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February 11, 2016 5:21 PM ET

Capital Markets

Company Overview of MFS Series Trust IX - MFS Municipal Limited Maturity Fund

Company Overview

MFS Series Trust IX - MFS Municipal Limited Maturity Fund is an open ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It invests in municipal instruments exempt from federal income tax. The fund invests in investment grade securities with a dollar-weighted average effective maturity of not more than 5 years. It employs fundamental analysis with a bottom-up securities selection approach with a focus on factors such as the issuers’ financial condition and market, economic, political, regulatory conditions, instrument’s credit quality and terms, any underlying assets and their credit q...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1992

Key Executives for MFS Series Trust IX - MFS Municipal Limited Maturity Fund

Assistant Independent Chief Compliance Officer
Age: 40
Treasurer
Age: 50
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 63
Chief Compliance Officer
Age: 47
Assistant Secretary
Age: 41
Compensation as of Fiscal Year 2015.

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To contact MFS Series Trust IX - MFS Municipal Limited Maturity Fund, please visit www.mfs.com/wps/portal/mfs/us-investor/products/mutual-funds/!ut/p/a1/jY7NboMwEISfhmNYg1uS9oYSNf1JRR. Company data is provided by Capital IQ. Please use this form to report any data issues.

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