0000912938-01-500338.txt : 20011010
0000912938-01-500338.hdr.sgml : 20011010
ACCESSION NUMBER: 0000912938-01-500338
CONFORMED SUBMISSION TYPE: DEFA14A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20011009
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST I
CENTRAL INDEX KEY: 0000798244
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04777
FILM NUMBER: 1754194
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15 TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: LIFETIME MANAGED SECTORS TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS LIFETIME MANAGED SECTORS FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS SERIES TRUST I /MA/
DATE OF NAME CHANGE: 19940427
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS VARIABLE INSURANCE TRUST
CENTRAL INDEX KEY: 0000918571
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 043226600
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-08326
FILM NUMBER: 1754195
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 617-954-5261
MAIL ADDRESS:
STREET 1: 15TH FL
STREET 2: 500 BOYLSTON STREET
CITY: BOSTON
STATE: MA
ZIP: 02116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SPECIAL VALUE TRUST
CENTRAL INDEX KEY: 0000856128
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 043063376
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-05912
FILM NUMBER: 1754196
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS INTERMEDIATE INCOME TRUST
CENTRAL INDEX KEY: 0000826735
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-05440
FILM NUMBER: 1754197
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: INTERNATIONAL GOVERNMENT INCOME TRUST
DATE OF NAME CHANGE: 19880211
FORMER COMPANY:
FORMER CONFORMED NAME: MFS MULTI GOVERNMENT INTERMEDIATE TRUST
DATE OF NAME CHANGE: 19880308
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS GOVERNMENT MARKETS INCOME TRUST
CENTRAL INDEX KEY: 0000811922
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046565627
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-05078
FILM NUMBER: 1754198
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS MULTIMARKET INCOME TRUST
CENTRAL INDEX KEY: 0000809173
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046562226
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04975
FILM NUMBER: 1754199
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545000
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS HIGH YIELD MARKETS TRUST
DATE OF NAME CHANGE: 19870204
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS MUNICIPAL INCOME TRUST
CENTRAL INDEX KEY: 0000801961
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046554822
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04841
FILM NUMBER: 1754201
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545268
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS CHARTER INCOME TRUST
CENTRAL INDEX KEY: 0000851170
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 043055815
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-05822
FILM NUMBER: 1754202
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS PRINCIPAL INCOME TRUST
DATE OF NAME CHANGE: 19890906
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS GROWTH OPPORTUNITIES FUND
CENTRAL INDEX KEY: 0000063067
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-02032
FILM NUMBER: 1754203
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETT MFS CAPITAL DEVELOPMENT FUND
DATE OF NAME CHANGE: 19921015
FORMER COMPANY:
FORMER CONFORMED NAME: MFS CAPITAL DEVELOPMENT FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS CAPITAL FUND INC
DATE OF NAME CHANGE: 19701021
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS GOVERNMENT SECURITIES FUND
CENTRAL INDEX KEY: 0000356349
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-03327
FILM NUMBER: 1754204
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: GGM TRUST
DATE OF NAME CHANGE: 19820406
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT GUARANTEED SECURITIES TRUST
DATE OF NAME CHANGE: 19910522
FORMER COMPANY:
FORMER CONFORMED NAME: WORKING CAPITAL TRUST
DATE OF NAME CHANGE: 19840529
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS GOVERNMENT LIMITED MATURITY FUND /MA/
CENTRAL INDEX KEY: 0000764719
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0228
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04253
FILM NUMBER: 1754205
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT PREMIUM ACCOUNT
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT PREMIUM FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: TRUST FOR THRIFT INSTITUTIONS HIGH YIELD SERIES
DATE OF NAME CHANGE: 19880713
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MASSACHUSETTS INVESTORS GROWTH STOCK FUND
CENTRAL INDEX KEY: 0000063090
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 041885327
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-00859
FILM NUMBER: 1754206
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS INVESTORS GROWTH STOCK FUND INC
DATE OF NAME CHANGE: 19920414
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MASSACHUSETTS INVESTORS TRUST
CENTRAL INDEX KEY: 0000063091
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 041590600
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-00203
FILM NUMBER: 1754207
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS INSTITUTIONAL TRUST
CENTRAL INDEX KEY: 0000867969
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 043158862
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-06174
FILM NUMBER: 1754208
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: PUBLIC FUNDS INVESTMENT TRUST
DATE OF NAME CHANGE: 19920609
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS MUNICIPAL SERIES TRUST
CENTRAL INDEX KEY: 0000751656
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04096
FILM NUMBER: 1754209
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS MANAGED MULTI STATE MUNICIPAL BOND TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS MANAGED MULTI STATE TAX EXEMPT TRUST
DATE OF NAME CHANGE: 19890410
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST XI
CENTRAL INDEX KEY: 0000911637
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-07992
FILM NUMBER: 1754210
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS UNION STANDARD TRUST
DATE OF NAME CHANGE: 19930907
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST X
CENTRAL INDEX KEY: 0000783740
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04492
FILM NUMBER: 1754211
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS MFS GOVERNMENT INCOME PLUS FUND
DATE OF NAME CHANGE: 19921015
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT INCOME PLUS FUND
DATE OF NAME CHANGE: 19930312
FORMER COMPANY:
FORMER CONFORMED NAME: MFS GOVERNMENT MORTGAGE FUND
DATE OF NAME CHANGE: 19930408
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST IX /MA/
CENTRAL INDEX KEY: 0000063075
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 042535629
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0430
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-02464
FILM NUMBER: 1754212
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15 TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS BOND FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS FIXED INCOME TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS SERIES TRUST IX
DATE OF NAME CHANGE: 19950207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST VIII
CENTRAL INDEX KEY: 0000819673
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-05262
FILM NUMBER: 1754213
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH ST
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS INCOME & OPPORTUNITY FUND /
DATE OF NAME CHANGE: 19931006
FORMER COMPANY:
FORMER CONFORMED NAME: MFS STRATEGIC INCOME FUND
DATE OF NAME CHANGE: 19940910
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST VII
CENTRAL INDEX KEY: 0000318874
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046452925
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-03090
FILM NUMBER: 1754214
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS FINANCIAL INTERNATIONAL TRUST BOND PORTFOLIO
DATE OF NAME CHANGE: 19910225
FORMER COMPANY:
FORMER CONFORMED NAME: MFS WORLDWIDE GOVERNMENTS FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS WORLDWIDE GOVERNMENTS TRUST
DATE OF NAME CHANGE: 19920703
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST VI
CENTRAL INDEX KEY: 0000863032
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-06102
FILM NUMBER: 1754215
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MFS WORLDWIDE TOTAL RETURN FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS WORLDWIDE TOTAL RETURN TRUST
DATE OF NAME CHANGE: 19920703
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST V
CENTRAL INDEX KEY: 0000200489
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 042468583
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0930
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-02031
FILM NUMBER: 1754216
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS FINANCIAL TOTAL RETURN TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS MFS TOTAL RETURN FUND
DATE OF NAME CHANGE: 19921023
FORMER COMPANY:
FORMER CONFORMED NAME: MFS TOTAL RETURN FUND
DATE OF NAME CHANGE: 19930408
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST IV
CENTRAL INDEX KEY: 0000063068
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046382595
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1031
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-02594
FILM NUMBER: 1754217
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS CASH MANAGEMENT TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS MUNICIPAL BOND FUND /MA/
DATE OF NAME CHANGE: 19930910
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST III
CENTRAL INDEX KEY: 0000225604
STANDARD INDUSTRIAL CLASSIFICATION: []
IRS NUMBER: 046414785
STATE OF INCORPORATION: MA
FISCAL YEAR END: 0131
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-02794
FILM NUMBER: 1754218
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545261
MAIL ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FL
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: MASSACHUSETTS FINANCIAL HIGH INCOME TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS HIGH INCOME FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS SERIES TRUST III /MA
DATE OF NAME CHANGE: 19940411
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MFS SERIES TRUST II
CENTRAL INDEX KEY: 0000798250
STANDARD INDUSTRIAL CLASSIFICATION: []
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: DEFA14A
SEC ACT: 1934 Act
SEC FILE NUMBER: 811-04775
FILM NUMBER: 1754219
BUSINESS ADDRESS:
STREET 1: 500 BOYLSTON ST
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
BUSINESS PHONE: 6179545214
MAIL ADDRESS:
STREET 1: 500 BOYLSTON STREET
STREET 2: 15TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02116
FORMER COMPANY:
FORMER CONFORMED NAME: LIFETIME EMERGING GROWTH TRUST
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: MFS LIFETIME EMERGING GROWTH FUND
DATE OF NAME CHANGE: 19930408
FORMER COMPANY:
FORMER CONFORMED NAME: MFS SERIES TRUST II /MA/
DATE OF NAME CHANGE: 19940131
DEFA14A
1
proxy.txt
ADDITIONAL PROXY MATERIALS
Message from the Chairman
Proxy voting underway; employees asked to do their part
October 2, 2001
As many of you know, the MFS funds recently mailed proxies to more than 4.5
million account holders earlier this month. Along with the proxy statement,
shareholders received voting instructions and an informative "Q&A" brochure.
These MFS funds currently have three different boards of trustees, and
shareholders are being asked to approve the consolidation of the three boards
into one. The funds are also asking shareholders to standardize certain
agreements and the restrictions that govern them. The fund boards recommend that
shareholders vote for all proposals.
This initiative is obviously a massive undertaking. The MFS funds have never had
a vote of this magnitude.
Employees are shareholders of many MFS funds and in some cases have large
positions (particularly in the funds offered only to MFS employees and fund
trustees). If you have already voted, we thank you for your response.
If you have not done so, please take a few minutes and fill out your proxy. You
can vote by mail, online, or via the telephone (except for Massachusetts
Investors Trust, where only voting by mail is possible). Your timely efforts
will not only save the funds money by reducing mailing costs, but, more
importantly, we need to remember that every vote counts.
Again thank you in advance for your prompt response. If you have any questions
regarding this initiative, please visit our Web site (www.mfs.com
http://www.mfs.com.
Jeff Shames
SCHEDULE 14A
PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934
Filed by the Registrant [ X ]
Filed by a party other than the Registrant
Check the appropriate box: [ ] Preliminary Proxy Statement
[ ] Confidential for Use of the Commission
Only (as permitted by Rule 14a-6(e)(2))
[ ] Definitive Proxy Statement
[ X ] Definitive Additional Materials
[ ] Soliciting Material Pursuant to Rule 14a-11(c)
or Rule 14a-12
MFS(R) Series Trust I (File Nos. 33-7638 and 811-4777) on behalf of MFS(R) Cash
Reserve Fund, MFS(R) Core Growth Fund, MFS(R) Global Asset Allocation Fund,
MFS(R) Global Telecommunications Fund, MFS(R) Japan Equity Fund, MFS(R) Managed
Sectors Fund, MFS(R) New Discovery Fund, MFS(R) Research Growth and Income Fund,
MFS(R) Research International Fund, MFS(R) Strategic Growth Fund, MFS(R)
Technology Fund and MFS(R) Value Fund; MFS(R) Series Trust II (File Nos. 33-7637
and 811-4775) on behalf of MFS(R) Emerging Growth Fund and MFS(R) Large Cap
Growth Fund; MFS(R) Series Trust III (File Nos. 2-60491 and 811-2794) on behalf
of MFS(R) High Income Fund, MFS(R) High Yield Opportunities Fund and MFS(R)
Municipal High Income Fund; MFS(R) Series Trust IV (File Nos. 2-54607 and
811-2594) on behalf of MFS(R) Government Money Market Fund, MFS(R) Mid Cap
Growth Fund, MFS(R) Money Market Fund and MFS(R) Municipal Bond Fund; MFS(R)
Series Trust V (File Nos. 2-38613 and 811-2031) on behalf of MFS(R)
International New Discovery Fund, MFS(R) International Strategic Growth Fund,
MFS(R) Research Fund, MFS(R) Total Return Fund and MFS(R) International Value
Fund; MFS(R) Series Trust VI (File Nos. 33-34502 and 811-6102) on behalf of
MFS(R) Global Equity Fund, MFS(R) Global Total Return Fund and MFS(R) Utilities
Fund; MFS(R) Series Trust VII (File Nos. 2-68918 and 811-3090) on behalf of
MFS(R) Capital Opportunities Fund; MFS(R) Series Trust VIII (File Nos. 33-37972
and 811-5262) on behalf of MFS(R) Global Growth Fund and MFS(R) Strategic Income
Fund; MFS(R) Series Trust IX (File Nos. 2-50409 and 811-2464) on behalf of
MFS(R) Bond Fund, MFS(R) Emerging Opportunities Fund, MFS(R) High Quality Bond
Fund, MFS(R) Intermediate Investment Grade Bond Fund, MFS(R) Large Cap Value
Fund, MFS(R) Limited Maturity Fund, MFS(R) Municipal Limited Maturity Fund and
MFS(R) Research Bond Fund; MFS(R) Series Trust X (File Nos. 33-1657 and
811-4492) on behalf of MFS(R) Emerging Markets Debt Fund, MFS(R) Emerging
Markets Equity Fund, MFS(R) European Equity Fund, MFS(R) Fundamental Growth
Fund, MFS(R) Gemini Large Cap U.S. Fund, MFS(R) Gemini U.K. Fund, MFS(R) Global
Conservative Equity Fund, MFS(R) Global Health Sciences Fund, MFS(R) Government
Mortgage Fund, MFS(R) High Yield Fund, MFS(R) Income Fund, MFS(R) International
ADR Fund, MFS(R) International Core Equity Fund, MFS(R) International Growth
Fund, MFS(R) International Investors Trust, MFS(R) Multi Cap Growth Fund, MFS(R)
New Endeavor Fund and MFS(R) Strategic Value Fund; MFS(R) Series Trust XI (File
Nos. 33-68310 and 811-7992) on behalf of MFS(R) Union Standard Equity Fund,
VertexSM Contrarian Fund and VertexSM International Fund; Massachusetts
Investors Growth Stock Fund (File Nos. 2-14677 and 811-859); Massachusetts
Investors Trust (File Nos. 2-11401 and 811-203); MFS(R) Government Limited
Maturity Fund (File Nos. 2-96738 and 811-4253); MFS(R) Government Securities
Fund (File Nos. 2-74959 and 811-3327); MFS(R) Growth Opportunities Fund (File
Nos. 2-36431 and 811-2032); MFS(R) Municipal Series Trust (File Nos. 2-92915 and
811-4096) on behalf of MFS(R) Alabama Municipal Bond Fund, MFS(R) Arkansas
Municipal Bond Fund, MFS(R) California Municipal Bond Fund, MFS(R) Florida
Municipal Bond Fund, MFS(R) Georgia Municipal Bond Fund, MFS(R) Maryland
Municipal Bond Fund, MFS(R) Massachusetts High Income Tax Free Fund, MFS(R)
Massachusetts Municipal Bond Fund, MFS(R) Mississippi Municipal Bond Fund,
MFS(R) New York High Income Tax Free Fund, MFS(R) New York Municipal Bond Fund,
MFS(R) North Carolina Municipal Bond Fund, MFS(R) Pennsylvania Municipal Bond
Fund, MFS(R) South Carolina Municipal Bond Fund, MFS(R) Tennessee Municipal Bond
Fund, MFS(R) Virginia Municipal Bond Fund, MFS(R) West Virginia Municipal Bond
Fund and MFS(R) Municipal Income Fund; MFS(R) Charter Income Trust (File Nos.
33-29012 and 811-5822); MFS(R) Government Markets Income Trust (File Nos.
33-12945 and 811-5078); MFS(R) Intermediate Income Trust (File Nos. 33-19364 and
811-5440); MFS(R) Multimarket Income Trust (File Nos. 33-11246 and 811-4975);
MFS(R) Municipal Income Trust (File Nos. 33-8850 and 811-4841); MFS(R) Special
Value Trust (File Nos. 33-31346 and 811-5912); MFS(R) Institutional Trust (File
Nos. 33-37615 and 811-6174) on behalf of MFS(R) Institutional Core Equity Fund,
MFS(R) Institutional Emerging Equities Fund, MFS(R) Institutional High Yield
Fund, MFS(R) Institutional International Equity Fund, MFS(R) Institutional Large
Cap Growth Fund, MFS(R) Institutional Large Cap Value Fund, MFS(R) Institutional
Mid Cap Growth Fund, MFS(R) Institutional Real Estate Investment Fund and MFS(R)
Institutional Research Fund; MFS Variable Insurance Trust (File Nos. 33-74668
and 811-8326) on behalf of MFS(R) Bond Series, MFS(R) Capital Opportunities
Series, MFS(R) Emerging Growth Series, MFS(R) Global Equity Series, MFS(R)
Global Governments Series, MFS(R) High Income Series, MFS(R) Investors Growth
Stock Series, MFS(R) Investors Trust Series, MFS(R) Mid Cap Growth Series,
MFS(R) Money Market Series, MFS(R) New Discovery Series, MFS(R) Research Series,
MFS(R) Total Return Series and MFS(R) Utilities Series
--------------------------------------------------------------------------------
(Name of Registrant as Specified in its Charter)
--------------------------------------------------------------------------------
(Name of Person(s) Filing Proxy Statement)
Payment of Filing Fee (Check the appropriate box):
[ X ] No fee required
[ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(1)
and 0-11.
(1) Title of each class of securities to which transaction applies:
--------------------------------------------------------------------------------
(2) Aggregate number of securities to which transaction applies:
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(3) Per unit price or other underlying value of transaction
computed pursuant to Exchange Act Rule 0-11 (Set forth the amount
on which the filing fee is calculated and state how it was
determined):
--------------------------------------------------------------------------------
(4) Proposed maximum aggregate value of transaction:
--------------------------------------------------------------------------------
(5) Total Fee Paid:
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[ ] Fee paid previously with preliminary materials.
--------------------------------------------------------------------------------
[ ] Check box if any part of the fee is offset as provided by
Exchange Act Rule 0-11(a)(2) and identify the filing for which the
offsetting fee was paid previously. Identify the previous filing
by registration statement number, or the Form or Schedule and the
date of its filing.
(1) Amount previously paid:
--------------------------------------------------------------------------------
(2) Form, Schedule or Registration Statement No.:
--------------------------------------------------------------------------------
(3) Filing Party:
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(4) Date Filed:
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October 9, 2001
VIA EDGAR
Securities and Exchange Commission
Division of Investment Management
Judiciary Plaza
450 Fifth Street, N.W.
Washington, DC 20549
Re: MFS(R)Series Trust I (File Nos. 33-7638 and 811-4777) on behalf of
MFS(R)Cash Reserve Fund, MFS(R)Core Growth Fund, MFS(R)Global Asset
Allocation Fund, MFS(R)Global Telecommunications Fund, MFS(R)Japan
Equity Fund, MFS(R)Managed Sectors Fund, MFS(R)New Discovery Fund,
MFS(R)Research Growth and Income Fund, MFS(R)Research International
Fund, MFS(R)Strategic Growth Fund, MFS(R)Technology Fund and MFS(R)
Value Fund; MFS(R)Series Trust II (File Nos. 33-7637 and 811-4775) on
behalf of MFS(R)Emerging Growth Fund and MFS(R)Large Cap Growth Fund;
MFS(R)Series Trust III (File Nos. 2-60491 and 811-2794) on behalf of
MFS(R)High Income Fund, MFS(R)High Yield Opportunities Fund and
MFS(R)Municipal High Income Fund; MFS(R)Series Trust IV (File Nos.
2-54607 and 811-2594) on behalf of MFS(R)Government Money Market Fund,
MFS(R)Mid Cap Growth Fund, MFS(R)Money Market Fund and MFS(R)Municipal
Bond Fund; MFS(R) Series Trust V (File Nos. 2-38613 and 811-2031) on
behalf of MFS(R)International New Discovery Fund, MFS(R)International
Strategic Growth Fund, MFS(R)Research Fund, MFS(R)Total Return Fund
and MFS(R) International Value Fund; MFS(R)Series Trust VI (File Nos.
33-34502 and 811-6102) on behalf of MFS(R) Global Equity Fund,
MFS(R)Global Total Return Fund and MFS(R)Utilities Fund; MFS(R)Series
Trust VII (File Nos. 2-68918 and 811-3090) on behalf of MFS(R)Capital
Opportunities Fund; MFS(R)Series Trust VIII (File Nos. 33-37972 and
811-5262) on behalf of MFS(R)Global Growth Fund and MFS(R)Strategic
Income Fund; MFS(R)Series Trust IX (File Nos. 2-50409 and 811-2464) on
behalf of MFS(R)Bond Fund, MFS(R)Emerging Opportunities Fund,
MFS(R)High Quality Bond Fund, MFS(R)Intermediate Investment Grade Bond
Fund, MFS(R)Large Cap Value Fund, MFS(R)Limited Maturity Fund,
MFS(R)Municipal Limited Maturity Fund and MFS(R)Research Bond Fund;
MFS(R)Series Trust X (File Nos. 33-1657 and 811-4492) on behalf of
MFS(R)Emerging Markets Debt Fund, MFS(R)Emerging Markets Equity Fund,
MFS(R)European Equity Fund, MFS(R) Fundamental Growth Fund,
MFS(R)Gemini Large Cap U.S. Fund, MFS(R)Gemini U.K. Fund, MFS(R)Global
Conservative Equity Fund, MFS(R)Global Health Sciences Fund,
MFS(R)Government Mortgage Fund, MFS(R) High Yield Fund, MFS(R)Income
Fund, MFS(R)International ADR Fund, MFS(R)International Core Equity
Fund, MFS(R)International Growth Fund, MFS(R)International Investors
Trust, MFS(R)Multi Cap Growth Fund, MFS(R)New Endeavor Fund and
MFS(R)Strategic Value Fund; MFS(R)Series Trust XI (File Nos. 33-68310
and 811-7992) on behalf of MFS(R)Union Standard Equity Fund, VertexSM
Contrarian Fund and VertexSM International Fund; Massachusetts
Investors Growth Stock Fund (File Nos. 2-14677 and 811-859);
Massachusetts Investors Trust (File Nos. 2-11401 and 811-203);
MFS(R)Government Limited Maturity Fund (File Nos. 2-96738 and
811-4253); MFS(R)Government Securities Fund (File Nos. 2-74959 and
811-3327); MFS(R)Growth Opportunities Fund (File Nos. 2-36431 and
811-2032); MFS(R)Municipal Series Trust (File Nos. 2-92915 and
811-4096) on behalf of MFS(R)Alabama Municipal Bond Fund, MFS(R)
Arkansas Municipal Bond Fund, MFS(R)California Municipal Bond Fund,
MFS(R)Florida Municipal Bond Fund, MFS(R)Georgia Municipal Bond Fund,
MFS(R)Maryland Municipal Bond Fund, MFS(R)Massachusetts High Income
Tax Free Fund, MFS(R)Massachusetts Municipal Bond Fund,
MFS(R)Mississippi Municipal Bond Fund, MFS(R)New York High Income Tax
Free Fund, MFS(R)New York Municipal Bond Fund, MFS(R)North Carolina
Municipal Bond Fund, MFS(R)Pennsylvania Municipal Bond Fund,
MFS(R)South Carolina Municipal Bond Fund, MFS(R)Tennessee Municipal
Bond Fund, MFS(R)Virginia Municipal Bond Fund, MFS(R)West Virginia
Municipal Bond Fund and MFS(R)Municipal Income Fund; MFS(R)Charter
Income Trust (File Nos. 33-29012 and 811-5822); MFS(R)Government
Markets Income Trust (File Nos. 33-12945 and 811-5078); MFS(R)
Intermediate Income Trust (File Nos. 33-19364 and 811-5440);
MFS(R)Multimarket Income Trust (File Nos. 33-11246 and 811-4975);
MFS(R)Municipal Income Trust (File Nos. 33-8850 and 811-4841); MFS(R)
Special Value Trust (File Nos. 33-31346 and 811-5912);
MFS(R)Institutional Trust (File Nos. 33-37615 and 811-6174) on behalf
of MFS(R)Institutional Core Equity Fund, MFS(R)Institutional Emerging
Equities Fund, MFS(R)Institutional High Yield Fund,
MFS(R)Institutional International Equity Fund, MFS(R)Institutional
Large Cap Growth Fund, MFS(R)Institutional Large Cap Value Fund,
MFS(R) Institutional Mid Cap Growth Fund, MFS(R)Institutional Real
Estate Investment Fund and MFS(R) Institutional Research Fund; MFS
Variable Insurance Trust (File Nos. 33-74668 and 811-8326) on behalf
of MFS(R)Bond Series, MFS(R)Capital Opportunities Series,
MFS(R)Emerging Growth Series, MFS(R) Global Equity Series,
MFS(R)Global Governments Series, MFS(R)High Income Series,
MFS(R)Investors Growth Stock Series, MFS(R)Investors Trust Series,
MFS(R)Mid Cap Growth Series, MFS(R)Money Market Series, MFS(R)New
Discovery Series, MFS(R)Research Series, MFS(R)Total Return Series and
MFS(R) Utilities Series
Ladies and Gentlemen:
We enclose herewith pursuant to rule 20a-1 under the Investment Company Act
of 1940, as amended, and Rule 14a-6(b) under the Securities Exchange Act of
1934, as amended (the "1934 Act"), a definitive copy of additional solicitation
materials e-mailed to MFS employees with respect to Special Meetings of
Shareholders of the Trusts, to be held in October and November.
Securities and Exchange Commission
October 9, 2001
Page Two
If you have any questions, please do not hesitate to call the undersigned
at (617) 954-5047.
Sincerely,
JAMES F. DESMARAIS
James F. DesMarais
Assistant General Counsel
JFD/bjn
Enclosures