MFS Meridian Funds

DISCLOSURES

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Please note that this is an actively managed product.

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

Class I1 Roll-Up shares do not pay distributions to shareholders.

Class I shares are only available to certain qualifying institutional investors.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Please note that this is an actively managed product.

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

The source for all fund data is MFS. Source for benchmark performance: SPAR, FactSet Research Systems Inc.

It is expected that the Fund’s deviation from the benchmark will be significant.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

Class I1 Roll-Up shares do not pay distributions to shareholders.

Class I shares are only available to certain qualifying institutional investors.

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performance Table
MFS Funds	ISIN	Fact Sheet	30-Apr-21 or Life Life performance is only shown when 5 years of performance is not available.	30-Apr-22	30-Apr-23	30-Apr-24	30-Apr-25	YTD (%)
View By : Type List			12-Month Total Returns (%) At NAV As of 30-Apr-25 (12 month period ending)					NAV As of 08-May-25

performance Table
MFS Funds	ISIN	Fact Sheet	30-Apr-21 or Life Life performance is only shown when 5 years of performance is not available.	30-Apr-22	30-Apr-23	30-Apr-24	30-Apr-25	YTD (%)
View By : Type List			12-Month Total Returns (%) At NAV As of 30-Apr-25 (12 month period ending)					NAV As of 08-May-25
Equity
Asia Ex-Japan Fund⁸	LU0219454807	Fact Sheet	48.66	-21.22	-4.93	0.28	8.33	4.92
Blended Research® European Equity Fund⁷	LU0944406296	Fact Sheet	41.90	-2.98	10.68	6.82	18.88	18.65
Continental European Equity Fund	LU0944405991	Fact Sheet	40.70	-6.37	14.51	1.73	11.29	10.13
Contrarian Capital Fund	LU2864447177	Fact Sheet	-	-	-	-	-	-
Contrarian Value Fund	LU1985812756	Fact Sheet	68.74	-2.26	14.37	17.22	12.08	13.81
Emerging Markets Equity Fund	LU0219458113	Fact Sheet	45.19	-23.32	0.55	7.91	14.34	8.23
Emerging Markets Equity Research Fund	LU2271366002	Fact Sheet	-2.20	-	-1.16	5.04	8.21	7.69
European Core Equity Fund	LU0944406452	Fact Sheet	41.61	-8.60	12.49	-0.42	11.15	11.49
European Research Fund	LU0244615992	Fact Sheet	35.13	-9.49	10.49	1.64	12.49	13.23
European Smaller Companies Fund	LU0944406619	Fact Sheet	42.45	-14.33	5.80	3.27	10.66	11.94
European Value Fund	LU0925702077	Fact Sheet	41.43	-9.61	12.05	-2.58	12.58	12.38
Global Concentrated Fund⁵	LU0219455010	Fact Sheet	46.41	-7.26	6.62	1.33	6.58	1.87
Global Equity Fund	LU0219454633	Fact Sheet	45.73	-8.36	5.64	2.97	7.03	2.68
Global Equity Income Fund	LU1280186385	Fact Sheet	37.23	2.63	5.25	9.82	6.25	4.44
Global Intrinsic Value Fund	LU1914600496	Fact Sheet	40.15	-7.52	4.53	14.55	9.17	6.29
Global Listed Infrastructure Fund	LU2622116817	Fact Sheet	11.82	-	-	-	17.31	9.27
Global New Discovery Fund	LU2219429573	Fact Sheet	1.39	-14.77	0.73	5.62	5.83	4.26
Global Research Focused Fund⁷	LU0219454716	Fact Sheet	40.82	-9.84	2.95	13.35	8.41	0.58
Global Strategic Equity Fund	LU2432526791	Fact Sheet	15.01	-	-	27.48	7.76	-0.44
Japan Equity Fund	LU0219458030	Fact Sheet	33.13	-20.29	4.97	11.65	14.87	11.28
U.K. Equity Fund	LU0944407005	Fact Sheet	33.82	-7.88	5.93	0.80	15.46	10.38
U.S. Concentrated Growth Fund⁵	LU0219445482	Fact Sheet	43.84	-6.05	1.91	16.66	2.20	-4.97
U.S. Growth Fund	LU1985810974	Fact Sheet	41.76	-12.02	-0.26	34.21	10.01	-3.81
U.S. Value Fund	LU0219445649	Fact Sheet	38.63	-0.02	2.45	12.46	7.01	2.03
Fixed Income
Emerging Markets Debt Fund	LU0219455952	Fact Sheet	15.98	-12.54	-0.64	8.54	8.16	1.59
Emerging Markets Debt Local Currency Fund⁶	LU0406718626	Fact Sheet	15.71	-12.03	8.05	0.73	10.50	8.70
Euro Credit Fund	LU1914598815	Fact Sheet	18.95	-20.33	0.45	4.73	13.14	9.62
Global Credit Fund⁶	LU0458496519	Fact Sheet	13.09	-13.78	-0.43	4.64	10.52	4.23
Global High Yield Fund⁵	LU0219455101	Fact Sheet	16.36	-6.12	1.99	9.86	8.61	1.66
Global Opportunistic Bond Fund	LU1340703666	Fact Sheet	4.93	-7.43	0.41	2.42	6.87	1.51
Inflation-Adjusted Bond Fund	LU0219456174	Fact Sheet	5.43	-0.52	-3.72	-2.63	7.72	3.21
Limited Maturity Fund	LU0219455796	Fact Sheet	4.33	-3.75	1.42	3.67	7.04	1.94
U.S. Corporate Bond Fund	LU0870268686	Fact Sheet	5.11	-10.78	0.14	1.86	7.55	1.39
U.S. Government Bond Fund	LU0219455440	Fact Sheet	-1.66	-7.72	-1.34	-3.02	8.10	2.46
U.S. Total Return Bond Fund	LU0219455879	Fact Sheet	4.41	-8.33	-0.90	-0.22	8.09	2.02
Multi Asset
Diversified Income Fund	LU1099987619	Fact Sheet	17.98	-3.04	-1.94	4.41	7.87	1.93
Global Flexible Multi-Asset Fund	LU2864446013	Fact Sheet	-	-	-	-	-	-
Global Total Return Fund	LU0219454989	Fact Sheet	25.77	-6.18	2.93	5.38	8.40	4.50
Prudent Capital Fund	LU1442550031	Fact Sheet	10.86	-5.99	0.50	7.99	16.51	11.51
Prudent Wealth Fund⁴	LU0337787088	Fact Sheet	15.00	-5.91	-1.77	6.12	16.10	12.40

Important Characteristics Information

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

Important Characteristics Information

Important Performance Information

Class I shares are only available to certain qualifying institutional investors.

⁴

The Fund's investment strategy was changed on 31 January 2011; performance shown prior to this date reflects the Fund's prior investment strategy.

⁵The Fund's investment strategy was changed on 22 August 2011; performance shown prior to this date reflects the Fund's prior investment strategy.

⁶

The fund's investment policies changed to permit increased derivatives usage on 31 October 2014; performance shown before this date reflects the fund’s policies prior this change.

⁷The Fund's investment strategy was changed on 29 June 2016; performance shown prior to this date reflects the Fund's prior investment strategy.

⁸The Fund's investment strategy was changed on 1 August 2018; performance shown prior to this date reflects the Fund's prior investment strategy.

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MFS MERIDIAN^® FUNDS

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Important Characteristics Information

Important Characteristics Information

Important Performance Information

Other disclosure:

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SELECT YOUR LOCATION & ROLE:

location

role

IF THIS IS INCORRECT PLEASE SELECT ANOTHER ROLE

MFS MERIDIAN® FUNDS

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Performance results reflect ongoing charges and any applicable expense subsidies and waivers in effect during the periods shown. All historic results assume distributions within the fund and/or the share class are reinvested.

Past performance is not a reliable indicator for future results. All financial investments involve an element of risk. The value of investments may rise and fall so you may get back less than originally invested.

Investors should consider the risks, including lower returns, related to currency movements between their investing currency and the portfolio's base currency, if different.

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

THIS INFORMATION IS FOR MARKETING PURPOSES ONLY

Important Characteristics Information

Important Characteristics Information

Important Performance Information

Other disclosure:

MFS MERIDIAN^® FUNDS