MHIIX - MFS High Income Fund Class I

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MFS High Income Fund Class I

MFS Series Trust III

111 Huntington Avenue, 24th Floor

Boston, MA 2199

Management Information
David P. Cole,Lead Manager since October 8, 2006
David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyMFS
Net Assets1.55B
YTD Return-7.46%
Morningstar Rating★★★★
Inception DateJan. 1, 1997

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover58.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMHIIXCategory Average
Annual Report Expense Ratio (net)0.70%1.02%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.89%
Max Deferred Sales LoadN/A1.37%
3 Yr Expense Projection224N/A
5 Yr Expense Projection390N/A
10 Yr Expense Projection871N/A