January 18, 2017 4:39 PM ET

Capital Markets

Company Overview of MFS Series Trust X - MFS Conservative Allocation Fund

Company Overview

MFS Series Trust X - MFS Conservative Allocation Fund is an open ended balanced fund of funds launched and managed by Massachusetts Financial Services Company. The fund invests in the public equity and fixed income markets across the globe. It primarily invests in other MFS Asset Allocation Funds. The fund benchmarks the performance of its portfolio against Barclays U.S. Aggregate Bond Index. MFS Series Trust X - MFS Conservative Allocation Fund was formed on June 28, 2002 and is domiciled in the United States.

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 2002

Key Executives for MFS Series Trust X - MFS Conservative Allocation Fund

Age: 51
Trustee, Chairman of MFS Investment Management Inc, Chief Executive Officer MFS Investment Management Inc, President of MFS Investment Management Inc and Chief Investment Officer of MFS Investment Management Inc
Age: 52
Assistant Independent Chief Compliance Officer
Age: 41
Senior Vice President
Age: 47
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 64
Compensation as of Fiscal Year 2016.

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To contact MFS Series Trust X - MFS Conservative Allocation Fund, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/mutual-funds/!ut/p/a1/jY7BToNAEIafhmOZ2bW01BuJFtQ. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

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