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style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek total return with an emphasis on current income, but also considering capital appreciation. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $100,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 11 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $100,000 in MFS funds. 100000 Shareholder Fees (fees paid directly from your investment): 0.0425 0 0 0 0 0 0 0 0.0100 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0033 0.0033 0.0033 0.0033 0.0033 0.0033 0.0033 0.0033 0.0025 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0093 0.0093 0.0093 0.0093 0.0093 0.0093 0.0093 0.0090 0.0151 0.0226 0.0126 0.0226 0.0176 0.0151 0.0126 0.0123 -0.0087 -0.0087 -0.0087 -0.0087 -0.0087 -0.0087 -0.0087 -0.0090 0.0064 0.0139 0.0039 0.0139 0.0089 0.0064 0.0039 0.0033 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 488 800 1135 2079 242 623 1131 2337 142 623 1131 2337 40 313 608 1446 142 623 1131 2528 91 469 873 2001 65 392 741 1727 40 313 608 1446 34 301 589 1409 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 139% of the average value of its portfolio (40% excluding to be announced (TBA) transactions).</p> 1.39 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in debt instruments. Debt instruments include corporate bonds, U.S. Government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS generally invests substantially all of the fund’s assets in investment grade quality debt instruments.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may purchase or sell securities for the fund on a when-issued, delayed delivery, or forward commitment basis where payment and delivery take place at a future settlement date, including mortgage-backed securities purchased or sold in the TBA market. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest the fund’s assets in foreign securities. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the fund's assets across different industries and sectors, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry or sector.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS may invest a significant percentage of the fund’s assets in a single issuer or a small number of issuers.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate exposure, or as alternatives to direct investments. Derivatives include futures, forward contracts, options, and swaps.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual instruments and their issuers. Quantitative screening tools that systematically evaluate instruments may also be considered. In structuring the fund, MFS also considers top-down factors.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes.</p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. In addition, to the extent MFS considers quantitative tools in managing the fund, such tools may not produce the intended results. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:bold; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">health, and other conditions. These factors can make foreign investments, especially those tied economically to countries with developing economies or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market.</p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">If MFS invests a significant percentage of the fund's assets in a single issuer or small number of issuers, the fund’s performance could be more volatile than the performance of more diversified funds. </p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. TBA transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing how the fund’s performance over time compares with that of a broad measure of market performance.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing how the fund’s performance over time compares with that of a broad measure of market performance. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 3.80%. During the period(s) shown in the bar chart, the highest quarterly return was 6.69% (for the calendar quarter ended December 31, 2023) and the lowest quarterly return was (3.02)% (for the calendar quarter ended September 30, 2023).</span></p> The total return for the six-month period ended 2025-06-30 0.0380 highest quarterly return 0.0669 2023-12-31 lowest quarterly return -0.0302 2023-09-30 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 2022-06-22 Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes -0.0021 0.0141 0.0187 0.0246 0.0076 0.0141 0.0126 0.0191 0.0152 0.0216 0.0177 0.0242 0.0181 0.0244 -0.0269 0.0043 Returns After Taxes on Distributions -0.0443 -0.0128 Returns After Taxes on Distributions and Sale of Fund Shares -0.0160 -0.0040 Reflects no deduction for fees, expenses, or taxes Bloomberg U.S. Aggregate Bond Index 0.0125 0.0209 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those </span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</p> Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® Income Fund Summary of Key Information MLLAX MLLBX MLLCX MLLIX MLLEX MLLGX MLLHX MLLJX MLLKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek total return through a combination of current income and capital appreciation. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $100,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $100,000 in MFS funds. 100000 Shareholder Fees (fees paid directly from your investment): 0.0425 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0008 0.0044 0.0044 0.0044 0.0044 0.0044 0.0044 0.0044 0.0044 0.0044 0.0088 0.0163 0.0163 0.0063 0.0163 0.0113 0.0088 0.0063 0.0052 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0020 0.0069 0.0144 0.0144 0.0044 0.0144 0.0094 0.0069 0.0044 0.0032 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 492 676 874 1446 547 796 1069 1716 147 496 869 1716 247 496 869 1716 147 496 869 1716 45 183 332 768 147 496 869 1917 96 340 604 1358 70 262 469 1067 45 183 332 768 33 147 271 633 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 5% of the average value of its portfolio.</p> 0.05 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS (Massachusetts Financial Services Company, the fund's investment adviser), referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds' assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to the fund's long-term strategic asset allocation.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.5%;"> </td><td style="width:47.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">29%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">71%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.51%;"> </td><td style="width:47.49%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">29.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">4.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">71.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">71.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 4.93%. During the period(s) shown in the bar chart, the highest quarterly return was 8.99% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (7.41)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0493 highest quarterly return 0.0899 2020-06-30 lowest quarterly return -0.0741 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0120 0.0250 0.0343 0.0410 0.0282 0.0343 0.0614 0.0385 0.0430 0.0518 0.0284 0.0328 0.0571 0.0333 0.0378 0.0597 0.0361 0.0404 0.0614 0.0385 0.0429 0.0634 0.0397 0.0441 0.0146 0.0271 0.0360 Returns After Taxes on Distributions -0.0060 0.0113 0.0221 Returns After Taxes on Distributions and Sale of Fund Shares 0.0139 0.0159 0.0232 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Bloomberg U.S. Aggregate Bond Index 0.0125 -0.0033 0.0135 MFS Lifetime Income Fund Blended Index 0.0594 0.0315 0.0406 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime Income Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 71% Bloomberg U.S. Aggregate Bond Index; 20% Standard &amp; Poor's 500 Stock Index; 5% MSCI EAFE Index (net div); 2% Bloomberg Commodity Index; and 2% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime Income Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 71% Bloomberg U.S. Aggregate Bond Index; 20% Standard & Poor's 500 Stock Index; 5% MSCI EAFE Index (net div); 2% Bloomberg Commodity Index; and 2% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2025 Fund Summary of Key Information LTTAX LTTBX LTTCX LTTIX LTTRX LTTSX LTTTX LTTUX LTTKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0009 0.0045 0.0045 0.0045 0.0045 0.0045 0.0045 0.0045 0.0045 0.0045 0.0093 0.0168 0.0168 0.0068 0.0168 0.0118 0.0093 0.0068 0.0054 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 0.0070 0.0145 0.0145 0.0045 0.0145 0.0095 0.0070 0.0045 0.0031 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 642 833 1039 1632 548 807 1091 1768 148 507 891 1768 248 507 891 1768 148 507 891 1768 46 194 356 825 148 507 891 1968 97 352 627 1411 72 273 492 1122 46 194 356 825 32 150 279 655 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 9% of the average value of its portfolio.</p> 0.09 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:65.9%;"> </td><td style="width:34.1%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">29%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">71%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.52%;"> </td><td style="width:47.48%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">29.4%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">4.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">70.6%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">70.6%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">conservative over time, shifting more weight from Equity Funds and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown.</p> The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 5.04%. During the period(s) shown in the bar chart, the highest quarterly return was 10.88% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (10.55)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0504 highest quarterly return 0.1088 2020-06-30 lowest quarterly return -0.1055 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0160 0.0303 0.0457 0.0458 0.0336 0.0456 0.0672 0.0440 0.0546 0.0559 0.0337 0.0440 0.0614 0.0389 0.0493 0.0643 0.0415 0.0519 0.0668 0.0440 0.0545 0.0684 0.0455 0.0557 0.0031 0.0292 0.0458 Returns After Taxes on Distributions -0.0175 0.0129 0.0317 Returns After Taxes on Distributions and Sale of Fund Shares 0.0072 0.0175 0.0312 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2025 Fund Blended Index 0.0649 0.0392 0.0515 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2025 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 69.17% Bloomberg U.S. Aggregate Bond Index; 21.33% Standard &amp; Poor's 500 Stock Index; 5.50% MSCI EAFE Index (net div); 2% Bloomberg Commodity Index; and 2% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2025 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 69.17% Bloomberg U.S. Aggregate Bond Index; 21.33% Standard & Poor's 500 Stock Index; 5.50% MSCI EAFE Index (net div); 2% Bloomberg Commodity Index; and 2% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2030 Fund Summary of Key Information MLTAX MLTBX MLTCX MLTIX MLTEX MLTGX MLTHX MLTJX MLTKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0019 0.0006 0.0048 0.0048 0.0048 0.0048 0.0048 0.0048 0.0048 0.0048 0.0048 0.0092 0.0167 0.0167 0.0067 0.0167 0.0117 0.0092 0.0067 0.0054 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0019 -0.0020 0.0073 0.0148 0.0148 0.0048 0.0148 0.0098 0.0073 0.0048 0.0034 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 645 834 1038 1625 551 808 1090 1760 151 508 890 1760 251 508 890 1760 151 508 890 1760 49 195 354 817 151 508 890 1960 100 353 625 1403 75 274 491 1114 49 195 354 817 35 153 282 658 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 9% of the average value of its portfolio.</p> 0.09 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">41%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">59%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.84%;"> </td><td style="width:26.16%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">40.7%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">28.4%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">8.2%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">4.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">59.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">59.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly conservative over time, shifting more weight from Equity Funds </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 5.78%. During the period(s) shown in the bar chart, the highest quarterly return was 13.69% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (14.85)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0578 highest quarterly return 0.1369 2020-06-30 lowest quarterly return -0.1485 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0327 0.0441 0.0593 0.0623 0.0474 0.0593 0.0831 0.0579 0.0681 0.0727 0.0474 0.0577 0.0785 0.0527 0.0630 0.0807 0.0553 0.0656 0.0831 0.0580 0.0684 0.0848 0.0594 0.0694 0.0192 0.0429 0.0594 Returns After Taxes on Distributions -0.0038 0.0248 0.0431 Returns After Taxes on Distributions and Sale of Fund Shares 0.0191 0.0285 0.0423 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2030 Fund Blended Index 0.0878 0.0584 0.0668 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2030 Fund Blended Index (the Blended Index) consisted of the following indices and approximate weightings: 56.67% Bloomberg U.S. Aggregate Bond Index; 30.17% Standard &amp; Poor's 500 Stock Index; 8.83% MSCI EAFE Index (net div); 2.17% Bloomberg Commodity Index; and 2.17% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2030 Fund Blended Index (the Blended Index) consisted of the following indices and approximate weightings: 56.67% Bloomberg U.S. Aggregate Bond Index; 30.17% Standard & Poor's 500 Stock Index; 8.83% MSCI EAFE Index (net div); 2.17% Bloomberg Commodity Index; and 2.17% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2035 Fund Summary of Key Information LFEAX LFEBX LFECX LFEDX LFERX LFESX LFETX LFEUX LFEKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0021 0.0021 0.0021 0.0021 0.0021 0.0021 0.0021 0.0021 0.0007 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0098 0.0173 0.0173 0.0073 0.0173 0.0123 0.0098 0.0073 0.0059 -0.0021 -0.0021 -0.0021 -0.0021 -0.0021 -0.0021 -0.0021 -0.0021 -0.0021 0.0077 0.0152 0.0152 0.0052 0.0152 0.0102 0.0077 0.0052 0.0038 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 649 849 1066 1689 555 824 1119 1825 155 524 919 1825 255 524 919 1825 155 524 919 1825 53 212 385 887 155 524 919 2024 104 370 655 1470 79 291 521 1182 53 212 385 887 39 168 308 718 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 14% of the average value of its portfolio.</p> 0.14 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:59.41%;"> </td><td style="width:40.59%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">61%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">39%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.52%;"> </td><td style="width:47.48%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">60.7%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">41.4%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">13.2%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">6.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">39.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">39.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">conservative over time, shifting more weight from Equity Funds and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 7.25%. During the period(s) shown in the bar chart, the highest quarterly return was 16.52% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (19.01)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0725 highest quarterly return 0.1652 2020-06-30 lowest quarterly return -0.1901 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0549 0.0605 0.0712 0.0841 0.0635 0.0712 0.1054 0.0743 0.0801 0.0949 0.0632 0.0694 0.1001 0.0689 0.0750 0.1024 0.0715 0.0776 0.1056 0.0743 0.0804 0.1069 0.0758 0.0816 0.0397 0.0590 0.0713 Returns After Taxes on Distributions 0.0232 0.0436 0.0580 Returns After Taxes on Distributions and Sale of Fund Shares 0.0282 0.0415 0.0527 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2035 Fund Blended Index 0.1191 0.0799 0.0807 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2035 Fund Blended Index (the Blended Index) consisted of the following indices and approximate weightings: 36.67% Bloomberg U.S. Aggregate Bond Index; 42.83% Standard &amp; Poor's 500 Stock Index; 14.17% MSCI EAFE Index (net div); 3.17% Bloomberg Commodity Index; and 3.17% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2035 Fund Blended Index (the Blended Index) consisted of the following indices and approximate weightings: 36.67% Bloomberg U.S. Aggregate Bond Index; 42.83% Standard & Poor's 500 Stock Index; 14.17% MSCI EAFE Index (net div); 3.17% Bloomberg Commodity Index; and 3.17% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2040 Fund Summary of Key Information MLFAX MLFBX MLFCX MLFIX MLFEX MLFGX MLFHX MLFJX MLFKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0006 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0101 0.0176 0.0176 0.0076 0.0176 0.0126 0.0101 0.0076 0.0062 -0.0020 -0.0020 -0.0020 -0.0020 -0.0020 -0.0020 -0.0020 -0.0020 -0.0020 0.0081 0.0156 0.0156 0.0056 0.0156 0.0106 0.0081 0.0056 0.0042 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 653 859 1082 1723 559 835 1135 1858 159 535 935 1858 259 535 935 1858 159 535 935 1858 57 223 403 924 159 535 935 2057 108 380 672 1505 83 302 538 1218 57 223 403 924 43 178 326 755 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 13% of the average value of its portfolio.</p> 0.13 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">80%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.52%;"> </td><td style="width:47.48%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">80.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">52.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">20.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">8.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">19.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">19.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">conservative over time, shifting more weight from Equity Funds and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.15%. During the period(s) shown in the bar chart, the highest quarterly return was 17.23% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (20.14)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0815 highest quarterly return 0.1723 2020-06-30 lowest quarterly return -0.2014 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0725 0.0691 0.0771 0.1020 0.0721 0.0772 0.1235 0.0830 0.0860 0.1124 0.0722 0.0755 0.1178 0.0776 0.0809 0.1210 0.0802 0.0836 0.1236 0.0830 0.0863 0.1249 0.0844 0.0875 0.0562 0.0675 0.0772 Returns After Taxes on Distributions 0.0405 0.0518 0.0622 Returns After Taxes on Distributions and Sale of Fund Shares 0.0388 0.0486 0.0574 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2040 Fund Blended Index 0.1416 0.0913 0.0878 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2040 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 52.42% Standard &amp; Poor's 500 Stock Index; 20.67% MSCI EAFE Index (net div); 18.75% Bloomberg U.S. Aggregate Bond Index; 4.08% Bloomberg Commodity Index; and 4.08% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2040 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 52.42% Standard & Poor's 500 Stock Index; 20.67% MSCI EAFE Index (net div); 18.75% Bloomberg U.S. Aggregate Bond Index; 4.08% Bloomberg Commodity Index; and 4.08% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2045 Fund Summary of Key Information LTMAX LTMBX LTMDX LTMKX LTMRX LTMSX LTMTX LTMUX LTMLX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0008 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0056 0.0104 0.0179 0.0179 0.0079 0.0179 0.0129 0.0104 0.0079 0.0064 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0022 0.0081 0.0156 0.0156 0.0056 0.0156 0.0106 0.0081 0.0056 0.0042 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 653 865 1095 1753 559 841 1148 1889 159 541 948 1889 259 541 948 1889 159 541 948 1889 57 229 416 956 159 541 948 2086 108 386 686 1536 83 308 552 1250 57 229 416 956 43 183 335 777 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 14% of the average value of its portfolio.</p> 0.14 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:60.2%;"> </td><td style="width:39.8%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">88%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">12%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="-sec-ix-redline:true;border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:52.52%;"> </td><td style="width:47.48%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">87.8%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">54.6%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">24.1%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">9.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">12.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">12.3%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">conservative over time, shifting more weight from Equity Funds and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.44%. During the period(s) shown in the bar chart, the highest quarterly return was 17.85% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (21.19)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0844 highest quarterly return 0.1785 2020-06-30 lowest quarterly return -0.2119 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0777 0.0729 0.0795 0.1077 0.0759 0.0796 0.1291 0.0866 0.0889 0.1171 0.0756 0.0778 0.1228 0.0812 0.0832 0.1264 0.0840 0.0861 0.1286 0.0867 0.0888 0.1306 0.0883 0.0900 0.0612 0.0712 0.0796 Returns After Taxes on Distributions 0.0470 0.0564 0.0671 Returns After Taxes on Distributions and Sale of Fund Shares 0.0418 0.0517 0.0603 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2045 Fund Blended Index 0.1491 0.0975 0.0915 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2045 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 11.25% Bloomberg U.S. Aggregate Bond Index; 54.92% Standard &amp; Poor's 500 Stock Index; 24.67% MSCI EAFE Index (net div); 4.58% Bloomberg Commodity Index; and 4.58% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2045 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 11.25% Bloomberg U.S. Aggregate Bond Index; 54.92% Standard & Poor's 500 Stock Index; 24.67% MSCI EAFE Index (net div); 4.58% Bloomberg Commodity Index; and 4.58% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2050 Fund Summary of Key Information MFFSX MFFRX MFFDX MFFIX MFFMX MFFNX MFFOX MFFPX MFFKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0023 0.0008 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0105 0.0180 0.0180 0.0080 0.0180 0.0130 0.0105 0.0080 0.0065 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0023 -0.0022 0.0082 0.0157 0.0157 0.0057 0.0157 0.0107 0.0082 0.0057 0.0043 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 654 868 1100 1764 560 844 1153 1899 160 544 953 1899 260 544 953 1899 160 544 953 1899 58 232 422 968 160 544 953 2097 109 389 691 1548 84 311 557 1262 58 232 422 968 44 186 340 790 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 13% of the average value of its portfolio.</p> 0.13 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">95%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund’s investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.84%;"> </td><td style="width:26.16%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">95.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">57.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">28.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly conservative over time, shifting more weight from Equity Funds </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual  fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.77%. During the period(s) shown in the bar chart, the highest quarterly return was 17.89% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (21.22)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0877 highest quarterly return 0.1789 2020-06-30 lowest quarterly return -0.2122 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0808 0.0737 0.0800 0.1109 0.0768 0.0800 0.1321 0.0875 0.0893 0.1206 0.0768 0.0784 0.1259 0.0822 0.0838 0.1289 0.0849 0.0865 0.1319 0.0876 0.0892 0.1338 0.0892 0.0905 0.0643 0.0721 0.0801 Returns After Taxes on Distributions 0.0511 0.0572 0.0676 Returns After Taxes on Distributions and Sale of Fund Shares 0.0437 0.0526 0.0609 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2050 Fund Blended Index 0.1541 0.0997 0.0926 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2050 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard &amp; Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2050 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard & Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2055 Fund Summary of Key Information LFIAX LFIBX LFICX LFIIX LFIRX LFISX LFITX LFIUX LFIKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0026 0.0026 0.0026 0.0026 0.0026 0.0026 0.0026 0.0026 0.0011 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0108 0.0183 0.0183 0.0083 0.0183 0.0133 0.0108 0.0083 0.0068 -0.0026 -0.0026 -0.0026 -0.0026 -0.0026 -0.0026 -0.0026 -0.0026 -0.0025 0.0082 0.0157 0.0157 0.0057 0.0157 0.0107 0.0082 0.0057 0.0043 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 654 874 1113 1794 560 850 1166 1930 160 550 966 1930 260 550 966 1930 160 550 966 1930 58 239 435 1001 160 550 966 2127 109 396 704 1579 84 318 570 1294 58 239 435 1001 44 192 354 823 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 15% of the average value of its portfolio.</p> 0.15 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">95%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund's investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">95.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">57.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">28.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly conservative over time, shifting more weight from Equity Funds </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.76%. During the period(s) shown in the bar chart, the highest quarterly return was 17.91% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (21.17)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0876 highest quarterly return 0.1791 2020-06-30 lowest quarterly return -0.2117 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0805 0.0738 0.0800 0.1106 0.0768 0.0800 0.1317 0.0876 0.0887 0.1205 0.0770 0.0784 0.1265 0.0823 0.0838 0.1288 0.0850 0.0865 0.1318 0.0877 0.0892 0.1333 0.0893 0.0905 0.0641 0.0723 0.0800 Returns After Taxes on Distributions 0.0517 0.0581 0.0686 Returns After Taxes on Distributions and Sale of Fund Shares 0.0432 0.0528 0.0612 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1310 MFS Lifetime 2055 Fund Blended Index 0.1541 0.0997 0.0926 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2055 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard &amp; Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2055 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard & Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2060 Fund Summary of Key Information MFJAX MFJBX MFJCX MFJIX MFJEX MFJGX MFJTX MFJUX MFJKX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Expenses for Class B and for Class R1 shares have been adjusted to reflect the full impact of the distribution fee. </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0 0.0100 0.0400 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0034 0.0034 0.0034 0.0034 0.0034 0.0034 0.0034 0.0034 0.0019 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0116 0.0191 0.0191 0.0091 0.0191 0.0141 0.0116 0.0091 0.0076 -0.0034 -0.0034 -0.0034 -0.0034 -0.0034 -0.0034 -0.0034 -0.0034 -0.0033 0.0082 0.0157 0.0157 0.0057 0.0157 0.0107 0.0082 0.0057 0.0043 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 654 891 1146 1874 560 867 1200 2009 160 567 1000 2009 260 567 1000 2009 160 567 1000 2009 58 256 471 1088 160 567 1000 2205 109 413 739 1661 84 335 606 1379 58 256 471 1088 44 210 390 911 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 18% of the average value of its portfolio.</p> 0.18 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">95%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund's investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">95.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">57.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">28.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly conservative over time, shifting more weight from Equity Funds </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.62%. During the period(s) shown in the bar chart, the highest quarterly return was 18.07% (for the calendar quarter ended June 30, 2020) and the lowest quarterly return was (21.23)% (for the calendar quarter ended March 31, 2020).</span></p> The total return for the six-month period ended 2025-06-30 0.0862 highest quarterly return 0.1807 2020-06-30 lowest quarterly return -0.2123 2020-03-31 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 2016-12-06 Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.0861 0.0749 0.0914 0.1109 0.0769 0.0908 0.1321 0.0878 0.1016 0.1289 0.0807 0.0930 0.1269 0.0823 0.0962 0.1295 0.0850 0.0989 0.1320 0.0876 0.1015 0.1341 0.0894 0.1029 0.0650 0.0723 0.0908 Returns After Taxes on Distributions 0.0536 0.0603 0.0793 Returns After Taxes on Distributions and Sale of Fund Shares 0.0432 0.0534 0.0693 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.1453 0.1489 MFS Lifetime 2060 Fund Blended Index 0.1541 0.0997 0.1088 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2060 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard &amp; Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2060 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard & Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. MFS® Lifetime® 2065 Fund Summary of Key Information LFTFX LFTGX LFTHX LFTJX LFTKX LFTLX LFTMX LFTNX Investment Objective <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund’s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. </p> Fees and Expenses <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">This table describes the fees and expenses that you may pay when you buy, hold, and sell shares of the fund. </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investors may also pay commissions or other fees to their financial intermediaries when they buy, hold, and sell shares of the fund, which are not reflected below.</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. More information about these and other waivers and reductions is available from your financial intermediary and in “Sales Charges and Waivers and Reductions” on page 16 and “Appendix A – Waivers and Reductions of Sales Charges” on page A-1 of the fund’s prospectus. </p> You may qualify for sales charge reductions if, with respect to Class A shares, you and certain members of your family invest, or agree to invest in the future, at least $50,000 in MFS funds. 50000 Shareholder Fees (fees paid directly from your investment): 0.0575 0 0 0 0 0 0 0 0.0100 0.0100 0 0 0 0 0 0 Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment): 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0025 0.0100 0 0.0100 0.0050 0.0025 0 0 0.0121 0.0121 0.0121 0.0121 0.0121 0.0121 0.0121 0.0108 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0057 0.0203 0.0278 0.0178 0.0278 0.0228 0.0203 0.0178 0.0165 -0.0121 -0.0121 -0.0121 -0.0121 -0.0121 -0.0121 -0.0121 -0.0122 0.0082 0.0157 0.0057 0.0157 0.0107 0.0082 0.0057 0.0043 Example <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The example assumes that: you invest $10,000 in the fund for the time periods indicated and you redeem your shares at the end of the time periods (unless otherwise indicated); your investment has a 5% return each year; and the fund’s operating expenses remain the same. </p> Although your actual costs will likely be higher or lower, under these assumptions your costs would be: 654 1064 1500 2706 260 748 1362 2840 160 748 1362 2840 58 442 851 1994 160 748 1362 3021 109 596 1110 2521 84 519 981 2261 58 442 851 1994 44 401 782 1852 Portfolio Turnover <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The fund pays transaction costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher portfolio turnover rate may indicate higher transaction costs and may result in higher taxes when shares are held in a taxable account. These transaction costs, which are not reflected in “Annual Fund Operating Expenses” or in the “Example,” affect the fund’s performance. During the most recent fiscal year, the fund’s portfolio turnover rate was 22% of the average value of its portfolio.</p> 0.22 Principal Investment Strategies <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. MFS (Massachusetts Financial Services Company, the fund's investment adviser) invests substantially all of the fund's assets in other MFS mutual funds, referred to as underlying funds. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the asset class allocations based on a strategic asset allocation process that takes into account a variety of factors, including historical risk and performance, projected performance, and other factors. MFS’ analyses of projected performance are primarily based on quantitative models using various inputs such as valuation metrics, growth rates, profitability, yields, and inflation. MFS may also consider current market conditions, its qualitative assessment of the risk/return characteristics of asset classes, and other factors in determining these allocations.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS employs the strategic asset allocation process described above to determine the amount of the fund's assets invested in (1) underlying funds that invest primarily in equity securities (“Equity Funds”) and underlying funds that provide exposure to less traditional asset classes, such as real estate and commodities (“Non-Traditional Funds”) and (2) underlying funds that invest primarily in debt instruments (“Bond Funds”) and an underlying fund that invests in cash and/or cash equivalents (“Money Market Fund”).</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS selects the underlying funds within each asset class based on underlying fund classifications, historical risk, historical and projected performance of the represented asset classes, as well as other factors. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Equity Fund allocation, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). A portion of the fund’s assets is also allocated to Non-Traditional Funds (i.e., asset classes less correlated to the overall equity and debt markets), which MFS believes provides further diversification benefits. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Within the Bond Fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. A portion of the fund’s assets may also be allocated to the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds' assets in issuers in a single industry, sector, country, or region. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate long-term strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">95%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest percent. </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">MFS may deviate from the long-term strategic allocations set forth above; however, any deviation from the long-term strategic allocation is not expected to be greater than plus or minus 10% under normal market conditions. At no time, however, will the fund's investments in Equity Funds and Non-Traditional Funds exceed 99%. Additionally, the fund’s allocation to Non-Traditional Funds will not typically exceed 20% of the fund’s assets. </p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of August 1, 2025, the fund’s approximate strategic allocation among asset classes was:</p><table cellpadding="0" cellspacing="0" style="border-collapse:collapse" width="100%"><tr style="font-size:1pt;"><td style="width:73.5%;"> </td><td style="width:26.5%;"> </td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Equity Funds and Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">95.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">U.S. Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">57.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">International Equity Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">28.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Non-Traditional Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">10.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Bond Funds and Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:bold; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Bond Funds</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">5.0%</p></td></tr><tr><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-right:0.5pt; border-right-style:solid; border-right-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Money Market Fund</p></td><td style="vertical-align:bottom; border-bottom:0.5pt; border-bottom-style:solid; border-bottom-color:#000000; border-top:0.5pt; border-top-style:solid; border-top-color:#000000; border-left:0.5pt; border-left-style:solid; border-left-color:#000000;"><p style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; text-align:center; color:#000000; font-weight:normal; text-decoration:none;">0.0%</p></td></tr></table><p style="font-size:8.0pt; font-family:Sans-Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">All percentages are rounded to the nearest tenth of a percent. As a result, the sum of the asset class allocations presented in the table may not total 100%.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">The asset class allocations for the fund, as well as the underlying funds and their weightings, are based on an allocation strategy designed for investors with the approximate retirement year in the fund’s name. Investors should also consider their age, personal circumstances, risk tolerance, and overall investment strategy and allocation. The asset allocation strategy will become increasingly conservative over time, shifting more weight from Equity Funds and Non-Traditional Funds to Bond Funds and the Money Market Fund.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:justify; color:#000000; font-weight:normal; text-decoration:none;">Upon reaching its stated target year, the fund’s allocation strategy will be aligned with the allocation strategy of MFS Lifetime Income Fund. It is expected that the fund will be combined with MFS Lifetime Income Fund within five years of the date that its asset allocation strategy matches the asset allocation strategy of MFS Lifetime Income Fund. MFS Lifetime Income Fund is designed for investors who intend to withdraw assets over an extended period of time or who want an investment with an asset allocation mix similar to MFS Lifetime Income Fund's long-term strategic asset allocation. The chart below illustrates how the asset allocation strategy of the fund will change over time.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><img alt="" src="img_b82d8fe797164f4.jpg"/></p> <p style="font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;">Principal Risks </p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. There is no guarantee that the fund will provide income at or through retirement. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.</p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The principal risks of investing in the fund are:</p> As with any mutual fund, the fund may not achieve its objective and/or you could lose money on your investment in the fund, including near or after the target year. An investment in the fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Allocation Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' assessment of the risk/return potential of asset classes and underlying funds, and the resulting allocation among asset classes and underlying funds, may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Underlying Funds Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' strategy of investing in underlying funds exposes the fund to the risks of the underlying funds. Each underlying fund pursues its own investment objective and strategies and may not achieve its objective. In addition to the fees and expenses the fund bears directly, shareholders of the fund will indirectly bear the fees and expenses of the underlying funds.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Investment Selection Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> MFS' investment analysis, its development and use of quantitative models, and its selection of investments may not produce the intended results and/or can lead to an investment focus that results in the fund underperforming other funds with similar investment strategies and/or underperforming the markets in which the fund invests. The quantitative models used by MFS (both proprietary and third-party) may not produce the intended results for a variety of reasons, including the factors used in the models, the weight placed on each factor in the models, changes from the market factors' historical trends, changing sources of market return or market risk, and technical issues in the design, development, implementation, application, and maintenance of the models (e.g., incomplete, stale, or inaccurate data, human error, programming or other software issues, coding errors, and technology failures).</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Equity Market Risk/Company Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Equity markets are volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single issuer or type of security, issuers within a broad market sector, industry or geographic region, or the equity markets in general. Certain events can have a dramatic adverse effect on equity markets and may lead to periods of high volatility in an equity market or a segment of an equity market. The value of an investment held by the fund may decline due to factors directly related to the issuer.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Growth Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The stocks of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Value Company Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of value companies can continue to be undervalued for long periods of time and not realize their expected value and can be more volatile than the market in general.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Intrinsic Value Strategy Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The stocks of companies that MFS believes are undervalued compared to their intrinsic value can continue to be undervalued for long periods of time, may not realize their expected value, and can be volatile.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Debt Market Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Debt markets can be volatile and can decline significantly in response to changes in, or investor perceptions of, issuer, market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These conditions can affect a single instrument, issuer, or borrower, a particular type of instrument, issuer, or borrower, a segment of the debt markets or the debt markets generally. Certain events can have a dramatic adverse effect on debt markets and may lead to periods of high volatility and reduced liquidity in a debt market or segment of a debt market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Interest Rate Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">In general, the price of a debt instrument falls when interest rates rise and rises when interest rates fall. Interest rate risk is generally greater for instruments with longer maturities or durations, or that do not pay current interest.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Credit Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The price of a debt instrument depends, in part, on the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, or underlying collateral or assets and the terms of the instrument. The price of a debt instrument can decline in response to changes in, or perceptions of, the financial condition of the issuer, borrower, counterparty, or other entity, or underlying collateral or assets, or changes in, or perceptions of, specific or general market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. Debt instruments may be more susceptible to downgrades or defaults during economic downturns or similar periods of economic stress, which in turn could negatively affect the market value and liquidity of a debt instrument.</span></p><p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">Below investment grade quality debt instruments (commonly referred to as “high yield securities” or “junk bonds”) can involve a substantially greater risk of default or can already be in default, and their values can decline significantly. Below investment grade quality debt instruments are regarded as having predominantly speculative characteristics. Below investment grade quality debt instruments tend to be more sensitive to adverse news about the issuer, or the market or economy in general, than higher quality debt instruments.</p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Prepayment/Extension Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Instruments subject to prepayment and/or extension can reduce the potential for gain for the instrument’s holders if the instrument is prepaid and increase the potential for loss if the maturity of the instrument is extended. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Inflation-Adjusted Debt Instruments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Interest payments on inflation-adjusted debt instruments can be unpredictable and vary based on the level of inflation. If inflation is negative, principal and income can both decline.</span></p> <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Focus Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Issuers in a single industry, sector, country, or region can react similarly to market, currency, political, economic, regulatory, geopolitical, environmental, public health, and other conditions, and the fund's performance will be affected by the conditions in the industries, sectors, countries, and regions to which the fund is exposed. Furthermore, investments in particular industries, sectors, countries, or regions may be more volatile than the broader market as a whole. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Foreign Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Exposure to foreign markets through issuers or currencies can involve additional risks relating to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions. These factors can make foreign investments, especially those tied economically to emerging markets or countries subject to sanctions or the threat of new or modified sanctions, more volatile and less liquid than U.S. investments. In addition, foreign markets can react differently to these conditions than the U.S. market. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Emerging Markets Risk:</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> Investments tied economically to emerging markets, especially frontier markets, can involve additional and greater risks than the risks associated with investments in developed markets. Emerging markets can have less developed markets</span><span style="font-size:9.0pt; font-family:Sans-Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">,</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> greater custody and operational risk, less developed legal, regulatory, and accounting systems, greater government involvement in the economy, greater risk of new or inconsistent government treatment of or restrictions on issuers and instruments, and greater political, social, geopolitical, and economic instability than developed markets. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Currency Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> The value of foreign currencies relative to the U.S. dollar fluctuates in response to market, economic, industry, political, regulatory, geopolitical, environmental, public health, and other conditions, and changes in currency exchange rates impact the financial condition of companies or other issuers and may change the value in U.S. dollars of investments denominated in foreign currencies. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Real Estate-Related Investment Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The risks of investing in real estate-related securities include certain risks associated with the direct ownership of real estate and the real estate industry in general. These include risks related to general, regional and local economic conditions; difficulties in valuing and disposing of real estate; </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">fluctuations in interest rates and property tax rates; shifts in zoning laws, environmental regulations and other governmental action; cash flow dependency; increased operating expenses; lack of availability of mortgage funds; losses due to natural disasters; overbuilding; losses due to casualty or condemnation; changes in property values and rental rates; the management skill and creditworthiness of the real estate investment trust (REIT) manager; and other factors. The securities of smaller real estate-related issuers can be more volatile and less liquid than securities of larger issuers and their issuers can have more limited financial resources.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Commodity-Related Investments Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The value of commodity-related investments may be more volatile than the value of equity securities or debt instruments and may be affected by factors such as changes in overall market movements, commodity index volatility, changes in interest rates, currency fluctuations, geopolitical events, or factors affecting a particular industry or commodity. The price of a commodity-related investment may be affected by demand/supply imbalances in the market for the commodity. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">When-Issued, Delayed Delivery, and Forward Commitment Transaction Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The purchaser in a when-issued, delayed delivery or forward commitment transaction assumes the rights and risks of ownership, including the risks of price and yield fluctuations and the risk that the security will not be issued or delivered as anticipated. When-issued, delayed delivery, and forward commitment transactions can involve leverage. To be announced (TBA) transactions may significantly increase the fund's portfolio turnover rate.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Derivatives Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Derivatives can be highly volatile and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based. Gains or losses from derivatives can be substantially greater than the derivatives’ original cost. Derivatives can involve leverage.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Leveraging Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Leverage involves investment exposure in an amount exceeding the initial investment. Leverage can cause increased volatility by magnifying gains or losses. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Counterparty and Third Party Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Transactions involving a counterparty or third party other than the issuer of the instrument are subject to the credit risk of the counterparty or third party, and to the counterparty’s or third party’s ability or willingness to perform in accordance with the terms of the transaction.</span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Liquidity Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:italic; color:#000000; font-weight:normal; text-decoration:none;"> </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">It may be difficult to value, and it may not be possible to sell, certain investments, types of investments, and/or investments in certain segments of the market, and the fund may have to sell certain of these investments at prices or times that are not advantageous in order to meet redemptions or other cash needs. </span></p> <p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">Large Shareholder Risk: </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">From time to time, shareholders of the fund (which may include institutional investors, financial intermediaries, or other MFS funds) may make relatively large redemptions or purchases of fund shares. These transactions may cause the fund to sell securities or invest additional cash, as the case may be, at disadvantageous prices. Redemptions of a large number of shares also may increase transaction and other costs or have adverse tax consequences for shareholders of the fund by requiring a sale of portfolio securities. Purchases of a large number of shares may adversely affect the fund's performance to the extent that it takes time to invest new cash and the fund maintains a larger cash position than it ordinarily would.</span></p> Performance Information <p style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests.</p><p style="font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. Updated performance is available online at </span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:bold; text-decoration:none;">mfs.com</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;"> or by calling 1-800-225-2606.</span></p> The bar chart and performance table below are intended to provide some indication of the risks of investing in the fund by showing changes in the fund’s performance over time and how the fund’s performance over time compares with that of (i) a broad measure of market performance and (ii) the performance of an additional index that the adviser believes more closely reflects the market segments in which the fund invests. The fund’s past performance (before and after taxes) does not necessarily indicate how the fund will perform in the future. mfs.com 1-800-225-2606 Class A Bar Chart. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. The bar chart does not take into account any sales charges (loads) that you may be required to pay upon purchase or redemption of the fund’s shares. If these sales charges were included, they would reduce the returns shown. <p style="-sec-ix-redline:true;font-size:1.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">The total return for the six-month period ended June 30, 2025, was 8.70%. During the period(s) shown in the bar chart, the highest quarterly return was 10.45% (for the calendar quarter ended December 31, 2023) and the lowest quarterly return was (13.27)% (for the calendar quarter ended June 30, 2022).</span></p> The total return for the six-month period ended 2025-06-30 0.0870 highest quarterly return 0.1045 2023-12-31 lowest quarterly return -0.1327 2022-06-30 Performance Table. Average Annual Total Returns (For the Periods Ended December 31, 2024) 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 2021-09-01 Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes Returns Before Taxes 0.1115 0.0297 0.1328 0.0401 0.1210 0.0297 0.1272 0.0347 0.1288 0.0373 0.1315 0.0398 0.1338 0.0406 0.0649 0.0189 Returns After Taxes on Distributions 0.0544 0.0063 Returns After Taxes on Distributions and Sale of Fund Shares 0.0423 0.0106 Reflects no deduction for fees, expenses, or taxes Reflects no deduction for fees, expenses, or taxes Standard & Poor's 500 Stock Index 0.2502 0.0986 MFS Lifetime 2065 Fund Blended Index 0.1541 0.0602 <p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;">As of December 31, 2024, the MFS Lifetime 2065 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard &amp; Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time.</p><p style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; text-align:left; color:#000000; font-weight:normal; font-style:normal;"><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">Aft</span><span style="font-size:10.0pt; font-family:Serif; font-style:normal; color:#000000; font-weight:normal; text-decoration:none;">er-tax returns are calculated using the historical highest individual U.S. federal marginal income tax rates and do not reflect the impact of state and local taxes. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown.</span></p> As of December 31, 2024, the MFS Lifetime 2065 Fund Blended Index (the Blended Index) consisted of the following indices and weightings: 57% Standard & Poor's 500 Stock Index; 28% MSCI EAFE Index (net div); 5% Bloomberg U.S. Aggregate Bond Index; 5% Bloomberg Commodity Index; and 5% FTSE EPRA Nareit Developed Real Estate Index (net div). The components and weightings of the Blended Index may have differed during the periods and may differ in the future. The weightings of the Blended Index are designed to change systematically on a preset schedule and will differ over time. Your actual after-tax returns will depend on your own tax situation, and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their shares through tax-advantaged arrangements, such as 401(k) plans or individual retirement accounts (IRAs). The after-tax returns are shown for only one of the fund’s classes of shares, and after-tax returns for the fund’s other classes of shares will vary from the returns shown. 485BPOS 2025-08-28 2025-04-30 0001330967 2025-08-27 false ~ http://xbrl.sec.gov/rr/role/ShareholderFeesData row dei_DocumentInformationDocumentAxis compact cik0001330967_S000076470Summary1Member row dei_LegalEntityAxis compact cik0001330967_S000076470Member ~ ~ http://xbrl.sec.gov/rr/role/OperatingExpensesData row dei_DocumentInformationDocumentAxis compact cik0001330967_S000076470Summary1Member row dei_LegalEntityAxis compact cik0001330967_S000076470Member ~ ~ http://xbrl.sec.gov/rr/role/ExpenseExample row dei_DocumentInformationDocumentAxis compact cik0001330967_S000076470Summary1Member row dei_LegalEntityAxis compact cik0001330967_S000076470Member ~ ~ http://xbrl.sec.gov/rr/role/ExpenseExampleNoRedemption row dei_DocumentInformationDocumentAxis compact cik0001330967_S000076470Summary1Member row 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August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 August 31, 2026 ~ http://www.MFS.com/20250430/role/RRRiskTable3 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable5 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable7 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable9 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable11 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable13 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable15 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable17 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable19 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable21 ~ ~ http://www.MFS.com/20250430/role/RRRiskTable23 ~ This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to waive at least 0.01% of the fund's management fee as part of an agreement pursuant to which MFS has agreed to reduce its management fee by a specified amount if certain MFS mutual fund assets exceed thresholds agreed to by MFS and the fund's Board of Trustees. The agreement to waive at least 0.01% of the management fee will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. MFS has agreed in writing to bear the fund's expenses, excluding interest, taxes, extraordinary expenses, brokerage and transaction costs, certain tax reclaim recovery expenses (including contingency fees and closing agreement expenses), and investment-related expenses (such as interest and borrowing expenses incurred in connection with the fund's investment activity), such that "Total Annual Fund Operating Expenses" do not exceed 0.64% of the class' average daily net assets annually for each of Class A and Class R3 shares, 1.39% of the class' average daily net assets annually for each of Class C and Class R1 shares, 0.39% of the class' average daily net assets annually for each of Class I and Class R4 shares, 0.89% of the class' average daily net assets annually for Class R2 shares, and 0.33% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.12)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class B, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years. This contingent deferred sales charge (CDSC) applies to shares purchased without an initial sales charge and redeemed within 18 months of purchase. Massachusetts Financial Services Company (MFS) has agreed in writing to bear the fund's expenses, excluding management fees, distribution and service fees, interest, taxes, extraordinary expenses, brokerage and transaction costs, investment-related expenses, and fees and expenses associated with investments in investment companies and other similar investment vehicles, or make payment to the fund, such that "Other Expenses" do not exceed 0.00% of the class' average daily net assets annually for each of Class A, Class C, Class I, Class R1, Class R2, Class R3, and Class R4 shares, and (0.14)% of the class' average daily net assets annually for Class R6 shares. This written agreement will continue until modified by the fund's Board of Trustees, but such agreement will continue until at least August 31, 2026. Shares automatically convert to Class A shares approximately eight years after purchase; therefore, the expense examples reflect Class A share expenses after eight years.