Invest in MFS Mutual Funds

MFS has considerable experience in the field of money management. In fact, they introduced the very first mutual fund to the United States in 1924, putting the American stock market within reach of ordinary individuals. Today MFS offers a wide variety of mutual funds in which you can invest, spanning seven different fund categories.

Visit MFS.com to learn about the various mutual funds offered.

Select "Products & Performance" from the menu at the top of the page, followed by the "Mutual Funds" link.

Choose an MFS mutual fund to review and click its link. They are not sorted by category.

Use the drop-down menu to select the share class you prefer.

Review the fund's profile, performance, management, dividend and capital gains information. Read and discover the fund's price history and daily net asset value (NAV).

Click the link under the share class menu to view the fund's fact sheet.

Select "Statement of Additional Information (SAI)" to view the latest SAI for the fund you are reviewing.

Click the "Fund Reports/Prospectus" link to view the fund's prospectus, semiannual and annual reports and holding reports online. You'll need an Adobe Acrobat Reader plugin to view these reports.

Choose a fund or funds and determine the amount you want to invest in MFS mutual funds. MFS requires a $1.000 minimum investment or $50 if you are enrolling in an automatic investment plan.

Open an MFS mutual fund investment account by downloading, completing and mailing an application form, along with your minimum investment. Alternatively, you may choose to invest through a financial adviser or broker.

Tips & Warnings

• If you do not have Adobe Acrobat Reader on your computer, you may download it for free by visiting Adobe.com.
• Review the available share classes before you invest. These classes determine when, how and how much you will pay in sales charges. Share class may influence other fee amounts as well.
• If you'd like to receive periodic payments from your mutual fund account, consider enrolling in a systematic withdrawal plan. With this plan, the automatic redemption of Class B or C shares is handled for you. In any given year, the amount you can withdraw through this plan is limited to 10 percent or less of your account's value.