Funds

Click the links below to view fund prospectuses or download the funds list. (PDF)

Questions about the funds? Contact MFS at (800) 225-2606.

 MFS Lifetime® Income Fund
MLLIX 
 MFS Lifetime® 2020 Fund
 MFLIX
 MFS Lifetime® 2025 Fund
LTTIX 
Prospectus
 MFS Lifetime® 2030 Fund
MLTIX 
 MFS Lifetime® 2035 Fund
LFEDX 
Prospectus
 MFS Lifetime® 2040 Fund
MLFIX 
 MFS Lifetime® 2045 Fund
 LTMKX
 MFS Lifetime® 2050 Fund
MFFIX 
 MFS Lifetime® 2055 Fund
 LFIIX
 MFS Aggressive Growth Allocation Fund
MIAGX 
 MFS Conservative Allocation Fund
 MACIX
 MFS Growth Allocation Fund
MGWIX 
 MFS Moderate Allocation Fund
MMAIX 
 MFS Growth Fund
MFEIX 
 MFS Value Fund
 MEIIX
 MFS Mid Cap Growth Fund
OTCIX 
 MFS Mid Cap Value Fund
 MCVIX
 MFS International Diversification Fund
 MDIJX
 MFS Total Return Bond Fund
MRBIX 
 MFS Total Return Fund
MTRIX 
 MFS Global Total Return Fund
 MFWIX
 MFS Diversified Income Fund
 DIFIX

Account Owner acknowledges that a wide array of investment options is made available for the investment of funds held in the HSA. Account Owner understands and agrees that the Custodian is not providing any investment advice to Account Owner or any Authorized Agent and that Custodian is not an investment adviser registered under the Investment Advisers Act of 1940. Account Owner also acknowledges that some of the mutual funds or other investment options that are offered for purchase in the HSA may pay marketing and administrative services or other “revenue sharing” fees, including but not limited to so-called “12b-1” fees to the Custodian in connection with an investment in such funds.

The investment selection and monitoring process is based on peer ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. For each investment with at least a three year history, OBS Financial (an SEC Registered Investment Adviser) monitors the investments based on the following due diligence criteria: (1) Regulatory oversight, (2) Minimum track record, (3) Stability of the organization, (4) Assets in the investment, (5) Composition consistency with asset class, (6) Style consistency, (7) Expense ratio/fees relative to peers, (8) Risk adjusted performance relative to peers, and (9) Performance relative to peers.

Investments are evaluated periodically. Investments that satisfy all of the due diligence criteria receive a passing grade. OBS Financial will suggest a course of action for each investment that does not achieve a passing score. This suggestion may include additional monitoring (WATCH) of the investment, or replacing the investment in the lineup. This process is not intended, nor should it be used, as the sole source of information for reaching an investment decision. For more information on OBS Financial, please visit http://obsfs.com/.