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0000783740 cik0000783740:S000002507Member cik0000783740:MFSModerateAllocationFundBlendedIndex326Member 2025-01-01 2025-12-31 0000783740 cik0000783740:S000002507Member cik0000783740:MFSModerateAllocationFundBlendedIndex326Member 2021-01-01 2025-12-31 0000783740 cik0000783740:S000002507Member cik0000783740:MFSModerateAllocationFundBlendedIndex326Member 2016-01-01 2025-12-31 iso4217:USD pure N-1A MFS® SERIES TRUST X 2026-09-28 2026-09-28 MFS® Aggressive Growth Allocation Fund Summary of Key Information MAAGX MBAGX MCAGX MIAGX MAAFX MAWAX MAAHX MAALX AGGPX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund's investment objective is to seek a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)</p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 15 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0012 0.0012 0.0012 0.0012 0.0012 0.0012 0.0012 0.0012 0.0004 0.0062 0.0062 0.0062 0.0062 0.0062 0.0062 0.0062 0.0062 0.0062 0.0099 0.0174 0.0174 0.0074 0.0174 0.0124 0.0099 0.0074 0.0066 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 670 872 1091 1718 577 848 1144 1853 177 548 944 1853 277 548 944 1853 177 548 944 1853 76 237 411 918 177 548 944 2052 126 393 681 1500 101 315 547 1213 76 237 411 918 67 211 368 822 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 1% of the average value of its portfolio.</p> 0.01 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund’s investment adviser), referred to as underlying funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, currently real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”). </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds, including emerging market underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic (potentially including emerging market), interest rate, and credit exposure as potential investments for the fund, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">100%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">99.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">58.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">30.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">0.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.3%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. In addition, inflation-adjusted debt instruments may lose value in the event the actual rate of inflation is different than the rate of the applicable inflation index. If inflation is negative, principal and income can both decline.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 8.46%. During the period(s) shown in the bar chart, the highest quarterly return was 18.98% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (20.56)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0846 highest quarterly return 0.1898 2020-06-30 lowest quarterly return -0.2056 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.1001 0.0687 0.0976 0.1299 0.0717 0.0976 0.1517 0.0825 0.1070 0.1403 0.0718 0.0960 0.1457 0.0771 0.1014 0.1486 0.0799 0.1042 0.1513 0.0825 0.1070 0.1526 0.0834 0.1074 0.0827 0.0672 0.0978 Returns After Taxes on Distributions 0.0630 0.0529 0.0850 Returns After Taxes on Distributions and Sale of Fund Shares 0.0610 0.0498 0.0769 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.1788 0.1442 0.1482 MFS Aggressive Growth Allocation Fund Blended Index 0.2138 0.1214 0.1189 <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2025, the MFS Aggressive Growth Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 60% Standard &amp; Poor's 500 Stock Index; 30% MSCI EAFE (Europe, Australasia, Far East) Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2025, the MFS Aggressive Growth Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 60% Standard & Poor's 500 Stock Index; 30% MSCI EAFE (Europe, Australasia, Far East) Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Blended Research® Growth Equity Fund Summary of Key Information BRWAX BRWBX BRWCX BRWJX BRWRX BRWSX BRWTX BRWUX BRWVX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Expenses have been adjusted to reflect fee arrangements that are effective October 1, 2025. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0017 0.0017 0.0017 0.0017 0.0017 0.0017 0.0017 0.0017 0.0009 0.0067 0.0142 0.0142 0.0042 0.0142 0.0092 0.0067 0.0042 0.0034 -0.0003 -0.0003 -0.0003 -0.0003 -0.0003 -0.0003 -0.0003 -0.0003 -0.0001 0.0064 0.0139 0.0139 0.0039 0.0139 0.0089 0.0064 0.0039 0.0033 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 637 774 924 1359 542 746 973 1495 142 446 773 1495 242 446 773 1495 142 446 773 1495 40 132 232 527 142 446 773 1699 91 290 506 1129 65 211 370 832 40 132 232 527 34 108 190 430 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 52% of the average value of its portfolio.</p> 0.52 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve the fund's objective by actively identifying potential investments based on fundamental and quantitative analysis and then constructing a portfolio from these potential investments while managing various risk factors (e.g., </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">issuer, industry, and sector weightings, market capitalization, and volatility</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">) compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Growth Index. </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests at least 80% of the fund’s net assets in equity securities of growth companies. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">While MFS may invest the fund’s assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in foreign securities. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is a non-diversified fund. This means that MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up approach to buying and selling investments for the fund. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers, which takes into account factors such as an issuer’s financial condition and market, economic, political, and regulatory conditions, to determine a fundamental rating for an issuer. MFS uses quantitative analysis to systematically evaluate an issuer’s valuation, price and earnings momentum, earnings quality, and other factors, in determining a quantitative rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS combines the fundamental rating with the quantitative rating to create a blended rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">When the fundamental rating is not available, MFS treats the issuer as having a neutral fundamental rating. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS constructs the portfolio </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">using a portfolio optimization process that considers</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> the blended rating, as well as issuer, industry, and sector weightings, market capitalization, volatility, and other factors. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The portfolio managers have the discretion to adjust the inputs and parameters used in the optimization process and the fund's portfolio holdings based on factors such as the desired portfolio characteristics and the portfolio managers’ qualitative assessment of the optimization results. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS' goal is to construct an actively managed </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">portfolio with a target</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> predicted tracking error of approximately 2% compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Growth Index. Tracking error generally measures how the differences between the fund's returns and the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Growth Index's returns have varied over a period of time. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS normally invests at least 80% of the fund’s net assets in equity securities of growth companies. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> There is no assurance that the fund's predicted tracking error will equal its target predicted tracking error at any point in time or consistently for any period of time, or that the fund's predicted tracking error and actual tracking error will be similar. The fund's strategy to target a predicted tracking error of approximately 2% compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Growth Index and to blend fundamental and quantitative research may not produce the intended results. In addition, MFS' fundamental research is not available for all issuers.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to countries with developing economies or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Non-Diversification Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Because MFS may invest a significant percentage of the fund’s assets in a single issuer or small number of issuers, the fund’s performance could be closely tied to the value of that one issuer or issuers, and could be more volatile than the performance of diversified funds. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Performance information prior to March 7, 2022, reflects time periods when the fund was classified as a diversified fund. The fund was reclassified from diversified to non-diversified effective March 7, 2022. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 7.63%. During the period(s) shown in the bar chart, the highest quarterly return was 25.44% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (19.43)% (for the calendar quarter ended June 30, 2022).</span></p> The total return for the six-month period ended 2026-06-30 0.0763 highest quarterly return 0.2544 2020-06-30 lowest quarterly return -0.1943 2022-06-30 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.1172 0.1380 0.1530 0.1475 0.1404 0.1529 0.1690 0.1518 0.1628 0.1572 0.1404 0.1511 0.1627 0.1460 0.1569 0.1659 0.1488 0.1597 0.1689 0.1517 0.1627 0.1695 0.1526 0.1635 0.0992 0.1353 0.1529 Returns After Taxes on Distributions 0.0822 0.1175 0.1382 Returns After Taxes on Distributions and Sale of Fund Shares 0.0691 0.1029 0.1236 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Russell 3000® Index 0.1715 0.1315 0.1429 Russell 1000® Growth Index 0.1856 0.1532 0.1813 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Blended Research® Small Cap Equity Fund Summary of Key Information BRSDX BRSBX BRSHX BRSJX BRSPX BRSSX BRSTX BRSUX BRSYX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0065 0.0065 0.0065 0.0065 0.0065 0.0065 0.0065 0.0065 0.0065 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0022 0.0022 0.0022 0.0022 0.0022 0.0022 0.0022 0.0022 0.0012 0.0112 0.0187 0.0187 0.0087 0.0187 0.0137 0.0112 0.0087 0.0077 -0.0013 -0.0013 -0.0013 -0.0013 -0.0013 -0.0013 -0.0013 -0.0013 -0.0011 0.0099 0.0174 0.0174 0.0074 0.0174 0.0124 0.0099 0.0074 0.0066 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 670 898 1145 1849 577 875 1199 1984 177 575 999 1984 277 575 999 1984 177 575 999 1984 76 265 469 1061 177 575 999 2180 126 421 738 1635 101 343 604 1352 76 265 469 1061 67 235 417 944 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 73% of the average value of its portfolio.</p> 0.73 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund’s investment adviser) seeks to achieve the fund's objective by actively identifying potential investments based on fundamental and quantitative analysis and then constructing a portfolio from these potential investments while managing various risk factors (e.g., </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">issuer, industry, and sector weightings, market capitalization, and volatility</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">) compared to the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index. </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests at least 80% of the fund’s net assets in equity securities of issuers with small market capitalizations. MFS defines small market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small capitalization company by an independent third party financial data provider. The maximum market capitalization of companies considered to have small capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, August 31, 2026, the range of the market capitalizations of the issuers in the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index was between approximately $6.4 million and $12.3 billion, and the fund's average weighted market capitalization as of that date was $5.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in foreign securities. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up approach to buying and selling investments for the fund. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers, which takes into account factors such as an issuer’s financial condition and market, economic, political, and regulatory conditions, to determine a fundamental rating for an issuer. MFS uses quantitative analysis to systematically evaluate an issuer’s valuation, price and earnings momentum, earnings quality, and other factors, in determining a quantitative rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS combines the fundamental rating with the quantitative rating to create a blended rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">When the fundamental rating is not available, MFS treats the issuer as having a neutral fundamental rating. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS constructs the portfolio </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">using a portfolio optimization process that considers</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> the blended rating, as well as issuer, industry, and sector weightings, market capitalization, volatility, and other factors. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The portfolio managers have the discretion to adjust the inputs and parameters used in the optimization process and the fund's portfolio holdings based on factors such as the desired portfolio characteristics and the portfolio managers’ qualitative assessment of the optimization results. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS' goal is to construct an actively managed </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">portfolio with a target</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> predicted tracking error of approximately 3% compared to the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index. Tracking error generally measures how the differences between the fund's returns and the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index's returns have varied over a period of time. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS normally invests at least 80% of the fund’s net assets in equity securities of issuers with small market capitalizations. MFS defines small market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2000^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small capitalization company by an independent third party financial data provider. The maximum market capitalization of companies considered to have small capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, August 31, 2026, the range of the market capitalizations of the issuers in the Russell 2000</span>^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index was between approximately $6.4 million and $12.3 billion, and the fund's average weighted market capitalization as of that date was $5.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span> MFS defines small market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell 2000^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a small capitalization company by an independent third party financial data provider. The maximum market capitalization of companies considered to have small capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, August 31, 2026, the range of the market capitalizations of the issuers in the Russell 2000</span>^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index was between approximately $6.4 million and $12.3 billion, and the fund's average weighted market capitalization as of that date was $5.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Small Cap Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of small cap companies can be more volatile and their shares can be less liquid than those of larger companies.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> There is no assurance that the fund's predicted tracking error will equal its target predicted tracking error at any point in time or consistently for any period of time, or that the fund's predicted tracking error and actual tracking error will be similar. The fund's strategy to target a predicted tracking error of approximately 3% compared to the Russell 2000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Index and to blend fundamental and quantitative research may not produce the intended results. In addition, MFS' fundamental research is not available for all issuers.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to countries with developing economies or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">REITs Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in REITs include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the REIT manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 19.04%. During the period(s) shown in the bar chart, the highest quarterly return was 23.55% (for the calendar quarter ended December 31, 2020) and the lowest quarterly return was (33.59)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.1904 highest quarterly return 0.2355 2020-12-31 lowest quarterly return -0.3359 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0076 0.0537 0.0783 0.0373 0.0571 0.0783 0.0579 0.0676 0.0875 0.0471 0.0571 0.0767 0.0528 0.0624 0.0821 0.0552 0.0650 0.0848 0.0578 0.0676 0.0875 0.0589 0.0687 0.0885 -0.0055 0.0524 0.0784 Returns After Taxes on Distributions -0.0199 0.0369 0.0662 Returns After Taxes on Distributions and Sale of Fund Shares 0.0071 0.0391 0.0607 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Russell 3000® Index 0.1715 0.1315 0.1429 Russell 2000® Index 0.1281 0.0609 0.0962 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Blended Research® Mid Cap Equity Fund Summary of Key Information BMSFX BMSBX BMSDX BMSLX BMSRX BMSSX BMSTX BMSVX BMSYX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Expenses for Class R1 shares have been adjusted to reflect the full impact of the distribution fee. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0005 0.0088 0.0163 0.0163 0.0063 0.0163 0.0113 0.0088 0.0063 0.0054 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0003 0.0084 0.0159 0.0159 0.0059 0.0159 0.0109 0.0084 0.0059 0.0051 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 656 836 1031 1594 562 810 1083 1729 162 510 883 1729 262 510 883 1729 162 510 883 1729 60 198 347 783 162 510 883 1929 111 355 618 1371 86 277 484 1081 60 198 347 783 52 170 299 674 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 51% of the average value of its portfolio.</p> 0.51 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve the fund's objective by actively identifying potential investments based on fundamental and quantitative analysis and then constructing a portfolio from these potential investments while managing various risk factors (e.g., </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">issuer, industry, and sector weightings, market capitalization, and volatility</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">) compared to the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index. </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests at least 80% of the fund’s net assets in equity securities of issuers with medium market capitalizations. MFS defines medium market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a medium capitalization company by an independent third party financial data provider. The market capitalization range of companies considered to have medium capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, as of August 31, 2026, the range of the market capitalizations of the issuers in the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index was between approximately $2.0 billion and $114.9 billion, and the fund's average weighted market capitalization as of that date was $28.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in foreign securities. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up approach to buying and selling investments for the fund. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers, which takes into account factors such as an issuer’s financial condition and market, economic, political, and regulatory conditions, to determine a fundamental rating for an issuer. MFS uses quantitative analysis to systematically evaluate an issuer’s valuation, price and earnings momentum, earnings quality, and other factors, in determining a quantitative rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS combines the fundamental rating with the quantitative rating to create a blended rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">When the fundamental rating is not available, MFS treats the issuer as having a neutral fundamental rating. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS constructs the portfolio </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">using a portfolio optimization process that considers</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> the blended rating, as well as issuer, industry, and sector weightings, market capitalization, volatility, and other factors. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The portfolio managers have the discretion to adjust the inputs and parameters used in the optimization process and the fund's portfolio holdings based on factors such as the desired portfolio characteristics and the portfolio managers’ qualitative assessment of the optimization results. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS' goal is to construct an actively managed </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">portfolio with a target</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> predicted tracking error of approximately 3% compared to the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index. Tracking error generally measures how the differences between the fund's returns and the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index's returns have varied over a period of time. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS normally invests at least 80% of the fund’s net assets in equity securities of issuers with medium market capitalizations. MFS defines medium market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell Midcap^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a medium capitalization company by an independent third party financial data provider. The market capitalization range of companies considered to have medium capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, as of August 31, 2026, the range of the market capitalizations of the issuers in the Russell Midcap</span>^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index was between approximately $2.0 billion and $114.9 billion, and the fund's average weighted market capitalization as of that date was $28.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span> MFS defines medium market capitalization companies as issuers that (i) have market capitalizations within the capitalization range of the Russell Midcap^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index over the past 12 months based on the current composition of the index and/or are (ii) classified as a medium capitalization company by an independent third party financial data provider. The market capitalization range of companies considered to have medium capitalizations based on the above criteria will change over time depending on market conditions. For illustrative purposes, as of August 31, 2026, the range of the market capitalizations of the issuers in the Russell Midcap</span>^®<span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index was between approximately $2.0 billion and $114.9 billion, and the fund's average weighted market capitalization as of that date was $28.1 billion. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</span> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Mid Cap Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of mid cap companies can be more volatile and their shares can be less liquid than those of larger companies.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> There is no assurance that the fund's predicted tracking error will equal its target predicted tracking error at any point in time or consistently for any period of time, or that the fund's predicted tracking error and actual tracking error will be similar. The fund's strategy to target a predicted tracking error of approximately 3% compared to the Russell Midcap</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Index and to blend fundamental and quantitative research may not produce the intended results. In addition, MFS' fundamental research is not available for all issuers.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to countries with developing economies or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">REITs Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in REITs include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the REIT manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 18.79%. During the period(s) shown in the bar chart, the highest quarterly return was 21.42% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (27.06)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.1879 highest quarterly return 0.2142 2020-06-30 lowest quarterly return -0.2706 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 2016-08-19 Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0295 0.0965 0.1009 0.0598 0.0992 0.1008 0.0805 0.1104 0.1108 0.0770 0.1014 0.1008 0.0742 0.1048 0.1052 0.0770 0.1075 0.1080 0.0801 0.1104 0.1108 0.0816 0.1114 0.1117 0.0156 0.0946 0.1010 Returns After Taxes on Distributions 0.0091 0.0721 0.0837 Returns After Taxes on Distributions and Sale of Fund Shares 0.0141 0.0689 0.0770 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Russell 3000® Index 0.1715 0.1315 0.1430 Russell Midcap® Index 0.1060 0.0867 0.1058 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Blended Research® Value Equity Fund Summary of Key Information BRUDX BRUEX BRUGX BRUHX BRUJX BRUKX BRULX BRUMX BRUNX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Expenses have been adjusted to reflect current fee arrangements. Expenses for Class R1 shares have been adjusted to reflect the full impact of the distribution fee. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0018 0.0018 0.0018 0.0018 0.0018 0.0018 0.0018 0.0018 0.0011 0.0068 0.0143 0.0143 0.0043 0.0143 0.0093 0.0068 0.0043 0.0036 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0004 -0.0002 0.0064 0.0139 0.0139 0.0039 0.0139 0.0089 0.0064 0.0039 0.0034 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 637 776 928 1369 542 749 978 1505 142 449 778 1505 242 449 778 1505 142 449 778 1505 40 134 237 538 142 449 778 1710 91 292 511 1139 65 214 375 843 40 134 237 538 35 114 200 454 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 50% of the average value of its portfolio.</p> 0.50 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve the fund's objective by actively identifying potential investments based on fundamental and quantitative analysis and then constructing a portfolio from these potential investments while managing various risk factors (e.g., </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">issuer, industry, and sector weightings, market capitalization, and volatility</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">) compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Value Index. </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests at least 80% of the fund’s net assets in equity securities of value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">While MFS may invest the fund’s assets in securities of companies of any size, MFS primarily invests in securities of companies with large capitalizations.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in foreign securities. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up approach to buying and selling investments for the fund. Investments are selected primarily based on blending fundamental and quantitative research. MFS uses fundamental analysis of individual issuers, which takes into account factors such as an issuer’s financial condition and market, economic, political, and regulatory conditions, to determine a fundamental rating for an issuer. MFS uses quantitative analysis to systematically evaluate an issuer’s valuation, price and earnings momentum, earnings quality, and other factors, in determining a quantitative rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS combines the fundamental rating with the quantitative rating to create a blended rating for an issuer. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">When the fundamental rating is not available, MFS treats the issuer as having a neutral fundamental rating. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS constructs the portfolio </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">using a portfolio optimization process that considers</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> the blended rating, as well as issuer, industry, and sector weightings, market capitalization, volatility, and other factors. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The portfolio managers have the discretion to adjust the inputs and parameters used in the optimization process and the fund's portfolio holdings based on factors such as the desired portfolio characteristics and the portfolio managers’ qualitative assessment of the optimization results. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS' goal is to construct an actively managed </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">portfolio with a target</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> predicted tracking error of approximately 2% compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Value Index. Tracking error generally measures how the differences between the fund's returns and the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Value Index's returns have varied over a period of time. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS normally invests at least 80% of the fund’s net assets in equity securities of value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> There is no assurance that the fund's predicted tracking error will equal its target predicted tracking error at any point in time or consistently for any period of time, or that the fund's predicted tracking error and actual tracking error will be similar. The fund's strategy to target a predicted tracking error of approximately 2% compared to the Russell 1000</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">^®</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Value Index and to blend fundamental and quantitative research may not produce the intended results. In addition, MFS' fundamental research is not available for all issuers.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to countries with developing economies or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">REITs Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in REITs include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the REIT manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 17.50%. During the period(s) shown in the bar chart, the highest quarterly return was 15.94% (for the calendar quarter ended December 31, 2020) and the lowest quarterly return was (27.36)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.1750 highest quarterly return 0.1594 2020-12-31 lowest quarterly return -0.2736 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.1022 0.1116 0.0975 0.1318 0.1142 0.0974 0.1535 0.1253 0.1068 0.1499 0.1218 0.0997 0.1472 0.1197 0.1014 0.1503 0.1226 0.1041 0.1532 0.1254 0.1069 0.1538 0.1263 0.1078 0.0840 0.1093 0.0976 Returns After Taxes on Distributions 0.0567 0.0862 0.0826 Returns After Taxes on Distributions and Sale of Fund Shares 0.0690 0.0825 0.0765 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Russell 3000® Index 0.1715 0.1315 0.1429 Russell 1000® Value Index 0.1591 0.1133 0.1053 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Conservative Allocation Fund Summary of Key Information MACFX MACBX MACVX MACIX MACKX MCARX MACNX MACJX MACQX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund's investment objective is to seek a high level of total return consistent with a conservative level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)</p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0003 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0049 0.0083 0.0158 0.0158 0.0058 0.0158 0.0108 0.0083 0.0058 0.0052 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 655 825 1009 1541 561 799 1060 1677 161 499 860 1677 261 499 860 1677 161 499 860 1677 59 186 324 726 161 499 860 1878 110 343 595 1317 85 265 460 1025 59 186 324 726 53 167 291 653 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 4% of the average value of its portfolio.</p> 0.04 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund’s investment adviser), referred to as underlying funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, currently real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”). </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds, including emerging market underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic (potentially including emerging market), interest rate, and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">40%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">60%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">39.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">26.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">8.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">4.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">60.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">60.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.3%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. In addition, inflation-adjusted debt instruments may lose value in the event the actual rate of inflation is different than the rate of the applicable inflation index. If inflation is negative, principal and income can both decline.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 3.82%. During the period(s) shown in the bar chart, the highest quarterly return was 10.75% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (9.33)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0382 highest quarterly return 0.1075 2020-06-30 lowest quarterly return -0.0933 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0475 0.0265 0.0529 0.0773 0.0300 0.0530 0.0982 0.0404 0.0620 0.0869 0.0300 0.0514 0.0925 0.0351 0.0567 0.0958 0.0378 0.0593 0.0987 0.0403 0.0620 0.0989 0.0409 0.0623 0.0324 0.0254 0.0530 Returns After Taxes on Distributions 0.0125 0.0101 0.0392 Returns After Taxes on Distributions and Sale of Fund Shares 0.0247 0.0146 0.0371 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Bloomberg U.S. Aggregate Bond Index 0.0730 -0.0036 0.0201 MFS Conservative Allocation Fund Blended Index 0.1234 0.0482 0.0631 <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2025, the MFS Conservative Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 28% Standard &amp; Poor's 500 Stock Index; 8% MSCI EAFE (Europe, Australasia, Far East) Index; 2% Bloomberg Commodity Index; 2% FTSE EPRA Nareit Developed Real Estate Index; and 60% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2025, the MFS Conservative Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 28% Standard & Poor's 500 Stock Index; 8% MSCI EAFE (Europe, Australasia, Far East) Index; 2% Bloomberg Commodity Index; 2% FTSE EPRA Nareit Developed Real Estate Index; and 60% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Emerging Markets Equity Fund Summary of Key Information MEMAX MEMBX MEMCX MEMIX MEMRX MEMFX MEMGX MEMHX MEMJX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0088 0.0088 0.0088 0.0088 0.0088 0.0088 0.0088 0.0088 0.0088 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0007 0.0133 0.0208 0.0208 0.0108 0.0208 0.0158 0.0133 0.0108 0.0095 -0.0002 -0.0002 -0.0002 -0.0002 -0.0002 -0.0002 -0.0002 -0.0002 -0.0001 0.0131 0.0206 0.0206 0.0106 0.0206 0.0156 0.0131 0.0106 0.0094 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 701 970 1260 2083 609 950 1317 2217 209 650 1117 2217 309 650 1117 2217 209 650 1117 2217 108 341 594 1315 209 650 1117 2409 159 497 859 1877 133 419 727 1600 108 341 594 1315 96 302 525 1165 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 45% of the average value of its portfolio.</p> 0.45 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging markets are countries determined to have emerging market economies based on factors that demonstrate the country's financial and capital markets are in the development phase, including whether a particular country has a low- to middle-income economy according to the International Bank for Reconstruction and Development (the World Bank), the country’s designation by the International Monetary Fund as an emerging market, or the country's inclusion in an emerging market index. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may also invest the fund’s assets in equity securities of issuers that are not tied economically to emerging market countries.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in securities of companies of any size. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in equity securities of issuers that are tied economically to emerging market countries. Emerging markets are countries determined to have emerging market economies based on factors that demonstrate the country's financial and capital markets are in the development phase, including whether a particular country has a low- to middle-income economy according to the International Bank for Reconstruction and Development (the World Bank), the country’s designation by the International Monetary Fund as an emerging market, or the country's inclusion in an emerging market index. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">If MFS invests a significant percentage of the fund's assets in a single issuer or small number of issuers, the fund’s performance could be more volatile than the performance of more diversified funds. </p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of a broad measure of market performance.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of a broad measure of market performance. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 16.65%. During the period(s) shown in the bar chart, the highest quarterly return was 18.15% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (27.44)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.1665 highest quarterly return 0.1815 2020-06-30 lowest quarterly return -0.2744 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.2850 0.0294 0.0688 0.3152 0.0329 0.0688 0.3382 0.0433 0.0779 0.3249 0.0329 0.0672 0.3316 0.0381 0.0725 0.3349 0.0406 0.0752 0.3384 0.0433 0.0779 0.3399 0.0448 0.0793 0.2580 0.0284 0.0689 Returns After Taxes on Distributions 0.2531 0.0259 0.0671 Returns After Taxes on Distributions and Sale of Fund Shares 0.1602 0.0234 0.0568 Reflects no deduction for fees, expenses, or taxes MSCI Emerging Markets Index (net div) 0.3357 0.0420 0.0842 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Growth Allocation Fund Summary of Key Information MAGWX MBGWX MCGWX MGWIX MAGMX MGALX MAGEX MAGJX MAGQX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund's investment objective is to seek a high level of total return consistent with a greater than moderate level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)</p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0010 0.0010 0.0010 0.0010 0.0010 0.0010 0.0010 0.0010 0.0003 0.0059 0.0059 0.0059 0.0059 0.0059 0.0059 0.0059 0.0059 0.0059 0.0094 0.0169 0.0169 0.0069 0.0169 0.0119 0.0094 0.0069 0.0062 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 -0.0001 0.0094 0.0169 0.0169 0.0069 0.0169 0.0119 0.0094 0.0069 0.0061 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 665 857 1065 1663 572 833 1118 1799 172 533 918 1799 272 533 918 1799 172 533 918 1799 70 221 384 859 172 533 918 1998 121 378 654 1443 96 300 520 1155 70 221 384 859 62 198 345 773 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 3% of the average value of its portfolio.</p> 0.03 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund’s investment adviser), referred to as underlying funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, currently real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”). </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds, including emerging market underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic (potentially including emerging market), interest rate, and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">80%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">79.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">50.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">8.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">20.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.3%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. In addition, inflation-adjusted debt instruments may lose value in the event the actual rate of inflation is different than the rate of the applicable inflation index. If inflation is negative, principal and income can both decline.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 7.09%. During the period(s) shown in the bar chart, the highest quarterly return was 16.76% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (17.73)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0709 highest quarterly return 0.1676 2020-06-30 lowest quarterly return -0.1773 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0846 0.0573 0.0859 0.1147 0.0605 0.0859 0.1361 0.0711 0.0952 0.1247 0.0605 0.0843 0.1303 0.0658 0.0898 0.1332 0.0684 0.0925 0.1357 0.0712 0.0952 0.1368 0.0718 0.0956 0.0683 0.0559 0.0861 Returns After Taxes on Distributions 0.0459 0.0391 0.0712 Returns After Taxes on Distributions and Sale of Fund Shares 0.0506 0.0394 0.0655 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.1788 0.1442 0.1482 MFS Growth Allocation Fund Blended Index 0.1798 0.0984 0.1024 <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2025, the MFS Growth Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 52% Standard &amp; Poor's 500 Stock Index; 20% MSCI EAFE (Europe, Australasia, Far East) Index; 4% Bloomberg Commodity Index; 4% FTSE EPRA Nareit Developed Real Estate Index; and 20% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2025, the MFS Growth Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 52% Standard & Poor's 500 Stock Index; 20% MSCI EAFE (Europe, Australasia, Far East) Index; 4% Bloomberg Commodity Index; 4% FTSE EPRA Nareit Developed Real Estate Index; and 20% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® International Diversification Fund Summary of Key Information MDIDX MDIFX MDIGX MDIJX MDIOX MDIKX MDIHX MDITX MDIZX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0001 0.0072 0.0072 0.0072 0.0072 0.0072 0.0072 0.0072 0.0072 0.0072 0.0108 0.0183 0.0183 0.0083 0.0183 0.0133 0.0108 0.0083 0.0073 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 0.0107 0.0182 0.0182 0.0082 0.0182 0.0132 0.0107 0.0082 0.0072 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 678 898 1135 1816 585 875 1189 1950 185 575 989 1950 285 575 989 1950 185 575 989 1950 84 264 460 1024 185 575 989 2147 134 420 728 1601 109 342 595 1316 84 264 460 1024 74 232 405 906 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 1% of the average value of its portfolio.</p> 0.01 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund’s investment adviser), referred to as underlying funds. The underlying funds are selected based on underlying fund classifications, historical risk, performance, and other factors. MFS seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds). MFS normally invests each underlying fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of an underlying fund's assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s target allocation among underlying funds was: </p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.84%;"> </td><td style="width:26.16%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS Emerging Markets Equity Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">17.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS International Growth Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">15%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS International Intrinsic Equity Fund</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">¹</span></p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">15%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS International New Discovery Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">MFS International Value Fund</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">²</span></p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">15%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS Research International Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">27.5%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert;font-size:8.0pt; font-family:Sans-Serif; text-align:left; color:#000000; text-indent:-4.3pt; font-weight:normal; margin-left:4.3pt; font-style:normal;"><span style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">¹</span><span style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Effective April 30, 2026, the name of MFS International Intrinsic Value Fund changed to MFS International Intrinsic Equity Fund.</span></p><p style="margin-top:revert; margin-bottom:revert;font-size:8.0pt; font-family:Sans-Serif; text-align:left; color:#000000; text-indent:-4.3pt; font-weight:normal; margin-left:4.3pt; font-style:normal;"><span style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">²</span><span style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Effective August 1, 2026, the name of MFS International Large Cap Value Fund changed to MFS International Value Fund.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of a broad measure of market performance.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of a broad measure of market performance. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 8.76%. During the period(s) shown in the bar chart, the highest quarterly return was 17.04% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (19.80)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0876 highest quarterly return 0.1704 2020-06-30 lowest quarterly return -0.1980 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.2255 0.0539 0.0819 0.2555 0.0571 0.0819 0.2781 0.0678 0.0912 0.2656 0.0572 0.0803 0.2723 0.0625 0.0858 0.2754 0.0652 0.0885 0.2787 0.0678 0.0912 0.2796 0.0688 0.0921 0.2021 0.0526 0.0820 Returns After Taxes on Distributions 0.1893 0.0454 0.0762 Returns After Taxes on Distributions and Sale of Fund Shares 0.1302 0.0409 0.0665 Reflects no deduction for fees, expenses, or taxes MSCI All Country World (ex-US) Index (net div) 0.3239 0.0791 0.0841 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® International Growth Fund Summary of Key Information MGRAX MGRBX MGRCX MQGIX MGRRX MGRQX MGRTX MGRVX MGRDX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 10 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0066 0.0066 0.0066 0.0066 0.0066 0.0066 0.0066 0.0066 0.0066 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0014 0.0003 0.0105 0.0180 0.0180 0.0080 0.0180 0.0130 0.0105 0.0080 0.0069 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 0.0104 0.0179 0.0179 0.0079 0.0179 0.0129 0.0104 0.0079 0.0068 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 675 889 1120 1783 582 865 1174 1918 182 565 974 1918 282 565 974 1918 182 565 974 1918 81 254 443 989 182 565 974 2115 131 411 712 1567 106 333 578 1282 81 254 443 989 69 220 383 858 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 16% of the average value of its portfolio.</p> 0.16 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in growth companies. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund’s assets primarily in foreign equity securities, including emerging market equity securities. Emerging market countries are countries with financial and capital markets in the development phase. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in securities of companies of any size. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in growth companies. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. MFS defines growth companies as companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected earnings, sales, or free cash flow growth rates compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the growth potential of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), an issuer’s research and development expenses relative to sales, and whether an issuer is raising capital to grow, fund, or expand its business. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 1.82%. During the period(s) shown in the bar chart, the highest quarterly return was 16.93% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (18.71)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0182 highest quarterly return 0.1693 2020-06-30 lowest quarterly return -0.1871 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.1587 0.0573 0.0897 0.1889 0.0605 0.0898 0.2108 0.0711 0.0990 0.1988 0.0605 0.0881 0.2048 0.0658 0.0936 0.2078 0.0684 0.0963 0.2109 0.0712 0.0991 0.2123 0.0724 0.1003 0.1384 0.0559 0.0899 Returns After Taxes on Distributions 0.1256 0.0459 0.0829 Returns After Taxes on Distributions and Sale of Fund Shares 0.0928 0.0432 0.0732 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes MSCI All Country World (ex-US) Index (net div) 0.3239 0.0791 0.0841 MSCI All Country World (ex-US) Growth Index (net div) 0.2565 0.0401 0.0792 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® International Intrinsic Equity Fund Summary of Key Information MGIAX MGIBX MGICX MINIX MINRX MINFX MINGX MINHX MINJX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0064 0.0064 0.0064 0.0064 0.0064 0.0064 0.0064 0.0064 0.0064 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0011 0.0001 0.0100 0.0175 0.0175 0.0075 0.0175 0.0125 0.0100 0.0075 0.0065 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 -0.0001 0.0099 0.0174 0.0174 0.0074 0.0174 0.0124 0.0099 0.0074 0.0064 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 670 874 1095 1728 577 850 1148 1863 177 550 948 1863 277 550 948 1863 177 550 948 1863 76 239 416 929 177 550 948 2062 126 396 685 1510 101 317 551 1224 76 239 416 929 65 207 361 809 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 21% of the average value of its portfolio.</p> 0.21 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund’s assets primarily in foreign securities, including emerging market securities. Emerging market countries are countries with financial and capital markets in the development phase. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">In selecting investments for the fund, MFS is not constrained by any particular investment style. MFS may invest the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. In managing the fund, MFS assesses the intrinsic valuation of issuers by considering the full context of how a company's cash flows are generated. MFS focuses on companies it believes have conservative balance sheets, sustainable competitive advantages, high returns on capital, and/or the ability to weather economic downturns, among other factors. Many of the factors considered by MFS in assessing issuers are qualitative in nature and require subjective judgment and interpretation.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in securities of companies of any size. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease currency exposure. Derivatives include futures, forward contracts, options, and swaps.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests at least 80% of the fund’s net assets in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) one or more other measures of performance for markets in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) one or more other measures of performance for markets in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 4.91%. During the period(s) shown in the bar chart, the highest quarterly return was 16.58% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (15.15)% (for the calendar quarter ended June 30, 2022).</span></p> The total return for the six-month period ended 2026-06-30 0.0491 highest quarterly return 0.1658 2020-06-30 lowest quarterly return -0.1515 2022-06-30 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.2779 0.0615 0.0919 0.3082 0.0642 0.0918 0.3311 0.0748 0.1012 0.3180 0.0642 0.0902 0.3249 0.0695 0.0957 0.3277 0.0721 0.0984 0.3316 0.0748 0.1012 0.3329 0.0760 0.1024 0.2517 0.0595 0.0920 Returns After Taxes on Distributions 0.2296 0.0357 0.0758 Returns After Taxes on Distributions and Sale of Fund Shares 0.1660 0.0426 0.0724 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes MSCI EAFE (Europe, Australasia, Far East) Index (net div) 0.3122 0.0892 0.0818 MSCI EAFE (Europe, Australasia, Far East) Value Index (net div) 0.4225 0.1336 0.0869 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® International Value Fund Summary of Key Information MKVBX MKVCX MKVIX MKVDX MKVEX MKVFX MKVGX MKVHX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek capital appreciation. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Expenses have been adjusted to reflect current fee arrangements. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 10 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0.0100 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0067 0.0067 0.0067 0.0067 0.0067 0.0067 0.0067 0.0067 0.0025 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0010 0.0010 0.0010 0.0010 0.0010 0.0010 0.0010 0.0003 0.0102 0.0177 0.0077 0.0177 0.0127 0.0102 0.0077 0.0070 -0.0006 -0.0006 -0.0006 -0.0006 -0.0006 -0.0006 -0.0006 -0.0003 0.0096 0.0171 0.0071 0.0171 0.0121 0.0096 0.0071 0.0067 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 667 875 1100 1746 274 551 954 1881 174 551 954 1881 73 240 422 949 174 551 954 2079 123 397 691 1529 98 319 557 1242 73 240 422 949 68 221 387 868 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 23% of the average value of its portfolio.</p> 0.23 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund’s assets primarily in foreign equity securities, including emerging market equity securities. Emerging market countries are countries with financial and capital markets in the development phase. Emerging market countries include countries located in Latin America, Asia, Africa, the Middle East, and developing countries of Europe, primarily Eastern Europe. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in securities of companies of any size. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes. </p> MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in value companies. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. Value companies are companies that MFS believes are undervalued compared to their perceived worth in the marketplace. MFS considers a number of factors when determining whether a company is undervalued, including whether (i) the issuer is included in an index which is representative of value companies; (ii) the issuer is classified as a value company by an independent third party financial data provider and/or (iii) the issuer exhibits the characteristics of a value company, considering metrics such as historical and/or projected price-to-book, price-to-earnings, and price-to-cash flow ratios, enterprise value (the total value of the issuer’s outstanding equity and debt) relative to earnings, and free cash flow yield compared to the applicable equity market and/or to issuers in the same sector or industry. In assessing the relative value of an issuer, MFS may also consider measures of financial quality, such as indicators of profitability (i.e., return on equity and return on invested capital), balance sheet strength (including leverage and interest coverage ratios), and capital allocation discipline. Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 9.89%. During the period(s) shown in the bar chart, the highest quarterly return was 18.90% (for the calendar quarter ended December 31, 2022) and the lowest quarterly return was (12.28)% (for the calendar quarter ended June 30, 2022).</span></p> The total return for the six-month period ended 2026-06-30 0.0989 highest quarterly return 0.1890 2022-12-31 lowest quarterly return -0.1228 2022-06-30 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 2020-06-30 Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.3780 0.1155 0.1420 0.4007 0.1267 0.1538 0.3883 0.1155 0.1420 0.3947 0.1211 0.1476 0.3986 0.1240 0.1508 0.4017 0.1267 0.1540 0.4020 0.1273 0.1542 0.3177 0.1106 0.1384 Returns After Taxes on Distributions 0.2938 0.0988 0.1272 Returns After Taxes on Distributions and Sale of Fund Shares 0.2053 0.0867 0.1106 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes MSCI EAFE (Europe, Australasia, Far East) Index (net div) 0.3122 0.0892 0.1203 MSCI EAFE (Europe, Australasia, Far East) Value Index (net div) 0.4225 0.1336 0.1599 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">after-tax returns for the fund’s other classes of shares will vary from the returns shown.</p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Managed Wealth Fund Summary of Key Information MNWAX MNWBX MNWCX MNWIX MNWRX MNWSX MNWTX MNWUX MNWZX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek total return. </p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 13 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0035 0.0035 0.0035 0.0035 0.0035 0.0035 0.0035 0.0035 0.0035 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0087 0.0087 0.0087 0.0087 0.0087 0.0087 0.0087 0.0087 0.0078 0.0046 0.0046 0.0046 0.0046 0.0046 0.0046 0.0046 0.0046 0.0046 0.0193 0.0268 0.0268 0.0168 0.0268 0.0218 0.0193 0.0168 0.0159 -0.0055 -0.0055 -0.0055 -0.0055 -0.0055 -0.0055 -0.0055 -0.0055 -0.0051 0.0138 0.0213 0.0213 0.0113 0.0213 0.0163 0.0138 0.0113 0.0108 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 707 1096 1509 2657 616 1080 1571 2790 216 780 1371 2790 316 780 1371 2790 216 780 1371 2790 115 476 861 1941 216 780 1371 2972 166 629 1119 2470 141 553 991 2209 115 476 861 1941 110 452 817 1846 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 11% of the average value of its portfolio.</p> 0.11 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve the fund’s objective by generating returns from (1) a strategic allocation to three MFS equity funds, referred to as underlying funds, and (2) a tactical asset allocation overlay primarily using derivative instruments to seek to decrease the volatility of the fund’s returns by reducing the fund’s exposure to the equity and/or currency markets as represented by the underlying funds and also to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure (e.g., high income debt instruments). In addition, MFS may use derivatives to seek to limit the fund’s exposure to certain extreme market events.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Derivatives include futures, forward contracts, options, and swaps.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">It is expected that the fund will generally have lower volatility than that of the overall equity market.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The portfolio managers are responsible for selecting the underlying funds, determining the target strategic allocations to the underlying funds, and determining the fund's tactical allocation overlay.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:underline;">Strategic Fund Allocation</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">: The underlying funds are selected by the portfolio managers based on underlying fund classifications, historical risk, performance, and other factors. MFS expects the fund’s target allocation to be equally weighted among the following underlying funds: MFS Growth Fund, MFS International Equity Fund, and MFS Value Fund. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">A portion of the fund's assets (approximately 10%-15%) will typically be held in cash, cash equivalents, and/or short-term government securities due to collateral requirements for the fund's investments in derivatives, purchase and redemption activity, and other short term cash needs.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:underline;">Tactical Asset Allocation Overlay</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">: MFS implements the tactical asset allocation overlay primarily through the use of derivative instruments based on the portfolio managers' assessment of the relative attractiveness of asset classes and markets. In seeking to reduce the fund's volatility, MFS decreases the fund’s exposure to the equity and/or currency markets represented by the underlying funds. In addition, MFS may expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure (e.g., high income debt instruments or small cap equity securities) when the portfolio managers believe such asset classes or markets are relatively attractive. </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">After taking into account the tactical asset allocation overlay, the fund's total market exposure will normally be between 10% and 90% of the fund's assets. (The fund's total market exposure includes the fund's exposure to the equity market through investment in the underlying funds and exposure to any other markets through the tactical overlay.) When the portfolio managers' assessment of the relative attractiveness of asset classes and markets is neutral, the fund's exposure to the equity market is expected to be approximately 50% of the fund's assets.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">After taking into account the tactical overlay, the fund may have significant exposure to issuers in a single sector, industry, country, or region.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS' tactical asset allocation process for the fund will typically make extensive use of derivatives.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">In light of the fund’s principal investment strategies described above, MFS believes it is reasonable to measure the fund’s performance (net of fund expenses) over a full market cycle relative to the performance of (i) the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2% to 4% and (ii) the Standard &amp; Poor's 500 Stock Index. MFS does not seek to achieve a specific rate of return in managing the fund and there is no assurance that the fund will outperform the ICE BofA 0-3 Month U.S. Treasury Bill Index or the Standard &amp; Poor's 500 Stock Index over the long term or for any year or period of years.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Strategy Risk</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">: The fund’s strategy to reduce its exposure to the equity and/or currency markets represented by the underlying funds and to potentially expose the fund to asset classes and/or markets in which the underlying funds have little or no exposure may not produce the intended results. There is no assurance that the fund will be less volatile than the overall equity </span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">market over the long term or for any year or period of years. In addition, the strategies MFS may implement to limit the fund’s exposure to certain extreme market events may not work as intended, and the costs associated with such strategies will reduce the fund’s returns. It is expected that the fund will generally underperform the equity markets during periods of strong, rising equity markets.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely corresponds to the fund's principal investment strategies.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely corresponds to the fund's principal investment strategies. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 1.35%. During the period(s) shown in the bar chart, the highest quarterly return was 4.13% (for the calendar quarter ended March 31, 2024) and the lowest quarterly return was (3.28)% (for the calendar quarter ended March 31, 2022).</span></p> The total return for the six-month period ended 2026-06-30 0.0135 highest quarterly return 0.0413 2024-03-31 lowest quarterly return -0.0328 2022-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0264 0.0229 0.0289 0.0568 0.0266 0.0291 0.0771 0.0368 0.0378 0.0666 0.0267 0.0275 0.0715 0.0316 0.0326 0.0741 0.0343 0.0352 0.0772 0.0369 0.0378 0.0779 0.0378 0.0384 0.0132 0.0223 0.0298 Returns After Taxes on Distributions 0.0118 0.0214 0.0283 Returns After Taxes on Distributions and Sale of Fund Shares 0.0088 0.0172 0.0232 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.1788 0.1442 0.1482 ICE BofA 0-3 Month U.S. Treasury Bill Index 0.0428 0.0323 0.0217 <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Moderate Allocation Fund Summary of Key Information MAMAX MMABX MMACX MMAIX MAMFX MARRX MAMHX MAMJX MAMPX Investment Objective <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund's investment objective is to seek a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. (The MFS Asset Allocation Funds currently are MFS Conservative Allocation Fund, MFS Moderate Allocation Fund, MFS Growth Allocation Fund, and MFS Aggressive Growth Allocation Fund.)</p> Fees and Expenses <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0009 0.0003 0.0054 0.0054 0.0054 0.0054 0.0054 0.0054 0.0054 0.0054 0.0054 0.0088 0.0163 0.0163 0.0063 0.0163 0.0113 0.0088 0.0063 0.0057 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 -0.0001 0.0088 0.0163 0.0163 0.0063 0.0163 0.0113 0.0088 0.0063 0.0056 Example <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 660 840 1035 1597 566 814 1087 1732 166 514 887 1732 266 514 887 1732 166 514 887 1732 64 202 351 786 166 514 887 1933 115 359 622 1375 90 281 488 1084 64 202 351 786 57 182 317 713 Portfolio Turnover <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 4% of the average value of its portfolio.</p> 0.04 Principal Investment Strategies <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes by investing its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund’s investment adviser), referred to as underlying funds. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, currently real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”). </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds, including emerging market underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds), and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic (potentially including emerging market), interest rate, and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">60%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">40%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets.</p><p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of September 1, 2026, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:70.26%;"> </td><td style="width:29.74%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">59.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">39.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">13.5%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">6.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">40.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">40.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.3%</p></td></tr></table><p style="margin-top:revert; margin-bottom:revert; font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, including its assessment of the intrinsic valuation of issuers, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p>  <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. In addition, inflation-adjusted debt instruments may lose value in the event the actual rate of inflation is different than the rate of the applicable inflation index. If inflation is negative, principal and income can both decline.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="margin-top:revert; margin-bottom:revert;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2026, was 5.46%. During the period(s) shown in the bar chart, the highest quarterly return was 13.59% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (13.14)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2026-06-30 0.0546 highest quarterly return 0.1359 2020-06-30 lowest quarterly return -0.1314 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2025) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0688 0.0412 0.0698 0.0989 0.0446 0.0697 0.1202 0.0550 0.0789 0.1085 0.0445 0.0682 0.1141 0.0497 0.0735 0.1172 0.0524 0.0763 0.1201 0.0550 0.0789 0.1204 0.0556 0.0792 0.0529 0.0399 0.0698 Returns After Taxes on Distributions 0.0299 0.0228 0.0546 Returns After Taxes on Distributions and Sale of Fund Shares 0.0397 0.0261 0.0512 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.1788 0.1442 0.1482 MFS Moderate Allocation Fund Blended Index 0.1502 0.0738 0.0836 <p style="margin-top:revert; margin-bottom:revert;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2025, the MFS Moderate Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 41% Standard &amp; Poor's 500 Stock Index; 13% MSCI EAFE (Europe, Australasia, Far East) Index; 3% Bloomberg Commodity Index; 3% FTSE EPRA Nareit Developed Real Estate Index; and 40% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. </p><p style="margin-top:revert; margin-bottom:revert; font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2025, the MFS Moderate Allocation Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 41% Standard & Poor's 500 Stock Index; 13% MSCI EAFE (Europe, Australasia, Far East) Index; 3% Bloomberg Commodity Index; 3% FTSE EPRA Nareit Developed Real Estate Index; and 40% Bloomberg U.S. Aggregate Bond Index. The components and weightings of the Blended Index may have differed during the periods and may differ in the future. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. 485BPOS 2026-09-28 2026-05-31 0000783740 2026-09-25 false ~ http://xbrl.sec.gov/rr/role/ShareholderFeesData row dei_DocumentInformationDocumentAxis compact cik0000783740_S000002506Summary1Member row dei_LegalEntityAxis compact cik0000783740_S000002506Member ~ ~ http://xbrl.sec.gov/rr/role/OperatingExpensesData row dei_DocumentInformationDocumentAxis compact cik0000783740_S000002506Summary1Member row dei_LegalEntityAxis compact cik0000783740_S000002506Member ~ ~ http://xbrl.sec.gov/rr/role/ExpenseExample row dei_DocumentInformationDocumentAxis compact cik0000783740_S000002506Summary1Member row dei_LegalEntityAxis compact cik0000783740_S000002506Member ~ ~ http://xbrl.sec.gov/rr/role/ExpenseExampleNoRedemption row dei_DocumentInformationDocumentAxis compact cik0000783740_S000002506Summary1Member row 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redeemed within 18 months of purchase. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 September 30, 2027 ~ http://www.MFS.com/20260531/role/RRRiskTable3 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable5 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable7 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable9 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable11 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable13 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable15 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable17 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable19 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable21 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable23 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable25 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable27 ~ ~ http://www.MFS.com/20260531/role/RRRiskTable29 ~ This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.64% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.39% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.39% of the class' average daily net assets annually for each of Class I and Class R4 shares, 0.89% of the class' average daily net assets annually for Class R2 shares, and 0.33% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.99% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.74% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.74% of the class' average daily net assets annually for each of Class I and Class R4 shares, 1.24% of the class' average daily net assets annually for Class R2 shares, and 0.66% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund’s expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund’s investment activity), such that “Total Annual Fund Operating Expenses” do not exceed 0.84% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.59% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.59% of the class' average daily net assets annually for each of Class I and Class R4 shares, 1.09% of the class' average daily net assets annually for Class R2 shares, and 0.51% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.64% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.39% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.39% of the class' average daily net assets annually for each of Class I and Class R4 shares, 0.89% of the class' average daily net assets annually for Class R2 shares, and 0.34% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 1.31% of the class' average daily net assets annually for each of Class A and Class R3 shares, 2.06% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 1.06% of the class' average daily net assets annually for each of Class I and Class R4 shares, 1.56% of the class' average daily net assets annually for Class R2 shares, and 0.94% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, such that "Other Expenses" do not exceed 0.10% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and 0.02% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, such that "Other Expenses" do not exceed 0.10% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and 0.00% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.96% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.71% of the class' average daily net assets annually for each of Class C and Class R1 shares, 0.71% of the class' average daily net assets annually for each of Class I and Class R4 shares, 1.21% of the class' average daily net assets annually for Class R2 shares, and 0.67% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity, and fees and expenses associated with investments in investment companies and other similar investment vehicles), such that "Total Annual Fund Operating Expenses" do not exceed 0.91% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.66% of the class' average daily net assets annually for each of Class B, Class C, and Class R1 shares, 0.66% of the class' average daily net assets annually for each of Class I and Class R4 shares, 1.16% of the class' average daily net assets annually for Class R2 shares, and 0.61% of the class' average daily net assets annually for Class R6 shares. ("Other Expenses" include 0.01% of interest and/or investment-related expenses incurred in connection with the fund's investment activity which are excluded from the expense limitation described in the prior sentence.) This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, such that "Other Expenses" do not exceed 0.10% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and 0.02% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least September 30, 2027. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years.