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MFS InterMarket Income Trust I  as of 01/26/2015

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  5.75%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 6.56% 6.60% 8.16% 0.76%
Lipper Pct. Rank 55 70 30 67
NAV Return 5.72% 5.64% 2.30% 0.48%
Lipper Pct. Rank 75 79 63 40
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.655% -9.520% -8.190%

NAV $9.05 Market Price $8.37
Net Change $0.01 Market Change -$0.01
Premium/Discount -7.51%
1 YR NAV Return 2.299%
1 YR NAV Rank 63
12-Mo Yield as of 12/31/2014 Yield Def
Income Only Yield 4.31%
Distribution Yield (Market) 5.22%
Most Recent Income Dividend $0.054
Ex-Div Date 12/16/2014
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.435
YTD Capital Gains --
Inception Date 9/22/1989
Fund Advisor MFS Investment Management
Manager & Tenure Calmas since 2007
Adams since 2011
Phone 800-637-2304
Website www.mfs.com
Total Net Assets (mil) as of 12/31/2014 $96.9
% Leveraged Assets as of 11/30/2013 13.01%
Portfolio Turnover 39.00%
Mgmt Fees 0.773%
Expense Ratio 1.130%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 9/30/2014)
Cash? -0.13%
Corporate Notes/Bonds 90.85%
Foreign Long-Term Debt 10.91%
Foreign US$ Denominated Notes/Bonds 4.45%
Portfolio Other 2.31%
Other Mortgage 0.73%
Asset Backed 0.48%
Preferred Stock 0.05%
Convertible Bonds 0.03%
Other Govt Bond 0.02%
Quality (as of 9/30/2014)
Short-Term? -9.84%
BBB 35.80%
B 18.09%
BB 17.67%
A 17.50%
Foreign Currencies 10.91%
CCC 4.53%
AA 2.84%
Other 2.37%
Not Rated 0.11%

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