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MFS® Growth Allocation Fund

       
   
   
   

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Class R4 shares ("R4") are available only to certain retirement plans.

 
Symbol: MAGJX   CUSIP:  552746307   Newspaper Abbreviation: PENDING   Fund number: 4528  
Daily NAV:  $18.08  (as of 4/17/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Performance

Start of Investment Operations: June 28, 2002
Class Inception: April 1, 2005
Maximum Sales Charge:  —


Average Annual Total Returns, not including sales charges (%)
These results represent the percent change in net asset value.

  Updated Daily as of 4/17/14, subject to revision. (not annualized) Updated Monthly as of 3/31/14
  YTD 1Yr 3Yr 5Yr 10Yr Life
  1.01 14.29 9.97 18.22 7.47 8.16




Average Annual Total Returns , not including sales charges (%) Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

  YTD 1Yr 3Yr 5Yr 10Yr Life
  1.45 14.29 9.97 18.22 7.47 8.16




Important Performance Information



Annual Rates of Return at NAV (%)
  Year Rate of Return
  2013   20.49    
  2012   15.82    
  2011   -2.09    
  2010   17.08    
  2009   32.70    
  2008   -34.19    
  2007   9.15    
  2006   12.87    
  2005   6.96    
  2004   13.95    

Expense Ratios (%)
Gross Net
0.87 0.87
Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance.

 
Important Performance Information

 
 
Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

 
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

 
 
Performance for Class R shares includes the performance of the fund’s Class I shares, adjusted to take into account differences in sales loads and class-specific operating expenses (such as Rule 12b-1 fees), if any, for periods prior to their offering. Please see the prospectus for additional information about performance and expenses.

 
Sales Charges

 
Class R4 shares ("R4") have no initial sales charge or CDSC. Shares are available only to certain retirement plans.

 
Important Risk Considerations

 
The fund may not achieve its objective and/or you could lose money on your investment in the fund.

 
Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, political, regulatory, geopolitical, and other conditions.

 
Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall), therefore the Fund's share price may decline during rising rate environments as the underlying debt instruments in the portfolio adjust to the rise in rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or other conditions.

 
Investments in small-cap companies can be more volatile than investments in larger companies.

 
MFS’ strategy of investing in underlying funds exposes the fund to the risks of the underlying funds.

 
Please see the prospectus for further information on these and other risk considerations.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.