IRS Form 8937 - Report of Organizational Actions Affecting Basis of Securities

Issuers of corporate securities are required to complete Internal Revenue Service Form 8937 to report organizational actions, including tax-free reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational action.

Date Fund
11/30/2022 Form 8937 - MFS Global Opportunistic Bond Fund (PDF)
10/31/2022 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2020 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2019 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/25/2019 Form 8937 - MFS Equity Opportunities Fund (PDF)
10/31/2018 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
01/31/2018  Form 8937 - MFS Global High Yield Fund (PDF)
11/30/2017 Form 8937 - MFS Global Bond Fund (PDF)
11/30/2016 Form 8937 - MFS Global Bond Fund (PDF)
11/30/2016 Form 8937 - MFS Institutional Large Cap Value Fund (PDF)
10/31/2016 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
08/05/2016 Form 8937 - MFS Lifetime 2015 Fund-Reorganization (PDF)
08/05/2016 Form 8937 - MFS Lifetime 2015 Fund-Return of Capital (PDF)
11/30/2015 Form 8937 - MFS Global Bond Fund (PDF)
10/31/2015 Form 8937 - MFS Emerging Markets Debt Local Currency Fund (PDF)
10/31/2015 Form 8937 - MFS Strategic Income Fund (PDF)
11/30/2014 Form 8937 - MFS Global Bond Fund (PDF)
10/31/2014 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)
07/31/2014 Form 8937 - Emerging Markets Debt Local Currency Fund (PDF)

 

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