DVRKX: Profile for MFS DIVERSIFIED TARGET RETURN F

Flaherty is senior vice president of MFS and manager of the quantitative research group. He joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. He became manager of the quantitative research group in 1998 and portfolio manager in 1999.

INVESTMENT INFORMATION

Min Initial Investment:	$0
Min Initial Investment, IRA:	NaN
Min Initial Investment, AIP:	NaN
Min Subsequent Investment:	NaN
Min Subsequent Investment, IRA:	N/A
Min Subsequent Investment, AIP:	N/A

DVRKX can be purchased from brokerages.

FUND SUMMARY

The investment seeks total return that exceeds the rate of inflation over the long term. MFS primarily invests the fund?s assets in equity securities. It may invest the fund?s assets in companies of any size. MFS may invest the fund?s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

FUND OPERATIONS

Last Dividend (31-Dec-07):	0.01
Last Cap Gain (11-Dec-08):	1.91
Annual Holdings Turnover	YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category:	336.83%

FEES & EXPENSES

Expense	DVRKX	Category Avg
Total Expense Ratio:	%	2.14%
Max 12b1 Fee:	%	N/A
Max Front End Sales Load:	%	5.51%
Max Deferred Sales Load:	%	1.94%
3 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$1,076
5 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$1,764
10 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$3,464

* Per $10,000 invested

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Morningstar Editorials