12/16/2025 | Press release | Distributed by Public on 12/16/2025 07:43
SUPPLEMENT TO THE PROSPECTUS
The date of this supplement is December 16, 2025.
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MFS® BLENDED RESEARCH® CORE EQUITY FUND |
MFS® BLENDED RESEARCH® MID CAP EQUITY FUND |
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MFS® BLENDED RESEARCH® CORE EQUITY PORTFOLIO |
MFS® BLENDED RESEARCH® SMALL CAP EQUITY FUND |
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MFS® BLENDED RESEARCH® CORE EQUITY ETF |
MFS® BLENDED RESEARCH® SMALL CAP EQUITY PORTFOLIO |
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MFS® BLENDED RESEARCH® EMERGING MARKETS EQUITY ETF |
MFS® BLENDED RESEARCH® VALUE EQUITY FUND |
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MFS® BLENDED RESEARCH® EMERGING MARKETS EQUITY FUND |
MFS® EQUITY INCOME FUND |
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MFS® BLENDED RESEARCH® GROWTH EQUITY FUND |
MFS® LOW VOLATILITY EQUITY FUND |
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MFS® BLENDED RESEARCH® INTERNATIONAL EQUITY ETF |
MFS® LOW VOLATILITY GLOBAL EQUITY FUND |
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MFS® BLENDED RESEARCH® INTERNATIONAL EQUITY FUND |
Effective January 1, 2026, the following is added to the table in the sub-section entitled "Portfolio Manager(s)" under the main heading entitled "Summary of Key Information":
|
Portfolio Manager |
Since |
Title |
|
Nathan Bryant |
January 2026 |
Investment Officer of MFS |
|
Jenney Zhang |
January 2026 |
Investment Officer of MFS |
Effective immediately, the following is added after the tables in the sub-sections entitled "Portfolio Manager(s)" under the main headings entitled "Summary of Key Information" and "Management of the Fund":
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 January 1, 2026, the following is added to the table in the sub-section entitled "Portfolio Manager(s)" under the main heading entitled "Management of the Fund":
|
Portfolio Manager |
Primary Role |
Five Year History |
|
Nathan Bryant |
Portfolio Manager |
Employed in the investment area of MFS since 2015 |
|
Jenney Zhang |
Portfolio Manager |
Employed in the investment area of MFS since 2011 |
MULTI-SUP-I-121625
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