EX-99.(H)6 4 a18-5920_1ex99dh6.htm EX-99.(H)6

EXHIBIT NO. 99.(h) 6

 

AMENDMENT TO SHAREHOLDER SERVICING AGENT AGREEMENTS

 

THIS AMENDMENT, dated as set forth below, is by and between each of the investment companies listed on Annex A hereto and MFS Service Center, Inc.

 

WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agent Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and

 

WHEREAS, MFSC and each of the Funds listed on Annex A have agreed to amend their respective Agreements as provided below.

 

NOW, THEREFORE, in consideration of the mutual covenants and agreements of the parties hereto as herein set forth, the parties covenant and agree as follows:

 

Section 1.  The following new Paragraph 17 is hereby added to each of the Agreements and, to the extent applicable, subsequent sections are renumbered accordingly:

 

17.  Cash Management.  MFSC is authorized to establish and maintain one or more demand deposit or similar cash management accounts to facilitate the transfer of cash to and from the Fund or the Fund’s custodian in connection with purchase, redemption, dividend disbursement, and other similar activities, and acknowledges that such accounts may consist of cash associated with other MFS Funds. MFSC may maintain such account(s) at the bank or banks deemed appropriate by MFSC in its discretion and in accordance with applicable law. The Fund acknowledges and agrees that MFSC may invest balances of any such accounts in one or more money market or short-term investment instruments, including shares of money market funds, as may be approved by the Fund from time to time. All income and/or profits realized from such investment shall be credited against operating expenses incurred by MFSC in providing services under the Agreement, thus reducing the fee payable under paragraph 7, as agreed between the Fund and MFSC from time to time, and thus directly benefiting the Fund. The Fund acknowledges and agrees that, provided MFSC has acted in good faith and without negligence and has exercised reasonable care, the Fund shall be responsible for any investment losses resulting from MFSC’s investment of the balances of any such accounts in accordance with this paragraph, to the extent not satisfied through MFSC’s rights to indemnification under this Agreement.

 

Section 2.  This Amendment shall be construed under and shall be governed by the laws of The Commonwealth of Massachusetts.

 

Section 3.  This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original.

 



 

IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in duplicate original by its officers thereunto duly authorized, as of February 13, 2018.

 

 

MFS SERVICE CENTER, INC.

 

 

 

 

 

By:

MARGARHEETA C. WISE

 

 

Margarheeta C. Wise

 

 

President

 

 

 

 

 

 

 

Each of the Funds listed on Annex A

 

 

 

 

 

 

 

By:

CHRISTOPHER BOHANE

 

 

Christopher Bohane

 

 

Assistant Secretary

 



 

ANNEX A TO AMENDMENT TO SHAREHOLDER SERVICING AGREEMENT

 

FUND NAME

 

ACRONYM

Massachusetts Investors Trust

 

MIT

Massachusetts Investors Growth Stock Fund

 

MIG

MFS SERIES TRUST I

 

 

MFS Core Equity Fund

 

RGI

MFS Low Volatility Equity Fund

 

LVU

MFS Low Volatility Global Equity Fund

 

LVO

MFS New Discovery Fund

 

NDF

MFS Research International Fund

 

RIF

MFS Technology Fund

 

SCT

MFS U.S. Government Cash Reserve Fund

 

MCF

MFS Value Fund

 

EIF

MFS SERIES TRUST II

 

 

MFS Growth Fund

 

MEG

MFS SERIES TRUST III

 

 

MFS Global High Yield Fund

 

HYO

MFS High Income Fund

 

MFH

MFS Municipal High Income Fund

 

MMH

MFS SERIES TRUST IV

 

 

MFS Blended Research Emerging Markets Equity Fund

 

BRK

MFS Blended Research Global Equity Fund

 

BRL

MFS Blended Research International Equity Fund

 

BRX

MFS Global New Discovery Fund

 

GND

MFS Mid Cap Growth Fund

 

OTC

MFS U.S. Government Money Market Fund

 

MMM

MFS SERIES TRUST V

 

 

MFS International New Discovery Fund

 

MIO

MFS Research Fund

 

MFR

MFS Total Return Fund

 

MTR

MFS SERIES TRUST VI

 

 

MFS Global Equity Fund

 

MWE

MFS Global Total Return Fund

 

MWT

MFS Utilities Fund

 

MMU

 



 

MFS SERIES TRUST VII

 

 

MFS Equity Income Fund

 

EQI

MFS SERIES TRUST VIII

 

 

MFS Global Growth Fund

 

WGF

MFS Strategic Income Fund

 

MSI

MFS SERIES TRUST IX

 

 

MFS Corporate Bond Fund

 

MFB

MFS Inflation-Adjusted Bond Fund

 

IAB

MFS Limited Maturity Fund

 

MLM

MFS Municipal Limited Maturity Fund

 

MML

MFS Total Return Bond Fund

 

RBF

MFS SERIES TRUST X

 

 

MFS Absolute Return Fund

 

ART

MFS Aggressive Growth Allocation Fund

 

AGG

MFS Blended Research Growth Equity Fund

 

BRW

MFS Blended Research Mid Cap Equity Fund

 

BMS

MFS Blended Research Small Cap Equity Fund

 

BRS

MFS Blended Research Value Equity Fund

 

BRU

MFS Conservative Allocation Fund

 

CON

MFS Emerging Markets Debt Fund

 

EMD

MFS Emerging Markets Debt Local Currency Fund

 

EML

MFS Emerging Markets Equity Fund

 

FEM

MFS Global Bond Fund

 

GLB

MFS Growth Allocation Fund

 

GRO

MFS International Diversification Fund

 

MDI

MFS International Growth Fund

 

FGF

MFS International Value Fund

 

FGI

MFS Managed Wealth Fund

 

MGW

MFS Moderate Allocation Fund

 

MOD

MFS SERIES TRUST XI

 

 

MFS Blended Research Core Equity Fund

 

UNE

MFS Mid Cap Value Fund

 

MDV

MFS SERIES TRUST XII

 

 

MFS Equity Opportunities Fund

 

MSR

MFS Lifetime 2020 Fund

 

ML2

MFS Lifetime 2025 Fund

 

L25

MFS Lifetime 2030 Fund

 

ML3

MFS Lifetime 2035 Fund

 

L35

MFS Lifetime 2040 Fund

 

ML4

MFS Lifetime 2045 Fund

 

L45

 



 

MFS Lifetime 2050 Fund

 

ML5

MFS Lifetime 2055 Fund

 

L55

MFS Lifetime 2060 Fund

 

ML6

MFS Lifetime Income Fund

 

LRT

MFS SERIES TRUST XIII

 

 

MFS Diversified Income Fund

 

DIF

MFS Global Real Estate Fund

 

GRE

MFS Government Securities Fund

 

MGS

MFS New Discovery Value Fund

 

NDV

MFS SERIES TRUST XV

 

 

MFS Global Alternative Strategy Fund

 

DTR

MFS SERIES TRUST XVI

 

 

MFS Global Multi-Asset Fund

 

GMA

MFS Prudent Investor Fund

 

FPP

MFS INSTITUTIONAL TRUST

 

 

MFS Institutional International Equity Fund

 

IIE

MFS MUNICIPAL SERIES TRUST

 

 

MFS Alabama Municipal Bond Fund

 

MAL

MFS Arkansas Municipal Bond Fund

 

MAR

MFS California Municipal Bond Fund

 

MCA

MFS Georgia Municipal Bond Fund

 

MGA

MFS Maryland Municipal Bond Fund

 

MMD

MFS Massachusetts Municipal Bond Fund

 

MMA

MFS Mississippi Municipal Bond Fund

 

MMP

MFS Municipal Income Fund

 

MMI

MFS New York Municipal Bond Fund

 

MNY

MFS North Carolina Municipal Bond Fund

 

MNC

MFS Pennsylvania Municipal Bond Fund

 

MPA

MFS South Carolina Municipal Bond Fund

 

MSC

MFS Tennessee Municipal Bond Fund

 

MTN

MFS Virginia Municipal Bond Fund

 

MVA

MFS West Virginia Municipal Bond Fund

 

MWV

MFS VARIABLE INSURANCE TRUST

 

 

MFS Global Equity Series

 

VGE

MFS Growth Series

 

VEG

MFS Investors Trust Series

 

VGI

MFS Mid Cap Growth Series

 

VMG

MFS New Discovery Series

 

VND

MFS Research Series

 

VFR

 



 

MFS Total Return Bond Series

 

VFB

MFS Total Return Series

 

VTR

MFS Utilities Series

 

VUF

MFS Value Series

 

VLU

MFS VARIABLE INSURANCE TRUST II

 

 

MFS Blended Research Core Equity Portfolio

 

CGS

MFS Core Equity Portfolio

 

RGS

MFS Corporate Bond Portfolio

 

BDS

MFS Emerging Markets Equity Portfolio

 

FCE

MFS Global Governments Portfolio

 

WGS

MFS Global Growth Portfolio

 

WGO

MFS Global Research Portfolio

 

RES

MFS Global Tactical Allocation Portfolio

 

WTS

MFS Government Securities Portfolio

 

GSS

MFS High Yield Portfolio

 

HYS

MFS International Growth Portfolio

 

FCI

MFS International Value Portfolio

 

FCG

MFS Massachusetts Investors Growth Stock Portfolio

 

MIS

MFS Research International Portfolio

 

RSS

MFS Strategic Income Portfolio

 

SIS

MFS Technology Portfolio

 

TKS

MFS U.S. Government Money Market Portfolio

 

MKS

MFS VARIABLE INSURANCE TRUST III

 

 

MFS Blended Research Small Cap Equity Fund

 

VSC

MFS Conservative Allocation Portfolio

 

VCA

MFS Global Real Estate Portfolio

 

VRE

MFS Growth Allocation Portfolio

 

VGA

MFS Inflation-Adjusted Bond Portfolio

 

VIA

MFS Limited Maturity Portfolio

 

VLT

MFS Mid Cap Value Portfolio

 

VMC

MFS Moderate Allocation Portfolio

 

VMA

MFS New Discovery Value Portfolio

 

VDV