Effective April 30, 2013, the sub-section entitled “Portfolio Manager(s)” beneath the main heading "Summary of Key Information" is restated in its entirety as follows:
 
Portfolio Manager(s)

Portfolio Manager
Since
Title
Brooks A. Taylor
2004
Investment Officer of MFS
Nevin P. Chitkara
2006
Investment Officer of MFS
William P. Douglas
2004
Investment Officer of MFS
Steven R. Gorham
2002
Investment Officer of MFS
Richard O. Hawkins
2005
Investment Officer of MFS
Joshua P. Marston
2008
Investment Officer of MFS
Jonathan W. Sage
April 2013
Investment Officer of MFS
 
Effective April 30, 2013, the sub-section entitled “Portfolio Manager(s)” beneath the main heading "Management of the Fund" is restated in its entirety as follows:
 
Portfolio Manager(s)
Information regarding the portfolio manager(s) of the fund is set forth below. Further information regarding the portfolio manager(s), including other accounts managed, compensation, ownership of fund shares, and possible conflicts of interest, is available in the fund’s SAI.
 
 Portfolio Manager
Primary Role
Five Year History
Brooks A. Taylor
Lead/Equity Securities Portfolio Manager
Employed in the investment area of MFS since 1996
Nevin P. Chitkara
Equity Securities Portfolio Manager
Employed in the investment area of MFS since 1997
William P. Douglas
Mortgage-Backed Debt Securities Portfolio Manager
Employed in the investment area of MFS since 2004
Steven R. Gorham
Equity Securities Portfolio Manager
Employed in the investment area of MFS since 1992
Richard O. Hawkins
Debt Securities Portfolio Manager
Employed in the investment area of MFS since 1988
Joshua P. Marston
Debt Securities Portfolio Manager
Employed in the investment area of MFS since 1999
Jonathan W. Sage
Equity Securities Portfolio Manager
Employed in the investment area of MFS since 2000