04/20/2026 | Press release | Distributed by Public on 04/20/2026 10:15
SUPPLEMENT TO THE PROSPECTUS
Supplement dated April 20, 2026, to the Prospectus dated September 26, 2025.
MFS® Blended Research® Mid Cap Equity Fund
Effective immediately, the sub-section entitled "Portfolio Manager(s)" under the main heading entitled "Summary of Key Information" is restated in its entirety as follows:
Portfolio Manager(s)
|
Portfolio Manager |
Since |
Title |
|
Matt Krummell |
2016 |
Investment Officer of MFS |
|
Nathan Bryant |
January 2026 |
Investment Officer of MFS |
|
Jonathan Sage |
2016 |
Investment Officer of MFS |
|
Jed Stocks |
2016 |
Investment Officer of MFS |
|
Jenney Zhang |
January 2026 |
Investment Officer of MFS |
Matt Krummell has announced his intention to retire effective April 7, 2027, and he will no longer be a portfolio manager of the fund as of that date.
Effective immediately, the sub-section entitled "Portfolio Manager(s)" under the main heading entitled "Management of the Fund" is restated in its entirety as follows:
Portfolio Manager(s)
Information regarding the portfolio manager(s) of the fund is set forth below. Further information regarding the portfolio manager(s), including other accounts managed, compensation, ownership of fund shares, and possible conflicts of interest, is available in the fund's SAI.
|
Portfolio Manager |
Primary Role |
Five Year History |
|
Matt Krummell |
Lead Portfolio Manager |
Employed in the investment area of MFS since 2001 |
|
Nathan Bryant |
Portfolio Manager |
Employed in the investment area of MFS since 2015 |
|
Jonathan Sage |
Portfolio Manager |
Employed in the investment area of MFS since 2000 |
|
Jed Stocks |
Portfolio Manager |
Employed in the investment area of MFS since 2001 |
|
Jenney Zhang |
Portfolio Manager |
Employed in the investment area of MFS since 2011 |
Matt Krummell has announced his intention to retire effective April 7, 2027, and he will no longer be a portfolio manager of the fund as of that date.
BMS-SUP-I-042026
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