Exchange-Traded Funds

MFS manages five Exchange-Traded Funds (ETFs). ETFs trade like stocks, are subject to investment risk, and will fluctuate in market value. Shares of ETFs are bought and sold at market price, not NAV, and are not individually redeemed from the fund. The market price at the time of sale may be higher or lower than the fund’s NAV, and any applicable brokerage commissions will reduce returns. There can be no guarantee that an active market for the funds will develop or be maintained.

Income Tax Information

• Alternative Minimum Tax (PDF)
• Dividend Received Deduction Percentages (PDF)
• ETFs Not Issuing Form 1099-DIV (PDF)
• Municipal Bond ETFs - Computing Your State Tax (PDF)
• Municipal Bond ETFs - Earned Income by State (PDF)
• Percentage of Government Income (PDF)
• Section 163(j) Interest Dividends