 5771319 |
| Wisconsin Public Finance Authority, Multi-Family Housing Rev. (Foothill Affordable Housing Foundation-Elliot Baymeadows <br> Apartments Project), FNMA, 4.5%, 7/01/2067 (Put Date 7/01/2035)<br>| 7180000 | &nbsp;&nbsp; 7394747 |
| Wisconsin Public Finance Authority, Municipal Certificates (Kawa Fund Limited), "1-A", 3.625%, 6/15/2063 (Put Date 6/15/2031) | 4782609 | &nbsp;&nbsp; 4758235 |
| Wisconsin Public Finance Authority, Retirement Facilities First Mortgage Rev. (United Methodist Retirement Homes), "A", 4%, <br> 10/01/2027 <br>| 200000 | &nbsp;&nbsp; 202256 |
| Wisconsin Public Finance Authority, Retirement Facilities First Mortgage Rev. (United Methodist Retirement Homes), "A", 4%, <br> 10/01/2028 <br>| 255000 | &nbsp;&nbsp; 260052 |
| Wisconsin Public Finance Authority, Retirement Facilities First Mortgage Rev. (United Methodist Retirement Homes), "A", 4%, <br> 10/01/2029 <br>| 325000 | &nbsp;&nbsp; 333778 |
| Wisconsin State General Obligation Refunding, "1", 5%, 5/01/2032 (w) | 3000000 | &nbsp;&nbsp; 3293356 |
| Wisconsin State General Obligation Refunding, "1", 5%, 5/01/2033 (w) | 775000 | &nbsp;&nbsp; 860464 |
|  |  | &nbsp;&nbsp; $107626188 |
| **Total Municipal Bonds (Identified Cost, $2,993,574,343)** |  | &nbsp;&nbsp; **$3015992313** |
| Other Municipal Bonds – 0.2% | Other Municipal Bonds – 0.2% | Other Municipal Bonds – 0.2% |
| Multi-Family Housing Revenue – 0.2% | Multi-Family Housing Revenue – 0.2% |  |
| Freddie Mac, 4.614%, 8/25/2041 (Identified Cost, $5,741,306) | $5698521 | &nbsp;&nbsp; $5773402 |
| Bonds – 0.0% | Bonds – 0.0% | Bonds – 0.0% |
| Transportation & Logistics – 0.0% | Transportation & Logistics – 0.0% |  |
| Toll Road Investors Partnership II LP, Capital Appreciation, NPFG, 0%, 2/15/2028 (n) (Identified Cost, $1,438,936) | $1573000 | &nbsp;&nbsp; $1394823 |
| Mutual Funds (h) – 3.6% | Mutual Funds (h) – 3.6% | Mutual Funds (h) – 3.6% |
| Money Market Funds – 3.6% | Money Market Funds – 3.6% |  |
| MFS Institutional Money Market Portfolio, 3.7% (v) (Identified Cost, $113,015,164) | 113014340 | &nbsp;&nbsp; $113025641 |
| Other Assets, Less Liabilities – (0.6)% |  | &nbsp;&nbsp; (19282626) |
| **Net Assets – 100.0%** |  | &nbsp;&nbsp; **$3116903553** |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Non-income producing security.

&nbsp;&nbsp;&nbsp;&nbsp;(d) In default.

&nbsp;&nbsp;&nbsp;&nbsp;(h) An affiliated issuer, which may be considered one in which the fund owns 5% or more
 of the outstanding voting securities, or a company which is under common control. At period end, the aggregate values of the fund's investments in affiliated
 issuers and in unaffiliated issuers were $113,025,641 and $3,023,160,538, respectively.

&nbsp;&nbsp;&nbsp;&nbsp;(n) Securities exempt from registration under Rule 144A of the Securities Act of 1933.
 These securities may be sold in the ordinary course of business in transactions exempt from registration, normally to qualified institutional buyers.
 At period end, the aggregate value of these securities was $18,842,307, representing 0.6% of net assets.

&nbsp;&nbsp;&nbsp;&nbsp;(v) Affiliated issuer that is available only to investment companies managed by MFS. The
 rate quoted for the MFS Institutional Money Market Portfolio is the annualized seven-day yield of the fund at period end.

&nbsp;&nbsp;&nbsp;&nbsp;(w) When-issued security.

---

| | |
|:---|:---|
| The following abbreviations are used in this report and are defined: | The following abbreviations are used in this report and are defined: |
| AAC | Ambac Assurance Corp. |
| AGM | Assured Guaranty Municipal |
| BAM | Build America Mutual |
| COP | Certificate of Participation |
| ETM | Escrowed to Maturity |
| FHA | Federal Housing Administration |
| FHLMC | Federal Home Loan Mortgage Corp. |

---

------

MFS Municipal Limited Maturity Fund

*Portfolio of Investments – continued*

---

| | |
|:---|:---|
| FLR | Floating Rate. Interest rate resets periodically based on the parenthetically disclosed reference rate plus a spread (if any). The period-end rate <br> reported may not be the current rate. All reference rates are USD unless otherwise noted.<br>|
| FNMA | Federal National Mortgage Assn. |
| GNMA | Government National Mortgage Assn. |
| NPFG | National Public Finance Guarantee Corp. |
| PSF | Permanent School Fund |
| SOFR | Secured Overnight Financing Rate |
| VRDN | Variable rate demand note that may be puttable to the issuer at the option of the holder. The stated interest rate, which generally resets either <br> daily or weekly, represents the rate in effect at period end and may not be the current rate.<br>|

---

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

**Financial Statements** \| **Statement of Assets and Liabilities**

This statement represents your fund's balance sheet, which details the assets and liabilities comprising the total value of the fund.

---

| | |
|:---|:---|
| **At 4/30/26** <br> **Assets**<br>|  |
| Investments in unaffiliated issuers, at value (identified cost, $3,000,754,585) | &nbsp;&nbsp; $3023160538 |
| Investments in affiliated issuers, at value (identified cost, $113,015,164) | &nbsp;&nbsp; 113025641 |
| Cash | &nbsp;&nbsp; 3 |
| Receivables for |  |
| Investments sold | &nbsp;&nbsp; 2442493 |
| Fund shares sold | &nbsp;&nbsp; 7098865 |
| Interest and dividends | &nbsp;&nbsp; 38996790 |
| Other assets | &nbsp;&nbsp; 5962 |
| Total assets | &nbsp;&nbsp; $3184730292 |
| **Liabilities** |  |
| Payables for |  |
| Distributions | &nbsp;&nbsp; $796612 |
| Investments purchased | &nbsp;&nbsp; 3000000 |
| When-issued investments purchased | &nbsp;&nbsp; 59324505 |
| Fund shares reacquired | &nbsp;&nbsp; 3954493 |
| Payable to affiliates |  |
| Investment adviser | &nbsp;&nbsp; 2321 |
| Administrative services fee | &nbsp;&nbsp; 2355 |
| Shareholder servicing costs | &nbsp;&nbsp; 511771 |
| Distribution and service fees | &nbsp;&nbsp; 10769 |
| Payable for independent Trustees' compensation | &nbsp;&nbsp; 13 |
| Accrued expenses and other liabilities | &nbsp;&nbsp; 223900 |
| Total liabilities | &nbsp;&nbsp; $67826739 |
| Net assets | &nbsp;&nbsp; $3116903553 |
| **Net assets consist of** |  |
| Paid-in capital | &nbsp;&nbsp; $3207487070 |
| Total distributable earnings (loss) | &nbsp;&nbsp; (90583517)<br>|
| Net assets | &nbsp;&nbsp; $3116903553 |
| Shares of beneficial interest outstanding | &nbsp;&nbsp; 387595828 |

---

---

| | | | |
|:---|:---|:---|:---|
|  | **Net assets** | &nbsp;&nbsp; **Shares** <br>**outstanding**<br>| &nbsp;&nbsp; **Net asset value** <br>**per share (a)**<br>|
| Class A | &nbsp;&nbsp;&nbsp; $1235310698 | &nbsp;&nbsp;&nbsp; 153497298 | &nbsp;&nbsp;&nbsp; $8.05 |
| Class B | &nbsp;&nbsp;&nbsp; 54267 | &nbsp;&nbsp;&nbsp; 6751 | &nbsp;&nbsp;&nbsp;&nbsp;8.04 |
| Class C | &nbsp;&nbsp;&nbsp; 11373464 | &nbsp;&nbsp;&nbsp; 1412767 | &nbsp;&nbsp;&nbsp;&nbsp;8.05 |
| Class I | &nbsp;&nbsp;&nbsp; 1167166115 | &nbsp;&nbsp;&nbsp; 145196845 | &nbsp;&nbsp;&nbsp;&nbsp;8.04 |
| Class R6 | &nbsp;&nbsp;&nbsp; 702999009 | &nbsp;&nbsp;&nbsp; 87482167 | &nbsp;&nbsp;&nbsp;&nbsp;8.04 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Maximum offering price per share was equal to the net asset value per share for all
 share classes, except for Class A, for which the maximum offering price per share was $8.26 [100 / 97.50 x $8.05]. On sales of $50,000 or more,
 the maximum offering price of Class A shares is reduced. A contingent deferred sales charge may be imposed on redemptions of Class
 A, Class B, and Class C shares. Redemption price per share was equal to the net asset value per share for Classes I and R6.

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

**Financial Statements** \| **Statement of Operations**

This statement describes how much your fund earned in investment income and accrued in expenses. It also describes any gains and/or losses generated by fund operations.

---

| | |
|:---|:---|
| **Year ended 4/30/26** <br> **Net investment income (loss)**<br>|  |
| Income |  |
| Interest | &nbsp;&nbsp; $103074311 |
| Dividends from affiliated issuers | &nbsp;&nbsp; 3868796 |
| Other | &nbsp;&nbsp; 332 |
| Total investment income | &nbsp;&nbsp; $106943439 |
| Expenses |  |
| Management fee | &nbsp;&nbsp; $9962249 |
| Distribution and service fees | &nbsp;&nbsp; 3115655 |
| Shareholder servicing costs | &nbsp;&nbsp; 1689991 |
| Administrative services fee | &nbsp;&nbsp; 385096 |
| Independent Trustees' compensation | &nbsp;&nbsp; 58808 |
| Custodian fee | &nbsp;&nbsp; 304168 |
| Shareholder communications | &nbsp;&nbsp; 82028 |
| Audit and tax fees | &nbsp;&nbsp; 73561 |
| Legal fees | &nbsp;&nbsp; 14690 |
| Miscellaneous | &nbsp;&nbsp; 330191 |
| Total expenses | &nbsp;&nbsp; $16016437 |
| Fees paid indirectly | &nbsp;&nbsp; (2978)<br>|
| Reduction of expenses by investment adviser and distributor | &nbsp;&nbsp; (1994340)<br>|
| Net expenses | &nbsp;&nbsp; $14019119 |
| Net investment income (loss) | &nbsp;&nbsp; $92924320 |
| **Realized and unrealized gain (loss)** | **Realized and unrealized gain (loss)** |
| Realized gain (loss) (identified cost basis) |  |
| Unaffiliated issuers | &nbsp;&nbsp; $683607 |
| Affiliated issuers | &nbsp;&nbsp; 99 |
| Net realized gain (loss) | &nbsp;&nbsp; $683706 |
| Change in unrealized appreciation or depreciation |  |
| Unaffiliated issuers | &nbsp;&nbsp; $43140116 |
| Affiliated issuers | &nbsp;&nbsp; 11276 |
| Net unrealized gain (loss) | &nbsp;&nbsp; $43151392 |
| Net realized and unrealized gain (loss) | &nbsp;&nbsp; $43835098 |
| Change in net assets from operations | &nbsp;&nbsp; $136759418 |

---

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

**Financial Statements** \| **Statements of Changes in Net Assets**

These statements describe the increases and/or decreases in net assets resulting from operations, any distributions, and any shareholder transactions.

---

| | | |
|:---|:---|:---|
|  | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** |
| **Change in net assets** |  |  |
| **From operations** |  |  |
| Net investment income (loss) | $92924320 | &nbsp;&nbsp; $80924979 |
| Net realized gain (loss) | 683706 | &nbsp;&nbsp; (7286307)<br>|
| Net unrealized gain (loss) | 43151392 | &nbsp;&nbsp; 21162209 |
| Change in net assets from operations | $136759418 | &nbsp;&nbsp; $94800881 |
| Total distributions to shareholders | $(92440657)<br>| &nbsp;&nbsp; $(80018002)<br>|
| Change in net assets from fund share transactions | $436679874 | &nbsp;&nbsp; $19326363 |
| Total change in net assets | $480998635 | &nbsp;&nbsp; $34109242 |
| **Net assets** |  |  |
| At beginning of period | 2635904918 | &nbsp;&nbsp; 2601795676 |
| At end of period | $3116903553 | &nbsp;&nbsp; $2635904918 |

---

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

**Financial Statements** \| **Financial Highlights**

The financial highlights table is intended to help you understand the fund's financial performance for the past 5 years. Certain information reflects financial results for a single fund share. The total returns in the table represent the rate that an investor would have earned (or lost) on an investment in the fund share class (assuming reinvestment of all distributions) held for the entire period.

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class A**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $7.91 | &nbsp;&nbsp; $7.87 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $8.40 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.25 | &nbsp;&nbsp; $0.24 | &nbsp;&nbsp; $0.20 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.10 |
| Net realized and unrealized gain (loss) | 0.14 | &nbsp;&nbsp;&nbsp;&nbsp;0.04 | &nbsp;&nbsp;&nbsp;&nbsp;0.02 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.54)<br>|
| Total from investment operations | $0.39 | &nbsp;&nbsp; $0.28 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.13 | &nbsp;&nbsp; $(0.44)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.25)<br>| &nbsp;&nbsp; $(0.24)<br>| &nbsp;&nbsp; $(0.20)<br>| &nbsp;&nbsp; $(0.14)<br>| &nbsp;&nbsp; $(0.10)<br>|
| Net asset value, end of period (x) | $8.05 | &nbsp;&nbsp; $7.91 | &nbsp;&nbsp; $7.87 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $7.86 |
| Total return (%) (r)(s)(t)(x) | 4.95 | &nbsp;&nbsp;&nbsp;&nbsp;3.52 | &nbsp;&nbsp;&nbsp;&nbsp;2.86 | &nbsp;&nbsp;&nbsp;&nbsp;1.68 | &nbsp;&nbsp; (5.24)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.71 | &nbsp;&nbsp;&nbsp;&nbsp;0.72 | &nbsp;&nbsp;&nbsp;&nbsp;0.72 | &nbsp;&nbsp;&nbsp;&nbsp;0.72 | &nbsp;&nbsp;&nbsp;&nbsp;0.72 |
| Expenses after expense reductions (f) | 0.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.58 | &nbsp;&nbsp;&nbsp;&nbsp;0.59 | &nbsp;&nbsp;&nbsp;&nbsp;0.60 | &nbsp;&nbsp;&nbsp;&nbsp;0.61 |
| Net investment income (loss) | 3.10 | &nbsp;&nbsp;&nbsp;&nbsp;3.00 | &nbsp;&nbsp;&nbsp;&nbsp;2.61 | &nbsp;&nbsp;&nbsp;&nbsp;1.79 | &nbsp;&nbsp;&nbsp;&nbsp;1.25 |
| Portfolio turnover rate | 26 | &nbsp;&nbsp; 29 | &nbsp;&nbsp; 30 | &nbsp;&nbsp; 35 | &nbsp;&nbsp; 23 |
| Net assets at end of period (000 omitted) | $1235311 | &nbsp;&nbsp; $1124732 | &nbsp;&nbsp; $1114939 | &nbsp;&nbsp; $1210132 | &nbsp;&nbsp; $1351962 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class B**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $7.91 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.84 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $8.39 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.19 | &nbsp;&nbsp; $0.18 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.08 | &nbsp;&nbsp; $0.04 |
| Net realized and unrealized gain (loss) | 0.13 | &nbsp;&nbsp;&nbsp;&nbsp;0.05 | &nbsp;&nbsp;&nbsp;&nbsp;0.02 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.54)<br>|
| Total from investment operations | $0.32 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.16 | &nbsp;&nbsp; $0.07 | &nbsp;&nbsp; $(0.50)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.19)<br>| &nbsp;&nbsp; $(0.18)<br>| &nbsp;&nbsp; $(0.14)<br>| &nbsp;&nbsp; $(0.08)<br>| &nbsp;&nbsp; $(0.04)<br>|
| Net asset value, end of period (x) | $8.04 | &nbsp;&nbsp; $7.91 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.84 | &nbsp;&nbsp; $7.85 |
| Total return (%) (r)(s)(t)(x) | 4.04 | &nbsp;&nbsp;&nbsp;&nbsp;2.89 | &nbsp;&nbsp;&nbsp;&nbsp;2.11 | &nbsp;&nbsp;&nbsp;&nbsp;0.92 | &nbsp;&nbsp; (5.96)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.46 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 |
| Expenses after expense reductions (f) | 1.33 | &nbsp;&nbsp;&nbsp;&nbsp;1.33 | &nbsp;&nbsp;&nbsp;&nbsp;1.34 | &nbsp;&nbsp;&nbsp;&nbsp;1.35 | &nbsp;&nbsp;&nbsp;&nbsp;1.36 |
| Net investment income (loss) | 2.35 | &nbsp;&nbsp;&nbsp;&nbsp;2.25 | &nbsp;&nbsp;&nbsp;&nbsp;1.83 | &nbsp;&nbsp;&nbsp;&nbsp;1.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.50 |
| Portfolio turnover rate | 26 | &nbsp;&nbsp; 29 | &nbsp;&nbsp; 30 | &nbsp;&nbsp; 35 | &nbsp;&nbsp; 23 |
| Net assets at end of period (000 omitted) | $54 | &nbsp;&nbsp; $56 | &nbsp;&nbsp; $71 | &nbsp;&nbsp; $145 | &nbsp;&nbsp; $167 |

---

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class C**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $7.92 | &nbsp;&nbsp; $7.87 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $8.41 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.18 | &nbsp;&nbsp; $0.17 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $0.07 | &nbsp;&nbsp; $0.03 |
| Net realized and unrealized gain (loss) | 0.13 | &nbsp;&nbsp;&nbsp;&nbsp;0.05 | &nbsp;&nbsp;&nbsp;&nbsp;0.01 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.55)<br>|
| Total from investment operations | $0.31 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.15 | &nbsp;&nbsp; $0.06 | &nbsp;&nbsp; $(0.52)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.18)<br>| &nbsp;&nbsp; $(0.17)<br>| &nbsp;&nbsp; $(0.13)<br>| &nbsp;&nbsp; $(0.07)<br>| &nbsp;&nbsp; $(0.03)<br>|
| Net asset value, end of period (x) | $8.05 | &nbsp;&nbsp; $7.92 | &nbsp;&nbsp; $7.87 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $7.86 |
| Total return (%) (r)(s)(t)(x) | 3.94 | &nbsp;&nbsp;&nbsp;&nbsp;2.79 | &nbsp;&nbsp;&nbsp;&nbsp;1.99 | &nbsp;&nbsp;&nbsp;&nbsp;0.82 | &nbsp;&nbsp; (6.16)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.46 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 |
| Expenses after expense reductions (f) | 1.43 | &nbsp;&nbsp;&nbsp;&nbsp;1.43 | &nbsp;&nbsp;&nbsp;&nbsp;1.44 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.46 |
| Net investment income (loss) | 2.26 | &nbsp;&nbsp;&nbsp;&nbsp;2.14 | &nbsp;&nbsp;&nbsp;&nbsp;1.74 | &nbsp;&nbsp;&nbsp;&nbsp;0.93 | &nbsp;&nbsp;&nbsp;&nbsp;0.40 |
| Portfolio turnover rate | 26 | &nbsp;&nbsp; 29 | &nbsp;&nbsp; 30 | &nbsp;&nbsp; 35 | &nbsp;&nbsp; 23 |
| Net assets at end of period (000 omitted) | $11373 | &nbsp;&nbsp; $13585 | &nbsp;&nbsp; $19082 | &nbsp;&nbsp; $28050 | &nbsp;&nbsp; $39268 |

---

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class I**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $7.91 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.84 | &nbsp;&nbsp; $7.85 | &nbsp;&nbsp; $8.40 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.26 | &nbsp;&nbsp; $0.25 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.15 | &nbsp;&nbsp; $0.12 |
| Net realized and unrealized gain (loss) | 0.13 | &nbsp;&nbsp;&nbsp;&nbsp;0.05 | &nbsp;&nbsp;&nbsp;&nbsp;0.01 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.55)<br>|
| Total from investment operations | $0.39 | &nbsp;&nbsp; $0.30 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.14 | &nbsp;&nbsp; $(0.43)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.26)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.21)<br>| &nbsp;&nbsp; $(0.15)<br>| &nbsp;&nbsp; $(0.12)<br>|
| Net asset value, end of period (x) | $8.04 | &nbsp;&nbsp; $7.91 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.84 | &nbsp;&nbsp; $7.85 |
| Total return (%) (r)(s)(t)(x) | 4.98 | &nbsp;&nbsp;&nbsp;&nbsp;3.81 | &nbsp;&nbsp;&nbsp;&nbsp;3.01 | &nbsp;&nbsp;&nbsp;&nbsp;1.82 | &nbsp;&nbsp; (5.22)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.46 | &nbsp;&nbsp;&nbsp;&nbsp;0.47 | &nbsp;&nbsp;&nbsp;&nbsp;0.47 | &nbsp;&nbsp;&nbsp;&nbsp;0.47 | &nbsp;&nbsp;&nbsp;&nbsp;0.47 |
| Expenses after expense reductions (f) | 0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.44 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.46 |
| Net investment income (loss) | 3.25 | &nbsp;&nbsp;&nbsp;&nbsp;3.14 | &nbsp;&nbsp;&nbsp;&nbsp;2.75 | &nbsp;&nbsp;&nbsp;&nbsp;1.92 | &nbsp;&nbsp;&nbsp;&nbsp;1.39 |
| Portfolio turnover rate | 26 | &nbsp;&nbsp; 29 | &nbsp;&nbsp; 30 | &nbsp;&nbsp; 35 | &nbsp;&nbsp; 23 |
| Net assets at end of period (000 omitted) | $1167166 | &nbsp;&nbsp; $926884 | &nbsp;&nbsp; $933762 | &nbsp;&nbsp; $1047034 | &nbsp;&nbsp; $1435075 |

---

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R6**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $7.90 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.83 | &nbsp;&nbsp; $7.84 | &nbsp;&nbsp; $8.39 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.27 | &nbsp;&nbsp; $0.26 | &nbsp;&nbsp; $0.22 | &nbsp;&nbsp; $0.16 | &nbsp;&nbsp; $0.12 |
| Net realized and unrealized gain (loss) | 0.14 | &nbsp;&nbsp;&nbsp;&nbsp;0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.03 | &nbsp;&nbsp; (0.01)<br>| &nbsp;&nbsp; (0.55)<br>|
| Total from investment operations | $0.41 | &nbsp;&nbsp; $0.29 | &nbsp;&nbsp; $0.25 | &nbsp;&nbsp; $0.15 | &nbsp;&nbsp; $(0.43)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.27)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.22)<br>| &nbsp;&nbsp; $(0.16)<br>| &nbsp;&nbsp; $(0.12)<br>|
| Net asset value, end of period (x) | $8.04 | &nbsp;&nbsp; $7.90 | &nbsp;&nbsp; $7.86 | &nbsp;&nbsp; $7.83 | &nbsp;&nbsp; $7.84 |
| Total return (%) (r)(s)(t)(x) | 5.19 | &nbsp;&nbsp;&nbsp;&nbsp;3.75 | &nbsp;&nbsp;&nbsp;&nbsp;3.22 | &nbsp;&nbsp;&nbsp;&nbsp;1.90 | &nbsp;&nbsp; (5.16)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.39 | &nbsp;&nbsp;&nbsp;&nbsp;0.40 | &nbsp;&nbsp;&nbsp;&nbsp;0.39 | &nbsp;&nbsp;&nbsp;&nbsp;0.39 | &nbsp;&nbsp;&nbsp;&nbsp;0.39 |
| Expenses after expense reductions (f) | 0.36 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp;&nbsp;&nbsp;0.37 | &nbsp;&nbsp;&nbsp;&nbsp;0.38 | &nbsp;&nbsp;&nbsp;&nbsp;0.38 |
| Net investment income (loss) | 3.32 | &nbsp;&nbsp;&nbsp;&nbsp;3.22 | &nbsp;&nbsp;&nbsp;&nbsp;2.83 | &nbsp;&nbsp;&nbsp;&nbsp;2.02 | &nbsp;&nbsp;&nbsp;&nbsp;1.47 |
| Portfolio turnover rate | 26 | &nbsp;&nbsp; 29 | &nbsp;&nbsp; 30 | &nbsp;&nbsp; 35 | &nbsp;&nbsp; 23 |
| Net assets at end of period (000 omitted) | $702999 | &nbsp;&nbsp; $570648 | &nbsp;&nbsp; $533942 | &nbsp;&nbsp; $609185 | &nbsp;&nbsp; $618894 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(d) Per share data is based on average shares outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;(f) Ratios do not reflect reductions from fees paid indirectly, if applicable. See Note
 2 in the Notes to Financial Statements for additional information.

&nbsp;&nbsp;&nbsp;&nbsp;(r) Certain expenses have been reduced without which performance would have been lower.

&nbsp;&nbsp;&nbsp;&nbsp;(s) From time to time the fund may receive proceeds from litigation settlements, without
 which performance would be lower.

&nbsp;&nbsp;&nbsp;&nbsp;(t) Total returns do not include any applicable sales charges.

&nbsp;&nbsp;&nbsp;&nbsp;(x) The net asset values and total returns have been calculated on net assets which include
 adjustments made in accordance with U.S. generally accepted accounting principles required at period end for financial reporting purposes.

**See Notes to Financial Statements**

------

MFS Municipal Limited Maturity Fund

**Notes to Financial Statements**

**(1) Business and Organization**

MFS Municipal Limited Maturity Fund (the fund) is a diversified series of MFS Series Trust IX (the trust). The trust is organized as a Massachusetts business trust and is registered under the Investment Company Act of 1940, as amended, as an open-end management investment company.

The fund is an investment company and accordingly follows the investment company accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies.

**(2) Significant Accounting Policies**

**General** — The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of increases and decreases in net assets from operations during the reporting period. Actual results could differ from those estimates. In the preparation of these financial statements, management has evaluated subsequent events occurring after the date of the fund's Statement of Assets and Liabilities through the date that the financial statements were issued. The fund invests primarily in municipal instruments, which generally trade in the over-the-counter market. The value of municipal instruments can be affected by changes in their actual or perceived credit quality. The credit quality of, and the ability to pay principal and interest when due by, an issuer of a municipal instrument depends on the credit quality of the entity supporting the municipal instrument, how essential any services supported by the municipal instrument are, the sufficiency of any revenues or taxes that support the municipal instrument, and/or the willingness or ability of the appropriate government entity to approve any appropriations necessary to support the municipal instrument. Municipal instruments may be supported by insurance which typically guarantees the timely payment of all principal and interest due on the underlying municipal instrument. The value of a municipal instrument can be volatile and significantly affected by adverse tax changes or court rulings, legislative or political changes, changes in specific or general market and economic conditions and developments in the region where the instrument is issued, and the financial condition of municipal issuers and of municipal instrument insurers of which there are a limited number. Also, because many municipal instruments are issued to finance similar projects, conditions in certain industries can significantly affect the fund and the overall municipal market. Municipal instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could affect the market values and marketability of many or all municipal obligations of issuers in a state, U.S. territory, or possession. If the Internal Revenue Service determines an issuer of a municipal instrument has not complied with the applicable tax requirements, interest from the security could become taxable, the security could decline in value, and certain distributions made by the fund could be taxable to shareholders.

**Segment Reporting** — An operating segment is defined in FASB Accounting Standards Codification Topic 280, Segment Reporting as a component of a public entity that engages in business activities from which it may recognize revenues and incur expenses, has operating results that are regularly reviewed by the entity's chief operating decision maker (CODM) in making resource allocation decisions and assessing segment performance, and for which discrete financial information is available. The fund represents a single operating segment and the Chairman's Committee of the fund's adviser acts as the segment's CODM. The fund's total returns, expense ratios, and changes in net assets which are used by the CODM to assess segment performance and to make resource allocation decisions to the segment are consistent with that presented within the fund's financial statements.

**Balance Sheet Offsetting** — The fund's accounting policy with respect to balance sheet offsetting is that, absent an event of default by the counterparty or a termination of the agreement, the International Swaps and Derivatives Association (ISDA) Master Agreement, or similar agreement, does not result in an offset of reported amounts of financial assets and financial liabilities in the Statement of Assets and Liabilities across transactions between the fund and the applicable counterparty. The fund's right to setoff may be restricted or prohibited by the bankruptcy or insolvency laws of the particular jurisdiction to which a specific master netting agreement counterparty is subject. Balance sheet offsetting disclosures, to the extent applicable to the fund, have been included in the fund's Significant Accounting Policies note under the captions for each of the fund's in-scope financial instruments and transactions.

**Investment Valuations** — Subject to its oversight, the fund's Board of Trustees has delegated primary responsibility for determining or causing to be determined the value of the fund's investments to MFS as the fund's adviser, pursuant to the fund's valuation policy and procedures which have been adopted by the adviser and approved by the Board. In accordance with Rule 2a-5 under the Investment Company Act of 1940, the Board of Trustees designated the adviser as the "valuation designee" of the fund. If the adviser, as valuation designee, determines that reliable market quotations are not readily available for an investment, the investment is valued at fair value as determined in good faith by the adviser in accordance with the adviser's fair valuation policy and procedures.

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

Under the fund's valuation policy and procedures, debt instruments and floating rate loans, including restricted debt instruments, are generally valued at an evaluated or composite bid as provided by a third-party pricing service. Short-term instruments with a maturity at issuance of 60 days or less may be valued at amortized cost, which approximates market value. Open-end investment companies are generally valued at net asset value per share.

Under the fund's valuation policy and procedures, market quotations are not considered to be readily available for debt instruments, floating rate loans, and many types of derivatives. These investments are generally valued at fair value based on information from third-party pricing services or otherwise determined by the adviser in accordance with the adviser's fair valuation policy and procedures. Securities and other assets generally valued on the basis of information from a third-party pricing service may also be valued at a broker/dealer bid quotation. In determining values, third-party pricing services can utilize both transaction data and market information such as yield, quality, coupon rate, maturity, type of issue, trading characteristics, spreads and other market data. Pricing services generally value debt instruments assuming orderly transactions of institutional round lot sizes, but a fund may hold or transact in such securities in smaller, odd lot sizes. In instances where a fund holds an odd lot size position in a debt instrument, such position will typically be valued using the pricing agent's institutional round lot price for the debt instrument. Odd lots may trade at lower prices than institutional round lots, and the fund may receive different prices when it sells odd lot positions than it would receive for sales of institutional round lot positions. An investment may also be valued at fair value if the adviser determines that the investment's value has been materially affected by events occurring after the close of the exchange or market on which the investment is principally traded (such as foreign exchange or market) and prior to the determination of the fund's net asset value, or after the halt of trading of a specific security where trading does not resume prior to the close of the exchange or market on which the security is principally traded. The adviser generally relies on third-party pricing services or other information (such as the correlation with price movements of similar securities in the same or other markets; the type, cost and investment characteristics of the security; the business and financial condition of the issuer; and trading and other market data) to assist in determining whether to fair value and at what value to fair value an investment. The value of an investment for purposes of calculating the fund's net asset value can differ depending on the source and method used to determine value. When fair valuation is used, the value of an investment used to determine the fund's net asset value may differ from quoted or published prices for the same investment. There can be no assurance that the fund could obtain the fair value assigned to an investment if it were to sell the investment at the same time at which the fund determines its net asset value per share.

Various inputs are used in determining the value of the fund's assets or liabilities. These inputs are categorized into three broad levels. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, an investment's level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. The fund's assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the investment. Level 1 includes unadjusted quoted prices in active markets for identical assets or liabilities. Level 2 includes other significant observable market-based inputs (including quoted prices for similar securities, interest rates, prepayment speed, and credit risk). Level 3 includes significant unobservable inputs, which may include the adviser's own assumptions in determining the fair value of investments. The following is a summary of the levels used as of April 30, 2026 in valuing the fund's assets and liabilities:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Financial Instruments** | **Level 1** | **Level 2** | **Level 3** | **Total** |
| Municipal Bonds | $— | $3021765715 | $— | $3021765715 |
| U.S. Corporate Bonds |  | 1394823 |  | 1394823 |
| Investment Companies | 113025641 |  |  | 113025641 |
| Total | $113025641 | $3023160538 | $— | $3136186179 |

---

For further information regarding security characteristics, see the Portfolio of Investments.

**Indemnifications** — Under the fund's organizational documents, its officers and Trustees may be indemnified against certain liabilities and expenses arising out of the performance of their duties to the fund. Additionally, in the normal course of business, the fund enters into agreements with service providers that may contain indemnification clauses. The fund's maximum exposure under these agreements is unknown as this would involve future claims that may be made against the fund that have not yet occurred.

**Investment Transactions and Income** — Interest income is recorded on the accrual basis. All premium and discount is amortized or accreted for financial statement purposes in accordance with U.S. generally accepted accounting principles. Interest payments received in additional securities are recorded on the ex-interest date in an amount equal to the value of the security on such date. Debt obligations may be placed on non-accrual status or set to accrue at a rate of interest less than the contractual coupon when the collection of all or a portion of interest has become doubtful. Interest income for those debt obligations may be further reduced by the write-off of the related interest receivables when deemed uncollectible.

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

The fund may receive proceeds from litigation settlements. Any proceeds received from litigation involving portfolio holdings are reflected in the Statement of Operations in realized gain/loss if the security has been disposed of by the fund or in unrealized gain/loss if the security is still held by the fund. Any other proceeds from litigation not related to portfolio holdings are reflected as other income in the Statement of Operations.

Investment transactions are recorded on the trade date. In determining the net gain or loss on securities sold, the cost of securities is determined on the identified cost basis.

The fund may purchase or sell securities on a when-issued or delayed delivery basis. In these extended settlement transactions, the receipt or delivery of the securities by the fund and related payments occur at a future date, usually beyond the customary settlement period. The price of such security and the date that the security will be settled are generally fixed at the time the transaction is negotiated. The value of the security varies with market fluctuations and for debt securities no interest accrues to the fund until settlement takes place. When the fund sells securities on a when-issued or delayed delivery basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the securities sold. Purchase and sale commitments for when-issued or delayed delivery securities are held at carrying amount, which approximates fair value and are categorized as level 2 within the fair value hierarchy, and included in When-issued investments purchased and When-issued investments sold in the Statement of Assets and Liabilities, as applicable. Losses may arise due to changes in the value of the underlying securities prior to settlement date or if the counterparty does not perform under the contract's terms, or if the issuer does not issue the securities.

Legal fees and other related expenses incurred to preserve and protect the value of a security owned are added to the cost of the security; other legal fees are expensed. Capital infusions made directly to the security issuer, which are generally non-recurring, incurred to protect or enhance the value of high-yield debt securities, are reported as additions to the cost basis of the security. Costs that are incurred to negotiate the terms or conditions of capital infusions or that are expected to result in a plan of reorganization are reported as realized losses. Ongoing costs incurred to protect or enhance an investment, or costs incurred to pursue other claims or legal actions, are expensed.

**Fees Paid Indirectly** — The fund's custody fee may be reduced by a credit earned under an arrangement that measures the value of U.S. dollars deposited with the custodian by the fund. The amount of the credit, for the year ended April 30, 2026, is shown as a reduction of total expenses in the Statement of Operations.

**Tax Matters and Distributions** — The fund intends to qualify as a regulated investment company, as defined under Subchapter M of the Internal Revenue Code, and to distribute all of its taxable and tax-exempt income, including realized capital gains. As a result, no provision for federal income tax is required. The fund's federal tax returns, when filed, will remain subject to examination by the Internal Revenue Service for generally a three year period. Management has analyzed the fund's tax positions taken on federal and state tax returns for all open tax years and does not believe that there are any uncertain tax positions that require recognition of a tax liability.

Distributions to shareholders are recorded on the ex-dividend date. Income and capital gain distributions are determined in accordance with income tax regulations, which may differ from U.S. generally accepted accounting principles. Certain capital accounts in the financial statements are periodically adjusted for permanent differences in order to reflect their tax character. These adjustments have no impact on net assets or net asset value per share. Temporary differences which arise from recognizing certain items of income, expense, gain or loss in different periods for financial statement and tax purposes will reverse at some time in the future.

During the year ended April 30, 2026, there were no significant adjustments due to differences between book and tax accounting.

The tax character of distributions declared to shareholders for the last two fiscal years is as follows:

---

| | | |
|:---|:---|:---|
|  | &nbsp;&nbsp; **Year ended** <br>**4/30/26**<br>| &nbsp;&nbsp; **Year ended** <br>**4/30/25**<br>|
| Ordinary income (including any short-term capital gains) | &nbsp;&nbsp; $4673221 | &nbsp;&nbsp; $3068518 |
| Tax-exempt income | &nbsp;&nbsp; 87767436 | &nbsp;&nbsp; 76949484 |
| Total distributions | &nbsp;&nbsp; $92440657 | &nbsp;&nbsp; $80018002 |

---

The federal tax cost and the tax basis components of distributable earnings were as follows:

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

---

| | |
|:---|:---|
| **As of 4/30/26** |  |
| Cost of investments | &nbsp;&nbsp; $3112850311 |
| Gross appreciation | &nbsp;&nbsp; 39314727 |
| Gross depreciation | &nbsp;&nbsp; (15978859)<br>|
| Net unrealized appreciation (depreciation) | &nbsp;&nbsp; $23335868 |
| Undistributed ordinary income | &nbsp;&nbsp; 1755850 |
| Undistributed tax-exempt income | &nbsp;&nbsp; 3218499 |
| Capital loss carryforwards | &nbsp;&nbsp; (110849441)<br>|
| Other temporary differences | &nbsp;&nbsp; (8044293)<br>|
| Total distributable earnings (loss) | &nbsp;&nbsp; $(90583517)<br>|

---

As of April 30, 2026, the fund had capital loss carryforwards available to offset future realized gains. These net capital losses may be carried forward indefinitely and their character is retained as short-term and/or long-term losses. Such losses are characterized as follows:

---

| | |
|:---|:---|
| Short-Term | $(37837052)<br>|
| Long-Term | (73012389)<br>|
| Total | $(110849441)<br>|

---

**Multiple Classes of Shares of Beneficial Interest** — The fund offers multiple classes of shares, which differ in their respective distribution and service fees. The fund's income and common expenses are allocated to shareholders based on the value of settled shares outstanding of each class. The fund's realized and unrealized gain (loss) are allocated to shareholders based on the daily net assets of each class. Dividends are declared separately for each class. Differences in per share dividend rates are generally due to differences in separate class expenses. Class B and Class C shares will convert to Class A shares approximately eight years after purchase. The fund's distributions declared to shareholders as reported in the Statements of Changes in Net Assets are presented by class as follows:

---

| | | |
|:---|:---|:---|
|  | **Year ended** <br>**4/30/26**<br>| **Year ended** <br>**4/30/25**<br>|
| Class A | $36900831 | &nbsp;&nbsp; $32918881 |
| Class B | 1274 | &nbsp;&nbsp; 1476 |
| Class C | 279780 | &nbsp;&nbsp; 340822 |
| Class I | 33756408 | &nbsp;&nbsp; 29317027 |
| Class R6 | 21502364 | &nbsp;&nbsp; 17439796 |
| Total | $92440657 | &nbsp;&nbsp; $80018002 |

---

**(3) Transactions with Affiliates**

**Investment Adviser** — The fund has an investment advisory agreement with MFS to provide overall investment management and related administrative services and facilities to the fund. The management fee is computed daily and paid monthly at the following annual rates based on the fund's average daily net assets:

---

| | |
|:---|:---|
| Up to $2.5 billion | 0.35% |
| In excess of $2.5 billion and up to $5 billion | 0.30% |
| In excess of $5 billion | 0.28% |

---

MFS has agreed in writing to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. MFS has also agreed in writing to waive at least 0.01% of its management fee as part of this agreement. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2027. For the year ended April 30, 2026, this management fee reduction amounted to $400,259, which is included in the reduction of total expenses in the Statement of Operations. The management fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.33% of the fund's average daily net assets.

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

The investment adviser has agreed in writing to pay a portion of the fund's total annual operating expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses, such that total fund operating expenses do not exceed the following rates annually of each class's average daily net assets:

---

| | | | | |
|:---|:---|:---|:---|:---|
|  |  | **Classes** |  |  |
| **A** | **B** | **C** | **I** | **R6** |
| 0.59% | 1.34% | 1.44% | 0.44% | 0.36% |

---

This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. For the year ended April 30, 2026, this reduction amounted to $397,967, which is included in the reduction of total expenses in the Statement of Operations.

**Distributor** — MFS Fund Distributors, Inc. (MFD), a wholly-owned subsidiary of MFS, as distributor, received $33,200 for the year ended April 30, 2026, as its portion of the initial sales charge on sales of Class A shares of the fund.

The Board of Trustees has adopted a distribution plan for certain share classes pursuant to Rule 12b-1 of the Investment Company Act of 1940.

The fund's distribution plan provides that the fund will pay MFD for services provided by MFD and financial intermediaries in connection with the distribution and servicing of certain share classes. One component of the plan is a distribution fee paid to MFD and another component of the plan is a service fee paid to MFD. MFD may subsequently pay all, or a portion, of the distribution and/or service fees to financial intermediaries. The distribution and service fees are computed daily and paid monthly.

**Distribution Plan Fee Table:** 

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | **Distribution** <br>**Fee Rate (d)**<br>| **Service** <br>**Fee Rate (d)**<br>| **Total** <br>**Distribution** <br>**Plan (d)**<br>| **Annual** <br>**Effective** <br>**Rate (e)**<br>| **Distribution** <br>**and Service** <br>**Fee**<br>|
| Class A |  | 0.25% | 0.25% | 0.15% | $2990163 |
| Class B | 0.75% | 0.25% | 1.00% | 0.90% | 544 |
| Class C | 0.75% | 0.25% | 1.00% | 1.00% | 124948 |
| Total Distribution and Service Fees  |  |  |  |  | $3115655 |

---

(d) In accordance with the distribution plan for certain classes, the fund pays distribution and/or service fees equal to these annual percentage rates of each

class's average daily net assets. The distribution and service fee rates disclosed by class represent the current rates in effect at the end of the reporting

period. Any rate changes, if applicable, are detailed below.

(e) The annual effective rates represent actual fees incurred under the distribution plan for the year ended April 30, 2026 based on each class's average daily net assets. 0.10% of the Class A and Class B service fee is currently being waived under a written waiver agreement. For the year ended April 30, 2026, this waiver amounted to $1,196,056, and $55 for Class A and Class B shares, respectively, and is included in the reduction of total expenses in the Statement of Operations. This written waiver agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. MFD has voluntarily agreed to rebate a portion of each class's 0.25% service fee attributable to accounts for which there is no financial intermediary specified on the account except for accounts attributable to MFS or its affiliates' seed money. For the year ended April 30, 2026, this rebate amounted to $2 and $1 for Class A and Class C shares, respectively, and is included in the reduction of total expenses in the Statement of Operations.

Certain Class A shares are subject to a contingent deferred sales charge (CDSC) in the event of a shareholder redemption within 18 months of purchase. Class B shares are subject to a CDSC in the event of a shareholder redemption within six years of purchase. Class C shares are subject to a CDSC in the event of a shareholder redemption within 12 months of purchase. All contingent deferred sales charges are paid to MFD and during the year ended April 30, 2026, were as follows:

---

| | |
|:---|:---|
|  | **Amount** |
| Class A | $176726 |
| Class B |  |
| Class C | 1298 |

---

**Shareholder Servicing Agent** — MFS Service Center, Inc. (MFSC), a wholly-owned subsidiary of MFS, receives a fee from the fund for its services as shareholder servicing agent calculated as a percentage of the average daily net assets of the fund as determined periodically under the supervision of the fund's Board of Trustees. For the year ended April 30, 2026, the fee was $46,193, which equated to 0.0016% annually of the fund's average daily net assets. MFSC also receives reimbursement from the fund for out-of-pocket expenses, sub-accounting and other shareholder servicing costs which may be paid to affiliated and unaffiliated service providers. Class R6 shares do not incur sub-accounting fees. For the year ended April 30, 2026, these out-of-pocket expenses, sub-accounting and other shareholder servicing costs amounted to $1,643,798.

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

**Administrator** — MFS provides certain financial, legal, shareholder communications, compliance, and other administrative services to the fund. Under an administrative services agreement, the fund reimburses MFS the costs incurred to provide these services. The fund is charged an annual fixed amount of $17,500 plus a fee based on average daily net assets. The administrative services fee is computed daily and paid monthly. The administrative services fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.0133% of the fund's average daily net assets.

**Trustees' and Officers' Compensation** — The fund pays compensation to independent Trustees in the form of a retainer, attendance fees, and additional compensation to Board and Committee chairpersons. Independent Trustees' compensation is accrued daily and paid subsequent to each Trustee Board meeting. The fund does not pay compensation directly to Trustees or officers of the fund who are also officers of the investment adviser, all of whom receive remuneration from MFS for their services to the fund. Certain officers and Trustees of the fund are officers or directors of MFS, MFD, and MFSC.

**Other** — The fund invests in the MFS Institutional Money Market Portfolio which is managed by MFS and seeks current income consistent with preservation of capital and liquidity. This money market fund does not pay a management fee to MFS but does incur investment and operating costs.

At April 30, 2026, MFS held approximately 65% of the outstanding shares of Class B.

MFS purchased or redeemed fund shares on the dates indicated:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Date** | **Transaction** | **Share Class** | **Shares** | **Amount** |
| 10/31/2025 | Subscription | Class B | 4332 | $35000 |
| 8/19/2024 | Redemption | Class I | 3 | 21 |

---

**(4) Portfolio Securities**

For the year ended April 30, 2026, purchases and sales of investments, other than short-term obligations, aggregated $1,175,372,293 and $739,911,034, respectively.

**(5) Shares of Beneficial Interest** 

The fund's Declaration of Trust permits the Trustees to issue an unlimited number of full and fractional shares of beneficial interest. Transactions in fund shares were as follows:

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/25** | **Year ended** <br>**4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares sold |  |  |  |  |
| Class A | 45089963 | &nbsp;&nbsp; $363018848 | &nbsp;&nbsp; 36066951 | &nbsp;&nbsp; $287210714 |
| Class B | 4333 | &nbsp;&nbsp; 35000 |  |  |
| Class C | 229867 | &nbsp;&nbsp; 1848047 | &nbsp;&nbsp; 285300 | &nbsp;&nbsp; 2272394 |
| Class I | 55584759 | &nbsp;&nbsp; 446904860 | &nbsp;&nbsp; 44880512 | &nbsp;&nbsp; 356668406 |
| Class R6 | 28002718 | &nbsp;&nbsp; 224997501 | &nbsp;&nbsp; 20584738 | &nbsp;&nbsp; 163508793 |
|  | 128911640 | &nbsp;&nbsp; $1036804256 | &nbsp;&nbsp; 101817501 | &nbsp;&nbsp; $809660307 |
| Shares issued to shareholders <br>in reinvestment of distributions<br>|  |  |  |  |
| Class A | 4369780 | &nbsp;&nbsp; $35196937 | &nbsp;&nbsp; 3936001 | &nbsp;&nbsp; $31343609 |
| Class B | 158 | &nbsp;&nbsp; 1274 | &nbsp;&nbsp; 185 | &nbsp;&nbsp; 1468 |
| Class C | 30267 | &nbsp;&nbsp; 243744 | &nbsp;&nbsp; 37075 | &nbsp;&nbsp; 295285 |
| Class I | 3470062 | &nbsp;&nbsp; 27919511 | &nbsp;&nbsp; 2905901 | &nbsp;&nbsp; 23117414 |
| Class R6 | 2533362 | &nbsp;&nbsp; 20376725 | &nbsp;&nbsp; 2075421 | &nbsp;&nbsp; 16503146 |
|  | 10403629 | &nbsp;&nbsp; $83738191 | &nbsp;&nbsp; 8954583 | &nbsp;&nbsp; $71260922 |
| Shares reacquired |  |  |  |  |
| Class A | (38070759)<br>| &nbsp;&nbsp; $(306577586)<br>| &nbsp;&nbsp; (39557614)<br>| &nbsp;&nbsp; $(314921246)<br>|
| Class B | (4880)<br>| &nbsp;&nbsp; (39478)<br>| &nbsp;&nbsp; (2116)<br>| &nbsp;&nbsp; (16942)<br>|
| Class C | (563179)<br>| &nbsp;&nbsp; (4527142)<br>| &nbsp;&nbsp; (1030175)<br>| &nbsp;&nbsp; (8194694)<br>|
| Class I | (31103739)<br>| &nbsp;&nbsp; (249980603)<br>| &nbsp;&nbsp; (49318380)<br>| &nbsp;&nbsp; (392363761)<br>|
| Class R6 | (15262109)<br>| &nbsp;&nbsp; (122737764)<br>| &nbsp;&nbsp; (18395826)<br>| &nbsp;&nbsp; (146098223)<br>|
|  | (85004666)<br>| &nbsp;&nbsp; $(683862573)<br>| &nbsp;&nbsp; (108304111)<br>| &nbsp;&nbsp; $(861594866)<br>|

---

------

MFS Municipal Limited Maturity Fund

*Notes to Financial Statements - continued* 

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/26** | **Year ended**<br> **4/30/25** | **Year ended**<br> **4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Net change |  |  |  |  |
| Class A | 11388984 | &nbsp;&nbsp; $91638199 | &nbsp;&nbsp; 445338 | &nbsp;&nbsp; $3633077 |
| Class B | (389)<br>| &nbsp;&nbsp; (3204)<br>| &nbsp;&nbsp; (1931)<br>| &nbsp;&nbsp; (15474)<br>|
| Class C | (303045)<br>| &nbsp;&nbsp; (2435351)<br>| &nbsp;&nbsp; (707800)<br>| &nbsp;&nbsp; (5627015)<br>|
| Class I | 27951082 | &nbsp;&nbsp; 224843768 | &nbsp;&nbsp; (1531967)<br>| &nbsp;&nbsp; (12577941)<br>|
| Class R6 | 15273971 | &nbsp;&nbsp; 122636462 | &nbsp;&nbsp; 4264333 | &nbsp;&nbsp; 33913716 |
|  | 54310603 | &nbsp;&nbsp; $436679874 | &nbsp;&nbsp; 2467973 | &nbsp;&nbsp; $19326363 |

---

Effective May 1, 2006, purchases of the fund's Class B shares were closed to new and existing investors subject to certain exceptions.

**(6) Line of Credit**

The fund and certain other funds managed by MFS participate in a $1.45 billion unsecured committed line of credit of which $1.2 billion is reserved for use by the fund and certain other MFS U.S. funds. The line of credit is provided by a syndicate of banks under a credit agreement. Borrowings may be made for temporary financing needs. Interest is charged to each fund, based on its borrowings, generally at a rate equal to the highest of 1) Daily Simple SOFR (Secured Overnight Financing Rate), 2) the Federal Funds Effective Rate, or 3) the Overnight Bank Funding Rate, each plus an agreed upon spread. A commitment fee, based on the average daily unused portion of the committed line of credit, is allocated among the participating funds. The line of credit expires on March 11, 2027 unless extended or renewed. In addition, the fund and other funds managed by MFS have established unsecured uncommitted borrowing arrangements with certain banks for temporary financing needs. Interest is charged to each fund, based on its borrowings, at rates equal to customary reference rates plus an agreed upon spread. For the year ended April 30, 2026, the fund's commitment fee and interest expense were $13,044 and $0, respectively, and are included in "Miscellaneous" expense in the Statement of Operations.

**(7) Investments in Affiliated Issuers**

An affiliated issuer may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. The following were affiliated issuers for the year ended April 30, 2026:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Beginning** <br>**Value**<br>| **Purchases** | &nbsp;&nbsp; **Sales** <br>**Proceeds**<br>| &nbsp;&nbsp; **Realized** <br>**Gain** <br>**(Loss)**<br>| &nbsp;&nbsp; **Change in** <br>**Unrealized** <br>**Appreciation** <br> **or** <br>**Depreciation**<br>| &nbsp;&nbsp; **Ending** <br>**Value**<br>|
| MFS Institutional Money Market <br> Portfolio<br>| &nbsp;&nbsp; $43474178 | &nbsp;&nbsp; $887659077 | &nbsp;&nbsp; $818118989 | &nbsp;&nbsp; $99 | &nbsp;&nbsp; $11276 | &nbsp;&nbsp; $113025641 |

---

---

| | | |
|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Dividend** <br>**Income**<br>| &nbsp;&nbsp; **Capital Gain** <br>**Distributions**<br>|
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp; $3868796 | $— |

---

------

MFS Municipal Limited Maturity Fund

**Report of Independent Registered Public Accounting Firm**

To the Board of Trustees of MFS Series Trust IX and the Shareholders of MFS Municipal Limited Maturity Fund:

**Opinion on the Financial Statements and Financial Highlights**

We have audited the accompanying statement of assets and liabilities of MFS Municipal Limited Maturity Fund (the "Fund"), including the portfolio of investments, as of April 30, 2026, the related statement of operations for the year then ended, statements of changes in net assets for each of the two years in the period then ended, financial highlights for each of the five years in the period then ended, and the related notes (collectively referred to as the "financial statements and financial highlights"). In our opinion, the financial statements and financial highlights present fairly, in all material respects, the financial position of the Fund as of April 30, 2026, and the results of its operations for the year then ended, the changes in its net assets for each of the two years in the period then ended, and the financial highlights for each of the five years in the period then ended in conformity with accounting principles generally accepted in the United States of America.

**Basis for Opinion**

These financial statements and financial highlights are the responsibility of the Fund's management. Our responsibility is to express an opinion on the Fund's financial statements and financial highlights based on our audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to the Fund in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements and financial highlights are free of material misstatement, whether due to error or fraud. The Fund is not required to have, nor were we engaged to perform, an audit of its internal control over financial reporting. As part of our audits we are required to obtain an understanding of internal control over financial reporting 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.

Our audits included performing procedures to assess the risks of material misstatement of the financial statements and financial highlights, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements and financial highlights. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements and financial highlights. Our procedures included confirmation of securities owned as of April 30, 2026, by correspondence with the custodian and brokers; when replies were not received from brokers, we performed other auditing procedures. We believe that our audits provide a reasonable basis for our opinion.

DELOITTE & TOUCHE LLP

Boston, Massachusetts

June 12, 2026

We have served as the auditor of one or more of the MFS investment companies since 1924.

------

MFS Municipal Limited Maturity Fund

Federal Tax Information (unaudited)

The fund will notify shareholders of amounts for use in preparing 2026 income tax forms in January 2027. The following information is provided pursuant to provisions of the Internal Revenue Code.

Of the dividends paid from net investment income during the fiscal year, 94.94% is designated as exempt interest dividends for federal income tax purposes. If the fund has earned income on private activity bonds, a portion of the dividends paid may be considered a tax preference item for purposes of computing a shareholder's alternative minimum tax.

The fund intends to pass through the maximum amount allowable as Section 163(j) Interest Dividends as defined in Treasury Regulation §1.163(j)-1(b).

------

**ITEM 8. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Municipal Limited Maturity Fund.

**ITEM 9. PROXY DISCLOSURES FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Municipal Limited Maturity Fund.

**ITEM 10. REMUNERATION PAID TO DIRECTORS, OFFICERS, AND OTHERS OF OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

This information is disclosed as part of the financial statements included in Item 7 above for MFS Municipal Limited Maturity Fund. See the Statement of Operations and Note 3 within the Notes to Financial Statements for more information.

**ITEM 11. STATEMENT REGARDING BASIS FOR APPROVAL OF INVESTMENT ADVISORY CONTRACT.**

Not Applicable.

------

MFS Total Return Bond Fund

**ITEM 7. FINANCIAL STATEMENTS AND FINANCIAL HIGHLIGHTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

MFS Total Return Bond Fund

**Portfolio of Investments - 4/30/26** 

The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by broad-based asset classes.

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – 99.3% | Bonds – 99.3% | Bonds – 99.3% |
| Aerospace & Defense – 1.0% | Aerospace & Defense – 1.0% | Aerospace & Defense – 1.0% |
| Boeing Co., 5.15%, 5/01/2030  | $7084000 | &nbsp;&nbsp; $7198567 |
| Boeing Co., 6.528%, 5/01/2034  | 20794000 | &nbsp;&nbsp; 22740728 |
| Boeing Co., 5.705%, 5/01/2040  | 6632000 | &nbsp;&nbsp; 6696236 |
| Boeing Co., 5.805%, 5/01/2050  | 14572000 | &nbsp;&nbsp; 14199731 |
| TransDigm, Inc., 4.625%, 1/15/2029  | 33133000 | &nbsp;&nbsp; 32694621 |
|  |  | &nbsp;&nbsp; $83529883 |
| Asset-Backed & Securitized – 23.2% | Asset-Backed & Securitized – 23.2% | Asset-Backed & Securitized – 23.2% |
| ACORE Issuer LLC, 2026-FL1, "AS", FLR, 5.361% (SOFR - 1mo. + 1.7%), 8/20/2043 (n) | $14778000 | &nbsp;&nbsp; $14796447 |
| ACORE Issuer LLC, 2026-FL1, "B", 5.561%, 8/20/2043 (n) | 12922500 | &nbsp;&nbsp; 12938432 |
| ACREC 2021-FL1 Ltd., "C", FLR, 5.932% ((SOFR - 1mo. + 0.11448%) + 2.15%), 10/16/2036 (n) | 10841500 | &nbsp;&nbsp; 10840832 |
| ACREC 2021-FL1 Ltd., "D", FLR, 6.432% ((SOFR - 1mo. + 0.11448%) + 2.65%), 10/16/2036 (n) | 13074500 | &nbsp;&nbsp; 13050626 |
| ACREC 2025-FL3 LLC, "AS", FLR, 5.301% (SOFR - 1mo. + 1.64%), 8/18/2042 (n) | 23763500 | &nbsp;&nbsp; 23752141 |
| Acres PLC, 2026-FL4, "AS", FLR, 5.611% (SOFR - 1mo. + 1.7%), 8/18/2044 (n) | 20973000 | &nbsp;&nbsp; 21026750 |
| Affirm, Inc., 2025-X1, "A", 5.08%, 4/15/2030 (n) | 171589 | &nbsp;&nbsp; 171667 |
| American Credit Acceptance Receivables Trust, 2025-4, "A", 4.42%, 5/14/2029 (n) | 23369055 | &nbsp;&nbsp; 23394635 |
| Angel Oak Mortgage Trust, 2024-10, "A1", 5.348%, 10/25/2069 (n) | 19408209 | &nbsp;&nbsp; 19453405 |
| Angel Oak Mortgage Trust, 2024-12, "A1", 5.653%, 10/25/2069 (n) | 17595766 | &nbsp;&nbsp; 17693361 |
| Angel Oak Mortgage Trust, 2024-9, "A1", 5.138%, 9/25/2069 (n) | 10471353 | &nbsp;&nbsp; 10468762 |
| Angel Oak Mortgage Trust, 2025-10, "A1", 4.96%, 9/25/2070 (n) | 6766933 | &nbsp;&nbsp; 6741353 |
| Arbor Realty Commercial Real Estate, 2026-FL1, "AS", FLR, 5.411% (SOFR - 1mo. + 1.75%), 9/20/2043 (n) | 2472305 | &nbsp;&nbsp; 2476172 |
| Arbor Realty Commercial Real Estate, 2026-FL1, "B", FLR, 5.661% (SOFR - 1mo. + 2%), 9/20/2043 (n) | 12737383 | &nbsp;&nbsp; 12745364 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "A", FLR, 5.119% ((SOFR - 1mo. + 0.11448%) + 1.35%), 11/15/2036 (n) | 1040571 | &nbsp;&nbsp; 1040580 |
| Arbor Realty Trust, Inc., CLO, 2021-FL4, "C", FLR, 6.069% ((SOFR - 1mo. + 0.11448%) + 2.3%), 11/15/2036 (n) | 14892500 | &nbsp;&nbsp; 14894609 |
| Arbor Realty Trust, Inc., CLO, 2022-FL1, "D", FLR, 6.639% (SOFR - 30 day + 3%), 1/15/2037 (n) | 40620500 | &nbsp;&nbsp; 40620190 |
| ARDN Mortgage Trust, 2025-ARCP, "B", FLR, 5.655% (SOFR - 1mo. + 2%), 6/15/2035 (n) | 28383000 | &nbsp;&nbsp; 28391870 |
| AREIT 2022-CRE6 Trust, "B", FLR, 5.49% (SOFR - 30 day + 1.85%), 1/20/2037 (n) | 4924000 | &nbsp;&nbsp; 4917417 |
| AREIT 2022-CRE6 Trust, "C", FLR, 5.79% (SOFR - 30 day + 2.15%), 1/20/2037 (n) | 10134500 | &nbsp;&nbsp; 10128392 |
| AREIT 2022-CRE6 Trust, "D", FLR, 6.49% (SOFR - 30 day + 2.85%), 1/20/2037 (n) | 4313500 | &nbsp;&nbsp; 4302900 |
| AREIT 2025-CRE10 Ltd., "AS", FLR, 5.21% (SOFR - 1mo. + 1.5421%), 1/17/2030 (n) | 21646489 | &nbsp;&nbsp; 21593895 |
| ARI Fleet Lease Trust, 2023-B, "A2", 6.05%, 7/15/2032 (n) | 776264 | &nbsp;&nbsp; 779990 |
| Bain Capital Credit CLO Ltd., 2020-3A, "BR3", FLR, 5.116% (SOFR - 3mo. + 1.45%), 10/23/2034 (n) | 6400000 | &nbsp;&nbsp; 6399923 |
| Bain Capital Credit CLO Ltd., 2021-6A, "BR", FLR, 5.222% (SOFR - 3mo. + 1.55%), 10/21/2034 (n) | 18243515 | &nbsp;&nbsp; 18244099 |
| Bank5, 2025-5YR17, "A3", 5.225%, 11/15/2058  | 18557866 | &nbsp;&nbsp; 18916315 |
| Bank5, 2026-5YR20, "A3", 5.104%, 2/15/2059  | 4450800 | &nbsp;&nbsp; 4519270 |
| Bayview Commercial Asset Trust, 0%, 12/25/2036 (i)(n) | 1067138 | &nbsp;&nbsp; 107 |
| Bayview Commercial Asset Trust, FLR, 4.234% ((SOFR - 1mo. + 0.11448%) + 0.4658%), 8/25/2035 (n) | 58233 | &nbsp;&nbsp; 56967 |
| Bayview Financial Revolving Mortgage Loan Trust, FLR, 5.372% ((SOFR - 1mo. + 0.11448%) + 1.6%), 12/28/2040 (n) | 205725 | &nbsp;&nbsp; 510615 |
| BBCMS Mortgage Trust, 2019-C5, "A4", 3.063%, 11/15/2052  | 9055000 | &nbsp;&nbsp; 8591494 |
| BBCMS Mortgage Trust, 2022-C18, "AS", 6.17%, 12/15/2055  | 10215909 | &nbsp;&nbsp; 10788153 |
| BDS 2024-FL13 Ltd., "A", FLR, 5.237% (SOFR - 1mo. + 1.5762%), 9/19/2039 (n) | 6329500 | &nbsp;&nbsp; 6332544 |
| BDS 2025-FL14 Ltd., "B", FLR, 5.35% (SOFR - 1mo. + 1.6926%), 10/17/2042 (n) | 13272979 | &nbsp;&nbsp; 13270497 |
| BDS 2025-FL16 Ltd., "AS", FLR, 5.261% (SOFR - 1mo. + 1.6%), 6/19/2043 (n) | 11852185 | &nbsp;&nbsp; 11855691 |
| Benchmark 2023-V3 Mortgage Trust, "A3", 6.363%, 7/15/2056  | 4675254 | &nbsp;&nbsp; 4824911 |
| Benchmark 2025-V18 Mortgage Trust, "A3", 5.183%, 10/15/2058  | 12840932 | &nbsp;&nbsp; 13074554 |
| Black Diamond CLO Ltd., 2019-2A, "A2R", FLR, 5.866% (SOFR - 3mo. + 2.2%), 7/23/2032 (n) | 23878452 | &nbsp;&nbsp; 23914723 |
| Black Diamond CLO Ltd., 2021-1A, "A2R", FLR, 5.514% (SOFR - 3mo. + 1.85%), 11/22/2034 (n) | 34041667 | &nbsp;&nbsp; 34056339 |
| BofA Auto Trust, 2026-A, "A2A", 4.1%, 11/15/2028 (n) | 4380000 | &nbsp;&nbsp; 4381105 |
| Brazos Securitization LLC, 5.413%, 9/01/2050 (n) | 15634000 | &nbsp;&nbsp; 14603703 |

---

RBFFS-ANN

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| BRSP 2026-FL3 Ltd., "AS", FLR, 5.361%, 8/19/2043 (n) | $22343500 | &nbsp;&nbsp; $22385428 |
| Business Jet Securities LLC, 2024-1A, "A", 6.197%, 5/15/2039 (n) | 2964208 | &nbsp;&nbsp; 3008300 |
| Business Jet Securities LLC, 2024-1A, "B", 6.924%, 5/15/2039 (n) | 413376 | &nbsp;&nbsp; 421584 |
| BX Trust, 2025-BCAT, "B", FLR, 5.205% (SOFR - 1mo. + 1.55%), 8/15/2042 (n) | 8173684 | &nbsp;&nbsp; 8178793 |
| BXMT 2020-FL2 Ltd., "B", FLR, 5.432% ((SOFR - 1mo. + 0.11448%) + 1.4%), 2/15/2038 (n) | 6104500 | &nbsp;&nbsp; 6086425 |
| BXMT 2021-FL4 Ltd., "AS", FLR, 5.332% ((SOFR - 1mo. + 0.11448%) + 1.3%), 5/15/2038 (n) | 17470500 | &nbsp;&nbsp; 17422895 |
| BXMT 2021-FL4 Ltd., "B", FLR, 5.582% ((SOFR - 1mo. + 0.11448%) + 1.55%), 5/15/2038 (n) | 38262000 | &nbsp;&nbsp; 37848816 |
| Cantor Commercial Real Estate, 2019-CF2, "A5", 2.874%, 11/15/2052  | 20960656 | &nbsp;&nbsp; 19790592 |
| CarMax Select Receivables Trust, 2025-B, "A2", 4.19%, 3/15/2029  | 9779669 | &nbsp;&nbsp; 9784598 |
| C-BASS Mortgage Loan Trust, 2007-CB1, "AF3", 6.237%, 1/25/2037 (d)(q) | 1027434 | &nbsp;&nbsp; 274545 |
| C-BASS Mortgage Loan Trust, 2007-CB3, "A3", 6.231%, 3/25/2037 (d)(q) | 1055303 | &nbsp;&nbsp; 373425 |
| Chesapeake Funding II LLC, 2023-1A, "A1", 5.65%, 5/15/2035 (n) | 1053732 | &nbsp;&nbsp; 1054370 |
| CIP Commercial Mortgage Trust, 2025-SBAY, "A", FLR, 5.055% (SOFR - 1mo. + 1.4%), 10/15/2037 (n) | 9851000 | &nbsp;&nbsp; 9863236 |
| Citigroup Commercial Mortgage Trust, 2016-P6, "A5", 3.72%, 12/10/2049  | 5948000 | &nbsp;&nbsp; 5888440 |
| Colt Funding LLC, 2024-5, "A1", 5.123%, 8/25/2069 (n) | 11920068 | &nbsp;&nbsp; 11919647 |
| Columbia Cent CLO Ltd., 2020-30A, "B1R2", FLR, 5.225% (SOFR - 3mo. + 1.55%), 1/20/2034 (n) | 12863116 | &nbsp;&nbsp; 12862897 |
| Columbia Cent CLO Ltd., 2020-30A, "CR2", FLR, 5.575% (SOFR - 3mo. + 1.9%), 1/20/2034 (n) | 17216327 | &nbsp;&nbsp; 17045438 |
| Columbia Cent CLO Ltd., 2021-31A, "CR", FLR, 5.525% (SOFR - 3mo. + 1.85%), 4/20/2034 (n) | 13263241 | &nbsp;&nbsp; 13177216 |
| Commercial Mortgage Pass-Through Certificates, 2019-BNK17, "AS", 3.976%, 4/15/2052  | 5000000 | &nbsp;&nbsp; 4797096 |
| Commercial Mortgage Pass-Through Certificates, 2023-BNK46, "A4", 5.745%, 8/15/2056  | 21951777 | &nbsp;&nbsp; 22856050 |
| Commercial Mortgage Pass-Through Certificates, 2023-BNK46, "AS", 6.385%, 8/15/2056  | 12725671 | &nbsp;&nbsp; 13354495 |
| Commercial Mortgage Trust, 2017-COR2, "A3", 3.51%, 9/10/2050  | 26790000 | &nbsp;&nbsp; 26480225 |
| Consumers 2023 Securitization Funding LLC, 5.55%, 3/01/2028  | 3148193 | &nbsp;&nbsp; 3170207 |
| Deephaven Residential Mortgage Trust, 2024-1A, "A", 5.735%, 7/25/2069 (n) | 23863077 | &nbsp;&nbsp; 24049071 |
| Dryden Senior Loan Fund, 2017-49A, "CR", CLO, FLR, 5.987% ((SOFR - 3mo. + 0.26161%) + 2.05%), 7/18/2030 (n) | 16500000 | &nbsp;&nbsp; 16546761 |
| Dryden Senior Loan Fund, 2022-98A, "CR", FLR, 5.575% (SOFR - 3mo. + 1.9%), 4/20/2035 (n) | 10576923 | &nbsp;&nbsp; 10489346 |
| ELM Trust, 2024-ELM, "C10", 6.189%, 6/10/2039 (n) | 3802054 | &nbsp;&nbsp; 3802321 |
| ELM Trust, 2024-ELM, "C15", 6.189%, 6/10/2039 (n) | 5182790 | &nbsp;&nbsp; 5187086 |
| Empire District Bondco LLC, 4.943%, 1/01/2033  | 6660599 | &nbsp;&nbsp; 6729237 |
| Enterprise Fleet Financing 2023-3 LLC, "A2", 6.4%, 3/20/2030 (n) | 3395789 | &nbsp;&nbsp; 3425410 |
| Enterprise Fleet Financing 2024-4 LLC, "A2", 4.69%, 7/20/2027 (n) | 3055087 | &nbsp;&nbsp; 3061361 |
| Enterprise Fleet Financing 2025-4 LLC, "A2", 4.05%, 8/20/2028 (n) | 9773000 | &nbsp;&nbsp; 9765707 |
| Enterprise Fleet Financing 2026-1 LLC, "A2", 4%, 10/20/2028 (n) | 18885000 | &nbsp;&nbsp; 18867224 |
| GLS Auto Select Receivables Trust, 2025-2A, "A2", 4.75%, 3/15/2028 (n) | 900748 | &nbsp;&nbsp; 901782 |
| GLS Auto Select Receivables Trust, 2025-2A, "A2", 6.37%, 6/15/2028 (n) | 176734 | &nbsp;&nbsp; 176912 |
| GMAC Mortgage Corp. Loan Trust, FGIC, 5.805%, 10/25/2036  | 45211 | &nbsp;&nbsp; 45144 |
| Hyundai Auto Lease Securitization Trust, 2025-B, "A2A", 4.58%, 9/15/2027 (n) | 7304700 | &nbsp;&nbsp; 7319703 |
| ILPT Commercial Mortgage Trust, 2025-LPF2, "A", 5.468%, 7/13/2042 (n) | 19885000 | &nbsp;&nbsp; 20079525 |
| IMPAC Secured Assets Corp., FLR, 4.469% ((SOFR - 1mo. + 0.11448%) + 0.7%), 5/25/2036  | 27155 | &nbsp;&nbsp; 25835 |
| JP Morgan Mortgage Trust, 2026-NQM1, "A1", 4.745%, 6/25/2066 (n) | 4626392 | &nbsp;&nbsp; 4589395 |
| JPMDB Commercial Mortgage Securities Trust, 2017-C7, "A5", 3.409%, 10/15/2050  | 11500000 | &nbsp;&nbsp; 11338885 |
| KKR Static CLO Ltd., 2022-1A, "BR2", FLR, 5.125% (SOFR - 3mo. + 1.45%), 7/20/2031 (n) | 18455587 | &nbsp;&nbsp; 18455292 |
| LoanCore 2021-CRE6 Ltd., "B", FLR, 5.669% ((SOFR - 1mo. + 0.11448%) + 1.9%), 11/15/2038 (n) | 42852000 | &nbsp;&nbsp; 42901751 |
| LoanCore 2025-CRE8 Ltd., "AS", FLR, 5.258% (SOFR - 1mo. + 1.5909%), 8/17/2042 (n) | 39804000 | &nbsp;&nbsp; 39817923 |
| Man GLG US CLO, 2018-2 Ltd., "B", FLR, 6.675% (SOFR - 3mo. + 3%), 7/20/2035 (n) | 16070750 | &nbsp;&nbsp; 16134647 |
| Merrill Lynch Mortgage Investors, Inc., 5.95%, 2/25/2037 (a)(d) | 1714974 | &nbsp;&nbsp; 171257 |
| MF1 2021-FL7 Ltd., "AS", FLR, 5.225% ((SOFR - 1mo. + 0.11448%) + 1.45%), 10/16/2036 (n) | 7000000 | &nbsp;&nbsp; 6994568 |
| MF1 2022-FL8 Ltd., "C", FLR, 5.857% (SOFR - 30 day + 2.2%), 2/19/2037 (n) | 10626099 | &nbsp;&nbsp; 10579748 |
| MF1 2022-FL8 Ltd., "D", FLR, 6.307% (SOFR - 30 day + 2.65%), 2/19/2037 (n) | 6141972 | &nbsp;&nbsp; 6142620 |
| MF1 2024-FL14 LLC, "AS", FLR, 5.895% (SOFR - 1mo. + 2.24%), 3/19/2039 (n) | 18526119 | &nbsp;&nbsp; 18544942 |
| MF1 2024-FL15 LLC, "AS", FLR, 5.701% (SOFR - 1mo. + 2.04%), 8/18/2041 (n) | 20521000 | &nbsp;&nbsp; 20602848 |
| MF1 2024-FL16 LLC, "AS", FLR, 5.603% (SOFR - 1mo. + 1.942%), 11/18/2039 (n) | 22975592 | &nbsp;&nbsp; 23061976 |
| MF1 2025-FL17 LLC, "A", FLR, 4.981% (SOFR - 1mo. + 1.32%), 2/18/2040 (n) | 9500000 | &nbsp;&nbsp; 9501577 |
| MF1 2025-FL17 LLC, "B", FLR, 5.453% (SOFR - 1mo. + 1.792%), 2/18/2040 (n) | 12903700 | &nbsp;&nbsp; 12910900 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| MF1 2025-FL19 LLC, "A", FLR, 5.233% (SOFR - 1mo. + 1.572%), 2/18/2040 (n) | $20396684 | &nbsp;&nbsp; $20402762 |
| MF1 2025-FL19 LLC, "A", FLR, 5.149% (SOFR - 1mo. + 1.4881%), 5/18/2042 (n) | 20709139 | &nbsp;&nbsp; 20747948 |
| MF1 2025-FL19 LLC, "B", FLR, 5.653% (SOFR - 1mo. + 1.9917%), 5/18/2042 (n) | 8000000 | &nbsp;&nbsp; 8020015 |
| MF1 2025-FL20 LLC, "B", FLR, 5.611% (SOFR - 1mo. + 1.95%), 2/18/2043 (n) | 23334433 | &nbsp;&nbsp; 23412148 |
| MF1 2026-FL21 LLC, "B", FLR, 5.411% (SOFR - 1mo. + 1.75%), 2/18/2041 (n) | 5480957 | &nbsp;&nbsp; 5489151 |
| MF1 2026-FL22 LLC, "B", FLR, 5.46% (SOFR - 1mo. + 1.8%), 11/18/2043 (n)(w) | 34173635 | &nbsp;&nbsp; 34173635 |
| Morgan Stanley Residential Mortgage Loan Trust, 2026-NQM1, "A1", 4.809%, 12/25/2070 (n) | 5175692 | &nbsp;&nbsp; 5139236 |
| Morgan Stanley Residential Mortgage Loan Trust, 2024-NQM1, "A1", 6.152%, 12/25/2068 (n) | 8742756 | &nbsp;&nbsp; 8793559 |
| Morgan Stanley Residential Mortgage Loan Trust, 2025-NQM4, "A1", 5.588%, 6/25/2070 (n) | 12752240 | &nbsp;&nbsp; 12819394 |
| Morgan Stanley Residential Mortgage Loan Trust, 2026-NQM2, "A1", 4.734%, 1/26/2071 (n) | 14825301 | &nbsp;&nbsp; 14698899 |
| Morgan Stanley Residential Mortgage Loan Trust, 2026-NQM3, "A1", 5.209%, 3/25/2071 (n) | 19312972 | &nbsp;&nbsp; 19314979 |
| MSWF Commercial Mortgage Trust, 2023-2, "A5", 6.014%, 12/15/2056  | 16089120 | &nbsp;&nbsp; 17079071 |
| Neuberger Berman CLO Ltd., 2017-165A, "A1R2", FLR, 4.853% (SOFR - 3mo. + 1.18%), 4/15/2039 (n) | 4047000 | &nbsp;&nbsp; 4045899 |
| Neuberger Berman CLO Ltd., 2017-165A, "BR2", FLR, 5.273% (SOFR - 3mo. + 1.6%), 4/15/2039 (n) | 20000000 | &nbsp;&nbsp; 20050980 |
| Neuberger Berman Loan Advisers CLO Ltd., 2021-44A, "CR", FLR, 5.38% (SOFR - 3mo. + 1.7%), 10/16/2035 (n) | 7678917 | &nbsp;&nbsp; 7647802 |
| New Residential Mortgage Loan Trust, 2024-NQM3, "A-1", 5.53%, 5/25/2065 (n) | 1877567 | &nbsp;&nbsp; 1888797 |
| New Residential Mortgage Loan Trust, 2025-NQM4, "A1", 5.35%, 7/25/2065 (n) | 34384046 | &nbsp;&nbsp; 34485826 |
| New Residential Mortgage Loan Trust, 2026-NQM2, "A1", 4.743%, 12/25/2065 (n) | 14494096 | &nbsp;&nbsp; 14361595 |
| New Residential Mortgage Loan Trust, 2026-NQM3, "A1", 4.833%, 2/25/2066 (n) | 20750177 | &nbsp;&nbsp; 20598032 |
| New Residential Mortgage Loan Trust, 2026-NQM4, "A1", 5.003%, 2/25/2066 (n) | 15640548 | &nbsp;&nbsp; 15586689 |
| Northwoods Capital Ltd., 2018-14BA, "BR", FLR, 5.483% (SOFR - 3mo. + 1.85%), 11/13/2031 (n) | 16960213 | &nbsp;&nbsp; 16970576 |
| OBX Trust, 2024-NQM15, "A1", 5.316%, 10/25/2064 (n) | 6779694 | &nbsp;&nbsp; 6794032 |
| OBX Trust, 2024-NQM9, "A1", 6.03%, 1/25/2064 (n) | 9331255 | &nbsp;&nbsp; 9405784 |
| OBX Trust, 2025-NQM14, "A1", 5.162%, 7/25/2065 (n) | 6601686 | &nbsp;&nbsp; 6606805 |
| OBX Trust, 2025-NQM15, "A1", 5.143%, 7/27/2065 (n) | 6612959 | &nbsp;&nbsp; 6616227 |
| OBX Trust, 2025-NQM16, "A1", 4.905%, 8/25/2065 (n) | 9386374 | &nbsp;&nbsp; 9352646 |
| OBX Trust, 2025-NQM18, "A1", 5.057%, 9/25/2065 (n) | 6726105 | &nbsp;&nbsp; 6716842 |
| OneMain Financial Issuance Trust, 2022-3A, "A", 5.94%, 5/15/2034 (n) | 1038619 | &nbsp;&nbsp; 1039678 |
| Ownit Mortgage Loan Asset-Backed Certificates, 5.79%, 10/25/2035  | 397832 | &nbsp;&nbsp; 217332 |
| Palmer Square Loan Funding 2025-1A Ltd., "B", FLR, 5.253% (SOFR - 3mo. + 1.6%), 2/15/2033 (n) | 17000000 | &nbsp;&nbsp; 16881391 |
| Palmer Square Loan Funding 2025-2A Ltd., "B", FLR, 5.373% (SOFR - 3mo. + 1.7%), 7/15/2033 (n) | 11000000 | &nbsp;&nbsp; 10990562 |
| PFP III 2024-11 Ltd., "11A", FLR, 5.493% (SOFR - 1mo. + 1.83239%), 9/17/2039 (n) | 14026155 | &nbsp;&nbsp; 14036899 |
| PFP III 2025-12 Ltd., "B", FLR, 5.703% (SOFR - 1mo. + 2.0421%), 12/18/2042 (n) | 5911000 | &nbsp;&nbsp; 5911325 |
| PLYM Commercial Mortgage Trust, 2026-IND, "B", FLR, 5.105% (SOFR - 1mo. + 1.45%), 3/15/2043 (n) | 7436000 | &nbsp;&nbsp; 7417455 |
| PMT Loan Trust, 2025-CNF2, "A26", FLR, 5.045% (SOFR - 1mo. + 1.4%), 1/25/2057 (n) | 14173658 | &nbsp;&nbsp; 14227005 |
| PMT Loan Trust, 2026-INV4, "A36", FLR, 5.108% (SOFR - 1mo. + 1.45%), 3/25/2057 (n) | 8860422 | &nbsp;&nbsp; 8860129 |
| Preferred Term Securities XIX Ltd., CDO, FLR, 4.286% ((SOFR - 3mo. + 0.26161%) + 0.35%), 12/22/2035 (n) | 1400383 | &nbsp;&nbsp; 1379377 |
| Rate Mortgage Trust, 2025-J3, "A27", FLR, 5.195% (SOFR - 1mo. + 1.55%), 11/25/2055 (n) | 19471547 | &nbsp;&nbsp; 19589163 |
| Residential Funding Mortgage Securities, Inc., FGIC, 3.405%, 12/25/2035 (d)(q) | 137728 | &nbsp;&nbsp; 1741 |
| Rockford Tower CLO 2020-1A Ltd., "BRR", FLR, 5.225% (SOFR - 3mo. + 1.55%), 1/20/2036 (n) | 16776809 | &nbsp;&nbsp; 16776524 |
| Sammons Financial Group, Inc., FLR, 5.472% (SOFR - 3mo. + 1.8%), 10/21/2034 (n) | 14464716 | &nbsp;&nbsp; 14425459 |
| Santander Drive Auto Receivables Trust, 2025-1, "A3", 4.74%, 1/16/2029  | 8976676 | &nbsp;&nbsp; 8991864 |
| Santander Drive Auto Receivables Trust, 2026-1, "A2", 4.04%, 3/15/2029  | 13945000 | &nbsp;&nbsp; 13939061 |
| Signal Peak CLO, LLC, 2014-1A, "CR4", FLR, 5.63% (SOFR - 3mo. + 1.95%), 4/17/2034 (n) | 18500000 | &nbsp;&nbsp; 18491915 |
| Starwood Commercial Mortgage, 2021-FL2, "C", FLR, 5.882% ((SOFR - 1mo. + 0.11448%) + 2.1%), 4/18/2038 (n) | 11255500 | &nbsp;&nbsp; 11234834 |
| Starwood Commercial Mortgage, 2022-FL3, "B", FLR, 5.59% (SOFR - 30 day + 1.95%), 11/15/2038 (n) | 6082500 | &nbsp;&nbsp; 6075015 |
| Starwood Commercial Mortgage, 2022-FL3, "C", FLR, 5.84% (SOFR - 30 day + 2.2%), 11/15/2038 (n) | 11508500 | &nbsp;&nbsp; 11431876 |
| Starwood Commercial Mortgage, 2025-FL4, "AS", FLR, 5.361% (SOFR - 1mo. + 1.7%), 11/19/2042 (n) | 17599555 | &nbsp;&nbsp; 17621586 |
| Stellantis Finance US, Inc., 4.63%, 7/20/2027 (n) | 10068454 | &nbsp;&nbsp; 10084784 |
| STORE Master Funding LLC, 2014-1A, "A1", 5.69%, 5/20/2054 (n) | 2190600 | &nbsp;&nbsp; 2205655 |
| STORE Master Funding LLC, 2014-1A, "A2", 5.7%, 5/20/2054 (n) | 4575737 | &nbsp;&nbsp; 4637755 |
| TPG Real Estate Finance, 2025-FL7, "AS", FLR, 5.361% (SOFR - 1mo. + 1.7%), 6/18/2043 (n) | 13315989 | &nbsp;&nbsp; 13342883 |
| UBS Commercial Mortgage Trust, 2017-C7, "A4", 3.679%, 12/15/2050  | 33000000 | &nbsp;&nbsp; 32550721 |
| UBS Commercial Mortgage Trust, 2017-C8, "A4", 3.983%, 2/15/2051  | 18388578 | &nbsp;&nbsp; 18111469 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued | Asset-Backed & Securitized – continued |
| Venture CLO 43 Ltd., 2021-43A, "BRR", FLR, 5.173% (SOFR - 3mo. + 1.5%), 4/15/2034 (n) | $28707969 | &nbsp;&nbsp; $28656065 |
| Verus Securitization Trust, 2024-1, "A1", 5.712%, 1/25/2069 (n) | 4472926 | &nbsp;&nbsp; 4486045 |
| Verus Securitization Trust, 2024-8, "A1", 5.364%, 10/25/2069 (n) | 4233124 | &nbsp;&nbsp; 4245831 |
| Verus Securitization Trust, 2025-9, "A1", 4.935%, 10/27/2070 (n) | 4534321 | &nbsp;&nbsp; 4523411 |
| Voya CLO 2012-4A Ltd., "A2R3", FLR, 5.385% ((SOFR - 3mo. + 0.26161%) + 1.45%), 10/15/2030 (n) | 6026057 | &nbsp;&nbsp; 6031209 |
| Voya CLO 2012-4A Ltd., "BR3", FLR, 5.885% ((SOFR - 3mo. + 0.26161%) + 1.95%), 10/15/2030 (n) | 3474736 | &nbsp;&nbsp; 3489837 |
| Voya CLO 2012-4A Ltd., "C1R3", FLR, 7.235% ((SOFR - 3mo. + 0.26161%) + 3.3%), 10/15/2030 (n) | 4942894 | &nbsp;&nbsp; 4972932 |
| Wells Fargo Commercial Mortgage Trust, 2016-LC25, "A4", 3.64%, 12/15/2059  | 25027917 | &nbsp;&nbsp; 24925806 |
| Wells Fargo Commercial Mortgage Trust, 2017-C42, "A5", 3.589%, 12/15/2050  | 13470000 | &nbsp;&nbsp; 13203528 |
|  |  | &nbsp;&nbsp; $1917053723 |
| Auto & Auto Components – 0.2% | Auto & Auto Components – 0.2% | Auto & Auto Components – 0.2% |
| Stellantis Finance US, Inc., 2.691%, 9/15/2031 (n) | $14723000 | &nbsp;&nbsp; $12596687 |
| Brokerage & Asset Managers – 1.9% | Brokerage & Asset Managers – 1.9% | Brokerage & Asset Managers – 1.9% |
| Charles Schwab Corp., 5.853% to 5/19/2033, FLR (SOFR - 1 day + 2.5%) to 5/19/2034  | $1452000 | &nbsp;&nbsp; $1523939 |
| Charles Schwab Corp., 6.136% to 8/24/2033, FLR (SOFR - 1 day + 2.01%) to 8/24/2034  | 22528000 | &nbsp;&nbsp; 24046389 |
| Charles Schwab Corp., 5% to 6/01/2027, FLR (CMT - 5yr. + 3.256%) to 6/01/2170  | 26796000 | &nbsp;&nbsp; 26629602 |
| Charles Schwab Corp., 6.1% to 6/01/2031, FLR (CMT - 1yr. + 2.25%) to 9/01/2174  | 11696000 | &nbsp;&nbsp; 11701186 |
| Intercontinental Exchange, Inc., 5.25%, 6/15/2031  | 8977000 | &nbsp;&nbsp; 9244557 |
| Jane Street Group/JSG Finance, Inc., 6.75%, 5/01/2033 (n) | 19750000 | &nbsp;&nbsp; 20289392 |
| Jefferies Financial Group, Inc., 5.125%, 4/28/2031  | 21576000 | &nbsp;&nbsp; 21276424 |
| LPL Holdings, Inc., 6.75%, 11/17/2028  | 6057000 | &nbsp;&nbsp; 6338346 |
| LPL Holdings, Inc., 4%, 3/15/2029 (n) | 21696000 | &nbsp;&nbsp; 21117889 |
| LPL Holdings, Inc., 6%, 5/20/2034  | 13107000 | &nbsp;&nbsp; 13401254 |
|  |  | &nbsp;&nbsp; $155568978 |
| Building – 0.5% | Building – 0.5% | Building – 0.5% |
| Quikrete Holdings, Inc., 6.375%, 3/01/2032 (n) | $28731000 | &nbsp;&nbsp; $29184319 |
| Vulcan Materials Co., 3.5%, 6/01/2030  | 9570000 | &nbsp;&nbsp; 9189890 |
|  |  | &nbsp;&nbsp; $38374209 |
| Business Services – 1.4% | Business Services – 1.4% | Business Services – 1.4% |
| Equinix, Inc., 1.8%, 7/15/2027  | $9219000 | &nbsp;&nbsp; $8942131 |
| Equinix, Inc., 2.15%, 7/15/2030  | 21402000 | &nbsp;&nbsp; 19286921 |
| Fiserv, Inc., 3.5%, 7/01/2029  | 17324000 | &nbsp;&nbsp; 16655950 |
| Fiserv, Inc., 5.6%, 3/02/2033  | 10033000 | &nbsp;&nbsp; 10173591 |
| Global Payments, Inc., 2.9%, 5/15/2030  | 23523000 | &nbsp;&nbsp; 21554537 |
| Global Payments, Inc., 2.9%, 11/15/2031  | 6885000 | &nbsp;&nbsp; 6057597 |
| Iron Mountain, Inc., 4.5%, 2/15/2031 (n) | 35950000 | &nbsp;&nbsp; 34547062 |
|  |  | &nbsp;&nbsp; $117217789 |
| Cable TV – 0.6% | Cable TV – 0.6% | Cable TV – 0.6% |
| CCO Holdings LLC/CCO Holdings Capital Corp., 4.5%, 8/15/2030 (n) | $29387000 | &nbsp;&nbsp; $27411169 |
| Charter Communications Operating LLC/Charter Communications Operating Capital Corp., 6.384%, 10/23/2035  | 6428000 | &nbsp;&nbsp; 6494723 |
| Time Warner Cable, Inc., 4.5%, 9/15/2042  | 9503000 | &nbsp;&nbsp; 7137571 |
| Time Warner Entertainment Co. LP, 8.375%, 7/15/2033  | 4688000 | &nbsp;&nbsp; 5309067 |
|  |  | &nbsp;&nbsp; $46352530 |
| Conglomerates – 0.9% | Conglomerates – 0.9% | Conglomerates – 0.9% |
| Regal Rexnord Corp., 6.05%, 4/15/2028  | $6853000 | &nbsp;&nbsp; $7024862 |
| Regal Rexnord Corp., 6.3%, 2/15/2030  | 24925000 | &nbsp;&nbsp; 26081499 |
| Regal Rexnord Corp., 6.4%, 4/15/2033  | 16170000 | &nbsp;&nbsp; 17193965 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Conglomerates – continued | Conglomerates – continued | Conglomerates – continued |
| Westinghouse Air Brake Technologies Corp., 4.7%, 9/15/2028  | $21336000 | &nbsp;&nbsp; $21402744 |
|  |  | &nbsp;&nbsp; $71703070 |
| Consumer Products – 0.2% | Consumer Products – 0.2% | Consumer Products – 0.2% |
| Haleon US Capital LLC, 3.625%, 3/24/2032  | $15416000 | &nbsp;&nbsp; $14517383 |
| Consumer Services – 0.2% | Consumer Services – 0.2% | Consumer Services – 0.2% |
| CBRE Group, Inc., 5.95%, 8/15/2034  | $13799000 | &nbsp;&nbsp; $14400527 |
| Diversified Financial Services – 0.5% | Diversified Financial Services – 0.5% | Diversified Financial Services – 0.5% |
| AerCap Ireland Capital DAC/AerCap Global Aviation Trust, 3%, 10/29/2028  | $10175000 | &nbsp;&nbsp; $9804438 |
| AerCap Ireland Capital DAC/AerCap Global Aviation Trust, 3.3%, 1/30/2032  | 5012000 | &nbsp;&nbsp; 4581156 |
| Avolon Holdings Funding Ltd., 3.25%, 2/15/2027 (n) | 7098000 | &nbsp;&nbsp; 7016184 |
| Avolon Holdings Funding Ltd., 2.528%, 11/18/2027 (n) | 2226000 | &nbsp;&nbsp; 2156822 |
| Avolon Holdings Funding Ltd., 2.75%, 2/21/2028 (n) | 2074000 | &nbsp;&nbsp; 2002973 |
| Bridge Housing Corp., 5.321%, 7/15/2035  | 17055000 | &nbsp;&nbsp; 16968484 |
|  |  | &nbsp;&nbsp; $42530057 |
| Electrical Equipment – 0.4% | Electrical Equipment – 0.4% | Electrical Equipment – 0.4% |
| Arrow Electronics, Inc., 5.15%, 8/21/2029  | $11500000 | &nbsp;&nbsp; $11619743 |
| Arrow Electronics, Inc., 2.95%, 2/15/2032  | 21913000 | &nbsp;&nbsp; 19511221 |
|  |  | &nbsp;&nbsp; $31130964 |
| Energy - Independent – 0.5% | Energy - Independent – 0.5% | Energy - Independent – 0.5% |
| EQT Corp., 3.9%, 10/01/2027  | $3059000 | &nbsp;&nbsp; $3027923 |
| EQT Corp., 5%, 1/15/2029  | 5901000 | &nbsp;&nbsp; 5941843 |
| EQT Corp., 3.625%, 5/15/2031 (n) | 6884000 | &nbsp;&nbsp; 6476516 |
| Santos Finance Ltd., 6.875%, 9/19/2033 (n) | 19092000 | &nbsp;&nbsp; 20820456 |
| Santos Finance Ltd., 5.75%, 11/13/2035 (n) | 5930000 | &nbsp;&nbsp; 5999738 |
|  |  | &nbsp;&nbsp; $42266476 |
| Energy - Integrated – 0.5% | Energy - Integrated – 0.5% | Energy - Integrated – 0.5% |
| Eni S.p.A., 4.25%, 5/09/2029 (n) | $13598000 | &nbsp;&nbsp; $13516722 |
| Eni S.p.A., 5.5%, 5/15/2034 (n) | 27138000 | &nbsp;&nbsp; 27781470 |
|  |  | &nbsp;&nbsp; $41298192 |
| Food & Beverages – 0.4% | Food & Beverages – 0.4% | Food & Beverages – 0.4% |
| Performance Food Group Co., 6.125%, 9/15/2032 (n) | $19280000 | &nbsp;&nbsp; $19543558 |
| Post Holdings, Inc., 4.625%, 4/15/2030 (n) | 10755000 | &nbsp;&nbsp; 10448850 |
| Post Holdings, Inc., 4.5%, 9/15/2031 (n) | 4815000 | &nbsp;&nbsp; 4526766 |
|  |  | &nbsp;&nbsp; $34519174 |
| Global Systemically Important Banks – 6.5% | Global Systemically Important Banks – 6.5% | Global Systemically Important Banks – 6.5% |
| Bank of America Corp., 3.419% to 12/20/2027, FLR ((SOFR - 3mo. + 0.26161%) + 1.04%) to 12/20/2028  | $7070000 | &nbsp;&nbsp; $6953199 |
| Bank of America Corp., 3.97% to 3/05/2028, FLR ((SOFR - 3mo. + 0.26161%) + 1.07%) to 3/05/2029  | 8931000 | &nbsp;&nbsp; 8851533 |
| Bank of America Corp., 2.496% to 2/13/2030, FLR ((SOFR - 3mo. + 0.26161%) + 0.99%) to 2/13/2031  | 39891000 | &nbsp;&nbsp; 36940348 |
| Bank of America Corp., 2.572% to 10/20/2031, FLR (SOFR - 1 day + 1.21%) to 10/20/2032  | 45881000 | &nbsp;&nbsp; 40874702 |
| Bank of America Corp., 5.875% to 3/15/2028, FLR ((SOFR - 3mo. + 0.26161%) + 2.931%) to 9/15/2171  | 13771000 | &nbsp;&nbsp; 13817367 |
| Barclays PLC, 4.972% to 5/16/2028, FLR (LIBOR - 3mo. + 1.902%) to 5/16/2029  | 7802000 | &nbsp;&nbsp; 7850503 |
| Barclays PLC, 2.894% to 11/24/2031, FLR (CMT - 1yr. + 1.3%) to 11/24/2032  | 16966000 | &nbsp;&nbsp; 15184651 |
| Citigroup, Inc., 6.875% to 8/15/2030, FLR (CMT - 5yr. + 2.89%) to 11/15/2173  | 13201000 | &nbsp;&nbsp; 13403002 |
| Deutsche Bank AG, 2.311% to 11/16/2026, FLR (SOFR - 1 day + 1.219%) to 11/16/2027  | 23182000 | &nbsp;&nbsp; 22906677 |
| Deutsche Bank AG, 6.72% to 1/18/2028, FLR (SOFR - 1 day + 3.18%) to 1/18/2029  | 24629000 | &nbsp;&nbsp; 25455249 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Global Systemically Important Banks – continued | Global Systemically Important Banks – continued | Global Systemically Important Banks – continued |
| Goldman Sachs Group, Inc., 2.6%, 2/07/2030  | $15968000 | &nbsp;&nbsp; $14879205 |
| Goldman Sachs Group, Inc., 2.65% to 10/21/2031, FLR (SOFR - 1 day + 1.264%) to 10/21/2032  | 26935000 | &nbsp;&nbsp; 23977860 |
| HSBC Holdings PLC, 4.7% to 9/09/2031, FLR (CMT - 1yr. + 3.25%) to 9/09/2169  | 25500000 | &nbsp;&nbsp; 23850596 |
| JPMorgan Chase & Co., 3.509%, 1/23/2029  | 18395000 | &nbsp;&nbsp; 18123565 |
| JPMorgan Chase & Co., 4.005%, 4/23/2029  | 28117000 | &nbsp;&nbsp; 27891035 |
| JPMorgan Chase & Co., 4.203% to 7/23/2028, FLR ((SOFR - 3mo. + 0.26161%) + 1.26%) to 7/23/2029  | 9246000 | &nbsp;&nbsp; 9188436 |
| JPMorgan Chase & Co., 2.956% to 5/13/2030, FLR (SOFR - 1 day + 2.515%) to 5/13/2031  | 7484000 | &nbsp;&nbsp; 6984288 |
| JPMorgan Chase & Co., 2.545% to 11/08/2031, FLR (SOFR - 1 day + 1.18%) to 11/08/2032  | 29061000 | &nbsp;&nbsp; 25861229 |
| Mitsubishi UFJ Financial Group, Inc., 2.048%, 7/17/2030  | 31223000 | &nbsp;&nbsp; 28169469 |
| Morgan Stanley, 3.125%, 7/27/2026  | 12844000 | &nbsp;&nbsp; 12810498 |
| Morgan Stanley, 5.449% to 7/20/2028, FLR (SOFR - 1 day + 1.63%) to 7/20/2029  | 5819000 | &nbsp;&nbsp; 5925934 |
| Morgan Stanley, 2.699% to 1/22/2030, FLR (SOFR - 1 day + 1.143%) to 1/22/2031  | 7037000 | &nbsp;&nbsp; 6546519 |
| Morgan Stanley, 2.511% to 10/20/2031, FLR (SOFR - 1 day + 1.2%) to 10/20/2032  | 19284000 | &nbsp;&nbsp; 17100703 |
| Morgan Stanley, 5.424% to 7/21/2033, FLR (SOFR - 1 day + 1.88%) to 7/21/2034  | 13809000 | &nbsp;&nbsp; 14073776 |
| Sumitomo Mitsui Financial Group, Inc., 2.13%, 7/08/2030  | 38002000 | &nbsp;&nbsp; 34338243 |
| UBS Group AG, 4.375% to 2/10/2031, FLR (CMT - 1yr. + 3.313%) to 8/10/2171 (n) | 30010000 | &nbsp;&nbsp; 27512253 |
| UBS Group Funding (Switzerland) AG, 4.253%, 3/23/2028 (n) | 10491000 | &nbsp;&nbsp; 10465541 |
| Wells Fargo & Co., 2.572% to 2/11/2030, FLR ((SOFR - 3mo. + 0.26161%) + 1%) to 2/11/2031  | 45462000 | &nbsp;&nbsp; 42175347 |
|  |  | &nbsp;&nbsp; $542111728 |
| Hardware, Peripherals, & Assembly – 0.3% | Hardware, Peripherals, & Assembly – 0.3% | Hardware, Peripherals, & Assembly – 0.3% |
| SS&C Technologies Holdings, Inc., 5.5%, 9/30/2027 (n) | $24371000 | &nbsp;&nbsp; $24349627 |
| Insurance – 0.8% | Insurance – 0.8% | Insurance – 0.8% |
| Corebridge Financial, Inc., 3.9%, 4/05/2032  | $15987000 | &nbsp;&nbsp; $15029362 |
| Corebridge Financial, Inc., 5.75%, 1/15/2034  | 13944000 | &nbsp;&nbsp; 14353601 |
| Corebridge Financial, Inc., 4.35%, 4/05/2042  | 1846000 | &nbsp;&nbsp; 1537905 |
| Corebridge Financial, Inc., 4.4%, 4/05/2052  | 5568000 | &nbsp;&nbsp; 4412168 |
| Sammons Financial Group, Inc., 6.875%, 4/15/2034 (n) | 26615000 | &nbsp;&nbsp; 28184388 |
|  |  | &nbsp;&nbsp; $63517424 |
| Insurance - Health – 0.2% | Insurance - Health – 0.2% | Insurance - Health – 0.2% |
| Humana, Inc., 5.875%, 3/01/2033  | $19625000 | &nbsp;&nbsp; $20130500 |
| Insurance - Property & Casualty – 1.4% | Insurance - Property & Casualty – 1.4% | Insurance - Property & Casualty – 1.4% |
| Ambac Assurance Corp., 5.1%, 6/07/2172 (n) | $13854 | &nbsp;&nbsp; $18287 |
| Asurion LLC, 8%, 12/31/2032 (n) | 23886000 | &nbsp;&nbsp; 24951053 |
| Brown & Brown, Inc., 4.2%, 3/17/2032  | 15616000 | &nbsp;&nbsp; 14817198 |
| Brown & Brown, Inc., 5.55%, 6/23/2035  | 5137000 | &nbsp;&nbsp; 5120278 |
| Brown & Brown, Inc., 4.95%, 3/17/2052  | 5548000 | &nbsp;&nbsp; 4597865 |
| Fairfax Financial Holdings Ltd., 4.85%, 4/17/2028  | 15409000 | &nbsp;&nbsp; 15495581 |
| Fairfax Financial Holdings Ltd., 3.375%, 3/03/2031  | 7257000 | &nbsp;&nbsp; 6791776 |
| Fairfax Financial Holdings Ltd., 5.625%, 8/16/2032  | 16523000 | &nbsp;&nbsp; 17025378 |
| Hub International Ltd., 7.25%, 6/15/2030 (n) | 22651000 | &nbsp;&nbsp; 23431803 |
| Liberty Mutual Group, Inc., 3.951%, 10/15/2050 (n) | 6950000 | &nbsp;&nbsp; 5032708 |
|  |  | &nbsp;&nbsp; $117281927 |
| International Market Quasi-Sovereign – 0.1% | International Market Quasi-Sovereign – 0.1% | International Market Quasi-Sovereign – 0.1% |
| Electricite de France S.A., 6.9%, 5/23/2053 (n) | $8776000 | &nbsp;&nbsp; $9333126 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Machinery & Tools – 0.4% | Machinery & Tools – 0.4% | Machinery & Tools – 0.4% |
| Ashtead Capital, Inc., 5.55%, 5/30/2033 (n) | $24388000 | &nbsp;&nbsp; $24742253 |
| Ashtead Capital, Inc., 5.8%, 4/15/2034 (n) | 8473000 | &nbsp;&nbsp; 8692258 |
|  |  | &nbsp;&nbsp; $33434511 |
| Media – 0.1% | Media – 0.1% | Media – 0.1% |
| WMG Acquisition Corp., 3%, 2/15/2031 (n) | $9294000 | &nbsp;&nbsp; $8562467 |
| Medical & Health Technology & Services – 1.6% | Medical & Health Technology & Services – 1.6% | Medical & Health Technology & Services – 1.6% |
| Adventist Health System/West, 5.43%, 3/01/2032  | $21168000 | &nbsp;&nbsp; $21444791 |
| Alcon Finance Corp., 2.75%, 9/23/2026 (n) | 4432000 | &nbsp;&nbsp; 4405338 |
| Alcon Finance Corp., 3%, 9/23/2029 (n) | 7500000 | &nbsp;&nbsp; 7137075 |
| Alcon Finance Corp., 2.6%, 5/27/2030 (n) | 7998000 | &nbsp;&nbsp; 7403364 |
| Alcon Finance Corp., 5.375%, 12/06/2032 (n) | 6013000 | &nbsp;&nbsp; 6151772 |
| HCA, Inc., 4.125%, 6/15/2029  | 10042000 | &nbsp;&nbsp; 9906988 |
| HCA, Inc., 4.375%, 3/15/2042  | 14385000 | &nbsp;&nbsp; 12055315 |
| ICON Investments Six DAC, 6%, 5/08/2034  | 13573000 | &nbsp;&nbsp; 13869949 |
| Marin General Hospital, 7.242%, 8/01/2045  | 10530000 | &nbsp;&nbsp; 11249452 |
| Northwell Healthcare, Inc., 3.979%, 11/01/2046  | 3110000 | &nbsp;&nbsp; 2401871 |
| Northwell Healthcare, Inc., 4.26%, 11/01/2047  | 9132000 | &nbsp;&nbsp; 7349394 |
| ProMedica Toledo Hospital, "B", 5.325%, 11/15/2028  | 23983000 | &nbsp;&nbsp; 24142109 |
| ProMedica Toledo Hospital, "B", AGM, 5.75%, 11/15/2038  | 9026000 | &nbsp;&nbsp; 8980079 |
|  |  | &nbsp;&nbsp; $136497497 |
| Medical Equipment – 0.2% | Medical Equipment – 0.2% | Medical Equipment – 0.2% |
| Medline Borrower LP/Medline Co-Issuer, Inc., 6.25%, 4/01/2029 (n) | $13568000 | &nbsp;&nbsp; $13874922 |
| Metals & Mining – 0.9% | Metals & Mining – 0.9% | Metals & Mining – 0.9% |
| Anglo American Capital PLC, 3.875%, 3/16/2029 (n) | $16098000 | &nbsp;&nbsp; $15810744 |
| Anglo American Capital PLC, 2.875%, 3/17/2031 (n) | 12521000 | &nbsp;&nbsp; 11452199 |
| Anglo American Capital PLC, 4.75%, 3/16/2052 (n) | 20205000 | &nbsp;&nbsp; 16657001 |
| Fortescue Treasury Pty Ltd., 4.375%, 4/01/2031 (n) | 15339000 | &nbsp;&nbsp; 14656999 |
| Glencore Funding LLC, 2.85%, 4/27/2031 (n) | 17296000 | &nbsp;&nbsp; 15761433 |
|  |  | &nbsp;&nbsp; $74338376 |
| Midstream – 3.0% | Midstream – 3.0% | Midstream – 3.0% |
| Cheniere Corpus Christi Holdings LLC, 2.742%, 12/31/2039  | $8291000 | &nbsp;&nbsp; $7018839 |
| Cheniere Energy Partners LP, 5.55%, 10/30/2035  | 44143000 | &nbsp;&nbsp; 45054299 |
| Enbridge, Inc., 4.25%, 12/01/2026  | 9961000 | &nbsp;&nbsp; 9962696 |
| Enbridge, Inc., 5.7%, 3/08/2033  | 8233000 | &nbsp;&nbsp; 8526109 |
| Energy Transfer LP, 5.55%, 2/15/2028  | 5763000 | &nbsp;&nbsp; 5865688 |
| Energy Transfer LP, 5.75%, 2/15/2033  | 26373000 | &nbsp;&nbsp; 27463788 |
| Energy Transfer LP, 5.35%, 1/15/2036  | 5960000 | &nbsp;&nbsp; 5925049 |
| Kinder Morgan (Delaware), Inc., 7.75%, 1/15/2032  | 7347000 | &nbsp;&nbsp; 8414685 |
| Kinder Morgan Energy Partners LP, 6.375%, 3/01/2041  | 6112000 | &nbsp;&nbsp; 6450714 |
| Kinder Morgan Energy Partners LP, 5.4%, 9/01/2044  | 7661000 | &nbsp;&nbsp; 7156084 |
| MPLX LP, 4.95%, 3/14/2052  | 27389000 | &nbsp;&nbsp; 22827846 |
| Plains All American Pipeline LP, 3.55%, 12/15/2029  | 33187000 | &nbsp;&nbsp; 32131840 |
| Targa Resources Corp., 4.2%, 2/01/2033  | 4099000 | &nbsp;&nbsp; 3893903 |
| Targa Resources Corp., 6.125%, 3/15/2033  | 24189000 | &nbsp;&nbsp; 25587259 |
| Targa Resources Corp., 4.95%, 4/15/2052  | 8758000 | &nbsp;&nbsp; 7367920 |
| Venture Global Calcasieu Pass LLC, 6.25%, 1/15/2030 (n) | 24120000 | &nbsp;&nbsp; 24824280 |
|  |  | &nbsp;&nbsp; $248470999 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Mortgage-Backed – 14.7% | Mortgage-Backed – 14.7% |  |
| Fannie Mae, 2.549%, 12/25/2026  | $6220204 | &nbsp;&nbsp; $6158379 |
| Fannie Mae, 3.95%, 1/01/2027  | 527789 | &nbsp;&nbsp; 526978 |
| Fannie Mae, 3.5%, 1/01/2028 - 12/01/2047  | 21316467 | &nbsp;&nbsp; 19949000 |
| Fannie Mae, 3%, 11/01/2028 - 11/01/2048  | 19921792 | &nbsp;&nbsp; 18067534 |
| Fannie Mae, 2.5%, 11/01/2031 - 11/01/2046  | 2072685 | &nbsp;&nbsp; 1802426 |
| Fannie Mae, 6.5%, 11/01/2031 - 1/01/2033  | 24665 | &nbsp;&nbsp; 25573 |
| Fannie Mae, 3%, 2/25/2033 (i) | 602088 | &nbsp;&nbsp; 37116 |
| Fannie Mae, 5.5%, 3/01/2033 - 12/01/2038  | 2712667 | &nbsp;&nbsp; 2787875 |
| Fannie Mae, 5%, 11/01/2033 - 3/01/2042  | 3137090 | &nbsp;&nbsp; 3171580 |
| Fannie Mae, 4.5%, 3/01/2034 - 6/01/2044  | 15309342 | &nbsp;&nbsp; 15162109 |
| Fannie Mae, 6%, 5/01/2034 - 10/01/2038  | 1128144 | &nbsp;&nbsp; 1178277 |
| Fannie Mae, 3.25%, 5/25/2040  | 202305 | &nbsp;&nbsp; 192235 |
| Fannie Mae, 4%, 9/01/2040 - 12/01/2048  | 26886038 | &nbsp;&nbsp; 25848232 |
| Fannie Mae, 2%, 4/25/2046  | 414142 | &nbsp;&nbsp; 385335 |
| Fannie Mae, 4%, 7/25/2046 (i) | 915580 | &nbsp;&nbsp; 163792 |
| Fannie Mae, UMBS, 2.5%, 7/01/2036 - 5/01/2053  | 174146024 | &nbsp;&nbsp; 148996586 |
| Fannie Mae, UMBS, 3%, 8/01/2036 - 10/01/2053  | 45981589 | &nbsp;&nbsp; 40623429 |
| Fannie Mae, UMBS, 2%, 7/01/2037 - 10/01/2052  | 72858710 | &nbsp;&nbsp; 60597845 |
| Fannie Mae, UMBS, 4.5%, 3/01/2041 - 3/01/2055  | 22936109 | &nbsp;&nbsp; 22240417 |
| Fannie Mae, UMBS, 1.5%, 9/01/2041 - 2/01/2042  | 841892 | &nbsp;&nbsp; 714059 |
| Fannie Mae, UMBS, 5.5%, 5/01/2044 - 5/01/2055  | 23494463 | &nbsp;&nbsp; 23728155 |
| Fannie Mae, UMBS, 3.5%, 5/01/2049 - 5/01/2052  | 1964735 | &nbsp;&nbsp; 1827208 |
| Fannie Mae, UMBS, 5%, 8/01/2052 - 7/01/2055  | 34064203 | &nbsp;&nbsp; 33726464 |
| Fannie Mae, UMBS, 6.5%, 8/01/2053 - 12/01/2053  | 779362 | &nbsp;&nbsp; 808815 |
| Fannie Mae, UMBS, 6%, 11/01/2053 - 7/01/2055  | 15855375 | &nbsp;&nbsp; 16229891 |
| Freddie Mac, 3.3%, 10/25/2026  | 4957000 | &nbsp;&nbsp; 4933708 |
| Freddie Mac, 3.117%, 6/25/2027  | 16969867 | &nbsp;&nbsp; 16806855 |
| Freddie Mac, 4.06%, 10/25/2028  | 5001000 | &nbsp;&nbsp; 4979215 |
| Freddie Mac, 1.209%, 7/25/2029 (i) | 12196762 | &nbsp;&nbsp; 371088 |
| Freddie Mac, 1.258%, 8/25/2029 (i) | 21650753 | &nbsp;&nbsp; 713005 |
| Freddie Mac, 1.955%, 4/25/2030 (i) | 6415004 | &nbsp;&nbsp; 418280 |
| Freddie Mac, 5.5%, 8/01/2033 - 1/01/2038  | 618509 | &nbsp;&nbsp; 631197 |
| Freddie Mac, 6%, 11/01/2033 - 7/01/2038  | 366943 | &nbsp;&nbsp; 378878 |
| Freddie Mac, 5%, 11/01/2035 - 7/01/2041  | 1436072 | &nbsp;&nbsp; 1455569 |
| Freddie Mac, 5.5%, 2/15/2036 (i) | 146951 | &nbsp;&nbsp; 22206 |
| Freddie Mac, 4%, 8/01/2037 - 4/01/2044  | 2772275 | &nbsp;&nbsp; 2672107 |
| Freddie Mac, 3.5%, 11/01/2037 - 10/25/2058  | 13264367 | &nbsp;&nbsp; 12437304 |
| Freddie Mac, 3%, 1/01/2038 - 2/25/2059  | 17537927 | &nbsp;&nbsp; 15908854 |
| Freddie Mac, 4.5%, 7/01/2040 - 5/01/2042  | 3496040 | &nbsp;&nbsp; 3468191 |
| Freddie Mac, 4.5%, 12/15/2040 (i) | 49961 | &nbsp;&nbsp; 4583 |
| Freddie Mac, 4%, 8/15/2044 (i) | 136172 | &nbsp;&nbsp; 10998 |
| Freddie Mac, UMBS, 3%, 11/01/2034 - 12/01/2052  | 43229135 | &nbsp;&nbsp; 38649391 |
| Freddie Mac, UMBS, 2%, 9/01/2036 - 8/01/2052  | 147222321 | &nbsp;&nbsp; 118867061 |
| Freddie Mac, UMBS, 2.5%, 9/01/2036 - 10/01/2053  | 50851998 | &nbsp;&nbsp; 43006200 |
| Freddie Mac, UMBS, 5%, 8/01/2037 - 7/01/2055  | 14540867 | &nbsp;&nbsp; 14370099 |
| Freddie Mac, UMBS, 3.5%, 12/01/2046 - 7/01/2052  | 5353483 | &nbsp;&nbsp; 4940058 |
| Freddie Mac, UMBS, 4.5%, 7/01/2052 - 3/01/2055  | 12260158 | &nbsp;&nbsp; 11835290 |
| Freddie Mac, UMBS, 5.5%, 11/01/2052 - 9/01/2055  | 39859332 | &nbsp;&nbsp; 40136095 |
| Freddie Mac, UMBS, 6%, 9/01/2053 - 6/01/2055  | 26686326 | &nbsp;&nbsp; 27304857 |
| Freddie Mac, UMBS, 6.5%, 9/01/2053 - 12/01/2054  | 6549542 | &nbsp;&nbsp; 6825043 |
| Ginnie Mae, 5.5%, 11/15/2032 - 4/20/2055  | 33501115 | &nbsp;&nbsp; 33847480 |
| Ginnie Mae, 6%, 2/15/2034 - 1/15/2038  | 387225 | &nbsp;&nbsp; 402829 |
| Ginnie Mae, 4.5%, 4/15/2039 - 12/20/2052  | 51738260 | &nbsp;&nbsp; 50395340 |
| Ginnie Mae, 4%, 10/20/2040 - 10/20/2052  | 32959498 | &nbsp;&nbsp; 31130793 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Mortgage-Backed – continued | Mortgage-Backed – continued |  |
| Ginnie Mae, 3.5%, 11/15/2040 - 9/20/2048  | $10211398 | &nbsp;&nbsp; $9434135 |
| Ginnie Mae, 3%, 11/20/2044 - 11/20/2052  | 53574391 | &nbsp;&nbsp; 47866803 |
| Ginnie Mae, 2.5%, 8/20/2051 - 6/20/2052  | 65078140 | &nbsp;&nbsp; 55796659 |
| Ginnie Mae, 2%, 1/20/2052 - 10/20/2053  | 46426016 | &nbsp;&nbsp; 38213975 |
| Ginnie Mae, 5%, 12/20/2052 - 9/20/2054  | 39306843 | &nbsp;&nbsp; 39117609 |
| Ginnie Mae, TBA, 3.5%, 5/15/2056  | 27700000 | &nbsp;&nbsp; 25034957 |
| UMBS, TBA, 2.5%, 5/25/2056  | 41275000 | &nbsp;&nbsp; 34555547 |
| UMBS, TBA, 3%, 5/25/2056  | 1425000 | &nbsp;&nbsp; 1247292 |
| UMBS, TBA, 4%, 5/25/2056  | 10700000 | &nbsp;&nbsp; 10033341 |
| UMBS, TBA, 5.5%, 5/25/2056  | 11075000 | &nbsp;&nbsp; 11130091 |
| UMBS, TBA, 6%, 5/25/2056  | 12725000 | &nbsp;&nbsp; 12990094 |
|  |  | &nbsp;&nbsp; $1217292387 |
| Municipals – 1.0% | Municipals – 1.0% | Municipals – 1.0% |
| Berks County, PA, Municipal Authority Rev., Taxable (Tower Health Project), "A-4", 7%, 6/30/2039  | $15461000 | &nbsp;&nbsp; $12972110 |
| Berks County, PA, Municipal Authority Rev., Taxable (Tower Health Project), Convertible Capital Appreciation, "B-2", 0% to <br> 11/15/2029, 8% to 6/30/2044 <br>| 8128000 | &nbsp;&nbsp; 4563571 |
| Bridgeview, IL, Stadium & Redevelopment Projects, Taxable, AAC, 5.14%, 12/01/2036  | 24325000 | &nbsp;&nbsp; 22683413 |
| Escambia County, FL, Health Facilities Authority Rev., Taxable (Baptist Health Care Corp.), "B", AGM, 3.607%, 8/15/2040  | 4565000 | &nbsp;&nbsp; 3690965 |
| Oklahoma Development Finance Authority, Health System Rev., Taxable (OU Medicine Project), "C", 5.45%, 8/15/2028  | 9717000 | &nbsp;&nbsp; 9655940 |
| Philadelphia, PA, School District, Taxable, "B", AGM, 6.615%, 6/01/2030  | 6320000 | &nbsp;&nbsp; 6549501 |
| State of Florida, Taxable, "A", 2.154%, 7/01/2030  | 21024000 | &nbsp;&nbsp; 19304241 |
|  |  | &nbsp;&nbsp; $79419741 |
| Natural Gas - Distribution – 0.6% | Natural Gas - Distribution – 0.6% | Natural Gas - Distribution – 0.6% |
| Boston Gas Co., 3.15%, 8/01/2027 (n) | $18261000 | &nbsp;&nbsp; $17994389 |
| KeySpan Gas East Corp., 2.742%, 8/15/2026 (n) | 13855000 | &nbsp;&nbsp; 13795326 |
| NiSource, Inc., 3.6%, 5/01/2030  | 16331000 | &nbsp;&nbsp; 15765454 |
|  |  | &nbsp;&nbsp; $47555169 |
| Network & Telecom – 0.3% | Network & Telecom – 0.3% | Network & Telecom – 0.3% |
| NTT Finance Corp., 5.502%, 7/16/2035 (n) | $24588000 | &nbsp;&nbsp; $25017727 |
| Non-Global Systemically Important Banks – 1.9% | Non-Global Systemically Important Banks – 1.9% | Non-Global Systemically Important Banks – 1.9% |
| Capital One Financial Corp., 6.7%, 11/29/2032  | $34164000 | &nbsp;&nbsp; $37253518 |
| Capital One Financial Corp., 5.817% to 2/01/2033, FLR (SOFR - 1 day + 2.6%) to 2/01/2034  | 11000000 | &nbsp;&nbsp; 11314747 |
| Capital One Financial Corp., 6.377% to 6/08/2033, FLR (SOFR - 1 day + 2.86%) to 6/08/2034  | 17390000 | &nbsp;&nbsp; 18382856 |
| Capital One Financial Corp., 6.051% to 2/01/2034, FLR (SOFR - 1 day + 2.26%) to 2/01/2035  | 16122000 | &nbsp;&nbsp; 16716448 |
| Lloyds Bank PLC, 3.75%, 1/11/2027  | 3975000 | &nbsp;&nbsp; 3964188 |
| Macquarie Bank Ltd. of London, 6.125% to 3/08/2027, FLR (Swap Rate - 5yr. + 4.332%) to 12/31/2165 (n) | 23323000 | &nbsp;&nbsp; 23462681 |
| Macquarie Group Ltd., 4.442% to 6/21/2032, FLR (SOFR - 1 day + 2.405%) to 6/21/2033 (n) | 47217000 | &nbsp;&nbsp; 45815153 |
| NatWest Group PLC, 6.016% to 3/02/2033, FLR (CMT - 1yr. + 2.1%) to 3/02/2034  | 3536000 | &nbsp;&nbsp; 3717081 |
|  |  | &nbsp;&nbsp; $160626672 |
| Pharmaceuticals & Biotechnology – 0.3% | Pharmaceuticals & Biotechnology – 0.3% | Pharmaceuticals & Biotechnology – 0.3% |
| Genmab A.S., 6.25%, 12/15/2032 (n) | $24393000 | &nbsp;&nbsp; $25033316 |
| Real Estate - Retail – 0.3% | Real Estate - Retail – 0.3% | Real Estate - Retail – 0.3% |
| Brixmor Operating Partnership LP, REIT, 5.75%, 2/15/2035  | $24974000 | &nbsp;&nbsp; $25816133 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Real Estate - Storage & Office – 0.8% | Real Estate - Storage & Office – 0.8% | Real Estate - Storage & Office – 0.8% |
| Boston Properties LP, REIT, 2.55%, 4/01/2032  | $29885000 | &nbsp;&nbsp; $25924963 |
| Boston Properties LP, REIT, 2.45%, 10/01/2033  | 27176000 | &nbsp;&nbsp; 22189665 |
| Boston Properties LP, REIT, 5.75%, 1/15/2035  | 14052000 | &nbsp;&nbsp; 14116860 |
|  |  | &nbsp;&nbsp; $62231488 |
| Refining – 0.0% | Refining – 0.0% | Refining – 0.0% |
| Marathon Petroleum Corp., 5.85%, 12/15/2045  | $4349000 | &nbsp;&nbsp; $4148666 |
| Restaurants – 0.2% | Restaurants – 0.2% | Restaurants – 0.2% |
| 1011778 B.C. ULC/New Red Finance, Inc., 6.125%, 6/15/2029 (n) | $18567000 | &nbsp;&nbsp; $18894507 |
| Retail & E-commerce – 1.0% | Retail & E-commerce – 1.0% | Retail & E-commerce – 1.0% |
| Beach Acquisition Bidco LLC, 10% (10% Cash or 10.75% PIK), 7/15/2033 (n)(p) | $23886000 | &nbsp;&nbsp; $25518757 |
| DICK'S Sporting Goods, 3.15%, 1/15/2032  | 23293000 | &nbsp;&nbsp; 21227246 |
| Penske Automotive Group Co., 3.75%, 6/15/2029  | 34558000 | &nbsp;&nbsp; 33128688 |
|  |  | &nbsp;&nbsp; $79874691 |
| Semiconductor & Electronic Components – 0.2% | Semiconductor & Electronic Components – 0.2% | Semiconductor & Electronic Components – 0.2% |
| Broadcom, Inc., 3.137%, 11/15/2035 (n) | $9859000 | &nbsp;&nbsp; $8403091 |
| Broadcom, Inc., 4.926%, 5/15/2037 (n) | 9298000 | &nbsp;&nbsp; 9058710 |
|  |  | &nbsp;&nbsp; $17461801 |
| Software – 1.1% | Software – 1.1% | Software – 1.1% |
| Dell International LLC/EMC Corp., 5.3%, 10/01/2029  | $24675000 | &nbsp;&nbsp; $25211310 |
| Oracle Corp., 5.2%, 9/26/2035  | 11041000 | &nbsp;&nbsp; 10287742 |
| Oracle Corp., 5.7%, 2/04/2036  | 11378000 | &nbsp;&nbsp; 10926843 |
| Oracle Corp., 5.95%, 9/26/2055  | 8149000 | &nbsp;&nbsp; 6825835 |
| Salesforce, Inc., 5.2%, 3/15/2033  | 16838000 | &nbsp;&nbsp; 16807894 |
| Salesforce, Inc., 5.55%, 3/15/2036  | 16098000 | &nbsp;&nbsp; 16053532 |
| Salesforce, Inc., 6.4%, 3/15/2046  | 8419000 | &nbsp;&nbsp; 8414716 |
|  |  | &nbsp;&nbsp; $94527872 |
| Telecommunications - Wireless – 1.1% | Telecommunications - Wireless – 1.1% | Telecommunications - Wireless – 1.1% |
| Rogers Communications, Inc., 4.5%, 3/15/2042  | $27147000 | &nbsp;&nbsp; $22923086 |
| Rogers Communications, Inc., 4.55%, 3/15/2052  | 27147000 | &nbsp;&nbsp; 21402428 |
| SBA Communications Corp., 3.125%, 2/01/2029  | 17490000 | &nbsp;&nbsp; 16836783 |
| T-Mobile USA, Inc., 2.55%, 2/15/2031  | 28722000 | &nbsp;&nbsp; 26116100 |
| T-Mobile USA, Inc., 4.375%, 4/15/2040  | 2343000 | &nbsp;&nbsp; 2048898 |
| Vodafone Group PLC, 5.625%, 2/10/2053  | 6121000 | &nbsp;&nbsp; 5737469 |
|  |  | &nbsp;&nbsp; $95064764 |
| Tobacco – 1.0% | Tobacco – 1.0% | Tobacco – 1.0% |
| B.A.T. Capital Corp., 4.906%, 4/02/2030  | $2485000 | &nbsp;&nbsp; $2510896 |
| B.A.T. Capital Corp., 4.742%, 3/16/2032  | 26499000 | &nbsp;&nbsp; 26493335 |
| B.A.T. International Finance PLC, 4.448%, 3/16/2028  | 23935000 | &nbsp;&nbsp; 23943541 |
| Philip Morris International, Inc., 5.125%, 11/17/2027  | 9958000 | &nbsp;&nbsp; 10073097 |
| Philip Morris International, Inc., 5.625%, 11/17/2029  | 4291000 | &nbsp;&nbsp; 4449918 |
| Philip Morris International, Inc., 5.125%, 2/15/2030  | 17478000 | &nbsp;&nbsp; 17850186 |
|  |  | &nbsp;&nbsp; $85320973 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| Transportation & Logistics – 0.4% | Transportation & Logistics – 0.4% | Transportation & Logistics – 0.4% |
| ERAC USA Finance LLC, 7%, 10/15/2037 (n) | $9094000 | &nbsp;&nbsp; $10346530 |
| Toll Road Investors Partnership II LP, Capital Appreciation, "B", NPFG, 0%, 2/15/2043 (n) | 8302680 | &nbsp;&nbsp; 2988965 |
| Toll Road Investors Partnership II LP, Capital Appreciation, NPFG, 0%, 2/15/2029 (n) | 15190000 | &nbsp;&nbsp; 12591302 |
| Toll Road Investors Partnership II LP, Capital Appreciation, NPFG, 0%, 2/15/2031 (n) | 5237000 | &nbsp;&nbsp; 3768948 |
|  |  | &nbsp;&nbsp; $29695745 |
| Travel, Gaming, & Lodging – 0.6% | Travel, Gaming, & Lodging – 0.6% | Travel, Gaming, & Lodging – 0.6% |
| Hilton Domestic Operating Co., Inc., 5.875%, 3/15/2033 (n) | $20412000 | &nbsp;&nbsp; $20668742 |
| Marriott International, Inc., 3.5%, 10/15/2032  | 12991000 | &nbsp;&nbsp; 11974094 |
| Marriott International, Inc., 2.75%, 10/15/2033  | 18167000 | &nbsp;&nbsp; 15760719 |
|  |  | &nbsp;&nbsp; $48403555 |
| U.S. Government Agencies and Equivalents – 0.1% | U.S. Government Agencies and Equivalents – 0.1% | U.S. Government Agencies and Equivalents – 0.1% |
| Small Business Administration, 3.25%, 11/01/2030  | $299375 | &nbsp;&nbsp; $291970 |
| Small Business Administration, 2.85%, 9/01/2031  | 538653 | &nbsp;&nbsp; 511966 |
| Small Business Administration, 2.37%, 8/01/2032  | 371454 | &nbsp;&nbsp; 350905 |
| Small Business Administration, 2.13%, 1/01/2033  | 718506 | &nbsp;&nbsp; 674366 |
| Small Business Administration, 2.21%, 2/01/2033  | 173483 | &nbsp;&nbsp; 162443 |
| Small Business Administration, 2.22%, 3/01/2033  | 601426 | &nbsp;&nbsp; 561455 |
| Small Business Administration, 2.08%, 4/01/2033  | 1194280 | &nbsp;&nbsp; 1113027 |
| Small Business Administration, 2.45%, 6/01/2033  | 1347544 | &nbsp;&nbsp; 1273928 |
| Small Business Administration, 3.15%, 7/01/2033  | 1574531 | &nbsp;&nbsp; 1509397 |
| Small Business Administration, 3.16%, 8/01/2033  | 1654098 | &nbsp;&nbsp; 1584307 |
| Small Business Administration, 3.62%, 9/01/2033  | 711331 | &nbsp;&nbsp; 693404 |
|  |  | &nbsp;&nbsp; $8727168 |
| U.S. Treasury Obligations – 24.2% | U.S. Treasury Obligations – 24.2% | U.S. Treasury Obligations – 24.2% |
| U.S. Treasury Bonds, 1.125%, 8/15/2040  | $27300000 | &nbsp;&nbsp; $16911070 |
| U.S. Treasury Bonds, 1.375%, 11/15/2040  | 74100000 | &nbsp;&nbsp; 47395055 |
| U.S. Treasury Bonds, 1.75%, 8/15/2041  | 67500000 | &nbsp;&nbsp; 44805762 |
| U.S. Treasury Bonds, 2.375%, 2/15/2042  | 61700000 | &nbsp;&nbsp; 44660195 |
| U.S. Treasury Bonds, 2.875%, 5/15/2043  | 58777000 | &nbsp;&nbsp; 44769247 |
| U.S. Treasury Bonds, 4.375%, 8/15/2043  | 101800000 | &nbsp;&nbsp; 95270485 |
| U.S. Treasury Bonds, 4.75%, 11/15/2043  | 177950000 | &nbsp;&nbsp; 174238073 |
| U.S. Treasury Bonds, 4.5%, 2/15/2044  | 90700000 | &nbsp;&nbsp; 85945335 |
| U.S. Treasury Bonds, 2.5%, 2/15/2045 (f) | 29323000 | &nbsp;&nbsp; 20365740 |
| U.S. Treasury Bonds, 4.875%, 8/15/2045  | 44500000 | &nbsp;&nbsp; 43950703 |
| U.S. Treasury Bonds, 2.25%, 8/15/2046  | 36800000 | &nbsp;&nbsp; 23754687 |
| U.S. Treasury Bonds, 2.875%, 11/15/2046  | 27653000 | &nbsp;&nbsp; 20017099 |
| U.S. Treasury Bonds, 3%, 2/15/2048  | 19900000 | &nbsp;&nbsp; 14516117 |
| U.S. Treasury Bonds, 1.625%, 11/15/2050  | 132800000 | &nbsp;&nbsp; 68443874 |
| U.S. Treasury Bonds, 4.75%, 11/15/2053  | 30800000 | &nbsp;&nbsp; 29575219 |
| U.S. Treasury Bonds, 4.25%, 2/15/2054  | 183300000 | &nbsp;&nbsp; 162120257 |
| U.S. Treasury Bonds, 4.5%, 11/15/2054  | 100050000 | &nbsp;&nbsp; 92292217 |
| U.S. Treasury Notes, 4.125%, 2/15/2027 (f) | 270100000 | &nbsp;&nbsp; 270859656 |
| U.S. Treasury Notes, 3.375%, 12/31/2027  | 57200000 | &nbsp;&nbsp; 56733016 |
| U.S. Treasury Notes, 4.125%, 7/31/2028  | 64200000 | &nbsp;&nbsp; 64515985 |
| U.S. Treasury Notes, 4.875%, 10/31/2028 (f) | 90926000 | &nbsp;&nbsp; 92996698 |
| U.S. Treasury Notes, 4.625%, 4/30/2029  | 38000000 | &nbsp;&nbsp; 38751094 |
| U.S. Treasury Notes, 4.25%, 6/30/2029  | 167000000 | &nbsp;&nbsp; 168585196 |
| U.S. Treasury Notes, 3.625%, 8/31/2030  | 57000000 | &nbsp;&nbsp; 56142774 |
| U.S. Treasury Notes, 3.875%, 8/15/2034  | 74000000 | &nbsp;&nbsp; 71808906 |
| U.S. Treasury Notes, 4.25%, 11/15/2034  | 102500000 | &nbsp;&nbsp; 101987500 |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | **Value ($)** |
| Bonds – continued | Bonds – continued | Bonds – continued |
| U.S. Treasury Obligations – continued | U.S. Treasury Obligations – continued | U.S. Treasury Obligations – continued |
| U.S. Treasury Notes, 4%, 11/15/2035  | $51500000 | &nbsp;&nbsp; $49979141 |
|  |  | &nbsp;&nbsp; $2001391101 |
| Utilities – 1.5% | Utilities – 1.5% | Utilities – 1.5% |
| American Electric Power Co., Inc., 5.95%, 11/01/2032  | $13723000 | &nbsp;&nbsp; $14476846 |
| Constellation Energy Generation LLC, 3.75%, 3/01/2031 (n) | 19925000 | &nbsp;&nbsp; 19030793 |
| Enel Finance International N.V., 3.5%, 4/06/2028 (n) | 30284000 | &nbsp;&nbsp; 29717611 |
| Enel Finance International N.V., 7.5%, 10/14/2032 (n) | 3444000 | &nbsp;&nbsp; 3883233 |
| Jersey Central Power & Light Co., 2.75%, 3/01/2032 (n) | 21954000 | &nbsp;&nbsp; 19726250 |
| Pacific Gas & Electric Co., 3%, 6/15/2028  | 11170000 | &nbsp;&nbsp; 10801395 |
| Pacific Gas & Electric Co., 3.3%, 8/01/2040  | 34169000 | &nbsp;&nbsp; 25561682 |
|  |  | &nbsp;&nbsp; $123197810 |
| Utilities - Gas – 0.1% | Utilities - Gas – 0.1% | Utilities - Gas – 0.1% |
| APA Infrastructure Ltd., 5.125%, 9/16/2034 (n) | $8531000 | &nbsp;&nbsp; $8449612 |
| **Total Bonds (Identified Cost, $8,554,059,523)** |  | &nbsp;&nbsp; **$8213113644** |
| Mutual Funds (h) – 1.5% | Mutual Funds (h) – 1.5% | Mutual Funds (h) – 1.5% |
| Money Market Funds – 1.5% | Money Market Funds – 1.5% |  |
| MFS Institutional Money Market Portfolio, 3.7% (v) (Identified Cost, $126,784,891) | 126782635 | &nbsp;&nbsp; $126795313 |
| Other Assets, Less Liabilities – (0.8)% |  | &nbsp;&nbsp; (64922901) |
| **Net Assets – 100.0%** | **Net Assets – 100.0%** | &nbsp;&nbsp; **$8274986056** |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Non-income producing security.

&nbsp;&nbsp;&nbsp;&nbsp;(d) In default.

&nbsp;&nbsp;&nbsp;&nbsp;(f) All or a portion of the security has been segregated as collateral for open futures
 contracts and mortgage-backed securities/TBAs.

&nbsp;&nbsp;&nbsp;&nbsp;(h) An affiliated issuer, which may be considered one in which the fund owns 5% or more
 of the outstanding voting securities, or a company which is under common control. At period end, the aggregate values of the fund's investments in affiliated
 issuers and in unaffiliated issuers were $126,795,313 and $8,213,113,644, respectively.

&nbsp;&nbsp;&nbsp;&nbsp;(i) Interest only security for which the fund receives interest on notional principal
 (Par amount). Par amount shown is the notional principal and does not reflect the cost of the security.

&nbsp;&nbsp;&nbsp;&nbsp;(n) Securities exempt from registration under Rule 144A of the Securities Act of 1933.
 These securities may be sold in the ordinary course of business in transactions exempt from registration, normally to qualified institutional buyers.
 At period end, the aggregate value of these securities was $2,545,251,509, representing 30.8% of net assets.

&nbsp;&nbsp;&nbsp;&nbsp;(p) Payment-in-kind (PIK) security for which interest income may be received in additional
 securities and/or cash.

&nbsp;&nbsp;&nbsp;&nbsp;(q) Interest received was less than stated coupon rate.

&nbsp;&nbsp;&nbsp;&nbsp;(v) Affiliated issuer that is available only to investment companies managed by MFS. The
 rate quoted for the MFS Institutional Money Market Portfolio is the annualized seven-day yield of the fund at period end.

&nbsp;&nbsp;&nbsp;&nbsp;(w) When-issued security.

---

| | |
|:---|:---|
| The following abbreviations are used in this report and are defined: | The following abbreviations are used in this report and are defined: |
| AAC | Ambac Assurance Corp. |
| AGM | Assured Guaranty Municipal |
| CDO | Collateralized Debt Obligation |
| CLO | Collateralized Loan Obligation |
| CMT | Constant Maturity Treasury |
| FGIC | Financial Guaranty Insurance Co. |
| FLR | Floating Rate. Interest rate resets periodically based on the parenthetically disclosed reference rate plus a spread (if any). The period-end rate <br> reported may not be the current rate. All reference rates are USD unless otherwise noted.<br>|
| LIBOR | London Interbank Offered Rate |
| NPFG | National Public Finance Guarantee Corp. |
| REIT | Real Estate Investment Trust |
| SOFR | Secured Overnight Financing Rate |

---

------

MFS Total Return Bond Fund

*Portfolio of Investments – continued*

TBA To Be Announced <br> UMBS Uniform Mortgage-Backed Security

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** | **Derivative Contracts at 4/30/26** |
| **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** | **Futures Contracts** |
| **Description** | &nbsp;&nbsp; **Long/** <br>**Short**<br>| **Currency** | **Contracts** | &nbsp;&nbsp; **Notional** <br>**Amount**<br>| &nbsp;&nbsp;&nbsp; **Expiration** <br>**Date**<br>| &nbsp;&nbsp; **Value/Unrealized** <br>**Appreciation** <br>&nbsp;&nbsp;&nbsp;&nbsp;**(Depreciation)**<br>|
| **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** | **Liability Derivatives** |
| ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** | ***Interest Rate Futures*** |  |  |
| U.S. Treasury Note 2 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 2507 | &nbsp;&nbsp;&nbsp; $519262375 | June – 2026 | &nbsp;&nbsp;&nbsp; $(4350054)<br>|
| U.S. Treasury Note 5 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 4207 | &nbsp;&nbsp;&nbsp; 453665791 | June – 2026 | &nbsp;&nbsp;&nbsp; (7081399)<br>|
| U.S. Treasury Ultra Bond 30 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 1737 | &nbsp;&nbsp;&nbsp; 199809281 | June – 2026 | &nbsp;&nbsp;&nbsp; (8406715)<br>|
| U.S. Treasury Ultra Note 10 yr | &nbsp;&nbsp;&nbsp; Long | &nbsp;&nbsp;&nbsp; USD | &nbsp;&nbsp;&nbsp; 825 | &nbsp;&nbsp;&nbsp; 93108985 | June – 2026 | &nbsp;&nbsp;&nbsp; (950422)<br>|
|  |  |  |  |  |  | &nbsp;&nbsp;&nbsp; $(20788590)<br>|

---

At April 30, 2026, the fund had liquid securities collateral with an aggregate value of $20,977,287 to cover any collateral or margin obligations for certain derivative contracts or forward-settling mortgage-backed securities transactions.

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

**Financial Statements** \| **Statement of Assets and Liabilities**

This statement represents your fund's balance sheet, which details the assets and liabilities comprising the total value of the fund.

---

| | |
|:---|:---|
| **At 4/30/26** <br> **Assets**<br>|  |
| Investments in unaffiliated issuers, at value (identified cost, $8,554,059,523) | &nbsp;&nbsp; $8213113644 |
| Investments in affiliated issuers, at value (identified cost, $126,784,891) | &nbsp;&nbsp; 126795313 |
| Cash | &nbsp;&nbsp; 360203 |
| Receivables for |  |
| Net daily variation margin on open futures contracts | &nbsp;&nbsp; 1347340 |
| Investments sold | &nbsp;&nbsp; 40586 |
| Fund shares sold | &nbsp;&nbsp; 11365797 |
| Interest and dividends | &nbsp;&nbsp; 67758973 |
| Other assets | &nbsp;&nbsp; 11202 |
| Total assets | &nbsp;&nbsp; $8420793058 |
| **Liabilities** |  |
| Payables for |  |
| Distributions | &nbsp;&nbsp; $2652468 |
| When-issued investments purchased | &nbsp;&nbsp; 34173635 |
| TBA purchase commitments | &nbsp;&nbsp; 95682796 |
| Fund shares reacquired | &nbsp;&nbsp; 11717781 |
| Payable to affiliates |  |
| Investment adviser | &nbsp;&nbsp; 57733 |
| Administrative services fee | &nbsp;&nbsp; 3195 |
| Shareholder servicing costs | &nbsp;&nbsp; 1153383 |
| Distribution and service fees | &nbsp;&nbsp; 21097 |
| Payable for independent Trustees' compensation | &nbsp;&nbsp; 2548 |
| Accrued expenses and other liabilities | &nbsp;&nbsp; 342366 |
| Total liabilities | &nbsp;&nbsp; $145807002 |
| Net assets | &nbsp;&nbsp; $8274986056 |
| **Net assets consist of** |  |
| Paid-in capital | &nbsp;&nbsp; $9303880687 |
| Total distributable earnings (loss) | &nbsp;&nbsp; (1028894631)<br>|
| Net assets | &nbsp;&nbsp; $8274986056 |
| Shares of beneficial interest outstanding | &nbsp;&nbsp; 866563881 |

---

---

| | | | |
|:---|:---|:---|:---|
|  | **Net assets** | &nbsp;&nbsp; **Shares** <br>**outstanding**<br>| &nbsp;&nbsp; **Net asset value** <br>**per share (a)**<br>|
| Class A | &nbsp;&nbsp;&nbsp; $2247361689 | &nbsp;&nbsp;&nbsp; 235353296 | &nbsp;&nbsp;&nbsp; $9.55 |
| Class B | &nbsp;&nbsp;&nbsp; 451858 | &nbsp;&nbsp;&nbsp; 47231 | &nbsp;&nbsp;&nbsp;&nbsp;9.57 |
| Class C | &nbsp;&nbsp;&nbsp; 20717597 | &nbsp;&nbsp;&nbsp; 2166454 | &nbsp;&nbsp;&nbsp;&nbsp;9.56 |
| Class I | &nbsp;&nbsp;&nbsp; 1870633826 | &nbsp;&nbsp;&nbsp; 195934443 | &nbsp;&nbsp;&nbsp;&nbsp;9.55 |
| Class R1 | &nbsp;&nbsp;&nbsp; 999443 | &nbsp;&nbsp;&nbsp; 104485 | &nbsp;&nbsp;&nbsp;&nbsp;9.57 |
| Class R2 | &nbsp;&nbsp;&nbsp; 12225631 | &nbsp;&nbsp;&nbsp; 1280279 | &nbsp;&nbsp;&nbsp;&nbsp;9.55 |
| Class R3 | &nbsp;&nbsp;&nbsp; 82355742 | &nbsp;&nbsp;&nbsp; 8625953 | &nbsp;&nbsp;&nbsp;&nbsp;9.55 |
| Class R4 | &nbsp;&nbsp;&nbsp; 39963489 | &nbsp;&nbsp;&nbsp; 4183464 | &nbsp;&nbsp;&nbsp;&nbsp;9.55 |
| Class R6 | &nbsp;&nbsp;&nbsp; 4000276781 | &nbsp;&nbsp;&nbsp; 418868276 | &nbsp;&nbsp;&nbsp;&nbsp;9.55 |

---

&nbsp;&nbsp;&nbsp;&nbsp;(a) Maximum offering price per share was equal to the net asset value per share for all
 share classes, except for Class A, for which the maximum offering price per share was $9.97 [100 / 95.75 x $9.55]. On sales of $100,000 or
 more, the maximum offering price of Class A shares is reduced. A contingent deferred sales charge may be imposed on redemptions of Class
 A, Class B, and Class C shares. Redemption price per share was equal to the net asset value per share for Classes I, R1, R2, R3, R4, and
 R6.

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

**Financial Statements** \| **Statement of Operations**

This statement describes how much your fund earned in investment income and accrued in expenses. It also describes any gains and/or losses generated by fund operations.

---

| | |
|:---|:---|
| **Year ended 4/30/26** <br> **Net investment income (loss)**<br>|  |
| Income |  |
| Interest | &nbsp;&nbsp; $372312444 |
| Dividends from affiliated issuers | &nbsp;&nbsp; 6514440 |
| Other | &nbsp;&nbsp; 627770 |
| Total investment income | &nbsp;&nbsp; $379454654 |
| Expenses |  |
| Management fee | &nbsp;&nbsp; $32403395 |
| Distribution and service fees | &nbsp;&nbsp; 6335860 |
| Shareholder servicing costs | &nbsp;&nbsp; 4363969 |
| Administrative services fee | &nbsp;&nbsp; 557788 |
| Independent Trustees' compensation | &nbsp;&nbsp; 155658 |
| Custodian fee | &nbsp;&nbsp; 378663 |
| Shareholder communications | &nbsp;&nbsp; 351267 |
| Audit and tax fees | &nbsp;&nbsp; 97978 |
| Legal fees | &nbsp;&nbsp; 41449 |
| Miscellaneous | &nbsp;&nbsp; 355578 |
| Total expenses | &nbsp;&nbsp; $45041605 |
| Fees paid indirectly | &nbsp;&nbsp; (9122)<br>|
| Reduction of expenses by investment adviser and distributor | &nbsp;&nbsp; (7499509)<br>|
| Net expenses | &nbsp;&nbsp; $37532974 |
| Net investment income (loss) | &nbsp;&nbsp; $341921680 |
| **Realized and unrealized gain (loss)** | **Realized and unrealized gain (loss)** |
| Realized gain (loss) (identified cost basis) |  |
| Unaffiliated issuers | &nbsp;&nbsp; $(12811926)<br>|
| Affiliated issuers | &nbsp;&nbsp; 7755 |
| Futures contracts | &nbsp;&nbsp; 5378765 |
| Net realized gain (loss) | &nbsp;&nbsp; $(7425406)<br>|
| Change in unrealized appreciation or depreciation |  |
| Unaffiliated issuers | &nbsp;&nbsp; $59410458 |
| Affiliated issuers | &nbsp;&nbsp; 11311 |
| Futures contracts | &nbsp;&nbsp; (26955573)<br>|
| Net unrealized gain (loss) | &nbsp;&nbsp; $32466196 |
| Net realized and unrealized gain (loss) | &nbsp;&nbsp; $25040790 |
| Change in net assets from operations | &nbsp;&nbsp; $366962470 |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

**Financial Statements** \| **Statements of Changes in Net Assets**

These statements describe the increases and/or decreases in net assets resulting from operations, any distributions, and any shareholder transactions.

---

| | | |
|:---|:---|:---|
|  | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** |
| **Change in net assets** |  |  |
| **From operations** |  |  |
| Net investment income (loss) | $341921680 | &nbsp;&nbsp; $337016512 |
| Net realized gain (loss) | (7425406)<br>| &nbsp;&nbsp; (65316315)<br>|
| Net unrealized gain (loss) | 32466196 | &nbsp;&nbsp; 357001579 |
| Change in net assets from operations | $366962470 | &nbsp;&nbsp; $628701776 |
| Total distributions to shareholders | $(343814935)<br>| &nbsp;&nbsp; $(350730784)<br>|
| Change in net assets from fund share transactions | $161175168 | &nbsp;&nbsp; $203103547 |
| Total change in net assets | $184322703 | &nbsp;&nbsp; $481074539 |
| **Net assets** |  |  |
| At beginning of period | 8090663353 | &nbsp;&nbsp; 7609588814 |
| At end of period | $8274986056 | &nbsp;&nbsp; $8090663353 |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

**Financial Statements** \| **Financial Highlights**

The financial highlights table is intended to help you understand the fund's financial performance for the past 5 years. Certain information reflects financial results for a single fund share. The total returns in the table represent the rate that an investor would have earned (or lost) on an investment in the fund share class (assuming reinvestment of all distributions) held for the entire period.

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class A**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.38 | &nbsp;&nbsp; $0.38 | &nbsp;&nbsp; $0.38 | &nbsp;&nbsp; $0.32 | &nbsp;&nbsp; $0.20 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.41 | &nbsp;&nbsp; $0.74 | &nbsp;&nbsp; $0.01 | &nbsp;&nbsp; $(0.10)<br>| &nbsp;&nbsp; $(0.93)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.38)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.39)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.21)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.38)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.39)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.35)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.40 | &nbsp;&nbsp;&nbsp;&nbsp;8.14 | &nbsp;&nbsp;&nbsp;&nbsp;0.09 | &nbsp;&nbsp; (0.95)<br>| &nbsp;&nbsp; (8.46)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.77 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.76 |
| Expenses after expense reductions (f) | 0.60 | &nbsp;&nbsp;&nbsp;&nbsp;0.60 | &nbsp;&nbsp;&nbsp;&nbsp;0.60 | &nbsp;&nbsp;&nbsp;&nbsp;0.60 | &nbsp;&nbsp;&nbsp;&nbsp;0.60 |
| Net investment income (loss) | 3.98 | &nbsp;&nbsp;&nbsp;&nbsp;4.04 | &nbsp;&nbsp;&nbsp;&nbsp;4.07 | &nbsp;&nbsp;&nbsp;&nbsp;3.30 | &nbsp;&nbsp;&nbsp;&nbsp;1.84 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $2247362 | &nbsp;&nbsp; $2354291 | &nbsp;&nbsp; $2274215 | &nbsp;&nbsp; $2262535 | &nbsp;&nbsp; $2426564 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class B**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.54 | &nbsp;&nbsp; $9.20 | &nbsp;&nbsp; $9.58 | &nbsp;&nbsp; $10.01 | &nbsp;&nbsp; $11.29 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.31 | &nbsp;&nbsp; $0.31 | &nbsp;&nbsp; $0.31 | &nbsp;&nbsp; $0.24 | &nbsp;&nbsp; $0.12 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.41)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.34 | &nbsp;&nbsp; $0.67 | &nbsp;&nbsp; $(0.06)<br>| &nbsp;&nbsp; $(0.17)<br>| &nbsp;&nbsp; $(1.01)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.31)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.26)<br>| &nbsp;&nbsp; $(0.13)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.31)<br>| &nbsp;&nbsp; $(0.33)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.26)<br>| &nbsp;&nbsp; $(0.27)<br>|
| Net asset value, end of period (x) | $9.57 | &nbsp;&nbsp; $9.54 | &nbsp;&nbsp; $9.20 | &nbsp;&nbsp; $9.58 | &nbsp;&nbsp; $10.01 |
| Total return (%) (r)(s)(t)(x) | 3.63 | &nbsp;&nbsp;&nbsp;&nbsp;7.33 | &nbsp;&nbsp; (0.66)<br>| &nbsp;&nbsp; (1.68)<br>| &nbsp;&nbsp; (9.13)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.35 | &nbsp;&nbsp;&nbsp;&nbsp;1.35 | &nbsp;&nbsp;&nbsp;&nbsp;1.35 | &nbsp;&nbsp;&nbsp;&nbsp;1.35 | &nbsp;&nbsp;&nbsp;&nbsp;1.35 |
| Net investment income (loss) | 3.24 | &nbsp;&nbsp;&nbsp;&nbsp;3.30 | &nbsp;&nbsp;&nbsp;&nbsp;3.31 | &nbsp;&nbsp;&nbsp;&nbsp;2.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.09 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $452 | &nbsp;&nbsp; $906 | &nbsp;&nbsp; $1886 | &nbsp;&nbsp; $3384 | &nbsp;&nbsp; $4618 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class C**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.53 | &nbsp;&nbsp; $9.19 | &nbsp;&nbsp; $9.57 | &nbsp;&nbsp; $10.01 | &nbsp;&nbsp; $11.28 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.30 | &nbsp;&nbsp; $0.30 | &nbsp;&nbsp; $0.30 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.11 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.12)<br>|
| Total from investment operations | $0.33 | &nbsp;&nbsp; $0.66 | &nbsp;&nbsp; $(0.07)<br>| &nbsp;&nbsp; $(0.19)<br>| &nbsp;&nbsp; $(1.01)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.30)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.31)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.12)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.30)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.31)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.26)<br>|
| Net asset value, end of period (x) | $9.56 | &nbsp;&nbsp; $9.53 | &nbsp;&nbsp; $9.19 | &nbsp;&nbsp; $9.57 | &nbsp;&nbsp; $10.01 |
| Total return (%) (r)(s)(t)(x) | 3.52 | &nbsp;&nbsp;&nbsp;&nbsp;7.23 | &nbsp;&nbsp; (0.76)<br>| &nbsp;&nbsp; (1.88)<br>| &nbsp;&nbsp; (9.14)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 |
| Net investment income (loss) | 3.14 | &nbsp;&nbsp;&nbsp;&nbsp;3.19 | &nbsp;&nbsp;&nbsp;&nbsp;3.21 | &nbsp;&nbsp;&nbsp;&nbsp;2.39 | &nbsp;&nbsp;&nbsp;&nbsp;0.99 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $20718 | &nbsp;&nbsp; $26355 | &nbsp;&nbsp; $29563 | &nbsp;&nbsp; $36253 | &nbsp;&nbsp; $56980 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class I**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.40 | &nbsp;&nbsp; $0.40 | &nbsp;&nbsp; $0.39 | &nbsp;&nbsp; $0.33 | &nbsp;&nbsp; $0.22 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.43 | &nbsp;&nbsp; $0.75 | &nbsp;&nbsp; $0.02 | &nbsp;&nbsp; $(0.09)<br>| &nbsp;&nbsp; $(0.91)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.40)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.34)<br>| &nbsp;&nbsp; $(0.23)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.40)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.34)<br>| &nbsp;&nbsp; $(0.37)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.56 | &nbsp;&nbsp;&nbsp;&nbsp;8.30 | &nbsp;&nbsp;&nbsp;&nbsp;0.24 | &nbsp;&nbsp; (0.80)<br>| &nbsp;&nbsp; (8.32)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.51 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 |
| Expenses after expense reductions (f) | 0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 |
| Net investment income (loss) | 4.13 | &nbsp;&nbsp;&nbsp;&nbsp;4.18 | &nbsp;&nbsp;&nbsp;&nbsp;4.21 | &nbsp;&nbsp;&nbsp;&nbsp;3.43 | &nbsp;&nbsp;&nbsp;&nbsp;1.99 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $1870634 | &nbsp;&nbsp; $1773595 | &nbsp;&nbsp; $1568577 | &nbsp;&nbsp; $1361313 | &nbsp;&nbsp; $1617089 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R1**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.54 | &nbsp;&nbsp; $9.20 | &nbsp;&nbsp; $9.57 | &nbsp;&nbsp; $10.01 | &nbsp;&nbsp; $11.28 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.30 | &nbsp;&nbsp; $0.30 | &nbsp;&nbsp; $0.30 | &nbsp;&nbsp; $0.23 | &nbsp;&nbsp; $0.11 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.36)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.12)<br>|
| Total from investment operations | $0.33 | &nbsp;&nbsp; $0.66 | &nbsp;&nbsp; $(0.06)<br>| &nbsp;&nbsp; $(0.19)<br>| &nbsp;&nbsp; $(1.01)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.30)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.31)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.12)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.30)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.31)<br>| &nbsp;&nbsp; $(0.25)<br>| &nbsp;&nbsp; $(0.26)<br>|
| Net asset value, end of period (x) | $9.57 | &nbsp;&nbsp; $9.54 | &nbsp;&nbsp; $9.20 | &nbsp;&nbsp; $9.57 | &nbsp;&nbsp; $10.01 |
| Total return (%) (r)(s)(t)(x) | 3.52 | &nbsp;&nbsp;&nbsp;&nbsp;7.23 | &nbsp;&nbsp; (0.65)<br>| &nbsp;&nbsp; (1.88)<br>| &nbsp;&nbsp; (9.14)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.51 | &nbsp;&nbsp;&nbsp;&nbsp;1.52 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.53 | &nbsp;&nbsp;&nbsp;&nbsp;1.51 |
| Expenses after expense reductions (f) | 1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.45 |
| Net investment income (loss) | 3.13 | &nbsp;&nbsp;&nbsp;&nbsp;3.19 | &nbsp;&nbsp;&nbsp;&nbsp;3.22 | &nbsp;&nbsp;&nbsp;&nbsp;2.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.99 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $999 | &nbsp;&nbsp; $828 | &nbsp;&nbsp; $1271 | &nbsp;&nbsp; $1279 | &nbsp;&nbsp; $1641 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R2**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.35 | &nbsp;&nbsp; $0.35 | &nbsp;&nbsp; $0.35 | &nbsp;&nbsp; $0.28 | &nbsp;&nbsp; $0.16 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.38)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.38 | &nbsp;&nbsp; $0.71 | &nbsp;&nbsp; $(0.03)<br>| &nbsp;&nbsp; $(0.14)<br>| &nbsp;&nbsp; $(0.97)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.35)<br>| &nbsp;&nbsp; $(0.37)<br>| &nbsp;&nbsp; $(0.35)<br>| &nbsp;&nbsp; $(0.29)<br>| &nbsp;&nbsp; $(0.17)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.35)<br>| &nbsp;&nbsp; $(0.37)<br>| &nbsp;&nbsp; $(0.35)<br>| &nbsp;&nbsp; $(0.29)<br>| &nbsp;&nbsp; $(0.31)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.04 | &nbsp;&nbsp;&nbsp;&nbsp;7.77 | &nbsp;&nbsp; (0.27)<br>| &nbsp;&nbsp; (1.29)<br>| &nbsp;&nbsp; (8.79)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 1.01 | &nbsp;&nbsp;&nbsp;&nbsp;1.02 | &nbsp;&nbsp;&nbsp;&nbsp;1.03 | &nbsp;&nbsp;&nbsp;&nbsp;1.03 | &nbsp;&nbsp;&nbsp;&nbsp;1.01 |
| Expenses after expense reductions (f) | 0.95 | &nbsp;&nbsp;&nbsp;&nbsp;0.95 | &nbsp;&nbsp;&nbsp;&nbsp;0.95 | &nbsp;&nbsp;&nbsp;&nbsp;0.95 | &nbsp;&nbsp;&nbsp;&nbsp;0.95 |
| Net investment income (loss) | 3.64 | &nbsp;&nbsp;&nbsp;&nbsp;3.69 | &nbsp;&nbsp;&nbsp;&nbsp;3.72 | &nbsp;&nbsp;&nbsp;&nbsp;2.94 | &nbsp;&nbsp;&nbsp;&nbsp;1.49 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $12226 | &nbsp;&nbsp; $12929 | &nbsp;&nbsp; $12556 | &nbsp;&nbsp; $14215 | &nbsp;&nbsp; $16565 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R3**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.37 | &nbsp;&nbsp; $0.37 | &nbsp;&nbsp; $0.37 | &nbsp;&nbsp; $0.31 | &nbsp;&nbsp; $0.19 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.36 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.40 | &nbsp;&nbsp; $0.73 | &nbsp;&nbsp; $0.00<br> (w)<br>| &nbsp;&nbsp; $(0.11)<br>| &nbsp;&nbsp; $(0.94)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.37)<br>| &nbsp;&nbsp; $(0.39)<br>| &nbsp;&nbsp; $(0.38)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.20)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.37)<br>| &nbsp;&nbsp; $(0.39)<br>| &nbsp;&nbsp; $(0.38)<br>| &nbsp;&nbsp; $(0.32)<br>| &nbsp;&nbsp; $(0.34)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.30 | &nbsp;&nbsp;&nbsp;&nbsp;8.04 | &nbsp;&nbsp; (0.02)<br>| &nbsp;&nbsp; (1.04)<br>| &nbsp;&nbsp; (8.55)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.76 | &nbsp;&nbsp;&nbsp;&nbsp;0.77 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.78 | &nbsp;&nbsp;&nbsp;&nbsp;0.76 |
| Expenses after expense reductions (f) | 0.70 | &nbsp;&nbsp;&nbsp;&nbsp;0.70 | &nbsp;&nbsp;&nbsp;&nbsp;0.70 | &nbsp;&nbsp;&nbsp;&nbsp;0.70 | &nbsp;&nbsp;&nbsp;&nbsp;0.70 |
| Net investment income (loss) | 3.88 | &nbsp;&nbsp;&nbsp;&nbsp;3.94 | &nbsp;&nbsp;&nbsp;&nbsp;3.97 | &nbsp;&nbsp;&nbsp;&nbsp;3.19 | &nbsp;&nbsp;&nbsp;&nbsp;1.75 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $82356 | &nbsp;&nbsp; $85226 | &nbsp;&nbsp; $69406 | &nbsp;&nbsp; $68213 | &nbsp;&nbsp; $79389 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R4**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.40 | &nbsp;&nbsp; $0.40 | &nbsp;&nbsp; $0.39 | &nbsp;&nbsp; $0.33 | &nbsp;&nbsp; $0.22 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.43 | &nbsp;&nbsp; $0.75 | &nbsp;&nbsp; $0.02 | &nbsp;&nbsp; $(0.09)<br>| &nbsp;&nbsp; $(0.91)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.40)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.34)<br>| &nbsp;&nbsp; $(0.23)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.40)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.40)<br>| &nbsp;&nbsp; $(0.34)<br>| &nbsp;&nbsp; $(0.37)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.56 | &nbsp;&nbsp;&nbsp;&nbsp;8.30 | &nbsp;&nbsp;&nbsp;&nbsp;0.24 | &nbsp;&nbsp; (0.80)<br>| &nbsp;&nbsp; (8.32)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.51 | &nbsp;&nbsp;&nbsp;&nbsp;0.52 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.53 | &nbsp;&nbsp;&nbsp;&nbsp;0.51 |
| Expenses after expense reductions (f) | 0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 | &nbsp;&nbsp;&nbsp;&nbsp;0.45 |
| Net investment income (loss) | 4.14 | &nbsp;&nbsp;&nbsp;&nbsp;4.19 | &nbsp;&nbsp;&nbsp;&nbsp;4.22 | &nbsp;&nbsp;&nbsp;&nbsp;3.45 | &nbsp;&nbsp;&nbsp;&nbsp;1.98 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $39963 | &nbsp;&nbsp; $42499 | &nbsp;&nbsp; $38952 | &nbsp;&nbsp; $47748 | &nbsp;&nbsp; $50056 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

*Financial Highlights - continued*

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Class R6**  | **Year ended** | **Year ended** | **Year ended** | **Year ended** | **Year ended** |
|  | **4/30/26** | **4/30/25** | **4/30/24** | **4/30/23** | **4/30/22** |
| Net asset value, beginning of period | $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 | &nbsp;&nbsp; $11.27 |
| **Income (loss) from investment operations** |  |  |  |  |  |
| Net investment income (loss) (d) | $0.41 | &nbsp;&nbsp; $0.41 | &nbsp;&nbsp; $0.40 | &nbsp;&nbsp; $0.34 | &nbsp;&nbsp; $0.23 |
| Net realized and unrealized gain (loss) | 0.03 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp; (0.37)<br>| &nbsp;&nbsp; (0.42)<br>| &nbsp;&nbsp; (1.13)<br>|
| Total from investment operations | $0.44 | &nbsp;&nbsp; $0.76 | &nbsp;&nbsp; $0.03 | &nbsp;&nbsp; $(0.08)<br>| &nbsp;&nbsp; $(0.90)<br>|
| **Less distributions declared to shareholders** |  |  |  |  |  |
| From net investment income | $(0.41)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.35)<br>| &nbsp;&nbsp; $(0.24)<br>|
| From net realized gain |  |  |  |  | &nbsp;&nbsp; (0.14)<br>|
| Total distributions declared to shareholders | $(0.41)<br>| &nbsp;&nbsp; $(0.42)<br>| &nbsp;&nbsp; $(0.41)<br>| &nbsp;&nbsp; $(0.35)<br>| &nbsp;&nbsp; $(0.38)<br>|
| Net asset value, end of period (x) | $9.55 | &nbsp;&nbsp; $9.52 | &nbsp;&nbsp; $9.18 | &nbsp;&nbsp; $9.56 | &nbsp;&nbsp; $9.99 |
| Total return (%) (r)(s)(t)(x) | 4.66 | &nbsp;&nbsp;&nbsp;&nbsp;8.41 | &nbsp;&nbsp;&nbsp;&nbsp;0.33 | &nbsp;&nbsp; (0.70)<br>| &nbsp;&nbsp; (8.23)<br>|
| **Ratios (%) (to average net assets)** <br>**and Supplemental data:**<br>|  |  |  |  |  |
| Expenses before expense reductions (f) | 0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.43 | &nbsp;&nbsp;&nbsp;&nbsp;0.42 |
| Expenses after expense reductions (f) | 0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 | &nbsp;&nbsp;&nbsp;&nbsp;0.35 |
| Net investment income (loss) | 4.23 | &nbsp;&nbsp;&nbsp;&nbsp;4.29 | &nbsp;&nbsp;&nbsp;&nbsp;4.31 | &nbsp;&nbsp;&nbsp;&nbsp;3.56 | &nbsp;&nbsp;&nbsp;&nbsp;2.09 |
| Portfolio turnover rate | 48 | &nbsp;&nbsp; 75 | &nbsp;&nbsp; 76 | &nbsp;&nbsp; 97 | &nbsp;&nbsp; 185 |
| Net assets at end of period (000 omitted) | $4000277 | &nbsp;&nbsp; $3794034 | &nbsp;&nbsp; $3613162 | &nbsp;&nbsp; $3470078 | &nbsp;&nbsp; $3359986 |
| **Supplemental Rate:** |  |  |  |  |  |
| Portfolio turnover rate (excluding TBA transactions) (e) | 22 | &nbsp;&nbsp; 27 | &nbsp;&nbsp; 44 | &nbsp;&nbsp; N/A | &nbsp;&nbsp; N/A |

---

&nbsp;&nbsp;&nbsp;&nbsp;(d) Per share data is based on average shares outstanding.

&nbsp;&nbsp;&nbsp;&nbsp;(e) Portfolio turnover rate (excluding TBA transactions) is disclosed beginning with the
 period ending April 30, 2024. Refer to Note 2 for more information on TBA transactions and mortgage dollar rolls.

&nbsp;&nbsp;&nbsp;&nbsp;(f) Ratios do not reflect reductions from fees paid indirectly, if applicable. See Note
 2 in the Notes to Financial Statements for additional information.

&nbsp;&nbsp;&nbsp;&nbsp;(r) Certain expenses have been reduced without which performance would have been lower.

&nbsp;&nbsp;&nbsp;&nbsp;(s) From time to time the fund may receive proceeds from litigation settlements, without
 which performance would be lower.

&nbsp;&nbsp;&nbsp;&nbsp;(t) Total returns do not include any applicable sales charges.

&nbsp;&nbsp;&nbsp;&nbsp;(w) Per share amount was less than $0.01.

&nbsp;&nbsp;&nbsp;&nbsp;(x) The net asset values and total returns have been calculated on net assets which include
 adjustments made in accordance with U.S. generally accepted accounting principles required at period end for financial reporting purposes.

**See Notes to Financial Statements**

------

MFS Total Return Bond Fund

**Notes to Financial Statements**

**(1) Business and Organization**

MFS Total Return Bond Fund (the fund) is a diversified series of MFS Series Trust IX (the trust). The trust is organized as a Massachusetts business trust and is registered under the Investment Company Act of 1940, as amended, as an open-end management investment company.

The fund is an investment company and accordingly follows the investment company accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies.

**(2) Significant Accounting Policies**

**General** — The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of increases and decreases in net assets from operations during the reporting period. Actual results could differ from those estimates. In the preparation of these financial statements, management has evaluated subsequent events occurring after the date of the fund's Statement of Assets and Liabilities through the date that the financial statements were issued.

**Segment Reporting** — An operating segment is defined in FASB Accounting Standards Codification Topic 280, Segment Reporting as a component of a public entity that engages in business activities from which it may recognize revenues and incur expenses, has operating results that are regularly reviewed by the entity's chief operating decision maker (CODM) in making resource allocation decisions and assessing segment performance, and for which discrete financial information is available. The fund represents a single operating segment and the Chairman's Committee of the fund's adviser acts as the segment's CODM. The fund's total returns, expense ratios, and changes in net assets which are used by the CODM to assess segment performance and to make resource allocation decisions to the segment are consistent with that presented within the fund's financial statements.

**Balance Sheet Offsetting** — The fund's accounting policy with respect to balance sheet offsetting is that, absent an event of default by the counterparty or a termination of the agreement, the International Swaps and Derivatives Association (ISDA) Master Agreement, or similar agreement, does not result in an offset of reported amounts of financial assets and financial liabilities in the Statement of Assets and Liabilities across transactions between the fund and the applicable counterparty. The fund's right to setoff may be restricted or prohibited by the bankruptcy or insolvency laws of the particular jurisdiction to which a specific master netting agreement counterparty is subject. Balance sheet offsetting disclosures, to the extent applicable to the fund, have been included in the fund's Significant Accounting Policies note under the captions for each of the fund's in-scope financial instruments and transactions.

**Investment Valuations** — Subject to its oversight, the fund's Board of Trustees has delegated primary responsibility for determining or causing to be determined the value of the fund's investments to MFS as the fund's adviser, pursuant to the fund's valuation policy and procedures which have been adopted by the adviser and approved by the Board. In accordance with Rule 2a-5 under the Investment Company Act of 1940, the Board of Trustees designated the adviser as the "valuation designee" of the fund. If the adviser, as valuation designee, determines that reliable market quotations are not readily available for an investment, the investment is valued at fair value as determined in good faith by the adviser in accordance with the adviser's fair valuation policy and procedures.

Under the fund's valuation policy and procedures, debt instruments and floating rate loans, including restricted debt instruments, are generally valued at an evaluated or composite bid as provided by a third-party pricing service. Short-term instruments with a maturity at issuance of 60 days or less may be valued at amortized cost, which approximates market value. Futures contracts are generally valued at last posted settlement price on their primary exchange as provided by a third-party pricing service. Futures contracts for which there were no trades that day for a particular position are generally valued at the closing bid quotation on their primary exchange as provided by a third-party pricing service. Open-end investment companies are generally valued at net asset value per share. The values of foreign securities and other assets and liabilities expressed in foreign currencies are converted to U.S. dollars using the mean of bid and asked prices for rates provided by a third-party pricing service.

Under the fund's valuation policy and procedures, market quotations are not considered to be readily available for debt instruments, floating rate loans, and many types of derivatives. These investments are generally valued at fair value based on information from third-party pricing services or otherwise determined by the adviser in accordance with the adviser's fair valuation policy and procedures. Securities and other assets generally valued on the basis of information from a third-party pricing service may also be valued at a broker/dealer bid quotation. In determining values, third-party pricing services can utilize both transaction data and market information such as yield, quality, coupon rate, maturity, type of issue, trading characteristics, spreads and other market data. Pricing services generally value debt instruments assuming orderly transactions of institutional round lot sizes, but a fund may hold or transact in such securities in smaller, odd lot sizes. In instances where a fund holds an odd lot size position in a debt instrument, such

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

position will typically be valued using the pricing agent's institutional round lot price for the debt instrument. Odd lots may trade at lower prices than institutional round lots, and the fund may receive different prices when it sells odd lot positions than it would receive for sales of institutional round lot positions. An investment may also be valued at fair value if the adviser determines that the investment's value has been materially affected by events occurring after the close of the exchange or market on which the investment is principally traded (such as foreign exchange or market) and prior to the determination of the fund's net asset value, or after the halt of trading of a specific security where trading does not resume prior to the close of the exchange or market on which the security is principally traded. The adviser generally relies on third-party pricing services or other information (such as the correlation with price movements of similar securities in the same or other markets; the type, cost and investment characteristics of the security; the business and financial condition of the issuer; and trading and other market data) to assist in determining whether to fair value and at what value to fair value an investment. The value of an investment for purposes of calculating the fund's net asset value can differ depending on the source and method used to determine value. When fair valuation is used, the value of an investment used to determine the fund's net asset value may differ from quoted or published prices for the same investment. There can be no assurance that the fund could obtain the fair value assigned to an investment if it were to sell the investment at the same time at which the fund determines its net asset value per share.

Various inputs are used in determining the value of the fund's assets or liabilities. These inputs are categorized into three broad levels. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, an investment's level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. The fund's assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the investment. Level 1 includes unadjusted quoted prices in active markets for identical assets or liabilities. Level 2 includes other significant observable market-based inputs (including quoted prices for similar securities, interest rates, prepayment speed, and credit risk). Level 3 includes significant unobservable inputs, which may include the adviser's own assumptions in determining the fair value of investments. Other financial instruments are derivative instruments, such as futures contracts. The following is a summary of the levels used as of April 30, 2026 in valuing the fund's assets and liabilities:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Financial Instruments** | **Level 1** | **Level 2** | **Level 3** | **Total** |
| U.S. Treasury Bonds & U.S. Government <br> Agencies & Equivalents<br>| $— | $2010118269 | $— | $2010118269 |
| Non - U.S. Sovereign Debt |  | 9333126 |  | 9333126 |
| Municipal Bonds |  | 79419741 |  | 79419741 |
| U.S. Corporate Bonds |  | 2233942966 |  | 2233942966 |
| Residential Mortgage-Backed Securities |  | 1562938201 |  | 1562938201 |
| Commercial Mortgage-Backed Securities |  | 455144723 |  | 455144723 |
| Asset-Backed Securities (including CDOs) |  | 1116263186 |  | 1116263186 |
| Foreign Bonds |  | 745953432 |  | 745953432 |
| Investment Companies | 126795313 |  |  | 126795313 |
| Total | $126795313 | $8213113644 | $— | $8339908957 |

---

---

| | | | |
|:---|:---|:---|:---|
| **Other Financial Instruments** |  |  |  |
| Futures Contracts – Liabilities | $(20788590)<br>| $— | $(20788590)<br>|

---

For further information regarding security characteristics, see the Portfolio of Investments.

**Foreign Currency Translation** — Purchases and sales of foreign investments, income, and expenses are converted into U.S. dollars based upon currency exchange rates prevailing on the respective dates of such transactions or on the reporting date for foreign denominated receivables and payables. Gains and losses attributable to foreign currency exchange rates on sales of securities are recorded for financial statement purposes as net realized gains and losses on investments. Gains and losses attributable to foreign exchange rate movements on receivables, payables, income and expenses are recorded for financial statement purposes as foreign currency transaction gains and losses. That portion of both realized and unrealized gains and losses on investments that results from fluctuations in foreign currency exchange rates is not separately disclosed.

**Derivatives** — The fund uses derivatives primarily to increase or decrease exposure to a particular market or segment of the market, or security, to increase or decrease interest rate or currency exposure, or as alternatives to direct investments. Derivatives are used for hedging or non-hedging purposes. While hedging can reduce or eliminate losses, it can also reduce or eliminate gains. When the fund uses derivatives as an investment to increase market exposure, or for hedging purposes, gains and losses from derivative instruments may be substantially greater than the derivative's original cost.

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

The derivative instruments used by the fund during the period were futures contracts. Depending on the type of derivative, a fund may exit a derivative position by entering into an offsetting transaction with a counterparty or exchange, negotiating an agreement with the derivative counterparty, or novating the position to a third party. The fund may be unable to promptly close out a futures position in instances where the daily fluctuation in the price for that type of future exceeds the daily limit set by the exchange. The fund's period end derivatives, as presented in the Portfolio of Investments and the associated Derivative Contract tables, generally are indicative of the volume of its derivative activity during the period.

The following table presents, by major type of derivative contract, the fair value, on a gross basis, of the asset and liability components of derivatives held by the fund at April 30, 2026 as reported in the Statement of Assets and Liabilities:

---

| | | |
|:---|:---|:---|
|  |  | **Fair Value (a)** |
| **Risk** | **Derivative Contracts** | **Liability Derivatives** |
| Interest Rate | Futures Contracts | $(20788590) |

---

(a) Values presented in this table for futures contracts correspond to the values reported in the Portfolio of Investments. Only the current day net variation margin for futures contracts is reported separately within the Statement of Assets and Liabilities.

The following table presents, by major type of derivative contract, the realized gain (loss) on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | |
|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>|
| Interest Rate | $5378765 |

---

The following table presents, by major type of derivative contract, the change in unrealized appreciation or depreciation on derivatives held by the fund for the year ended April 30, 2026 as reported in the Statement of Operations:

---

| | |
|:---|:---|
| **Risk** | **Futures** <br>**Contracts**<br>|
| Interest Rate | $(26955573)<br>|

---

Derivative counterparty credit risk is managed through formal evaluation of the creditworthiness of all potential counterparties. On certain, but not all, uncleared derivatives, the fund attempts to reduce its exposure to counterparty credit risk whenever possible by entering into an ISDA Master Agreement on a bilateral basis. The ISDA Master Agreement gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the ISDA Master Agreement, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each agreement to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the ISDA Master Agreement could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

Collateral and margin requirements differ by type of derivative. For exchange-traded and cleared derivatives (e.g., futures contracts, cleared swaps, and exchange-traded options), margin requirements are set by the exchange or clearing broker and the clearing house and collateral, in the form of cash or securities, is posted by the fund directly with the exchange or clearing broker. Collateral terms are counterparty agreement specific for uncleared derivatives (e.g., forward foreign currency exchange contracts, uncleared swap agreements, and uncleared options). Collateral, in the form of cash and securities, is held in segregated accounts with the fund's custodian in connection with these agreements. For derivatives traded under an ISDA Master Agreement, which contains a credit support annex, the collateral requirements are netted across all transactions traded under such counterparty-specific agreement and an amount is posted from one party to the other to collateralize such obligations. Cash that has been segregated or delivered to brokers to cover the fund's collateral or margin obligations under derivative contracts, if any, will be reported separately in the Statement of Assets and Liabilities as cash collateral posted for uncleared derivatives and/or cash pledged for exchange-traded or cleared derivatives. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments. The fund may be required to make payments of interest on uncovered collateral or margin obligations with the broker. Any such payments are included in "Miscellaneous" expense in the Statement of Operations.

**Futures Contracts** — The fund entered into futures contracts which may be used to hedge against or obtain broad market exposure, interest rate exposure, currency exposure, or to manage duration. A futures contract represents a commitment for the future purchase or sale of an asset at a specified price on a specified date.

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

Upon entering into a futures contract, the fund is required to deposit with the broker, either in cash or securities, an initial margin in an amount equal to a specified percentage of the notional amount of the contract. Subsequent payments (variation margin) are made or received by the fund each day, depending on the daily fluctuations in the value of the contract, and are recorded for financial statement purposes as unrealized gain or loss by the fund until the contract is closed or expires at which point the gain or loss on futures contracts is realized.

The fund bears the risk of interest rates, exchange rates or securities prices moving unexpectedly, in which case, the fund may not achieve the anticipated benefits of the futures contracts and may realize a loss. While futures contracts may present less counterparty risk to the fund since the contracts are exchange traded and the exchange's clearinghouse guarantees payments to the broker, there is still counterparty credit risk due to the insolvency of the broker. The fund's maximum risk of loss due to counterparty credit risk is equal to the margin posted by the fund to the broker plus any gains or minus any losses on the outstanding futures contracts.

**Mortgage-Backed/Asset-Backed Securities** — The fund invests a significant portion of its assets in asset-backed and/or mortgage-backed securities. For these securities, the value of the debt instrument also depends on the credit quality and adequacy of the underlying assets or collateral as well as whether there is a security interest in the underlying assets or collateral. Enforcing rights, if any, against the underlying assets or collateral may be difficult. U.S. Government securities not supported as to the payment of principal or interest by the U.S. Treasury, such as those issued by Fannie Mae, Freddie Mac, and the Federal Home Loan Banks, are subject to greater credit risk than are U.S. Government securities supported by the U.S. Treasury, such as those issued by Ginnie Mae.

**Indemnifications** — Under the fund's organizational documents, its officers and Trustees may be indemnified against certain liabilities and expenses arising out of the performance of their duties to the fund. Additionally, in the normal course of business, the fund enters into agreements with service providers that may contain indemnification clauses. The fund's maximum exposure under these agreements is unknown as this would involve future claims that may be made against the fund that have not yet occurred.

**Investment Transactions and Income** — Interest income is recorded on the accrual basis. All premium and discount is amortized or accreted for financial statement purposes in accordance with U.S. generally accepted accounting principles. Interest payments received in additional securities are recorded on the ex-interest date in an amount equal to the value of the security on such date. Debt obligations may be placed on non-accrual status or set to accrue at a rate of interest less than the contractual coupon when the collection of all or a portion of interest has become doubtful. Interest income for those debt obligations may be further reduced by the write-off of the related interest receivables when deemed uncollectible.

The fund may receive proceeds from litigation settlements. Any proceeds received from litigation involving portfolio holdings are reflected in the Statement of Operations in realized gain/loss if the security has been disposed of by the fund or in unrealized gain/loss if the security is still held by the fund. Any other proceeds from litigation not related to portfolio holdings are reflected as other income in the Statement of Operations.

Investment transactions are recorded on the trade date. In determining the net gain or loss on securities sold, the cost of securities is determined on the identified cost basis.

The fund may purchase or sell mortgage-backed securities on a To Be Announced ("TBA") basis. A TBA transaction is subject to extended settlement and typically does not designate the actual security to be delivered, but instead includes an approximate principal amount. The price of the TBA security and the date that it will be settled are fixed at the time the transaction is negotiated. The value of the security varies with market fluctuations and no interest accrues to the fund until settlement takes place. TBA purchase and sale commitments are held at carrying amount, which approximates fair value and are categorized as level 2 within the fair value hierarchy and included in TBA purchase and TBA sale commitments in the Statement of Assets and Liabilities, as applicable. Losses may arise as a result of changes in the value of the TBA investment prior to settlement date or due to counterparty non-performance.

The fund may also enter into mortgage dollar rolls, typically TBA dollar rolls, in which the fund sells TBA mortgage-backed securities to financial institutions and simultaneously agrees to repurchase similar (same issuer, type and coupon) securities at a later date at an agreed-upon price. During the period between the sale and repurchase, the fund will not be entitled to receive interest and principal payments on the securities sold. The fund accounts for dollar roll transactions as purchases and sales and realizes gains and losses on these transactions. As such, these transactions may result in an increase to the fund's portfolio turnover rate. Portfolio turnover rates including and excluding TBA transactions are presented in the Financial Highlights. Dollar roll transactions involve the risk that the market value of the securities that the fund is required to purchase may decline below the agreed upon repurchase price of those securities.

The fund may purchase or sell securities on a when-issued or delayed delivery basis. In these extended settlement transactions, the receipt or delivery of the securities by the fund and related payments occur at a future date, usually beyond the customary settlement period. The price of such security and the date that the security will be settled are generally fixed at the time the transaction is negotiated. The value of the security varies with market fluctuations and for debt securities no interest accrues to the fund until

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

settlement takes place. When the fund sells securities on a when-issued or delayed delivery basis, the fund typically owns or has the right to acquire securities equivalent in kind and amount to the securities sold. Purchase and sale commitments for when-issued or delayed delivery securities are held at carrying amount, which approximates fair value and are categorized as level 2 within the fair value hierarchy, and included in When-issued investments purchased and When-issued investments sold in the Statement of Assets and Liabilities, as applicable. Losses may arise due to changes in the value of the underlying securities prior to settlement date or if the counterparty does not perform under the contract's terms, or if the issuer does not issue the securities.

To mitigate the counterparty credit risk on To Be Announced ("TBA") transactions, mortgage dollar rolls, and other types of forward settling mortgage-backed and asset-backed security transactions, the fund whenever possible enters into a Master Securities Forward Transaction Agreement ("MSFTA") on a bilateral basis with each of the counterparties with whom it undertakes a significant volume of transactions. The MSFTA gives each party to the agreement the right to terminate all transactions traded under such agreement if there is a specified deterioration in the credit quality of the other party. Upon an event of default or a termination of the MSFTA, the non-defaulting party has the right to close out all transactions traded under such agreement and to net amounts owed under each transaction to one net amount payable by one party to the other. This right to close out and net payments across all transactions traded under the MSFTA could result in a reduction of the fund's credit risk to such counterparty equal to any amounts payable by the fund under the applicable transactions, if any.

For mortgage-backed and asset-backed securities traded under a MSFTA, the collateral and margining requirements are contract specific. Collateral amounts across all transactions traded under such agreement are netted and an amount is posted from one party to the other to collateralize such obligations. Cash posted to cover the fund's collateral or margin obligations under a MSFTA, if any, will be reported separately on the Statement of Assets and Liabilities as cash collateral posted. Securities pledged as collateral or margin for the same purpose, if any, are noted in the Portfolio of Investments.

**Fees Paid Indirectly** — The fund's custody fee may be reduced by a credit earned under an arrangement that measures the value of U.S. dollars deposited with the custodian by the fund. The amount of the credit, for the year ended April 30, 2026, is shown as a reduction of total expenses in the Statement of Operations.

**Tax Matters and Distributions** — The fund intends to qualify as a regulated investment company, as defined under Subchapter M of the Internal Revenue Code, and to distribute all of its taxable income, including realized capital gains. As a result, no provision for federal income tax is required. The fund's federal tax returns, when filed, will remain subject to examination by the Internal Revenue Service for generally a three year period. Management has analyzed the fund's tax positions taken on federal and state tax returns for all open tax years and does not believe that there are any uncertain tax positions that require recognition of a tax liability. Foreign taxes, if any, have been accrued by the fund in the accompanying financial statements in accordance with the applicable foreign tax law. Foreign income taxes may be withheld by certain countries in which the fund invests. Additionally, capital gains realized by the fund on securities issued in or by certain foreign countries may be subject to capital gains tax imposed by those countries.

Distributions to shareholders are recorded on the ex-dividend date. Income and capital gain distributions are determined in accordance with income tax regulations, which may differ from U.S. generally accepted accounting principles. Certain capital accounts in the financial statements are periodically adjusted for permanent differences in order to reflect their tax character. These adjustments have no impact on net assets or net asset value per share. Temporary differences which arise from recognizing certain items of income, expense, gain or loss in different periods for financial statement and tax purposes will reverse at some time in the future.

Book/tax differences primarily relate to amortization of premium and accretion of discount of debt securities and derivative transactions.

The tax character of distributions declared to shareholders for the last two fiscal years is as follows:

---

| | | |
|:---|:---|:---|
|  | &nbsp;&nbsp; **Year ended** <br>**4/30/26**<br>| &nbsp;&nbsp; **Year ended** <br>**4/30/25**<br>|
| Ordinary income (including any short-term capital gains) | &nbsp;&nbsp; $343814935 | &nbsp;&nbsp; $350730784 |

---

The federal tax cost and the tax basis components of distributable earnings were as follows:

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

---

| | |
|:---|:---|
| **As of 4/30/26** |  |
| Cost of investments | &nbsp;&nbsp; $8683036605 |
| Gross appreciation | &nbsp;&nbsp; 53225815 |
| Gross depreciation | &nbsp;&nbsp; (417142053)<br>|
| Net unrealized appreciation (depreciation) | &nbsp;&nbsp; $(363916238)<br>|
| Undistributed ordinary income | &nbsp;&nbsp; 23555613 |
| Capital loss carryforwards | &nbsp;&nbsp; (661941230)<br>|
| Other temporary differences | &nbsp;&nbsp; (26592776)<br>|
| Total distributable earnings (loss) | &nbsp;&nbsp; $(1028894631)<br>|

---

As of April 30, 2026, the fund had capital loss carryforwards available to offset future realized gains. These net capital losses may be carried forward indefinitely and their character is retained as short-term and/or long-term losses. Such losses are characterized as follows:

---

| | |
|:---|:---|
| Short-Term | $(203243419)<br>|
| Long-Term | (458697811)<br>|
| Total | $(661941230)<br>|

---

**Multiple Classes of Shares of Beneficial Interest** — The fund offers multiple classes of shares, which differ in their respective distribution and service fees. The fund's income and common expenses are allocated to shareholders based on the value of settled shares outstanding of each class. The fund's realized and unrealized gain (loss) are allocated to shareholders based on the daily net assets of each class. Dividends are declared separately for each class. Differences in per share dividend rates are generally due to differences in separate class expenses. Class B and Class C shares will convert to Class A shares approximately eight years after purchase. The fund's distributions declared to shareholders as reported in the Statements of Changes in Net Assets are presented by class as follows:

---

| | | |
|:---|:---|:---|
|  | **Year ended** <br>**4/30/26**<br>| **Year ended** <br>**4/30/25**<br>|
| Class A | $92957841 | &nbsp;&nbsp; $99452560 |
| Class B | 24182 | &nbsp;&nbsp; 45956 |
| Class C | 742459 | &nbsp;&nbsp; 949789 |
| Class I | 76206430 | &nbsp;&nbsp; 74506392 |
| Class R1 | 28480 | &nbsp;&nbsp; 39174 |
| Class R2 | 465088 | &nbsp;&nbsp; 501882 |
| Class R3 | 3455907 | &nbsp;&nbsp; 3265574 |
| Class R4 | 1776967 | &nbsp;&nbsp; 1796017 |
| Class R6 | 168157581 | &nbsp;&nbsp; 170173440 |
| Total | $343814935 | &nbsp;&nbsp; $350730784 |

---

**(3) Transactions with Affiliates**

**Investment Adviser** — The fund has an investment advisory agreement with MFS to provide overall investment management and related administrative services and facilities to the fund. The management fee is computed daily and paid monthly at the following annual rates based on the fund's average daily net assets:

---

| | |
|:---|:---|
| Up to $2.5 billion | 0.50% |
| In excess of $2.5 billion and up to $5 billion | 0.35% |
| In excess of $5 billion and up to $10 billion | 0.34% |
| In excess of $10 billion | 0.33% |

---

The investment adviser has agreed in writing to reduce its management fee to 0.40% of the fund's average daily net assets for the first $2.5 billion. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. For the year ended April 30, 2026, this management fee reduction amounted to $2,499,976, which is included in the reduction of total expenses in the Statement of Operations. MFS has also agreed in writing to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. MFS has also agreed in writing to waive at least 0.01% of its management fee as part of this agreement. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

such agreement will continue at least until August 31, 2027. For the year ended April 30, 2026, this management fee reduction amounted to $1,141,757, which is included in the reduction of total expenses in the Statement of Operations. The management fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.35% of the fund's average daily net assets.

The investment adviser has agreed in writing to pay a portion of the fund's total annual operating expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses, such that total fund operating expenses do not exceed the following rates annually of each class's average daily net assets:

---

| | | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
|  |  |  |  | **Classes** |  |  |  |  |
| **A** | **B** | **C** | **I** | **R1** | **R2** | **R3** | **R4** | **R6** |
| 0.60% | 1.35% | 1.45% | 0.45% | 1.45% | 0.95% | 0.70% | 0.45% | 0.36% |

---

This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. For the year ended April 30, 2026, this reduction amounted to $1,537,102, which is included in the reduction of total expenses in the Statement of Operations.

**Distributor** — MFS Fund Distributors, Inc. (MFD), a wholly-owned subsidiary of MFS, as distributor, received $41,555 for the year ended April 30, 2026, as its portion of the initial sales charge on sales of Class A shares of the fund.

The Board of Trustees has adopted a distribution plan for certain share classes pursuant to Rule 12b-1 of the Investment Company Act of 1940.

The fund's distribution plan provides that the fund will pay MFD for services provided by MFD and financial intermediaries in connection with the distribution and servicing of certain share classes. One component of the plan is a distribution fee paid to MFD and another component of the plan is a service fee paid to MFD. MFD may subsequently pay all, or a portion, of the distribution and/or service fees to financial intermediaries. The distribution and service fees are computed daily and paid monthly.

**Distribution Plan Fee Table:** 

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
|  | **Distribution** <br>**Fee Rate (d)**<br>| **Service** <br>**Fee Rate (d)**<br>| **Total** <br>**Distribution** <br>**Plan (d)**<br>| **Annual** <br>**Effective** <br>**Rate (e)**<br>| **Distribution** <br>**and Service** <br>**Fee**<br>|
| Class A |  | 0.25% | 0.25% | 0.15% | $5799873 |
| Class B | 0.75% | 0.25% | 1.00% | 0.90% | 7387 |
| Class C | 0.75% | 0.25% | 1.00% | 1.00% | 234821 |
| Class R1 | 0.75% | 0.25% | 1.00% | 1.00% | 9037 |
| Class R2 | 0.25% | 0.25% | 0.50% | 0.50% | 63586 |
| Class R3 |  | 0.25% | 0.25% | 0.25% | 221156 |
| Total Distribution and Service Fees  |  |  |  |  | $6335860 |

---

(d) In accordance with the distribution plan for certain classes, the fund pays distribution and/or service fees equal to these annual percentage rates of each

class's average daily net assets. The distribution and service fee rates disclosed by class represent the current rates in effect at the end of the reporting

period. Any rate changes, if applicable, are detailed below.

(e) The annual effective rates represent actual fees incurred under the distribution plan for the year ended April 30, 2026 based on each class's average daily net assets. 0.10% of the Class A and Class B service fee is currently being waived under a written waiver agreement. For the year ended April 30, 2026, this waiver amounted to $2,319,932 and $739 for Class A and Class B shares, respectively, and is included in the reduction of total expenses in the Statement of Operations. This written waiver agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue at least until August 31, 2026. MFD has voluntarily agreed to rebate a portion of each class's 0.25% service fee attributable to accounts for which there is no financial intermediary specified on the account except for accounts attributable to MFS or its affiliates' seed money. For the year ended April 30, 2026, this rebate amounted to $3 for Class C shares and is included in the reduction of total expenses in the Statement of Operations.

Certain Class A shares are subject to a contingent deferred sales charge (CDSC) in the event of a shareholder redemption within 18 months of purchase. Class B shares are subject to a CDSC in the event of a shareholder redemption within six years of purchase. Class C shares are subject to a CDSC in the event of a shareholder redemption within 12 months of purchase. All contingent deferred sales charges are paid to MFD and during the year ended April 30, 2026, were as follows:

---

| | |
|:---|:---|
|  | **Amount** |
| Class A | $78344 |
| Class B | 9 |
| Class C | 1578 |

---

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

**Shareholder Servicing Agent** — MFS Service Center, Inc. (MFSC), a wholly-owned subsidiary of MFS, receives a fee from the fund for its services as shareholder servicing agent calculated as a percentage of the average daily net assets of the fund as determined periodically under the supervision of the fund's Board of Trustees. For the year ended April 30, 2026, the fee was $177,078, which equated to 0.0021% annually of the fund's average daily net assets. MFSC also receives reimbursement from the fund for out-of-pocket expenses, sub-accounting and other shareholder servicing costs which may be paid to affiliated and unaffiliated service providers. Class R6 shares do not incur sub-accounting fees. For the year ended April 30, 2026, these out-of-pocket expenses, sub-accounting and other shareholder servicing costs amounted to $4,186,891.

**Administrator** — MFS provides certain financial, legal, shareholder communications, compliance, and other administrative services to the fund. Under an administrative services agreement, the fund reimburses MFS the costs incurred to provide these services. The fund is charged an annual fixed amount of $17,500 plus a fee based on average daily net assets. The administrative services fee is computed daily and paid monthly. The administrative services fee incurred for the year ended April 30, 2026 was equivalent to an annual effective rate of 0.0067% of the fund's average daily net assets.

**Trustees' and Officers' Compensation** — The fund pays compensation to independent Trustees in the form of a retainer, attendance fees, and additional compensation to Board and Committee chairpersons. Independent Trustees' compensation is accrued daily and paid subsequent to each Trustee Board meeting. The fund does not pay compensation directly to Trustees or officers of the fund who are also officers of the investment adviser, all of whom receive remuneration from MFS for their services to the fund. Certain officers and Trustees of the fund are officers or directors of MFS, MFD, and MFSC.

**Other** — The fund invests in the MFS Institutional Money Market Portfolio which is managed by MFS and seeks current income consistent with preservation of capital and liquidity. This money market fund does not pay a management fee to MFS but does incur investment and operating costs.

MFS purchased or redeemed fund shares on the dates indicated:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Date** | **Transaction** | **Class** | **Shares** | **Amount** |
| 8/19/2024 | Redemption | Class B | 6 | $54 |
| 8/19/2024 | Redemption | Class I | 3 | 30 |
| 8/19/2024 | Redemption | Class R1 | 3 | 31 |
| 8/19/2024 | Redemption | Class R2 | 3 | 29 |
| 8/19/2024 | Redemption | Class R3 | 3 | 30 |
| 8/19/2024 | Redemption | Class R4 | 3 | 29 |

---

**(4) Portfolio Securities**

For the year ended April 30, 2026, purchases and sales of investments, other than short-term obligations, were as follows:

---

| | | |
|:---|:---|:---|
|  | **Purchases** | **Sales** |
| U.S. Government securities | $2835086118 | &nbsp;&nbsp; $3137856091 |
| Non-U.S. Government securities | 1244015986 | &nbsp;&nbsp; 756690904 |

---

**(5) Shares of Beneficial Interest** 

The fund's Declaration of Trust permits the Trustees to issue an unlimited number of full and fractional shares of beneficial interest. Transactions in fund shares were as follows:

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

---

| | | | | |
|:---|:---|:---|:---|:---|
|  | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/26** | **Year ended** <br>**4/30/25** | **Year ended** <br>**4/30/25** |
|  | **Shares** | **Amount** | **Shares** | **Amount** |
| Shares sold |  |  |  |  |
| Class A | 28431869 | &nbsp;&nbsp; $273179832 | &nbsp;&nbsp; 41018890 | &nbsp;&nbsp; $390598957 |
| Class B | 4711 | &nbsp;&nbsp; 44705 | &nbsp;&nbsp; 5063 | &nbsp;&nbsp; 48307 |
| Class C | 276329 | &nbsp;&nbsp; 2656638 | &nbsp;&nbsp; 736144 | &nbsp;&nbsp; 7046888 |
| Class I | 45626055 | &nbsp;&nbsp; 437873107 | &nbsp;&nbsp; 65388675 | &nbsp;&nbsp; 622765901 |
| Class R1 | 20177 | &nbsp;&nbsp; 194407 | &nbsp;&nbsp; 27034 | &nbsp;&nbsp; 258293 |
| Class R2 | 183718 | &nbsp;&nbsp; 1766182 | &nbsp;&nbsp; 383345 | &nbsp;&nbsp; 3638185 |
| Class R3 | 1478456 | &nbsp;&nbsp; 14189147 | &nbsp;&nbsp; 2665492 | &nbsp;&nbsp; 25124472 |
| Class R4 | 1050961 | &nbsp;&nbsp; 10092538 | &nbsp;&nbsp; 1167509 | &nbsp;&nbsp; 11112772 |
| Class R6 | 66681919 | &nbsp;&nbsp; 640534072 | &nbsp;&nbsp; 69810530 | &nbsp;&nbsp; 663654792 |
|  | 143754195 | &nbsp;&nbsp; $1380530628 | &nbsp;&nbsp; 181202682 | &nbsp;&nbsp; $1724248567 |
| Shares issued to shareholders <br>in reinvestment of distributions<br>|  |  |  |  |
| Class A | 9216495 | &nbsp;&nbsp; $88546525 | &nbsp;&nbsp; 10053505 | &nbsp;&nbsp; $95604804 |
| Class B | 2503 | &nbsp;&nbsp; 24084 | &nbsp;&nbsp; 4800 | &nbsp;&nbsp; 45688 |
| Class C | 64459 | &nbsp;&nbsp; 620101 | &nbsp;&nbsp; 86623 | &nbsp;&nbsp; 824673 |
| Class I | 5626959 | &nbsp;&nbsp; 54066442 | &nbsp;&nbsp; 5715268 | &nbsp;&nbsp; 54341607 |
| Class R1 | 2954 | &nbsp;&nbsp; 28438 | &nbsp;&nbsp; 4022 | &nbsp;&nbsp; 38321 |
| Class R2 | 48361 | &nbsp;&nbsp; 464615 | &nbsp;&nbsp; 52547 | &nbsp;&nbsp; 499721 |
| Class R3 | 359617 | &nbsp;&nbsp; 3455513 | &nbsp;&nbsp; 342714 | &nbsp;&nbsp; 3259143 |
| Class R4 | 146505 | &nbsp;&nbsp; 1408498 | &nbsp;&nbsp; 149711 | &nbsp;&nbsp; 1424195 |
| Class R6 | 16906610 | &nbsp;&nbsp; 162478246 | &nbsp;&nbsp; 17354097 | &nbsp;&nbsp; 165061821 |
|  | 32374463 | &nbsp;&nbsp; $311092462 | &nbsp;&nbsp; 33763287 | &nbsp;&nbsp; $321099973 |
| Shares reacquired |  |  |  |  |
| Class A | (49564825)<br>| &nbsp;&nbsp; $(475964595)<br>| &nbsp;&nbsp; (51532005)<br>| &nbsp;&nbsp; $(489087781)<br>|
| Class B | (54940)<br>| &nbsp;&nbsp; (529648)<br>| &nbsp;&nbsp; (120018)<br>| &nbsp;&nbsp; (1144282)<br>|
| Class C | (938362)<br>| &nbsp;&nbsp; (9015175)<br>| &nbsp;&nbsp; (1274155)<br>| &nbsp;&nbsp; (12112686)<br>|
| Class I | (41624247)<br>| &nbsp;&nbsp; (399913065)<br>| &nbsp;&nbsp; (55674848)<br>| &nbsp;&nbsp; (528443001)<br>|
| Class R1 | (5481)<br>| &nbsp;&nbsp; (52917)<br>| &nbsp;&nbsp; (82469)<br>| &nbsp;&nbsp; (781823)<br>|
| Class R2 | (309768)<br>| &nbsp;&nbsp; (2977019)<br>| &nbsp;&nbsp; (445649)<br>| &nbsp;&nbsp; (4236017)<br>|
| Class R3 | (2164846)<br>| &nbsp;&nbsp; (20809862)<br>| &nbsp;&nbsp; (1616352)<br>| &nbsp;&nbsp; (15364494)<br>|
| Class R4 | (1476188)<br>| &nbsp;&nbsp; (14201227)<br>| &nbsp;&nbsp; (1096612)<br>| &nbsp;&nbsp; (10403516)<br>|
| Class R6 | (63146489)<br>| &nbsp;&nbsp; (606984414)<br>| &nbsp;&nbsp; (82250074)<br>| &nbsp;&nbsp; (780671393)<br>|
|  | (159285146)<br>| &nbsp;&nbsp; $(1530447922)<br>| &nbsp;&nbsp; (194092182)<br>| &nbsp;&nbsp; $(1842244993)<br>|
| Net change |  |  |  |  |
| Class A | (11916461)<br>| &nbsp;&nbsp; $(114238238)<br>| &nbsp;&nbsp; (459610)<br>| &nbsp;&nbsp; $(2884020)<br>|
| Class B | (47726)<br>| &nbsp;&nbsp; (460859)<br>| &nbsp;&nbsp; (110155)<br>| &nbsp;&nbsp; (1050287)<br>|
| Class C | (597574)<br>| &nbsp;&nbsp; (5738436)<br>| &nbsp;&nbsp; (451388)<br>| &nbsp;&nbsp; (4241125)<br>|
| Class I | 9628767 | &nbsp;&nbsp; 92026484 | &nbsp;&nbsp; 15429095 | &nbsp;&nbsp; 148664507 |
| Class R1 | 17650 | &nbsp;&nbsp; 169928 | &nbsp;&nbsp; (51413)<br>| &nbsp;&nbsp; (485209)<br>|
| Class R2 | (77689)<br>| &nbsp;&nbsp; (746222)<br>| &nbsp;&nbsp; (9757)<br>| &nbsp;&nbsp; (98111)<br>|
| Class R3 | (326773)<br>| &nbsp;&nbsp; (3165202)<br>| &nbsp;&nbsp; 1391854 | &nbsp;&nbsp; 13019121 |
| Class R4 | (278722)<br>| &nbsp;&nbsp; (2700191)<br>| &nbsp;&nbsp; 220608 | &nbsp;&nbsp; 2133451 |
| Class R6 | 20442040 | &nbsp;&nbsp; 196027904 | &nbsp;&nbsp; 4914553 | &nbsp;&nbsp; 48045220 |
|  | 16843512 | &nbsp;&nbsp; $161175168 | &nbsp;&nbsp; 20873787 | &nbsp;&nbsp; $203103547 |

---

The fund is one of several mutual funds in which certain MFS funds may invest. The MFS funds do not invest in the underlying funds for the purpose of exercising management or control. At the end of the period, the MFS Moderate Allocation Fund, the MFS Conservative Allocation Fund, the MFS Growth Allocation Fund, the MFS Lifetime 2030 Fund, and the MFS Lifetime Income Fund were the owners of record of approximately 7%, 6%, 2%, 1%, and 1%, respectively, of the value of outstanding voting shares

------

MFS Total Return Bond Fund

*Notes to Financial Statements - continued* 

of the fund. In addition, the MFS Lifetime 2025 Fund, the MFS Lifetime 2035 Fund, the MFS Lifetime 2040 Fund, the MFS Lifetime 2045 Fund, the MFS Lifetime 2050 Fund, the MFS Lifetime 2055 Fund, the MFS Lifetime 2060 Fund, and the MFS Lifetime 2065 Fund were each the owners of record of less than 1% of the value of outstanding voting shares of the fund.

Effective June 1, 2019, purchases of the fund's Class B shares were closed to new and existing investors subject to certain exceptions. Effective September 29, 2023, purchases of the fund's Class R1 and Class R2 shares were closed to new eligible investors.

**(6) Line of Credit**

The fund and certain other funds managed by MFS participate in a $1.45 billion unsecured committed line of credit of which $1.2 billion is reserved for use by the fund and certain other MFS U.S. funds. The line of credit is provided by a syndicate of banks under a credit agreement. Borrowings may be made for temporary financing needs. Interest is charged to each fund, based on its borrowings, generally at a rate equal to the highest of 1) Daily Simple SOFR (Secured Overnight Financing Rate), 2) the Federal Funds Effective Rate, or 3) the Overnight Bank Funding Rate, each plus an agreed upon spread. A commitment fee, based on the average daily unused portion of the committed line of credit, is allocated among the participating funds. The line of credit expires on March 11, 2027 unless extended or renewed. In addition, the fund and other funds managed by MFS have established unsecured uncommitted borrowing arrangements with certain banks for temporary financing needs. Interest is charged to each fund, based on its borrowings, at rates equal to customary reference rates plus an agreed upon spread. For the year ended April 30, 2026, the fund's commitment fee and interest expense were $39,158 and $0, respectively, and are included in "Miscellaneous" expense in the Statement of Operations.

**(7) Investments in Affiliated Issuers**

An affiliated issuer may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. The following were affiliated issuers for the year ended April 30, 2026:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Affiliated Issuers** | **Beginning** <br>**Value**<br>| **Purchases** | **Sales** <br>**Proceeds**<br>| **Realized** <br>**Gain** <br>**(Loss)**<br>| **Change in** <br>**Unrealized** <br>**Appreciation** <br> **or** <br>**Depreciation**<br>| **Ending** <br>**Value**<br>|
| MFS Institutional Money Market Portfolio | $111208659 | $1611899797 | $1596332209 | $7755 | $11311 | $126795313 |

---

---

| | | |
|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp; **Dividend** <br>**Income**<br>| &nbsp;&nbsp; **Capital Gain** <br>**Distributions**<br>|
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp; $6514440 | $— |

---

------

MFS Total Return Bond Fund

**Report of Independent Registered Public Accounting Firm**

To the Board of Trustees of MFS Series Trust IX and the Shareholders of MFS Total Return Bond Fund:

**Opinion on the Financial Statements and Financial Highlights**

We have audited the accompanying statement of assets and liabilities of MFS Total Return Bond Fund (the "Fund"), including the portfolio of investments, as of April 30, 2026, the related statement of operations for the year then ended, statements of changes in net assets for each of the two years in the period then ended, financial highlights for each of the five years in the period then ended, and the related notes (collectively referred to as the "financial statements and financial highlights"). In our opinion, the financial statements and financial highlights present fairly, in all material respects, the financial position of the Fund as of April 30, 2026, and the results of its operations for the year then ended, the changes in its net assets for each of the two years in the period then ended, and the financial highlights for each of the five years in the period then ended in conformity with accounting principles generally accepted in the United States of America.

**Basis for Opinion**

These financial statements and financial highlights are the responsibility of the Fund's management. Our responsibility is to express an opinion on the Fund's financial statements and financial highlights based on our audits. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to the Fund in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB.

We conducted our audits in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements and financial highlights are free of material misstatement, whether due to error or fraud. The Fund is not required to have, nor were we engaged to perform, an audit of its internal control over financial reporting. As part of our audits we are required to obtain an understanding of internal control over financial reporting 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.

Our audits included performing procedures to assess the risks of material misstatement of the financial statements and financial highlights, whether due to error or fraud, and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements and financial highlights. Our audits also included evaluating the accounting principles used and significant estimates made by management, as well as evaluating the overall presentation of the financial statements and financial highlights. Our procedures included confirmation of securities owned as of April 30, 2026, by correspondence with the custodian and brokers; when replies were not received from brokers, we performed other auditing procedures. We believe that our audits provide a reasonable basis for our opinion.

DELOITTE & TOUCHE LLP

Boston, Massachusetts

June 12, 2026

We have served as the auditor of one or more of the MFS investment companies since 1924.

------

MFS Total Return Bond Fund

Federal Tax Information (unaudited)

The fund will notify shareholders of amounts for use in preparing 2026 income tax forms in January 2027. The following information is provided pursuant to provisions of the Internal Revenue Code.

The fund intends to pass through the maximum amount allowable as Section 163(j) Interest Dividends as defined in Treasury Regulation §1.163(j)-1(b).

------

**ITEM 8. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Total Return Bond Fund.

**ITEM 9. PROXY DISCLOSURES FOR OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

There is nothing to report for this item for MFS Total Return Bond Fund.

**ITEM 10. REMUNERATION PAID TO DIRECTORS, OFFICERS, AND OTHERS OF OPEN-END MANAGEMENT INVESTMENT COMPANIES.**

This information is disclosed as part of the financial statements included in Item 7 above for MFS Total Return Bond Fund. See the Statement of Operations and Note 3 within the Notes to Financial Statements for more information.

**ITEM 11. STATEMENT REGARDING BASIS FOR APPROVAL OF INVESTMENT ADVISORY CONTRACT.**

Not Applicable.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 12. DISCLOSURE OF PROXY VOTING POLICIES AND PROCEDURES FOR CLOSED-END MANAGEMENT INVESTMENT COMPANIES.
Not applicable to the Registrant.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 13. PORTFOLIO MANAGERS OF CLOSED-END MANAGEMENT INVESTMENT COMPANIES.
Not applicable to the Registrant.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 14. PURCHASES OF EQUITY SECURITIES BY CLOSED-END MANAGEMENT INVESTMENT COMPANY AND AFFILIATED PURCHASERS.
Not applicable to the Registrant.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 15. SUBMISSION OF MATTERS TO A VOTE OF SECURITY HOLDERS.
There were no material changes to the procedures by which shareholders may send recommendations to the Board for nominees to the Registrant's Board since the Registrant last provided disclosure as to such procedures in response to the requirements of Item 407 (c)(2)(iv) of Regulation S-K or this Item.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 16. CONTROLS AND PROCEDURES.
* Based upon their evaluation of the effectiveness of the registrant's disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act of 1940 (the "Act")) as conducted within 90 days of the filing date of this report on Form N-CSR, the Registrant's principal financial officer and principal executive officer have concluded that those disclosure controls and procedures provide reasonable assurance that the material information required to be disclosed by the Registrant on this report is recorded, processed, summarized and reported within the time periods specified in the Securities and Exchange Commission's rules and forms. 

* There were no changes in the Registrant's internal controls over financial reporting (as defined in Rule 30a-3(d) under the Act) that occurred during the period covered by the report that have materially affected, or are reasonably likely to materially affect, the Registrant's internal control over financial reporting. 

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 17. DISCLOSURE OF SECURITIES LENDING ACTIVITIES FOR CLOSED-END MANAGEMENT INVESTMENT COMPANIES.
Not applicable to the Registrant.

------

#### &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ITEM 18. RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION.
Not applicable to the Registrant.

------

#### ITEM 19. EXHIBITS.
* Any code of ethics, or amendment thereto, that is the subject of the disclosure required by Item 2, to the extent that the registrant intends to satisfy the Item 2 requirements through filing of an exhibit: Attached hereto as [EX-99.COE](COE.htm).

* Any policy required by the listing standards adopted pursuant to Rule 10D-1 under the Exchange Act (17 CFR 240.10D-1) by the registered national securities exchange or registered national securities association upon which the registrant's securities are listed. Not applicable.

* A separate certification for each principal executive officer and principal financial officer of the registrant as required by Rule 30a-2(a) under the Act (17 CFR 270.30a-2): Attached hereto as [EX-99.302CERT](99.302.htm).

* Any written solicitation to purchase securities under Rule 23c-1 under the Act (17 CFR 270.23c-1) sent or given during the period covered by the report by or on behalf of the registrant to 10 or more persons. Not applicable.

* Change in the registrant's independent public accountant. Not applicable.

* If the report is filed under Section 13(a) or 15(d) of the Exchange Act, provide the certifications required by Rule 30a-2(b) under the Act (17 CFR 270.30a-2(b)), Rule 13a-14(b) or Rule 15d-14(b) under the Exchange Act (17 CFR 240.13a-14(b) or 240.15d-14(b)) and Section 1350 of Chapter 63 of Title 18 of the United States Code (18 U.S.C. 1350) as an exhibit. A certification furnished pursuant to this paragraph will not be deemed "filed" for the purposes of Section 18 of the Exchange Act (15 U.S.C. 78r), or otherwise subject to the liability of that section. Such certification will not be deemed to be incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, except to the extent that the registrant specifically incorporates it by reference. Attached hereto as [EX-99.906CERT](99.906.htm).

------

#### Notice
A copy of the Amended and Restated Declaration of Trust, as amended, of the Registrant is on file with the Secretary of State of The Commonwealth of Massachusetts and notice is hereby given that this instrument is executed on behalf of the Registrant by an officer of the Registrant as an officer and not individually and the obligations of or arising out of this instrument are not binding upon any of the Trustees or shareholders individually, but are binding only upon the assets and property of the respective constituent series of the Registrant.

#### SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

(Registrant) MFS SERIES TRUST IX

By (Signature and Title)\*

/S/ DAVID L. DILORENZO

David L. DiLorenzo, President

Date: June 12, 2026

Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.

By (Signature and Title)\*

/S/ DAVID L. DILORENZO

David L. DiLorenzo, President (Principal Executive Officer)

Date: June 12, 2026

By (Signature and Title)\*

/S/ KASEY L. PHILLIPS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Kasey L. Phillips, Treasurer (Principal Financial Officer and Accounting Officer)

Date: June 12, 2026

\* Print name and title of each signing officer under his or her signature.

------

## Ex-99.Code

![Image is missing](g82b1wkbmox8fd9lvuf6l.jpg)

<u>EX-99.COE</u>

**Code of Ethics for Principal Executive and Principal Financial Officers**

**Effective April 1, 2024**

**Policy Purpose and Summary**

Section 406 of the Sarbanes-Oxley Act requires that each MFS Fund registered under the Investment Company Act of 1940 disclose whether or not it has adopted a code of ethics for senior financial officers, applicable to its principal financial officer and principal accounting officer.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**I.Overview**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A. Covered Officers/Purpose of the Code

This code of ethics (this "Code") has been adopted by the funds (collectively, "Funds" and each, "Fund") under supervision of the MFS Funds Board (the "Board") and applies to the Funds' Principal Executive Officer and Principal Financial Officer (the "Covered Officers" each of whom is set forth in Exhibit A) for the purpose of promoting:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•honest and ethical conduct, including the ethical handling of actual or apparent conflicts of interest between personal and professional relationships;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•full, fair, accurate, timely and understandable disclosure in reports and documents that the Funds file with, or submit to, the Securities and Exchange Commission ("SEC") and in other public communications made by the Funds;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•compliance by the Funds with applicable laws and governmental rules and regulations;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•the prompt internal reporting of violations of the Code to an appropriate person or persons identified in the Code; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•accountability for adherence to the Code.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;B. Conduct Guidelines

Each Covered Officer should adhere to a high standard of business ethics and should be sensitive to situations that may give rise to actual as well as apparent conflicts of interest. In addition, each Covered Officer should not place his or her personal interests ahead of the Funds' interests and should endeavor to act honestly and ethically. In furtherance of the foregoing, each Covered Officer must:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•not use his or her personal influence or personal relationships improperly to influence investment decisions or financial reporting for any Fund whereby the Covered Officer would benefit personally to the detriment of the Fund; and

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

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•not cause a Fund to take action, or fail to take action, for the individual personal benefit of the Covered Officer rather than the benefit of the Fund.

The following activities, which could create the appearance of a conflict of interest, are permitted only with the approval of the Funds' Chief Legal Officer ("CLO"):

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•service as a director on the board of any "for profit" company other than the board of the Funds' investment adviser or its subsidiaries or board of a pooled investment vehicle sponsored by the Funds' investment adviser or its subsidiaries;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•running for political office;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•the receipt of any Fund business-related gift or any entertainment from any company with which a Fund has current or prospective business dealings unless such gift or entertainment is permitted by the gifts and entertainment policy of the Funds' investment adviser;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•any material ownership interest in, or any consulting or employment relationship with, any Fund service providers (e.g., custodian banks, audit firms), other than the Funds' investment adviser, principal underwriter, administrator or any affiliated person thereof;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•a direct or indirect financial interest in commissions, transaction charges or spreads paid by a Fund for effecting portfolio transactions or for selling or redeeming shares, other than an interest arising from the Covered Officer's employment or securities ownership.

**C.Disclosure and Compliance**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•Each Covered Officer should familiarize himself or herself with the disclosure requirements generally applicable to the Funds;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•each Covered Officer should not knowingly misrepresent, or cause others to misrepresent, facts about a Fund to others, whether within or outside the Fund, including to the Fund's trustees and auditors, and to governmental regulators and self-regulatory organizations;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•each Covered Officer should, to the extent appropriate within his or her area of Fund responsibility, consult with other officers and employees of the Funds and the adviser with the goal of promoting full, fair, accurate, timely and understandable disclosure in the reports and documents the Funds file with, or submit to, the SEC and in other public communications made by the Funds; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•it is the responsibility of each Covered Officer to promote compliance within his or her area of Fund responsibility with the standards and restrictions imposed by applicable laws, rules and regulations.

**D.Reporting and Accountability**

Each Covered Officer must:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•upon adoption of the Code (or thereafter as applicable, upon becoming a Covered Officer), affirm in writing to the Board that he or she has received, read, and understands the Code;

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

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•annually thereafter affirm to the Board that he or she has complied with the requirements of the Code;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•annually report to the CLO affiliations and relationships which are or may raise the appearance of a conflict of interest with the Covered Officer's duties to the Funds, as identified in the annual Trustee and Officer Questionnaire;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•not retaliate against any other Covered Officer or any officer or employee of the Funds or their affiliated persons for reports of potential violations that are made in good faith; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;•notify the CLO promptly if he or she knows of any violation of this Code. Failure to do so is itself a violation of this Code.

The CLO is responsible for applying this Code to specific situations in which questions are presented under it, granting waivers upon consultation with the Board or its designee, investigating violations, and has the authority to interpret this Code in any particular situation. The CLO will report requests for waivers to the Board (or a designee thereof) promptly upon receipt of a waiver request and will periodically report to the Board any approvals granted since the last report.

The CLO will take all appropriate action to investigate any potential violations reported to him or her and to report any violations to the Board. If the Board concurs that a violation has occurred, it will consider appropriate action, which may include review of, and appropriate modifications to, applicable policies and procedures; notification to appropriate personnel of the investment adviser or its board; or a recommendation to dismiss the Covered Officer.

Any changes to or waivers of this Code will, to the extent required, be disclosed as provided by SEC rules.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;E. Confidentiality

All reports and records prepared or maintained pursuant to this Code and under the direction of the CLO will be considered confidential and shall be maintained and protected accordingly. Except as otherwise required by law or this Code, such matters shall not be disclosed to anyone other than the Funds' Board, its counsel, counsel to the Board's independent trustees and senior management and the board of directors of the Fund's investment adviser and its counsel.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;F. Internal Use

The Code is intended solely for the internal use by the Funds and does not constitute an admission, by or on behalf of any Fund, as to any fact, circumstance, or legal conclusion.

**II.Supervision**

The Board of Trustees of the Funds, including a majority of the Trustees who are not "interested persons" (as defined in the 1940 Act) of the Funds, shall review no less frequently than annually, a report from the CLO regarding the affirmations of the principal executive officer and the principal financial officer as to compliance with this Code.

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

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**III.Interpretation and Escalation**

Breaches of the Code are reviewed by the CLO and communicated to the Board of Trustees of the affected Fund(s). Interpretations of this Policy shall be made from time to time by the CLO, as needed, and questions regarding the application of this Policy to a specific set of facts are escalated to the CLO.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;IV. Authority

Section 406 of the Sarbanes-Oxley Act.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**V.Monitoring**

Adherence to this policy is monitored by the CLO.

---

| | |
|:---|:---|
| VI. | **Related Policies** |
|  | This Code shall be the sole code of ethics adopted by the Funds for purposes of |
|  | Section 406 of the Sarbanes-Oxley Act and the rules and forms applicable to |
|  | registered investment companies thereunder. Insofar as other policies or procedures |
|  | of the Funds, the Funds' adviser, principal underwriter, or other service providers |
|  | govern or purport to govern the behavior or activities of the Covered Officers who |
|  | are subject to this Code, they are superseded by this Code to the extent that they |
|  | overlap or conflict with the provisions of this Code. The Funds' and their investment |
|  | adviser's codes of ethics under Rule 17j-1 under the Investment Company Act and |
|  | any other codes or policies or procedures adopted by the Funds or their investment |
|  | adviser or other service providers are separate requirements and are not part of this |
|  | Code. |
| VII. | **Amendment** |
|  | Any amendments to this Code, other than amendments to Exhibit A, must be |
|  | approved or ratified by a majority vote of the Board, including a majority of |
|  | independent trustees. |
| VIII. | **Recordkeeping** |
|  | All required books, records and other documentation shall be retained in accordance |
|  | with MFS' related record retention policy. |

---

**Additional procedures may need to be implemented by departments to properly comply with this policy.**

**<u>Exhibit A</u>**

**<u>As of April 1, 2024</u>**

**Persons Covered by this Code of Ethics**

Funds' Principal Executive Officer: David L. DiLorenzo

Funds' Principal Financial Officer: Kasey L. Phillips

------

## Exhibit 99.906

**<u>EX-99.906CERT</u>**

**MFS SERIES TRUST IX**

**Certification Pursuant to Section 906 of the Sarbanes-Oxley Act**

I, David L. DiLorenzo, certify that, to my knowledge:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1.The Form N-CSR (the "Report") of MFS Series Trust IX (the "Registrant") fully complies for the period covered by the Report with the requirements of Section 13(a) or 15(d) of the Securities Exchange Act of 1934; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.The information contained in the Report fairly presents, in all material respects, the financial condition and results of operations of the Registrant.

Date: June 12, 2026

<u>/S/ DAVID L. DILORENZO</u>

David L. DiLorenzo

President (Principal Executive Officer)

**A signed original of this written statement required by Section 906 has been provided to the Registrant and will be retained by the Registrant and furnished to the Securities and Exchange Commission or its staff upon request.**

**<u>EX-99.906CERT</u>**

**MFS SERIES TRUST IX**

**Certification Pursuant to Section 906 of the Sarbanes-Oxley Act**

I, Kasey L. Phillips, certify that, to my knowledge:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1.The Form N-CSR (the "Report") of MFS Series Trust IX (the "Registrant") fully complies for the period covered by the Report with the requirements of Section 13(a) or 15(d) of the Securities Exchange Act of 1934; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.The information contained in the Report fairly presents, in all material respects, the financial condition and results of operations of the Registrant.

Date: June 12, 2026

<u>/S/ KASEY L. PHILLIPS</u>

Kasey L. Phillips

Treasurer (Principal Financial Officer and Accounting Officer)

**A signed original of this written statement required by Section 906 has been provided to the Registrant and will be retained by the Registrant and furnished to the Securities and Exchange Commission or its staff upon request.**

------

## Ex-99

**<u>EX-99.302CERT</u>**

**MFS SERIES TRUST IX**

**Certification Pursuant to Section 302 of the Sarbanes-Oxley Act**

I, David L. DiLorenzo, certify that:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1.I have reviewed this report on Form N-CSR of MFS Series Trust IX;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3.Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations, changes in net assets, and cash flows (if the financial statements are required to include a statement of cash flows) of the registrant as of, and for, the periods presented in this report;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;4.The registrant's other certifying officer and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act of 1940) and internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act of 1940) for the registrant and have:

&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.Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;

&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.Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, 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;

&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.Evaluated the effectiveness of the registrant's disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures as of a date within 90 days prior to the filing date of this report based on such evaluation; and

&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.Disclosed in this report any change in the registrant's internal control over financial reporting that occurred during the period covered by the report that has materially affected, or is reasonably likely to materially affect, the registrant's internal control over financial reporting; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;5.The registrant's other certifying officer and I have disclosed to the registrant's auditors and the audit committee of the registrant's board of directors (or persons performing the equivalent functions):

&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.All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant's ability to record, process, summarize, and report financial information; and

&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.Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant's internal control over financial reporting.

Date: June 12, 2026

<u>/S/ DAVID L. DILORENZO</u>

David L. DiLorenzo

President (Principal Executive Officer)

**<u>EX-99.302CERT</u>**

**MFS SERIES TRUST IX**

**Certification Pursuant to Section 302 of the Sarbanes-Oxley Act**

I, Kasey L. Phillips, certify that:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1.I have reviewed this report on Form N-CSR of MFS Series Trust IX;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3.Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations, changes in net assets, and cash flows (if the financial statements are required to include a statement of cash flows) of the registrant as of, and for, the periods presented in this report;

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;4.The registrant's other certifying officer and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Rule 30a-3(c) under the Investment Company Act of 1940) and internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act of 1940) for the registrant and have:

&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.Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;

&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.Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, 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;

&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.Evaluated the effectiveness of the registrant's disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures as of a date within 90 days prior to the filing date of this report based on such evaluation; and

&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.Disclosed in this report any change in the registrant's internal control over financial reporting that occurred during the period covered by the report that has materially affected, or is reasonably likely to materially affect, the registrant's internal control over financial reporting; and

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;5.The registrant's other certifying officer and I have disclosed to the registrant's auditors and the audit committee of the registrant's board of directors (or persons performing the equivalent functions):

&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.All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant's ability to record, process, summarize, and report financial information; and

&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.Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant's internal control over financial reporting.

Date: June 12, 2026

<u>/S/ KASEY L. PHILLIPS</u>

Kasey L. Phillips

Treasurer (Principal Financial Officer and Accounting Officer)

------