UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE
SECURITIES EXCHANGE ACT OF 1934
Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐
Check the appropriate box:
| ☐ | Preliminary Proxy Statement | |
| ☐ | Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) | |
| ☐ | Definitive Proxy Statement | |
| ☒ | Definitive Additional Materials | |
| ☐ | Soliciting Material Pursuant to §240.14a-11(c) or §240.14a-12 | |
MFS® SERIES TRUST I
MFS® SERIES TRUST II
MFS® SERIES TRUST III
MFS® SERIES TRUST IV
MFS® SERIES TRUST V
MFS® SERIES TRUST VI
MFS® SERIES TRUST VII
MFS® SERIES TRUST VIII
MFS® SERIES TRUST IX
MFS® SERIES TRUST X
MFS® SERIES TRUST XI
MFS® SERIES TRUST XII
MFS® SERIES TRUST XIII
MFS® SERIES TRUST XV
MFS® SERIES TRUST XVI
MFS® MUNICIPAL SERIES TRUST
MFS® INSTITUTIONAL TRUST
MASSACHUSETTS INVESTORS GROWTH STOCK FUND
MASSACHUSETTS INVESTORS TRUST
(Name of Registrant as Specified in Its Charter)
(Name of Person(s) Filing Proxy Statement, if other than the Registrants)
Payment of Filing Fee (Check the appropriate box):
| ☒ | No fee required. | |||
| ☐ | Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. | |||
| 1) | Title of each class of securities to which transaction applies:
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| 2) | Aggregate number of securities to which transaction applies:
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| 3) | Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined):
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| 4) | Proposed maximum aggregate value of transaction:
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| 5) | Total fee paid:
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| ☐ | Fee paid previously with preliminary materials. | |||
| ☐ | Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. | |||
| 1) | Amount Previously Paid:
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| 2) | Form, Schedule or Registration Statement No.:
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| 3) | Filing Party:
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| 4) | Date Filed:
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EVERY CONTRACT OWNER’S VOTE IS IMPORTANT
| EASY VOTING OPTIONS: | ||||
 | VOTE ON THE INTERNET Log on to: www.proxy-direct.com or scan the QR code Follow the on-screen instructions available 24 hours (until 10:00 a.m. Eastern Time on March 23, 2017) | |||
 | VOTE BY TELEPHONE Call toll free: 1-866-298-8476 Follow the recorded instructions available 24 hours (until 10:00 a.m. Eastern Time on March 23, 2017) | |||
 | VOTE BY MAIL Vote, sign and date this Voting Instruction Card and return it in the postage-paid envelope (must be received by 10:00 a.m. Eastern Time on March 23, 2017) | |||
 | VOTE IN PERSON Attend Shareholder Meeting 111 Huntington Avenue, Boston, MA 02199 on March 23, 2017 | |||
Please detach at perforation before mailing.
MFS® SERIES TRUST I, II, III, IV, V, VI, VII, VIII, IX, X, XI, XII, XIII, XV, XVI
MFS® MUNICIPAL SERIES TRUST MFS® INSTITUTIONAL TRUST MASSACHUSETTS INVESTORS GROWTH STOCK FUND MASSACHUSETTS INVESTORS TRUST
SPECIAL MEETING OF SHAREHOLDERS TO BE HELD ON MARCH 23, 2017
INSURANCE COMPANY DROP IN
The above-referenced insurance company (the “Company”) is using this Voting Instruction Card to solicit voting instructions from its contract owners who hold unit values in a separate account of the Company that invests in the Fund.
The undersigned contract owner instructs the Company to vote, at the Special Meeting of Shareholders and at any adjournments or postponements thereof (the “Meeting”), all shares of the Fund attributable to his or her contract or interest in the relevant separate account as directed below. The undersigned acknowledges receipt of the Fund’s Notice of Special Meeting of Shareholders and Proxy Statement.
THIS VOTING INSTRUCTION CARD WHEN PROPERLY EXECUTED WILL BE VOTED IN THE MANNER DIRECTED HEREIN BY THE SIGNING SHAREHOLDER. IF NO DIRECTION IS MADE, THIS CARD WILL BE VOTEDFOR THE PROPOSAL. IF ANY NOMINEE FOR TRUSTEE IS UNABLE TO SERVE OR FOR GOOD CAUSE WILL NOT SERVE, THE PROXIES ARE AUTHORIZED IN THEIR DISCRETION TO VOTE FOR THE ELECTION OF ANY OTHER PERSON IN PLACE OF SUCH NOMINEE. IN THEIR DISCRETION, THE PROXIES ARE AUTHORIZED TO VOTE UPON SUCH OTHER MATTERS AS MAY PROPERLY COME BEFORE THE MEETING OR ANY ADJOURNMENTS THEREOF.
YOUR VOTE IS IMPORTANT. WE WOULD APPRECIATE YOU PROMPTLY VOTING, SIGNING AND RETURNING THE ENCLOSED VOTING INSTRUCTION CARD, WHICH WILL HELP AVOID THE ADDITIONAL EXPENSE OF A SECOND SOLICITATION FOR YOUR TRUST. THE ENCLOSED ADDRESSED ENVELOPE REQUIRES NO POSTAGE AND IS PROVIDED FOR YOUR CONVENIENCE.
VOTE VIA THE INTERNET: www.proxy-direct.com
VOTE VIA THE TELEPHONE: 1-800-298-8476
MFS_28421_020117_VI
EVERY CONTRACT OWNER’S VOTE IS IMPORTANT
Important Notice Regarding the Availability of Proxy Materials for the MFS
Special Meeting of Shareholders to Be Held on March 23, 2017.
The Proxy Statement and Proxy Card for this meeting is available at
https://www.proxy-direct.com/mfs-28421
IF YOU VOTE ON THE INTERNET OR BY TELEPHONE,
YOU NEED NOT RETURN THIS CARD
FUNDS | FUNDS | FUNDS | ||
| Fundname Drop-In 1 | Fundname Drop-In 2 | Fundname Drop-In 3 | ||
| Fundname Drop-In 4 | Fundname Drop-In 5 | Fundname Drop-In 6 | ||
| Fundname Drop-In 7 | Fundname Drop-In 8 | Fundname Drop-In 9 | ||
| Fundname Drop-In 10 | Fundname Drop-In 11 | Fundname Drop-In 12 | ||
| Fundname Drop-In 13 | Fundname Drop-In 14 | Fundname Drop-In 15 | ||
| Fundname Drop-In 16 | Fundname Drop-In 17 | Fundname Drop-In 18 | ||
| Fundname Drop-In 19 | Fundname Drop-In 20 | Fundname Drop-In 21 | ||
| Fundname Drop-In 22 | Fundname Drop-In 23 | Fundname Drop-In 24 | ||
| Fundname Drop-In 25 | Fundname Drop-In 26 | Fundname Drop-In 27 | ||
| Fundname Drop-In 28 | Fundname Drop-In 29 | Fundname Drop-In 30 |
Please detach at perforation before mailing.
TO VOTE, MARK BLOCKS BELOW IN BLUE OR BLACK INK AS SHOWN IN THIS Example:☒
| A | Proposals THE TRUSTEES THAT OVERSEE YOUR FUND RECOMMEND THAT YOU VOTE IN FAVOR OF PROPOSAL 1. | + |
1. Election of Trustees.
FOR ALL | WITHHOLD ALL | FOR ALL EXCEPT | ||||||||||||||||
| 01. Steven E. Buller | 02. John A. Caroselli | 03. Maureen R. Goldfarb | 04. David H. Gunning | ☐ | ☐ | ☐ | ||||||||||||
| 05. Michael Hegarty | 06. John P. Kavanaugh | 07. Robert J. Manning | 08. Clarence Otis, Jr. | |||||||||||||||
| 09. Maryanne L. Roepke | 10. Robin A. Stelmach | 11. Laurie J. Thomsen | ||||||||||||||||
To withhold authority to vote for any individual nominee(s), mark the box “FOR ALL EXCEPT” and write the nominee’s number on the line provided below.
2. To transact such other business as may properly come before the Meeting and any adjournment(s) or postponement(s) thereof.
| B | Authorized Signatures — This section must be completed for your vote to be counted.— Sign and Date Below |
Date (mm/dd/yyyy) — Please print date below | Signature 1 — Please keep signature within the box | Signature 2 — Please keep signature within the box | ||||||||
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| ∎ xxxxxxxxxxxxxx | MFS1 28421 | M xxxxxxxx | + |