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MFS Investment Management Agrees to Settlement In Shareholder Class Action

  • You must submit the settlement Proof form attached below, in order to participate in this settlement. There is a strict deadline of December 8, 2010 by which all claims must be submitted. The instructions for submitting are included in the Proof and the Notice files attached below for your download. DO NOT SEND THE FORMS TO THE SHARE

  • To have your information reviewed for options and to receive notifications about this case, please send an email to mail@shareholdersfoundation.com, or call us at (858) 779-1554.

Lawsuit Overview

June 2010 - All persons who, during the period from July 31, 1999 to December 8, 2003, inclusive, purchased, owned or held shares in certain mutual funds in the Massachusetts Financial Services Company family of mutual funds listed below (the “MFS Funds” or “Funds”); (ii) all persons who were participants in or beneficiaries of the MFSavings Retirement Plan during the period from July...



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