EMHCX - MFS High Income Fund Class 529C

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MFS High Income Fund Class 529C

MFS Series Trust III

111 Huntington Avenue, 24th Floor

Boston, MA 2199

800-225-2606
Management Information
David P. Cole,Lead Manager since October 8, 2006
David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyMFS
Net Assets1.56B
YTD Return9.51%
Yield4.03%
Morningstar Rating★★
Inception DateJul 30, 2002

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover44.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEMHCXCategory Average
Annual Report Expense Ratio (net)1.75%1.01%
Prospectus Net Expense Ratio1.75%N/A
Prospectus Gross Expense Ratio1.75%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A3.90%
Max Deferred Sales Load1.00%1.45%
3 Yr Expense Projection551N/A
5 Yr Expense Projection949N/A
10 Yr Expense Projection2,062N/A