MFS IRA

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
MFS Massachusetts Investors Growth Stock Fund Class C	MIGDX	C-	U.S. Mega Cap	15	1.5%
MFS Conservative Allocation Fund Class C	MACVX	C	U.S. All Cap	6	1.07%
U.S. Equities - Growth
MFS Growth Fund Class C	MFECX	D--	U.S. Large Cap - Growth	20	1.79%
U.S. Equities - Value
MFS Mid Cap Value Fund Class C	MVCCX	C++	U.S. Mid Cap - Value	17	1.96%
MFS Total Return Fund Class C	MTRCX	B++	U.S. Mega Cap - Value	9	1.5%
Global & Intl. Equity
MFS Research International Fund Class C	MRICX	B-	International Large Cap - Growth	13	1.93%
MFS International Growth Fund Class C	MGRCX	B-	International Large Cap - Growth	13	1.97%
MFS Emerging Markets Equity Fund Class C	MEMCX	C	Emerging Markets	15	2.42%
Bonds
MFS Limited Maturity Fund Class C	MQLCX	C	Bond - U.S. Corporate	1	1.59%

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