# EDGAR Filing Document

**Accession Number:** 0000798244
**File Stem:** 0001410368-25-023252
**Filing Date:** 2025-11
**Character Count:** 538945
**Document Hash:** 0d55c710db25d79eb27a0206301a10d3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001410368-25-023252.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001410368-25-023252

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20250831

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST I
- **CENTRAL INDEX KEY:** 0000798244

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1130

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-04777
- **FILM NUMBER:** 251482728

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

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

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS SERIES TRUST I /MA/
- **DATE OF NAME CHANGE:** 19940427

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

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

## Series and Classes Contracts Data

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## Internal

Report of Independent Registered Public Accounting Firm

To the Shareholders of MFS Value Fund, MFS Core Equity Fund, MFS New Discovery Fund, MFS Research International Fund, MFS Technology Fund and MFS Low Volatility Equity Fund and the Board of Trustees of MFS Series Trust I

In planning and performing our audits of the financial statements of MFS Value Fund, MFS Core Equity Fund, MFS New Discovery Fund, MFS Research International Fund, MFS Technology Fund, and MFS Low Volatility Equity Fund (the Funds) (six of the series constituting MFS Series Trust I (the Trust)) as of and for the year ended August 31, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Trust's internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Trust's internal control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Trust's internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the PCAOB. However, we noted no deficiencies in the Trust's internal control over financial reporting and its operation, including controls over safeguarding securities, that we consider to be a material weakness as defined above as of August 31, 2025.

------

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

/s/ Ernst & Young LLP

Boston, Massachusetts

October 16, 2025

## Internal

**REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM**

To the Board of Trustees of MFS Series Trust I and the Shareholders of MFS Low Volatility Global Equity Fund and MFS U.S. Government Cash Reserve Fund:

In planning and performing our audits of the financial statements of MFS Low Volatility Global Equity Fund and MFS U.S. Government Cash Reserve Fund (collectively the "Funds") (each a series of MFS Series Trust I), as of and for the year ended August 31, 2025, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Funds' internal control over financial reporting, including controls over safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements and to comply with the requirements of Form N-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Funds' internal control over financial reporting. Accordingly, we express no such opinion.

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

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

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

Our consideration of the Funds' internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control that might be material weaknesses under standards established by the Public Company Accounting Oversight Board (United States). However, we noted no deficiencies in the Funds' internal control over financial reporting and their operations, including controls for safeguarding securities, that we consider to be a material weakness, as defined above, as of August 31, 2025.

------

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

/s/ Deloitte & Touche LLP

Boston, Massachusetts

October 16, 2025

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

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0000798244

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

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

**Item A.1.a - Report for period ending:** 2025-08-31

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

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

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

- **Item B.1.b - Investment Company Act file number:** 811-04777

- **Item B.1.c - CIK:** 0000798244

- **Item B.1.d - LEI:** 549300QRB5FQ35HH3533

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

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

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

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

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

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

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

**Location books Record: 1**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 2**

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

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

- **Street 2:** 4th Floor

- **c. City:** New York

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

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

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

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

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

**Location books Record: 3**

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

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

- **Street 2:** Suite 400

- **c. City:** Santa Clara

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

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

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

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

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

**Location books Record: 4**

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

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

- **c. City:** Kansas City

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

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

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

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

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

**Location books Record: 5**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 6**

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

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

- **Street 2:** Suite 100

- **c. City:** Bellevue

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

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

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

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

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

**Location books Record: 7**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 8**

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

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

- **Street 2:** Suite 400

- **c. City:** Rockville

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

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

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

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

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

**Location books Record: 9**

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

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

- **Street 2:** Suite 1

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 10**

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

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

- **c. City:** Boston

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

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

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

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

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

**Location books Record: 11**

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

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

- **c. City:** New York

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

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

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

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

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

**Location books Record: 12**

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

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

- **c. City:** Burlington

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

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

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

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

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

**Location books Record: 13**

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

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

- **c. City:** Boston

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

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

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

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

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

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

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

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

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

### Item B.6 - Organization

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

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

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

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

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

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

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

- **Item B.6.i - Total number of Series:** 8

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

### Item B.8 - Directors

| Name                 | Is Interested Person?   | Other Investment Company File Numbers                                                                                                                                                                                                                                                                                                                          |
|:---|:---|:---|
| Laurie J. Thomsen    | No                      | 811-06102, 811-05440, 811-00203, 811-03732, 811-04492, 811-04841, 811-00859, 811-06174, 811-22033, 811-04253, 811-02464, 811-05754, 811-08326, 811-05078, 811-05262, 811-04992, 811-05567, 811-21780, 811-04975, 811-02032, 811-02031, 811-03090, 811-04096, 811-03327, 811-08879, 811-05785, 811-02594, 811-04775, 811-05822, 811-02794, 811-05912, 811-07992 |
| Peter D. Jones       | No                      | 811-05912, 811-04775, 811-03732, 811-08326, 811-04492, 811-05822, 811-05440, 811-00203, 811-05078, 811-04253, 811-02464, 811-04992, 811-21780, 811-05567, 811-06102, 811-06174, 811-03327, 811-04975, 811-03090, 811-05262, 811-00859, 811-02031, 811-04841, 811-04096, 811-08879, 811-05754, 811-05785, 811-02032, 811-07992, 811-02594, 811-02794, 811-22033 |
| John P. Kavanaugh    | No                      | 811-05262, 811-02794, 811-05754, 811-08879, 811-06174, 811-02464, 811-05078, 811-22033, 811-06102, 811-04841, 811-05822, 811-05912, 811-02594, 811-05785, 811-00203, 811-03327, 811-08326, 811-02031, 811-04975, 811-04253, 811-04096, 811-02032, 811-07992, 811-03090, 811-04492, 811-00859, 811-05440, 811-04992, 811-21780, 811-03732, 811-05567, 811-04775 |
| Paula E. Smith       | No                      | 811-04841, 811-05912, 811-08879, 811-08326, 811-00859, 811-03732, 811-02464, 811-04975, 811-05262, 811-02032, 811-22033, 811-07992, 811-03090, 811-04775, 811-05754, 811-21780, 811-05078, 811-04492, 811-06102, 811-05822, 811-05785, 811-02594, 811-02794, 811-03327, 811-06174, 811-02031, 811-04992, 811-04096, 811-00203, 811-05567, 811-05440, 811-04253 |
| Michael W. Roberge   | Yes                     | 811-03327, 811-05785, 811-04975, 811-05822, 811-03090, 811-05440, 811-02594, 811-05262, 811-04253, 811-02464, 811-02032, 811-05912, 811-22033, 811-21780, 811-04992, 811-04096, 811-07992, 811-02031, 811-04775, 811-00203, 811-02794, 811-08326, 811-08879, 811-03732, 811-06174, 811-04841, 811-05078, 811-00859, 811-05567, 811-06102, 811-05754, 811-04492 |
| Maryanne L. Roepke   | No                      | 811-08879, 811-04841, 811-06102, 811-04492, 811-04992, 811-00203, 811-08326, 811-02032, 811-05754, 811-04975, 811-02594, 811-02464, 811-21780, 811-22033, 811-05262, 811-05822, 811-05785, 811-05567, 811-03732, 811-02031, 811-04775, 811-06174, 811-03327, 811-05078, 811-07992, 811-05912, 811-00859, 811-05440, 811-04253, 811-03090, 811-02794, 811-04096 |
| Clarence Otis, Jr.   | No                      | 811-05078, 811-04841, 811-06174, 811-02031, 811-21780, 811-05754, 811-04096, 811-03327, 811-02032, 811-03732, 811-03090, 811-05567, 811-07992, 811-05440, 811-05785, 811-05262, 811-05912, 811-04492, 811-05822, 811-22033, 811-00859, 811-02794, 811-00203, 811-08326, 811-04992, 811-02594, 811-02464, 811-04975, 811-04253, 811-06102, 811-08879, 811-04775 |
| Darrell A. Williams  | No                      | 811-08879, 811-04975, 811-04492, 811-04841, 811-06174, 811-00203, 811-03732, 811-00859, 811-04775, 811-02032, 811-04253, 811-03090, 811-02031, 811-07992, 811-02794, 811-05912, 811-02464, 811-05440, 811-05785, 811-05078, 811-04096, 811-04992, 811-03327, 811-05822, 811-06102, 811-05754, 811-08326, 811-22033, 811-02594, 811-05567, 811-05262, 811-21780 |
| Maureen R. Goldfarb  | No                      | 811-02032, 811-05785, 811-06102, 811-03090, 811-07992, 811-04253, 811-05822, 811-05440, 811-04096, 811-08326, 811-04992, 811-22033, 811-04975, 811-05912, 811-04775, 811-00203, 811-05754, 811-05078, 811-02594, 811-21780, 811-04841, 811-00859, 811-04492, 811-06174, 811-02464, 811-05567, 811-03327, 811-03732, 811-08879, 811-02794, 811-02031, 811-05262 |
| James W. Kilman, Jr. | No                      | 811-22033, 811-08326, 811-05440, 811-02032, 811-05754, 811-04975, 811-00203, 811-06174, 811-02464, 811-05567, 811-04775, 811-04492, 811-07992, 811-00859, 811-08879, 811-21780, 811-05785, 811-04992, 811-04096, 811-03732, 811-03327, 811-04841, 811-05912, 811-05262, 811-04253, 811-02031, 811-03090, 811-02594, 811-05822, 811-05078, 811-06102, 811-02794 |
| Steven E. Buller     | No                      | 811-03327, 811-05822, 811-06102, 811-04992, 811-08326, 811-00859, 811-22033, 811-05440, 811-21780, 811-00203, 811-05754, 811-02794, 811-02032, 811-06174, 811-05262, 811-04975, 811-03090, 811-02594, 811-07992, 811-04775, 811-03732, 811-05078, 811-04492, 811-04841, 811-02464, 811-05567, 811-05785, 811-02031, 811-04096, 811-08879, 811-04253, 811-05912 |
| John A. Caroselli    | No                      | 811-08326, 811-04992, 811-04775, 811-05078, 811-04492, 811-02031, 811-06102, 811-21780, 811-05754, 811-05822, 811-22033, 811-07992, 811-05912, 811-02032, 811-04253, 811-03327, 811-06174, 811-03090, 811-05262, 811-02794, 811-03732, 811-04096, 811-04841, 811-00859, 811-05785, 811-08879, 811-02594, 811-00203, 811-05567, 811-05440, 811-02464, 811-04975 |

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

**Chief compliance officer Record: 1**

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

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

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

- **d. City:** Boston

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

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

- **g. Zip code:** 02199

- **h. Telephone number:** XXXXXX

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

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

**CCO employer Record: 1**

- **i. Name of the person:** —

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

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

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

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

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

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

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

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

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

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

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

### Item B.16. Principal underwriters.

**Principal underwriter Record: 1**

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

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

- **iii. CRD number:** 000031052

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

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

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

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

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

**Public accountant Record: 1**

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

- **b. PCAOB Number:** 34

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

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

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

**Public accountant Record: 2**

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

- **b. PCAOB Number:** 42

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

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

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

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

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

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

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

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

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

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - MFS Low Volatility Global Equity Fund

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

- **a. Full Name of the Fund:** MFS Low Volatility Global Equity Fund

- **b. Series identification number, if any:** S000042702

- **c. LEI:** 5493000CTUSRTHHW0T82

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R4                | C000132029                                | MVGMX                        |
|                           2 | Class B                 | C000132023                                | MVGBX                        |
|                           3 | Class C                 | C000132024                                | MVGCX                        |
|                           4 | Class R1                | C000132026                                | MVGJX                        |
|                           5 | Class R2                | C000132027                                | MVGKX                        |
|                           6 | Class R3                | C000132028                                | MVGLX                        |
|                           7 | Class R6                | C000132030                                | MVGNX                        |
|                           8 | Class A                 | C000132022                                | MVGAX                        |
|                           9 | Class I                 | C000132025                                | MVGIX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

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

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

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

**Securities Lending Record: 1**

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

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $0.00

- **g. Provide the net income from securities lending activities:** $3,144.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

**Custodians Record: 2**

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

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

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

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

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

**Custodians Record: 3**

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

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

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

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

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

**Custodians Record: 4**

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

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

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

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

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

**Custodians Record: 5**

- **i. Full name:** Banco de Chile

- **ii. LEI, if any:** 8B4EZFY8IHJC44TT2K84

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

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

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

**Custodians Record: 6**

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

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

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

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

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

**Custodians Record: 7**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 8**

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

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

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

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

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

**Custodians Record: 9**

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

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

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

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

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

**Custodians Record: 10**

- **i. Full name:** Deutsche Bank Aktiengesellschaft

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

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

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

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

**Custodians Record: 11**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

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

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

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

**Custodians Record: 12**

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

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

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

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

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

**Custodians Record: 13**

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

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

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

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

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

**Custodians Record: 14**

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

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

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

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

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

**Custodians Record: 15**

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

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

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

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

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

**Custodians Record: 16**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

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

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

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

**Custodians Record: 17**

- **i. Full name:** Standard Chartered Bank (Hong Kong) Limited

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

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

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

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

**Custodians Record: 18**

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

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

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

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

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

**Custodians Record: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

**Custodians Record: 21**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

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

**Custodians Record: 22**

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

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

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

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

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

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

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

**Custodians Record: 23**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s. (Bratislava, Bratislavsky, SK, Branch)

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 24**

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

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

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

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

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

**Custodians Record: 25**

- **i. Full name:** BNP Paribas

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

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

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

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

**Custodians Record: 26**

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

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

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

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

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

**Custodians Record: 27**

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

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

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

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

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

**Custodians Record: 28**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

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

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

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

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

**Custodians Record: 29**

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

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

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

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

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

**Custodians Record: 30**

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

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

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

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

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

**Custodians Record: 31**

- **i. Full name:** HSBC Bank Bermuda Limited

- **ii. LEI, if any:** 0W1U67PTV5WY3WYWKD79

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

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

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

**Custodians Record: 32**

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

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

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

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

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

**Custodians Record: 33**

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

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

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

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

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

**Custodians Record: 34**

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

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

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

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

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

**Custodians Record: 35**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

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

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

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

**Custodians Record: 36**

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

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

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

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

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

**Custodians Record: 37**

- **i. Full name:** Joint Stock Company 'Commercial Bank CitiBank'

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

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

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

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

**Custodians Record: 38**

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

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

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

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

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

**Custodians Record: 39**

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

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

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

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

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

**Custodians Record: 40**

- **i. Full name:** AS SEB Pank

- **ii. LEI, if any:** 549300ND1MQ8SNNYMJ22

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

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

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

**Custodians Record: 41**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,650.47

**Brokers Record: 2**

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

- **ii. SEC file number:** 8-15255

- **iii. CRD number:** 000004297

- **iv. LEI, if any:** OXTKY6Q8X53C9ILVV871

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,937.63

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,890.79

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $6,417.66

**Brokers Record: 5**

- **i. Full name of broker:** CLSA Americas, LLC

- **ii. SEC file number:** 8-69166

- **iii. CRD number:** 000165533

- **iv. LEI, if any:** 213800M2DXATWY7JMS07

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,752.94

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000000361

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,454.62

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,836.46

**Brokers Record: 8**

- **i. Full name of broker:** BNY Capital Markets, LLC

- **ii. SEC file number:** 8-35255

- **iii. CRD number:** 000017454

- **iv. LEI, if any:** VJW2DOOHGDT6PR0ZRO63

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $1,780.86

**Brokers Record: 9**

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

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

- **iii. CRD number:** 000002347

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,416.58

**Brokers Record: 10**

- **i. Full name of broker:** BNP Paribas Securities Corp.

- **ii. SEC file number:** 8-32682

- **iii. CRD number:** 000015794

- **iv. LEI, if any:** RCNB6OTYUAMMP879YW96

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $804.69

**Aggregate Commission:** $50,718.51

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

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

- **Item C.19.a - Fund's monthly average net assets:** $278,120,606.89

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

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

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

**Line of Credit details Record: 1**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 2**

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

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

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

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

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

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

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

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

**Line of Credit details Record: 3**

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

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

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

  - **Line Institutions Record: 1 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 2 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 3 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

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

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

  - **Line Institutions Record: 7 Name of institution:** HSBC Bank USA, National Association

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

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 10 Name of institution:** Citibank, N.A.

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

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

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

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

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

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

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

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

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

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

### Management Investment Record: 2 - MFS New Discovery Fund

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

- **a. Full Name of the Fund:** MFS New Discovery Fund

- **b. Series identification number, if any:** S000000765

- **c. LEI:** ZVEMRLDGMDO1D1VDSU87

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

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

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

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

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

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

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class B                 | C000002215                                | MNDBX                        |
|                           2 | Class I                 | C000002217                                | MNDIX                        |
|                           3 | Class R4                | C000002211                                | MNDJX                        |
|                           4 | Class C                 | C000002216                                | MNDCX                        |
|                           5 | Class R1                | C000002219                                | MNDGX                        |
|                           6 | Class R3                | C000002222                                | MNDHX                        |
|                           7 | Class R2                | C000002221                                | MNDRX                        |
|                           8 | Class A                 | C000002210                                | MNDAX                        |
|                           9 | Class R6                | C000075013                                | MNDKX                        |

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

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

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

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

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

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

- [x] N/A

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

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

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

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

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

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

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** Yes

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

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

**Securities Lending Record: 1**

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

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

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

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

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

  **Idemnity Providers Record: 1**

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

  - **2. LEI, if any:** —

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

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

- [x] Revenue sharing split

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

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $17,084,178.27

- **g. Provide the net income from securities lending activities:** $614,513.00

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

Did the Fund rely on the following rules?

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

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

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

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

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

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

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

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

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

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

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

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

**Investment Advisers Record: 1**

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

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

- **iii. CRD number:** 000110045

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

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

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

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

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

**Transfer Agents Record: 1**

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

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

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

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

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

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

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

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

**Pricing Services Record: 1**

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

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

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

**Pricing Services Record: 2**

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

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

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

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

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

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

**Item C.12. Custodians.**

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

**Custodians Record: 1**

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

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

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

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

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

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

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

**Custodians Record: 2**

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

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

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

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

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

**Custodians Record: 3**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

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

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

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

**Custodians Record: 4**

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

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

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

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

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

**Custodians Record: 5**

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

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

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

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

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

**Custodians Record: 6**

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

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

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

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

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

**Custodians Record: 7**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

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

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

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

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

**Custodians Record: 8**

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

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

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

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

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

**Custodians Record: 9**

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

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

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

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

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

**Custodians Record: 10**

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

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

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

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

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

**Custodians Record: 11**

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

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

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

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

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

**Custodians Record: 12**

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

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

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

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

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

**Custodians Record: 13**

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

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

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

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

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

**Custodians Record: 14**

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

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

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

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

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

**Custodians Record: 15**

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

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

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

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

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

**Custodians Record: 16**

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

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

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

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

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

**Custodians Record: 17**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

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

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

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

**Custodians Record: 18**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

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

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

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

**Custodians Record: 19**

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

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

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

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

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

**Custodians Record: 20**

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

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

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

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

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

**Custodians Record: 21**

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

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

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

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

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

**Custodians Record: 22**

- **i. Full name:** BNP Paribas

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

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

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

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

**Custodians Record: 23**

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

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

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

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

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

**Custodians Record: 24**

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

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

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

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

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

**Custodians Record: 25**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

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

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

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

**Custodians Record: 26**

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

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

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

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

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

**Custodians Record: 27**

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

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

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

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

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

**Custodians Record: 28**

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

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

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

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

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

**Custodians Record: 29**

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

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

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

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

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

**Custodians Record: 30**

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

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

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

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

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

**Custodians Record: 31**

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

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

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

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

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

**Custodians Record: 32**

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

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

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

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

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

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

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

**Shareholder Servicing Agents Record: 1**

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

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

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

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

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

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

**Item C.14. Administrators.**

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

**Administrators Record: 1**

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

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

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

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

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

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

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

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

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

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

**Brokers Record: 1**

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

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

- **iii. CRD number:** 000008209

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $51,658.68

**Brokers Record: 2**

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

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

- **iii. CRD number:** 000007654

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $40,574.79

**Brokers Record: 3**

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

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

- **iii. CRD number:** 000000079

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $168,661.24

**Brokers Record: 4**

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

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

- **iii. CRD number:** 000016686

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $79,488.89

**Brokers Record: 5**

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

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

- **iii. CRD number:** 000018476

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $105,084.26

**Brokers Record: 6**

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

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

- **iii. CRD number:** 000006888

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $259,433.40

**Brokers Record: 7**

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

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

- **iii. CRD number:** 000283942

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

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

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

- **vii. Gross commissions paid by the Fund for the reporting period:** $63,801.99

**Brokers Record: 8**

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

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

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $30,176.67

**Brokers Record: 9**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $178,243.43

**Brokers Record: 10**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $152,144.60

**Aggregate Commission:** $1,355,126.30

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $13,896,414.00            |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $5,600,500.00             |
| Jefferies LLC                 | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $6,291,702.00             |
| Goldman Sachs & Co. LLC       | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $18,076,522.50            |
| Citigroup Global Markets Inc. | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $11,513,635.75            |
| UBS Securities LLC            | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $6,564,400.00             |
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $11,533,095.00            |
| BNY Capital Markets, LLC      | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $4,637,651.00             |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $78,113,920.25

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $2,149,684,060.90

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 2 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 3 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 4 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 5 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 6 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 7 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 8 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 9 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 10 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 11 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 12 Name of institution:** Citibank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Research Series                                                  | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Global Equity Fund                             | 811-06102         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Total Return Series                            | 811-08326         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Growth Series                                  | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Research International Fund                    | 811-04777         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Technology Fund                                | 811-04777         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Total Return Fund                              | 811-02031         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Value Series                                   | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS High Income Fund                               | 811-02794         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Growth Series                                  | 811-08326         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Research International Fund                    | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Total Return Series                            | 811-08326         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Research Series                                | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Utilities Series                               | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Technology Fund                                | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 3 - MFS Low Volatility Equity Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Low Volatility Equity Fund

- **b. Series identification number, if any:** S000042701

- **c. LEI:** 549300X3ZVIZOWLC2P38

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R1                | C000132017                                | MLVMX                        |
|                           2 | Class A                 | C000132013                                | MLVAX                        |
|                           3 | Class R2                | C000132018                                | MLVOX                        |
|                           4 | Class C                 | C000132015                                | MLVGX                        |
|                           5 | Class B                 | C000132014                                | MLVBX                        |
|                           6 | Class I                 | C000132016                                | MLVHX                        |
|                           7 | Class R4                | C000132020                                | MLVRX                        |
|                           8 | Class R3                | C000132019                                | MLVPX                        |
|                           9 | Class R6                | C000132021                                | MLVTX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $429.12

**Brokers Record: 2**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $10,288.11

**Brokers Record: 3**

- **i. Full name of broker:** Virtu Americas LLC

- **ii. SEC file number:** 8-68193

- **iii. CRD number:** 000149823

- **iv. LEI, if any:** 549300RA02N3BNSWBV74

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $556.10

**Brokers Record: 4**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $68.41

**Brokers Record: 5**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $62.47

**Brokers Record: 6**

- **i. Full name of broker:** Fidelity Brokerage Services LLC

- **ii. SEC file number:** 8-23292

- **iii. CRD number:** 000007784

- **iv. LEI, if any:** 549300OQFQ4NFIOD5695

- **v. State, if applicable:** RI

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $822.86

**Brokers Record: 7**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $459.34

**Brokers Record: 8**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,115.23

**Brokers Record: 9**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $144.59

**Brokers Record: 10**

- **i. Full name of broker:** Liquidnet, Inc.

- **ii. SEC file number:** 8-52461

- **iii. CRD number:** 000103987

- **iv. LEI, if any:** 213800HSKBBO1GCVRG79

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $125.50

**Aggregate Commission:** $17,131.41

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $384,098,033.51

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS High Income Fund                               | 811-02794         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS International Growth Fund                      | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Research Fund                                  | 811-02031         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Value Fund                                     | 811-04777         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Research Series                                | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Value Series                                   | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Utilities Series                               | 811-08326         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Growth Series                                  | 811-08326         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Technology Fund                                | 811-04777         |
| MFS Research International Fund                    | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Limited Maturity Fund                          | 811-02464         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Income Fund                                    | 811-05262         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Research Series                                | 811-08326         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS New Discovery Series                           | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 2 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 6 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 8 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 10 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 11 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Technology Portfolio                                             | 811-03732         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Research Series                                                  | 811-08326         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 4 - MFS Research International Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Research International Fund

- **b. Series identification number, if any:** S000000766

- **c. LEI:** UH91KW1VFNZQF5FY7237

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000002229                                | MRICX                        |
|                           2 | Class A                 | C000002223                                | MRSAX                        |
|                           3 | Class R6                | C000034436                                | MRSKX                        |
|                           4 | Class R4                | C000002224                                | MRSJX                        |
|                           5 | Class R2                | C000002234                                | MRSRX                        |
|                           6 | Class R3                | C000002235                                | MRSHX                        |
|                           7 | Class B                 | C000002228                                | MRIBX                        |
|                           8 | Class R1                | C000002232                                | MRSGX                        |
|                           9 | Class I                 | C000002230                                | MRSIX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $50,174,777.67

- **g. Provide the net income from securities lending activities:** $131,215.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4 (17 CFR 270.18f-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** Stanbic IBTC Bank Ltd

- **ii. LEI, if any:** 549300NIVXF92ZIOVW61

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** Citibank del Peru S.A.

- **ii. LEI, if any:** MYTK5NHHP1G8TVFGT193

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** Citibank, Anonim Sirketi

- **ii. LEI, if any:** CWZ8NZDH5SKY12Q4US31

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 17**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** Joint Stock Company 'Commercial Bank CitiBank'

- **ii. LEI, if any:** CHSQDSVI1UI96Y2SW097

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** Standard Chartered Bank (Hong Kong) Limited

- **ii. LEI, if any:** X5AV1MBDXGRPX5UGMX13

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** HSBC Bank (China) Company Limited

- **ii. LEI, if any:** 2CZOJRADNJXBLT55G526

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 28**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Jakarta, Jakarta, ID, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 29**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 30**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 31**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 32**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 33**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 34**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 35**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 36**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 37**

- **i. Full name:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 38**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 39**

- **i. Full name:** First Abu Dhabi Bank P.J.S.C.

- **ii. LEI, if any:** 2138002Y3WMK6RZS8H90

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 40**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 41**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 42**

- **i. Full name:** Citibank Maghreb S.A.

- **ii. LEI, if any:** 5493003FVWLMBFTISI11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 43**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 44**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $239,547.41

**Brokers Record: 2**

- **i. Full name of broker:** BNP Paribas Securities Corp.

- **ii. SEC file number:** 8-32682

- **iii. CRD number:** 000015794

- **iv. LEI, if any:** RCNB6OTYUAMMP879YW96

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $263,112.26

**Brokers Record: 3**

- **i. Full name of broker:** RBC Capital Markets, LLC

- **ii. SEC file number:** 8-45411

- **iii. CRD number:** 000031194

- **iv. LEI, if any:** 549300LCO2FLSSVFFR64

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $99,642.64

**Brokers Record: 4**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $368,775.24

**Brokers Record: 5**

- **i. Full name of broker:** Itau International Securities Inc.

- **ii. SEC file number:** 8-67674

- **iii. CRD number:** 000144769

- **iv. LEI, if any:** 54930086LDFU8Z86AH91

- **v. State, if applicable:** FL

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $89,943.11

**Brokers Record: 6**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $104,692.61

**Brokers Record: 7**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $255,449.14

**Brokers Record: 8**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $482,302.11

**Brokers Record: 9**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $380,434.41

**Brokers Record: 10**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $338,272.22

**Aggregate Commission:** $3,145,608.83

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $0.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $16,569,718,561.06

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 2 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 3 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 4 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 5 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 6 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 7 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 8 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 10 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 11 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 12 Name of institution:** The Bank of Nova Scotia, Houston Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Global Equity Series                                             | 811-08326         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Value Fund                                                       | 811-04777         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Income Fund                                                      | 811-05262         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Growth Fund                                                      | 811-04775         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Technology Fund                                | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Growth Series                                  | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Value Series                                   | 811-08326         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Utilities Series                               | 811-08326         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Total Return Series                            | 811-08326         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Value Fund                                     | 811-04777         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research Series                                | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Equity Fund                      | 811-06174         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Research Fund                                  | 811-02031         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS High Income Fund                               | 811-02794         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Lifetime Income Fund                           | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Research Fund                                  | 811-02031         |
| MFS Research Series                                | 811-08326         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS International Equity Fund                      | 811-06174         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS New Discovery Series                           | 811-08326         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Value Fund                                     | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Value Series                                   | 811-08326         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Technology Fund                                | 811-04777         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS High Income Fund                               | 811-02794         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Total Return Series                            | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 5 - MFS Core Equity Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Core Equity Fund

- **b. Series identification number, if any:** S000000763

- **c. LEI:** 3SWG84TY2XZN8131BJ67

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R2                | C000002198                                | MRERX                        |
|                           2 | Class C                 | C000002193                                | MRGCX                        |
|                           3 | Class R3                | C000002199                                | MRGHX                        |
|                           4 | Class A                 | C000002190                                | MRGAX                        |
|                           5 | Class R6                | C000124424                                | MRGKX                        |
|                           6 | Class R4                | C000002191                                | MRGJX                        |
|                           7 | Class B                 | C000002192                                | MRGBX                        |
|                           8 | Class I                 | C000002194                                | MRGRX                        |
|                           9 | Class R1                | C000002196                                | MRGGX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $3,130.77

- **g. Provide the net income from securities lending activities:** $5.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 20**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 28**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 29**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 30**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 31**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $47,022.95

**Brokers Record: 2**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $53,199.36

**Brokers Record: 3**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $75,751.19

**Brokers Record: 4**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $32,457.31

**Brokers Record: 5**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $117,287.71

**Brokers Record: 6**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $164,500.22

**Brokers Record: 7**

- **i. Full name of broker:** JonesTrading Institutional Services LLC

- **ii. SEC file number:** 8-26089

- **iii. CRD number:** 000006888

- **iv. LEI, if any:** 2138008JJ5PA8H5UIL69

- **v. State, if applicable:** CA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $99,479.37

**Brokers Record: 8**

- **i. Full name of broker:** National Financial Services LLC

- **ii. SEC file number:** 8-26740

- **iii. CRD number:** 000013041

- **iv. LEI, if any:** 549300JRHF1MHHWUAW04

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $38,759.50

**Brokers Record: 9**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $158,856.54

**Brokers Record: 10**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $55,624.67

**Aggregate Commission:** $998,503.82

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| J.P. Morgan Securities LLC    | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $6,894,985.25             |
| Citigroup Global Markets Inc. | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $119,064.00               |
| Barclays Capital Inc.         | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $3,388,970.00             |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $589,764.47               |
| Goldman Sachs & Co. LLC       | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $1,324,961.00             |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $1,010,667.00             |
| Jefferies LLC                 | 8-15074           |    000002347 | 58PU97L1C0WSRCWADL48 | NY      | US        | $481,925.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $13,810,336.72

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $6,645,482,078.94

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Diversification Fund             | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Total Return Series                            | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Research Series                                | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS Growth Series                                  | 811-08326         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Research Fund                                  | 811-02031         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Utilities Series                               | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Income Fund                                    | 811-05262         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Value Fund                                     | 811-04777         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Technology Fund                                | 811-04777         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 2 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 3 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 4 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 5 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 6 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 7 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 8 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 9 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 10 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 11 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 12 Name of institution:** The Bank of Nova Scotia, Houston Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Total Return Series                                              | 811-08326         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Value Fund                                                       | 811-04777         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Research Series                                                  | 811-08326         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Value Series                                                     | 811-08326         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Income Portfolio                                                 | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Growth Series                                  | 811-08326         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Research International Fund                    | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Technology Fund                                | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Utilities Series                               | 811-08326         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Total Return Fund                              | 811-02031         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Total Return Series                            | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Value Series                                   | 811-08326         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Municipal Income Fund                          | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Research Fund                                  | 811-02031         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Research Series                                | 811-08326         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS New Discovery Fund                             | 811-04777         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Lifetime 2050 Fund                             | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 6 - MFS U.S. Government Cash Reserve Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS U.S. Government Cash Reserve Fund

- **b. Series identification number, if any:** S000000762

- **c. LEI:** CQT3VZHUKW04X1YLM325

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class R4                | C000002188                                | CRKXX                        |
|                           2 | Class R3                | C000002187                                | CRJXX                        |
|                           3 | Class I                 | C000206005                                | CRHXX                        |
|                           4 | Class R6                | C000206004                                | CRRXX                        |
|                           5 | Class C                 | C000002183                                | MCCXX                        |
|                           6 | Class R1                | C000002184                                | CRVXX                        |
|                           7 | Class B                 | C000002182                                | MCRXX                        |
|                           8 | Class R2                | C000002186                                | CRMXX                        |
|                           9 | Class A                 | C000002179                                | MSRXX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [x] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [ ] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** No

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** —

- **g. Provide the net income from securities lending activities:** —

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

No Brokers reported.

**Item C.17.a. Principal transaction counterparties.**

| Name                                  | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citigroup Global Markets Inc.         | 8-8177            |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $254,003,138.44           |
| BofA Securities, Inc.                 | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $17,253,941,652.93        |
| Barclays Capital Inc.                 | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $438,332,728.47           |
| Morgan Stanley & Co. LLC              | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $66,491,213.09            |
| J.P. Morgan Securities LLC            | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $102,242,745.86           |
| BMO Capital Markets Corp.             | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $72,444,148.64            |
| BNY Capital Markets, LLC              | 8-35255           |    000017454 | VJW2DOOHGDT6PR0ZRO63 | NY      | US        | $780,586,279.34           |
| UBS Securities LLC                    | 8-22651           |    000007654 | T6FIZBDPKLYJKFCRVK44 | NY      | US        | $123,463,675.44           |
| Nomura Securities International, Inc. | 8-15255           |    000004297 | OXTKY6Q8X53C9ILVV871 | NY      | US        | $18,146,206.38            |
| Goldman Sachs & Co. LLC               | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $15,359,670.04            |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $19,125,011,458.63

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.b - Money market fund's daily average net assets:** $483,461,375.05

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 2 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 5 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 6 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 8 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 9 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 10 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 11 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 12 Name of institution:** The Toronto-Dominion Bank, New York Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Research Series                                                  | 811-08326         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Growth Series                                                    | 811-08326         |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Value Series                                                     | 811-08326         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Technology Fund                                                  | 811-04777         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Research International Fund                                      | 811-04777         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Research Series                                | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS International Equity Fund                      | 811-06174         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Research International Fund                    | 811-04777         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Utilities Series                               | 811-08326         |
| MFS Income Fund                                    | 811-05262         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Value Series                                   | 811-08326         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Growth Series                                  | 811-08326         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Diversification Fund             | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Research Fund                                  | 811-02031         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS High Income Fund                               | 811-02794         |
| MFS International Large Cap Value Fund             | 811-04492         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Income Portfolio                               | 811-03732         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS High Income Fund                               | 811-02794         |
| MFS Value Series                                   | 811-08326         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Research Fund                                  | 811-02031         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Total Return Series                            | 811-08326         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Growth Series                                  | 811-08326         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Income Fund                                    | 811-05262         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Research International Fund                    | 811-04777         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Research Series                                | 811-08326         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Limited Maturity Fund                          | 811-02464         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

### Management Investment Record: 7 - MFS Value Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Value Fund

- **b. Series identification number, if any:** S000000769

- **c. LEI:** HV6C0RMURVKFUQ3UTB42

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000002265                                | MEICX                        |
|                           2 | Class B                 | C000002264                                | MFEBX                        |
|                           3 | Class A                 | C000002259                                | MEIAX                        |
|                           4 | Class R1                | C000002268                                | MEIGX                        |
|                           5 | Class R6                | C000033014                                | MEIKX                        |
|                           6 | Class I                 | C000002266                                | MEIIX                        |
|                           7 | Class R3                | C000002271                                | MEIHX                        |
|                           8 | Class R4                | C000002260                                | MEIJX                        |
|                           9 | Class R2                | C000002270                                | MVRRX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $0.00

- **g. Provide the net income from securities lending activities:** $2,187.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 17a-7 (17 CFR 270.17a-7)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 12d1-4 (17 CFR 270.12d1-4)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 32a-4 (17 CFR 270.32a-4)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 6**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 15**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 22**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 25**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 28**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $274,749.19

**Brokers Record: 2**

- **i. Full name of broker:** TD Securities (USA) LLC

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $97,748.60

**Brokers Record: 3**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $204,964.82

**Brokers Record: 4**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-8177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $143,219.82

**Brokers Record: 5**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $271,048.64

**Brokers Record: 6**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $69,109.79

**Brokers Record: 7**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $116,874.36

**Brokers Record: 8**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $151,032.92

**Brokers Record: 9**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $93,387.31

**Brokers Record: 10**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $381,898.34

**Aggregate Commission:** $2,171,745.55

**Item C.17.a. Principal transaction counterparties.**

| Name                       | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Morgan Stanley & Co. LLC   | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $83,161,600.00            |
| J.P. Morgan Securities LLC | 8-35008           |    000000079 | ZBUT11V806EZRVTWT807 | NY      | US        | $585,846,476.77           |
| Barclays Capital Inc.      | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $119,635,553.50           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $788,643,630.27

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $57,935,208,027.82

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Growth Fund                             | 811-05262         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Research Series                                | 811-08326         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International Growth Fund                      | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Diversification Fund             | 811-04492         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Income Fund                                    | 811-05262         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Total Return Series                            | 811-08326         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Value Series                                   | 811-08326         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Income Portfolio                               | 811-03732         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Growth Series                                  | 811-08326         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Research Fund                                  | 811-02031         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS High Income Fund                               | 811-02794         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Technology Fund                                | 811-04777         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Utilities Fund                                 | 811-06102         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Growth Series                                  | 811-08326         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Research International Fund                    | 811-04777         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Utilities Series                               | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Growth Fund                                    | 811-04775         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS Research Series                                | 811-08326         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS International Equity Fund                      | 811-06174         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Technology Fund                                | 811-04777         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS High Income Fund                               | 811-02794         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Income Fund                                    | 811-05262         |
| MFS Research Fund                                  | 811-02031         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Limited Maturity Portfolio                     | 811-08879         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 2 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 3 Name of institution:** Goldman Sachs Bank USA

  - **Line Institutions Record: 4 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 5 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 6 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 7 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 10 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 11 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Bank of Montreal, Chicago Branch

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS International Growth Fund                                        | 811-04492         |
| MFS Technology Fund                                                  | 811-04777         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Global High Yield Fund                                           | 811-02794         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Research Series                                                  | 811-08326         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Value Series                                                     | 811-08326         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Equity Series                                             | 811-08326         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

### Management Investment Record: 8 - MFS Technology Fund

**Item C.1. Background information.**

- **a. Full Name of the Fund:** MFS Technology Fund

- **b. Series identification number, if any:** S000000768

- **c. LEI:** RFHV6YCC4ZBRJX8V4134

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 9

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class   | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | Class C                 | C000002252                                | MTCCX                        |
|                           2 | Class B                 | C000002251                                | MTCBX                        |
|                           3 | Class I                 | C000002253                                | MTCIX                        |
|                           4 | Class R6                | C000124425                                | MTCLX                        |
|                           5 | Class R2                | C000002257                                | MTERX                        |
|                           6 | Class R1                | C000002255                                | MTCKX                        |
|                           7 | Class R4                | C000002250                                | MTCJX                        |
|                           8 | Class A                 | C000002249                                | MTCAX                        |
|                           9 | Class R3                | C000002258                                | MTCHX                        |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** Yes

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

- **b. Did the Fund lend any of its securities during the reporting period?** Yes

  - **i. If yes, during the reporting period, did any borrower fail to return the loaned securities by the contractual deadline with the result that:**

    - **1. The Fund (or it securities lending agent) liquidated collateral pledged to secure the loaned securities?** No

    - **2. The Fund was otherwise adversely impacted?** No

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Goldman Sachs Bank USA

- **ii. LEI, if any:** KD3XUN7C6T14HNAYLU02

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $932,591.92

- **g. Provide the net income from securities lending activities:** $40,945.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 22d-1 (17 CFR 270.22d-1)

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 12d1-1 (17 CFR 270.12d1-1)

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. SEC file number:** 801-17352

- **iii. CRD number:** 000110045

- **iv. LEI, if any:** 1G3OSH3GLGJ7X1JC5I61

- **v. State, if applicable:** MA

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **ii. SEC file number:** 084-01316

- **iv. State, if applicable:** MA

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** London Stock Exchange Group PLC

- **ii. LEI, if any, or provide and describe other identifying number:** 213800QAUUUP6I445N30

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** BNP Paribas (Athens, Attica, GR, Branch)

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 2**

- **i. Full name:** Bank Handlowy w Warszawie Spolka Akcyjna

- **ii. LEI, if any:** XLEZHWWOI4HFQDGL4793

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 3**

- **i. Full name:** UBS Switzerland AG

- **ii. LEI, if any:** 549300WOIFUSNYH0FL22

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 4**

- **i. Full name:** Citibank, National Association (Singapore, SG, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 5**

- **i. Full name:** Euroclear Bank

- **ii. LEI, if any:** 549300OZ46BRLZ8Y6F65

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign securities depository - rule 17f-7 (17 CFR 270.17f-7)

**Custodians Record: 6**

- **i. Full name:** Skandinaviska Enskilda Banken AB

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 7**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 8**

- **i. Full name:** Bank Hapoalim B.M.

- **ii. LEI, if any:** B6ARUI4946ST4S7WOU88

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 9**

- **i. Full name:** BANCO CITI MEXICO S.A. INSTITUCION DE BANCA MULTIPLE, GRUPO FINANCIERO CITI MEXICO

- **ii. LEI, if any:** 529900H31AYI6WA1J534

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 10**

- **i. Full name:** State Street Bank International GmbH

- **ii. LEI, if any:** ZMHGNT7ZPKZ3UFZ8EO46

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 11**

- **i. Full name:** Royal Bank of Canada

- **ii. LEI, if any:** ES7IP3U3RHIGC71XBU11

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 12**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 13**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 14**

- **i. Full name:** State Street Bank and Trust Company

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Bank - section 17(f)(1) (15 U.S.C. 80a-17(f)(1))

**Custodians Record: 15**

- **i. Full name:** Intesa Sanpaolo S.p.A.

- **ii. LEI, if any:** 2W8N8UU78PMDQKZENC08

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 16**

- **i. Full name:** UniCredit Bank Czech Republic and Slovakia, a.s.

- **ii. LEI, if any:** KR6LSKV3BTSJRD41IF75

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 17**

- **i. Full name:** Citibank Europe Public Limited Company

- **ii. LEI, if any:** N1FBEDJ5J41VKZLO2475

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 18**

- **i. Full name:** Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)

- **ii. LEI, if any:** RB0PEZSDGCO3JS6CEU02

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 19**

- **i. Full name:** BNP Paribas

- **ii. LEI, if any:** R0MUWSFPU8MPRO8K5P83

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 20**

- **i. Full name:** State Street Bank and Trust Company (Edinburgh, GB, Branch)

- **ii. LEI, if any:** 571474TGEMMWANRLN572

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 21**

- **i. Full name:** Citibank, National Association (Mumbai, Maharashtra, IN, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 22**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Amsterdam, Noord Holland, NL, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 23**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Taipei City, TW, Branch)

- **ii. LEI, if any:** 25490016G0WR60ANOK04

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 24**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 25**

- **i. Full name:** State Street Trust Company Canada

- **ii. LEI, if any:** 549300L71XG2CTQ2V827

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 26**

- **i. Full name:** Deutsche Bank Aktiengesellschaft (Makati City, Metro Manila, PH, Branch)

- **ii. LEI, if any:** 7LTWFZYICNSX8D621K86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 27**

- **i. Full name:** Deutsche Bank (Malaysia) Berhad

- **ii. LEI, if any:** 529900DLWFR8HK7DR278

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 28**

- **i. Full name:** UniCredit Bank Austria AG

- **ii. LEI, if any:** D1HEB8VEU6D9M8ZUXG17

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 29**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 30**

- **i. Full name:** Skandinaviska Enskilda Banken AB (Copenhagen, Hovedstaden, DK, Branch)

- **ii. LEI, if any:** F3JS33DEI6XQ4ZBPTN86

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 31**

- **i. Full name:** Standard Chartered Bank (Thai) Public Company Limited

- **ii. LEI, if any:** 549300O1LQYCQ7G1IM57

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 32**

- **i. Full name:** The Hongkong and Shanghai Banking Corporation Limited

- **ii. LEI, if any:** 2HI3YI5320L3RW6NJ957

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 33**

- **i. Full name:** UniCredit Bank Hungary Zrt.

- **ii. LEI, if any:** Y28RT6GGYJ696PMW8T44

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 34**

- **i. Full name:** Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

**Custodians Record: 35**

- **i. Full name:** Standard Chartered Bank (Johannesburg, Gauteng, ZA, Branch)

- **ii. LEI, if any:** RILFO74KP1CM8P6PCT96

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Foreign custodian - rule 17f-5 (17 CFR 270.17f-5)

- **b. Was a custodian hired or terminated during the reporting period?** Yes

**Item C.13 - Shareholder Servicing Agents**

**Shareholder Servicing Agents Record: 1**

- **i. Full name:** MFS Service Center, Inc.

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the shareholder servicing agent an affiliated person?:** Yes

- **vi. Is the shareholder servicing agent a sub-shareholder servicing agent?:** No

- **b. Has a shareholder servicing agent been hired or terminated during the reporting period?** No

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** Massachusetts Financial Services Company

- **ii. LEI, if any, or other identifying number:** 1G3OSH3GLGJ7X1JC5I61

- **iii. State, if applicable:** MA

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** JonesTrading Institutional Services LLC

- **ii. SEC file number:** 8-26089

- **iii. CRD number:** 000006888

- **iv. LEI, if any:** 2138008JJ5PA8H5UIL69

- **v. State, if applicable:** CA

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $11,687.78

**Brokers Record: 2**

- **i. Full name of broker:** BMO Capital Markets Corp.

- **ii. SEC file number:** 8-34344

- **iii. CRD number:** 000016686

- **iv. LEI, if any:** RUC0QBLBRPRCU4W1NE59

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $14,614.93

**Brokers Record: 3**

- **i. Full name of broker:** UBS Securities LLC

- **ii. SEC file number:** 8-22651

- **iii. CRD number:** 000007654

- **iv. LEI, if any:** T6FIZBDPKLYJKFCRVK44

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $19,243.52

**Brokers Record: 4**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $12,790.26

**Brokers Record: 5**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $9,888.62

**Brokers Record: 6**

- **i. Full name of broker:** Jefferies LLC

- **ii. SEC file number:** 8-15074

- **iii. CRD number:** 000002347

- **iv. LEI, if any:** 58PU97L1C0WSRCWADL48

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $41,412.99

**Brokers Record: 7**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $4,950.07

**Brokers Record: 8**

- **i. Full name of broker:** TD Securities (USA) LLC

- **ii. SEC file number:** 8-36747

- **iii. CRD number:** 000018476

- **iv. LEI, if any:** SUVUFHICNZMP2WKHG940

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $14,829.18

**Brokers Record: 9**

- **i. Full name of broker:** Barclays Capital Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $7,732.26

**Brokers Record: 10**

- **i. Full name of broker:** J.P. Morgan Securities LLC

- **ii. SEC file number:** 8-35008

- **iii. CRD number:** 000000079

- **iv. LEI, if any:** ZBUT11V806EZRVTWT807

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $40,291.83

**Aggregate Commission:** $190,365.52

**Item C.17.a. Principal transaction counterparties.**

| Name                     | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Goldman Sachs & Co. LLC  | 8-129             |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $72,562.00                |
| Morgan Stanley & Co. LLC | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $125,136.00               |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $197,698.00

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** Yes

- **Item C.19.a - Fund's monthly average net assets:** $2,025,770,730.99

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $200,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Research Fund                                  | 811-02031         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Utilities Series                               | 811-08326         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Research International Fund                    | 811-04777         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Total Return Series                            | 811-08326         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS Growth Series                                  | 811-08326         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Value Fund                                     | 811-04777         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Research Series                                | 811-08326         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS Income Fund                                    | 811-05262         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS High Income Fund                               | 811-02794         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS Corporate Bond Fund                            | 811-02464         |
| MFS International Equity Fund                      | 811-06174         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS New Discovery Series                           | 811-08326         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Growth Fund                                    | 811-04775         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Value Series                                   | 811-08326         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,450,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** Bank of Montreal, Chicago Branch

  - **Line Institutions Record: 2 Name of institution:** The Bank of Nova Scotia, Houston Branch

  - **Line Institutions Record: 3 Name of institution:** JPMorgan Chase Bank, N.A.

  - **Line Institutions Record: 4 Name of institution:** State Street Bank and Trust Company

  - **Line Institutions Record: 5 Name of institution:** Wells Fargo Bank, National Association

  - **Line Institutions Record: 6 Name of institution:** Canadian Imperial Bank of Commerce

  - **Line Institutions Record: 7 Name of institution:** Royal Bank of Canada

  - **Line Institutions Record: 8 Name of institution:** The Toronto-Dominion Bank, New York Branch

  - **Line Institutions Record: 9 Name of institution:** HSBC Bank USA, National Association

  - **Line Institutions Record: 10 Name of institution:** Bank of America, N.A.

  - **Line Institutions Record: 11 Name of institution:** Citibank, N.A.

  - **Line Institutions Record: 12 Name of institution:** Goldman Sachs Bank USA

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                                         | SEC File number   |
|:---|:---|
| MFS Global Equity Series                                             | 811-08326         |
| MFS Meridian Funds - Global Concentrated Fund                        | N/A               |
| MFS Investment Funds - Low Volatility Global Equity Fund             | N/A               |
| MFS Lifetime 2045 Fund                                               | 811-21780         |
| MFS Total Return Bond Fund                                           | 811-02464         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST                                 | 811-05785         |
| MFS Conservative Allocation Portfolio                                | 811-08879         |
| MFS Aggressive Growth Allocation Fund                                | 811-04492         |
| MFS Global Growth Portfolio                                          | 811-03732         |
| MFS Meridian Funds - U.S. Concentrated Growth Fund                   | N/A               |
| MFS Lifetime 2035 Fund                                               | 811-21780         |
| MFS Blended Research Small Cap Equity Fund                           | 811-04492         |
| MFS Investment Funds - U.S. Municipal Bond Fund                      | N/A               |
| MFS Core Equity Fund                                                 | 811-04777         |
| MFS Limited Maturity Portfolio                                       | 811-08879         |
| MFS Blended Research Mid Cap Equity Fund                             | 811-04492         |
| MFS Virginia Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Limited Maturity Fund                           | N/A               |
| MFS International Intrinsic Value Fund                               | 811-04492         |
| MFS Global Alternative Strategy Fund                                 | 811-04253         |
| MFS Meridian Funds - European Research Fund                          | N/A               |
| MFS Technology Portfolio                                             | 811-03732         |
| MFS Core Equity Portfolio                                            | 811-03732         |
| MFS Global Equity Fund                                               | 811-06102         |
| MFS Mid Cap Growth Series                                            | 811-08326         |
| MFS Meridian Funds - U.S. Value Fund                                 | N/A               |
| MFS New York Municipal Bond Fund                                     | 811-04096         |
| MFS Meridian Funds - Diversified Income Fund                         | N/A               |
| MFS Emerging Markets Debt Local Currency Fund                        | 811-04492         |
| MFS Conservative Allocation Fund                                     | 811-04492         |
| MFS Meridian Funds - Global High Yield Fund                          | N/A               |
| MFS Meridian Funds - Global Total Return Fund                        | N/A               |
| MFS U.S. Government Money Market Portfolio                           | 811-03732         |
| MFS Meridian Funds - Emerging Markets Equity Research Fund           | N/A               |
| MFS Georgia Municipal Bond Fund                                      | 811-04096         |
| MFS Emerging Markets Equity Research Fund                            | 811-03090         |
| MFS Meridian Funds - Global Listed Infrastructure Fund               | N/A               |
| MFS Blended Research Value Equity Fund                               | 811-04492         |
| MFS Global Total Return Fund                                         | 811-06102         |
| MFS Inflation-Adjusted Bond Portfolio                                | 811-08879         |
| MFS Meridian Funds - Prudent Wealth Fund                             | N/A               |
| MFS North Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Global Real Estate Fund                                          | 811-03327         |
| MFS Total Return Series                                              | 811-08326         |
| MFS Growth Series                                                    | 811-08326         |
| MFS Lifetime 2040 Fund                                               | 811-21780         |
| MFS Meridian Funds - U.S. Total Return Bond Fund                     | N/A               |
| MFS South Carolina Municipal Bond Fund                               | 811-04096         |
| MFS Institutional Money Market Portfolio                             | 811-22033         |
| MFS International New Discovery Fund                                 | 811-02031         |
| MFS Research Fund                                                    | 811-02031         |
| MFS Massachusetts Municipal Bond Fund                                | 811-04096         |
| MFS New Discovery value Fund                                         | 811-03327         |
| MFS U.S. Government Money Market Fund                                | 811-02594         |
| MFS Meridian Funds - Euro Credit Fund                                | N/A               |
| MFS International Growth Fund                                        | 811-04492         |
| MFS Lifetime 2030 Fund                                               | 811-21780         |
| MFS Research International Portfolio                                 | 811-03732         |
| MFS International Large Cap Value Fund                               | 811-04492         |
| MFS Commodity Strategy Fund                                          | 811-04253         |
| MFS Income Fund                                                      | 811-05262         |
| MFS Meridian Funds - U.S. Government Bond Fund                       | N/A               |
| MFS Emerging Markets Debt Fund                                       | 811-04492         |
| MFS Moderate Allocation Portfolio                                    | 811-08879         |
| MFS Blended Research Core Equity Fund                                | 811-07992         |
| MFS Investors Trust Series                                           | 811-08326         |
| MFS Mississippi Municipal Bond Fund                                  | 811-04096         |
| MFS High Yield Portfolio                                             | 811-03732         |
| MFS Lifetime 2060 Fund                                               | 811-21780         |
| MFS Diversified Income Fund                                          | 811-03327         |
| MFS Meridian Funds - Japan Equity Fund                               | N/A               |
| MFS Massachusetts Investors Growth Stock Portfolio                   | 811-03732         |
| MFS Meridian Funds - U.S. Corporate Bond Fund                        | N/A               |
| MFS Value Fund                                                       | 811-04777         |
| MFS Government Securities Fund                                       | 811-03327         |
| MFS Research International Fund                                      | 811-04777         |
| MFS Meridian Funds - Global Intrinsic Value Fund                     | N/A               |
| MFS Meridian Funds - European Smaller Companies Fund                 | N/A               |
| MFS Maryland Municipal Bond Fund                                     | 811-04096         |
| MFS Global Opportunistic Bond Fund                                   | 811-04492         |
| MFS New Discovery Fund                                               | 811-04777         |
| MFS Mid Cap Value Fund                                               | 811-07992         |
| MFS Blended Research Small Cap Equity Portfolio                      | 811-08879         |
| MFS Global Tactical Allocation Portfolio                             | 811-03732         |
| MFS Municipal Limited Maturity Fund                                  | 811-02464         |
| MFS HIGH YIELD MUNICIPAL TRUST                                       | 811-04992         |
| MFS High Income Fund                                                 | 811-02794         |
| MFS Meridian Funds - Global Credit Fund                              | N/A               |
| MFS Global Growth Fund                                               | 811-05262         |
| MFS Managed Wealth Fund                                              | 811-04492         |
| MFS Meridian Funds - Inflation-Adjusted Bond Fund                    | N/A               |
| MFS Meridian Funds - European Core Equity Fund                       | N/A               |
| MFS Lifetime Income Fund                                             | 811-21780         |
| MFS Meridian Funds - Global New Discovery Fund                       | N/A               |
| MFS U.S. Government Cash Reserve Fund                                | 811-04777         |
| MFS Utilities Fund                                                   | 811-06102         |
| MFS International Growth Portfolio                                   | 811-03732         |
| MFS Meridian Funds - Global Flexible Multi-Asset Fund                | N/A               |
| MFS Low Volatility Global Equity Fund                                | 811-04777         |
| MFS Income Portfolio                                                 | 811-03732         |
| MFS Pennsylvania Municipal Bond Fund                                 | 811-04096         |
| MFS Meridian Funds - Contrarian Capital Fund                         | N/A               |
| MFS High Yield Pooled Portfolio                                      | 811-02794         |
| MFS Meridian Funds - Global Strategic Equity Fund                    | N/A               |
| MFS Meridian Funds - Emerging Markets Equity Fund                    | N/A               |
| MFS Corporate Bond Fund                                              | 811-02464         |
| MFS HIGH INCOME MUNICIPAL TRUST                                      | 811-05754         |
| MFS Mid Cap Growth Fund                                              | 811-02594         |
| MFS Meridian Funds - Global Equity Fund                              | N/A               |
| MFS New Discovery Value Portfolio                                    | 811-08879         |
| MFS Growth Fund                                                      | 811-04775         |
| MFS Limited Maturity Fund                                            | 811-02464         |
| MFS International Diversification Fund                               | 811-04492         |
| MFS Lifetime 2025 Fund                                               | 811-21780         |
| MFS MUNICIPAL INCOME TRUST                                           | 811-04841         |
| MFS Investment Funds - European Research Fund                        | N/A               |
| MFS Equity Income Fund                                               | 811-03090         |
| MFS Intrinsic Value Fund                                             | 811-03090         |
| MFS Investment Funds - Global Concentrated Equity Fund               | N/A               |
| MFS Growth Allocation Portfolio                                      | 811-08879         |
| MFS Utilities Series                                                 | 811-08326         |
| MFS Arkansas Municipal Bond Fund                                     | 811-04096         |
| MFS Corporate Bond Portfolio                                         | 811-03732         |
| MFS International Equity Fund                                        | 811-06174         |
| MFS Total Return Fund                                                | 811-02031         |
| MFS Meridian Funds - Blended Research European Equity Fund           | N/A               |
| MFS Value Series                                                     | 811-08326         |
| MFS Global Real Estate Portfolio                                     | 811-08879         |
| MFS Moderate Allocation Fund                                         | 811-04492         |
| MFS Blended Research Core Equity Portfolio                           | 811-03732         |
| MFS Alabama Municipal Bond Fund                                      | 811-04096         |
| MFS Low Volatility Equity Fund                                       | 811-04777         |
| MFS Emerging Markets Equity Portfolio                                | 811-03732         |
| MFS Core Bond Fund                                                   | 811-21780         |
| MFS New Discovery Series                                             | 811-08326         |
| MFS Emerging Markets Equity Fund                                     | 811-04492         |
| MFS Research Series                                                  | 811-08326         |
| MFS Investment Funds - Global Value Fund                             | N/A               |
| MFS Meridian Funds - Contrarian Value Fund                           | N/A               |
| MFS Blended Research Growth Equity Fund                              | 811-04492         |
| MFS Inflation-Adjusted Bond Fund                                     | 811-02464         |
| MFS Meridian Funds - Emerging Markets Debt Local Currency Fund       | N/A               |
| MFS Meridian Funds - U.S. Growth Fund                                | N/A               |
| MFS Meridian Funds - Global Equity Income Fund                       | N/A               |
| MFS Investment Funds - Global Equity Fund                            | N/A               |
| MFS Total Return Bond Series                                         | 811-08326         |
| MFS Lifetime 2050 Fund                                               | 811-21780         |
| MFS Municipal Intermediate Fund                                      | 811-04096         |
| MFS Government Securities Portfolio                                  | 811-03732         |
| MFS Meridian Funds - Prudent Capital Fund                            | N/A               |
| MFS Global Governments Portfolio                                     | 811-03732         |
| MFS Growth Allocation Fund                                           | 811-04492         |
| MFS Global New Discovery Fund                                        | 811-02594         |
| MFS Blended Research Emerging Markets Equity Fund                    | 811-02594         |
| MFS Blended Research International Equity Fund                       | 811-02594         |
| MFS Mid Cap Value Portfolio                                          | 811-08879         |
| MFS Meridian Funds - Asia Ex-Japan Fund                              | N/A               |
| MFS Meridian Funds - Global Research Focused Fund                    | N/A               |
| MFS Global High Yield Fund                                           | 811-02794         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND                            | 811-00859         |
| MFS Meridian Funds - Global Opportunistic Bond Fund                  | N/A               |
| MFS Meridian Funds - U.K. Equity Fund                                | N/A               |
| MFS California Municipal Bond Fund                                   | 811-04096         |
| MFS Lifetime 2065 Fund                                               | 811-21780         |
| MFS Meridian Funds - Emerging Markets Debt Fund                      | N/A               |
| MFS Meridian Funds - Continental European Equity Fund                | N/A               |
| MFS Investment Funds - Global Value Ex-Japan Fund                    | N/A               |
| MFS INTERMEDIATE INCOME TRUST                                        | 811-05440         |
| MFS Investment Funds - Blended Research Emerging Markets Equity Fund | N/A               |
| MFS GOVERNMENT MARKETS INCOME TRUST                                  | 811-05078         |
| MFS West Virginia Municipal Bond Fund                                | 811-04096         |
| Massachusetts Investors Trust                                        | 811-00203         |
| MFS Municipal Income Fund                                            | 811-04096         |
| MFS Meridian Funds - European Value Fund                             | N/A               |
| MFS Municipal High Income Fund                                       | 811-02794         |
| MFS Investment Funds - Blended Research Global Equity Fund           | N/A               |
| MFS International Intrinsic Value Portfolio                          | 811-03732         |
| MFS Global Research Portfolio                                        | 811-03732         |
| MFS Lifetime 2055 Fund                                               | 811-21780         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 3**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** State Street Bank and Trust Company

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                       | SEC File number   |
|:---|:---|
| MFS Global Growth Portfolio                        | 811-03732         |
| MFS New Discovery Value Portfolio                  | 811-08879         |
| MFS Total Return Bond Fund                         | 811-02464         |
| MFS Limited Maturity Fund                          | 811-02464         |
| MFS International Intrinsic Value Portfolio        | 811-03732         |
| MFS Income Portfolio                               | 811-03732         |
| MFS Government Securities Fund                     | 811-03327         |
| MFS Blended Research Value Equity Fund             | 811-04492         |
| MFS Institutional Money Market Portfolio           | 811-22033         |
| MFS Corporate Bond Portfolio                       | 811-03732         |
| MFS Limited Maturity Portfolio                     | 811-08879         |
| MFS Blended Research International Equity Fund     | 811-02594         |
| MFS Technology Portfolio                           | 811-03732         |
| MFS High Yield Pooled Portfolio                    | 811-02794         |
| MFS International Intrinsic Value Fund             | 811-04492         |
| MFS Lifetime Income Fund                           | 811-21780         |
| MFS Maryland Municipal Bond Fund                   | 811-04096         |
| MFS Blended Research Mid Cap Equity Fund           | 811-04492         |
| MFS Diversified Income Fund                        | 811-03327         |
| MFS Municipal Income Fund                          | 811-04096         |
| MFS Lifetime 2030 Fund                             | 811-21780         |
| MFS Arkansas Municipal Bond Fund                   | 811-04096         |
| MFS Global Real Estate Portfolio                   | 811-08879         |
| MFS Corporate Bond Fund                            | 811-02464         |
| Massachusetts Investors Trust                      | 811-00203         |
| MFS Moderate Allocation Portfolio                  | 811-08879         |
| MFS High Yield Portfolio                           | 811-03732         |
| MFS Emerging Markets Equity Portfolio              | 811-03732         |
| MFS International Growth Fund                      | 811-04492         |
| MFS Lifetime 2055 Fund                             | 811-21780         |
| MFS New Discovery Series                           | 811-08326         |
| MFS New Discovery Fund                             | 811-04777         |
| MFS Lifetime 2035 Fund                             | 811-21780         |
| MFS Core Bond Fund                                 | 811-21780         |
| MFS Moderate Allocation Fund                       | 811-04492         |
| MFS Commodity Strategy Fund                        | 811-04253         |
| MFS Lifetime 2025 Fund                             | 811-21780         |
| MFS South Carolina Municipal Bond Fund             | 811-04096         |
| MFS INVESTMENT GRADE MUNICIPAL TRUST               | 811-05785         |
| MFS Research Series                                | 811-08326         |
| MFS International New Discovery Fund               | 811-02031         |
| MFS Global Equity Fund                             | 811-06102         |
| MFS Government Securities Portfolio                | 811-03732         |
| MFS Global Tactical Allocation Portfolio           | 811-03732         |
| MFS Global Equity Series                           | 811-08326         |
| MFS North Carolina Municipal Bond Fund             | 811-04096         |
| MFS Lifetime 2040 Fund                             | 811-21780         |
| MFS California Municipal Bond Fund                 | 811-04096         |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND          | 811-00859         |
| MFS Utilities Fund                                 | 811-06102         |
| MFS Global Growth Fund                             | 811-05262         |
| MFS Low Volatility Equity Fund                     | 811-04777         |
| MFS U.S. Government Money Market Portfolio         | 811-03732         |
| MFS International Diversification Fund             | 811-04492         |
| MFS Lifetime 2050 Fund                             | 811-21780         |
| MFS West Virginia Municipal Bond Fund              | 811-04096         |
| MFS New York Municipal Bond Fund                   | 811-04096         |
| MFS Global High Yield Fund                         | 811-02794         |
| MFS Georgia Municipal Bond Fund                    | 811-04096         |
| MFS Global Total Return Fund                       | 811-06102         |
| MFS Municipal Limited Maturity Fund                | 811-02464         |
| MFS Research International Portfolio               | 811-03732         |
| MFS Mid Cap Value Portfolio                        | 811-08879         |
| MFS Growth Series                                  | 811-08326         |
| MFS Conservative Allocation Fund                   | 811-04492         |
| MFS Growth Allocation Portfolio                    | 811-08879         |
| MFS International Equity Fund                      | 811-06174         |
| MFS New Discovery value Fund                       | 811-03327         |
| MFS Mississippi Municipal Bond Fund                | 811-04096         |
| MFS HIGH INCOME MUNICIPAL TRUST                    | 811-05754         |
| MFS Municipal Intermediate Fund                    | 811-04096         |
| MFS Inflation-Adjusted Bond Fund                   | 811-02464         |
| MFS Massachusetts Investors Growth Stock Portfolio | 811-03732         |
| MFS Inflation-Adjusted Bond Portfolio              | 811-08879         |
| MFS Pennsylvania Municipal Bond Fund               | 811-04096         |
| MFS Blended Research Emerging Markets Equity Fund  | 811-02594         |
| MFS Blended Research Small Cap Equity Fund         | 811-04492         |
| MFS Global New Discovery Fund                      | 811-02594         |
| MFS Aggressive Growth Allocation Fund              | 811-04492         |
| MFS Managed Wealth Fund                            | 811-04492         |
| MFS Municipal High Income Fund                     | 811-02794         |
| MFS Global Research Portfolio                      | 811-03732         |
| MFS Virginia Municipal Bond Fund                   | 811-04096         |
| MFS Global Alternative Strategy Fund               | 811-04253         |
| MFS Emerging Markets Debt Fund                     | 811-04492         |
| MFS Value Series                                   | 811-08326         |
| MFS International Large Cap Value Fund             | 811-04492         |
| MFS Mid Cap Growth Series                          | 811-08326         |
| MFS MUNICIPAL INCOME TRUST                         | 811-04841         |
| MFS Lifetime 2060 Fund                             | 811-21780         |
| MFS Value Fund                                     | 811-04777         |
| MFS Growth Fund                                    | 811-04775         |
| MFS HIGH YIELD MUNICIPAL TRUST                     | 811-04992         |
| MFS Core Equity Portfolio                          | 811-03732         |
| MFS Total Return Fund                              | 811-02031         |
| MFS Emerging Markets Debt Local Currency Fund      | 811-04492         |
| MFS Emerging Markets Equity Research Fund          | 811-03090         |
| MFS Intrinsic Value Fund                           | 811-03090         |
| MFS Emerging Markets Equity Fund                   | 811-04492         |
| MFS U.S. Government Cash Reserve Fund              | 811-04777         |
| MFS GOVERNMENT MARKETS INCOME TRUST                | 811-05078         |
| MFS Low Volatility Global Equity Fund              | 811-04777         |
| MFS Research Fund                                  | 811-02031         |
| MFS Global Governments Portfolio                   | 811-03732         |
| MFS INTERMEDIATE INCOME TRUST                      | 811-05440         |
| MFS Utilities Series                               | 811-08326         |
| MFS Blended Research Small Cap Equity Portfolio    | 811-08879         |
| MFS Equity Income Fund                             | 811-03090         |
| MFS Investors Trust Series                         | 811-08326         |
| MFS International Growth Portfolio                 | 811-03732         |
| MFS Alabama Municipal Bond Fund                    | 811-04096         |
| MFS Total Return Bond Series                       | 811-08326         |
| MFS Massachusetts Municipal Bond Fund              | 811-04096         |
| MFS Total Return Series                            | 811-08326         |
| MFS Blended Research Core Equity Fund              | 811-07992         |
| MFS Mid Cap Value Fund                             | 811-07992         |
| MFS Core Equity Fund                               | 811-04777         |
| MFS Lifetime 2045 Fund                             | 811-21780         |
| MFS Conservative Allocation Portfolio              | 811-08879         |
| MFS Blended Research Growth Equity Fund            | 811-04492         |
| MFS Income Fund                                    | 811-05262         |
| MFS Global Opportunistic Bond Fund                 | 811-04492         |
| MFS Mid Cap Growth Fund                            | 811-02594         |
| MFS Lifetime 2065 Fund                             | 811-21780         |
| MFS Global Real Estate Fund                        | 811-03327         |
| MFS Growth Allocation Fund                         | 811-04492         |
| MFS Blended Research Core Equity Portfolio         | 811-03732         |
| MFS U.S. Government Money Market Fund              | 811-02594         |
| MFS High Income Fund                               | 811-02794         |
| MFS Research International Fund                    | 811-04777         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** MFS SERIES TRUST I

**Date:** 2025-11-13

**Signature:** James Byrne

**Title:** Assistant Treasurer