Acronym
|
Trust / Fund Name
|
Fidelity Bond Coverage Required
|
|
MFS SERIES TRUST I
|
2,500,000
|
EIF
|
MFS Value Fund
|
|
LVO
|
MFS Low Volatility Global Equity Fund
|
|
LVU
|
MFS Low Volatility Equity Fund
|
|
MCF
|
MFS U.S. Government Cash Reserve Fund
|
|
NDF
|
MFS New Discovery Fund
|
|
RGI
|
MFS Core Equity Fund
|
|
RIF
|
MFS Research International Fund
|
|
SCT
|
MFS Technology Fund
|
|
|
|
|
|
MFS SERIES TRUST II
|
2,500,000
|
MEG
|
MFS Growth Fund
|
|
|
|
|
|
MFS SERIES TRUST III
|
2,500,000
|
HYO
|
MFS Global High Yield Fund
|
|
HYP
|
MFS High Yield Pooled Portfolio
|
|
MFH
|
MFS High Income Fund
|
|
MMH
|
MFS Municipal High Income Fund
|
|
|
|
|
|
MFS SERIES TRUST IV
|
2,500,000
|
BRK
|
MFS Blended Research Emerging Markets Equity Fund
|
|
BRX
|
MFS Blended Research International Equity Fund
|
|
GND
|
MFS Global New Discovery Fund
|
|
MMM
|
MFS U.S. Government Money Market Fund
|
|
OTC
|
MFS Mid Cap Growth Fund
|
|
|
|
|
|
MFS SERIES TRUST V
|
2,500,000
|
MFR
|
MFS Research Fund
|
|
MIO
|
MFS International New Discovery Fund
|
|
MTR
|
MFS Total Return Fund
|
|
|
|
|
|
MFS SERIES TRUST VI
|
2,500,000
|
MMU
|
MFS Utilities Fund
|
|
MWE
|
MFS Global Equity Fund
|
|
MWT
|
MFS Global Total Return Fund
|
|
|
|
|
|
MFS SERIES TRUST VII
|
600,000
|
EQI
|
MFS Equity Income Fund
|
|
|
|
|
|
MFS SERIES TRUST VIII
|
1,250,000
|
MSI
|
MFS Income Fund
|
|
WGF
|
MFS Global Growth Fund
|
|
|
|
|
|
MFS SERIES TRUST IX
|
2,500,000
|
IAB
|
MFS Inflation-Adjusted Bond Fund
|
|
MFB
|
MFS Corporate Bond Fund
|
|
MLM
|
MFS Limited Maturity Fund
|
|
MML
|
MFS Municipal Limited Maturity Fund
|
|
RBF
|
MFS Total Return Bond Fund
|
|
|
|
|
|
MFS SERIES TRUST X
|
2,500,000
|
AGG
|
MFS Aggressive Growth Allocation Fund
|
|
BMS
|
MFS Blended Research Mid Cap Equity Fund
|
|
BRS
|
MFS Blended Research Small Cap Equity Fund
|
|
BRU
|
MFS Blended Research Value Equity Fund
|
|
BRW
|
MFS Blended Research Growth Equity Fund
|
|
CON
|
MFS Conservative Allocation Fund
|
|
EMD
|
MFS Emerging Markets Debt Fund
|
|
EML
|
MFS Emerging Markets Debt Local Currency Fund
|
|
FEM
|
MFS Emerging Markets Equity Fund
|
|
FGF
|
MFS International Growth Fund
|
|
FGI
|
MFS International Intrinsic Value Fund
|
|
GLB
|
MFS Global Bond Fund
|
|
GRO
|
MFS Growth Allocation Fund
|
|
MDI
|
MFS International Diversification Fund
|
|
MGW
|
MFS Managed Wealth Fund
|
|
MOD
|
MFS Moderate Allocation Fund
|
|
MKV
|
MFS International Large Cap Value Fund
|
|
|
|
|
|
MFS SERIES TRUST XI
|
2,500,000
|
MDV
|
MFS Mid Cap Value Fund
|
|
UNE
|
MFS Blended Research Core Equity Fund
|
|
|
|
|
|
MFS SERIES TRUST XII
|
2,300,000
|
L25
|
MFS Lifetime 2025 Fund
|
|
L35
|
MFS Lifetime 2035 Fund
|
|
L45
|
MFS Lifetime 2045 Fund
|
|
L55
|
MFS Lifetime 2055 Fund
|
|
LRT
|
MFS Lifetime Income Fund
|
|
ML2
|
MFS Lifetime 2020 Fund
|
|
ML3
|
MFS Lifetime 2030 Fund
|
|
ML4
|
MFS Lifetime 2040 Fund
|
|
ML5
|
MFS Lifetime 2050 Fund
|
|
ML6
|
MFS Lifetime 2060 Fund
|
|
|
|
|
|
MFS SERIES TRUST XIII
|
2,500,000
|
DIF
|
MFS Diversified Income Fund
|
|
GRE
|
MFS Global Real Estate Fund
|
|
MGS
|
MFS Government Securities Fund
|
|
NDV
|
MFS New Discovery Value Fund
|
|
|
|
|
|
MFS SERIES TRUST XIV
|
2,500,000
|
IMM
|
MFS Institutional Money Market Portfolio
|
|
|
|
|
|
MFS SERIES TRUST XV
|
1,000,000
|
CMS
|
MFS Commodity Strategy Fund
|
|
DTR
|
MFS Global Alternative Strategy Fund
|
|
|
|
|
|
MFS SERIES TRUST XVI
|
350,000
|
FPP
|
MFS Prudent Investor Fund
|
|
|
|
|
|
STAND-ALONE FUNDS
|
2,500,000
|
MIG
|
Massachusetts Investors Growth Stock Fund
|
|
MIT
|
Massachusetts Investors Trust
|
|
|
|
|
|
CLOSED-END FUNDS
|
1,900,000
|
CIH
|
MFS Intermediate High Income Fund
|
|
CMU
|
MFS High Yield Municipal Trust
|
|
CXE
|
MFS High Income Municipal Trust
|
|
CXH
|
MFS Investment Grade Municipal Trust
|
|
MCR
|
MFS Charter Income Trust
|
|
MFM
|
MFS Municipal Income Trust
|
|
MFV
|
MFS Special Value Trust
|
|
MGF
|
MFS Government Markets Income Trust
|
|
MIN
|
MFS Intermediate Income Trust
|
|
MMT
|
MFS Multimarket Income Trust
|
|
|
|
|
|
MFS MUNICIPAL SERIES TRUST
|
2,500,000
|
MAL
|
MFS Alabama Municipal Bond Fund
|
|
MAR
|
MFS Arkansas Municipal Bond Fund
|
|
MCA
|
MFS California Municipal Bond Fund
|
|
MGA
|
MFS Georgia Municipal Bond Fund
|
|
MMA
|
MFS Massachusetts Municipal Bond Fund
|
|
MMD
|
MFS Maryland Municipal Bond Fund
|
|
MMI
|
MFS Municipal Income Fund
|
|
MMP
|
MFS Mississippi Municipal Bond Fund
|
|
MNC
|
MFS North Carolina Municipal Bond Fund
|
|
MNY
|
MFS New York Municipal Bond Fund
|
|
MPA
|
MFS Pennsylvania Municipal Bond Fund
|
|
MSC
|
MFS South Carolina Municipal Bond Fund
|
|
MTN
|
MFS Tennessee Municipal Bond Fund
|
|
MVA
|
MFS Virginia Municipal Bond Fund
|
|
MWV
|
MFS West Virginia Municipal Bond Fund
|
|
|
|
|
|
MFS INSTITUTIONAL TRUST
|
2,500,000
|
IIE
|
MFS Institutional International Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST
|
2,500,000
|
VEG
|
MFS Variable Insurance Trust - MFS Growth Series
|
|
VFB
|
MFS Variable Insurance Trust - MFS Total Return Bond Series
|
|
VFR
|
MFS Variable Insurance Trust - MFS Research Series
|
|
VGE
|
MFS Variable Insurance Trust - MFS Global Equity Series
|
|
VGI
|
MFS Variable Insurance Trust - MFS Investors Trust Series
|
|
VLU
|
MFS Variable Insurance Trust - MFS Value Series
|
|
VMG
|
MFS Variable Insurance Trust - MFS Mid Cap Growth Series
|
|
VND
|
MFS Variable Insurance Trust - MFS New Discovery Series
|
|
VTR
|
MFS Variable Insurance Trust - MFS Total Return Series
|
|
VUF
|
MFS Variable Insurance Trust - MFS Utilities Series
|
|
|
|
|
|
MFS Variable Insurance Trust II:
|
2,500,000
|
BDS
|
MFS VIT II - MFS Corporate Bond Portfolio
|
|
CGS
|
MFS VIT II - MFS Blended Research Core Equity Portfolio
|
|
FCE
|
MFS VIT II - MFS Emerging Markets Equity Portfolio
|
|
FCG
|
MFS VIT II - MFS International Intrinsic Value Portfolio
|
|
FCI
|
MFS VIT II - MFS International Growth Portfolio
|
|
GSS
|
MFS VIT II - MFS Government Securities Portfolio
|
|
HYS
|
MFS VIT II - MFS High Yield Portfolio
|
|
MIS
|
MFS VIT II - MFS Massachusetts Investors Growth Stock Portfolio
|
|
MKS
|
MFS VIT II - MFS U.S. Government Money Market Portfolio
|
|
RES
|
MFS VIT II - MFS Global Research Portfolio
|
|
RGS
|
MFS VIT II - MFS Core Equity Portfolio
|
|
RSS
|
MFS VIT II - MFS Research International Portfolio
|
|
SIS
|
MFS VIT II - MFS Income Portfolio
|
|
TKS
|
MFS VIT II - MFS Technology Portfolio
|
|
WGO
|
MFS VIT II - MFS Global Growth Portfolio
|
|
WGS
|
MFS VIT II - MFS Global Governments Portfolio
|
|
WTS
|
MFS VIT II - MFS Global Tactical Allocation Portfolio
|
|
|
|
|
|
MFS Variable Insurance Trust III:
|
2,100,000
|
VCA
|
MFS VIT III - MFS Conservative Allocation Portfolio
|
|
VDV
|
MFS VIT III - MFS New Discovery Value Portfolio
|
|
VGA
|
MFS VIT III - MFS Growth Allocation Portfolio
|
|
VIA
|
MFS VIT III - MFS Inflation-Adjusted Bond Portfolio
|
|
VLT
|
MFS VIT III - MFS Limited Maturity Portfolio
|
|
VMA
|
MFS VIT III - MFS Moderate Allocation Portfolio
|
|
VMC
|
MFS VIT III - MFS Mid Cap Value Portfolio
|
|
VRE
|
MFS VIT III - MFS Global Real Estate Portfolio
|
|
VSC
|
MFS VIT III - MFS Blended Research Small Cap Equity Portfolio
|
|