July 25, 2017 10:13 PM ET

Capital Markets

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

Company Overview

MFS Series Trust X - MFS Growth Allocation Fund is an open ended balanced fund of funds launched and managed by Massachusetts Financial Services Company. The fund invests in mutual funds that invest in the public equity and fixed income markets across the globe. It benchmarks the performance of its portfolio against the S&P 500 Stock Index and composite index which comprises of 55% of the S&P 500 Stock Index, 21% of the Lehman Brothers U.S. Aggregate Bond Index, 3% of FTSE EPRA/NAREIT Global Real Estate Index, and 21% of the MSCI EAFE Index. MFS Series Trust X - MFS Growth Allocation Fund was formed in 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 Growth Allocation Fund

Assistant Independent Chief Compliance Officer
Age: 42
Treasurer
Age: 52
Assistant Secretary
Age: 43
Assistant Secretary
Age: 67
Assistant Secretary
Age: 46
Compensation as of Fiscal Year 2017.

MFS Series Trust X - MFS Growth Allocation Fund Key Developments

MFS Series Trust X - MFS Growth Allocation Fund, Special/Extraordinary Shareholders Meeting, Mar 23, 2017

MFS Series Trust X - MFS Growth Allocation Fund, Special/Extraordinary Shareholders Meeting, Mar 23, 2017, at 10:30 US Eastern Standard Time. Location: 111 Huntington Avenue Boston, MA 02199 United States Agenda: To elect Steven E. Buller, John A. Caroselli, Maureen R. Goldfarb, David H. Gunning, Michael Hegarty, John P. Kavanaugh, Robert J. Manning, Clarence Otis, Jr., Maryanne L. Roepke, Robin A. Stelmach, and Laurie J. Thomsen as Trustees of each of the trusts of which the funds are series; and to transact such other business as may properly come before the meeting and any adjournments thereof.

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To contact MFS Series Trust X - MFS Growth Allocation Fund, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/mutual-funds/!ut/p/a1/jY7BboJAEIafhqPMsIJibyRWaGt. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

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