MFS Utilities R2 (MURRX)

Fund Fact Sheet 12-31-09 09-30-09 06-30-2009 03-31-2009 Prospectus Fact Sheet Explanation

Fund Summary The investment seeks total return. The fund invests at least 80% of net assets in securities of issuers in the utilities industry. It may invest in U.S. and foreign securities, including emerging-market securities. The fund may in debt instruments in investment-grade debt instruments, but may also invest in lower quality debt instruments. It may also invest in derivatives.

Fund Management Maura A. Shaughnessy, Lead Manager since 14-Feb-92
Shaughnessy is a senior vice president with MFS Investment Management. She joined the firm in 1991 as an equity analyst and was promoted to vice president in 1992 and senior vice president in 1998. Previously, she worked as an analyst with Harvard Management from 1987 to 1991. She also spent two years as an analyst with the Federal Reserve. Shaughnessy holds the Chartered Financial Analyst designation.