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MFS InterMarket Income Trust I  as of 09/02/2015

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  -0.86%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 6.66% 6.27% 8.20% 6.83%
Lipper Pct. Rank 32 39 11 4
NAV Return 5.27% 4.11% -2.77% -0.92%
Lipper Pct. Rank 73 81 64 80
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.503% -9.056% -5.670%

NAV $8.64 Market Price $8.58
Net Change -$0.01 Market Change $0.02
Premium/Discount -0.69%
1 YR NAV Return -2.772%
1 YR NAV Rank 64
12-Mo Yield as of 7/31/2015 Yield Def
Income Only Yield 4.08%
Distribution Yield (Market) 5.30%
Most Recent Income Dividend $0.051
Ex-Div Date 8/18/2015
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.270
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 8/31/2015 $92.6
% Leveraged Assets as of 11/30/2014 13.14%
Portfolio Turnover 35.00%
Mgmt Fees 0.774%
Expense Ratio 1.140%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 6/30/2015)
Cash? -0.23%
Corporate Notes/Bonds 88.42%
Foreign Long-Term Debt 14.25%
Foreign US$ Denominated Notes/Bonds 4.02%
Portfolio Other 1.71%
Asset Backed 1.64%
Other Mortgage 0.59%
Other Govt Bond 0.02%
Common Stock 0.01%
Money Market? -10.43%
Quality (as of 6/30/2015)
Short-Term? -10.66%
BBB 35.67%
BB 17.89%
B 17.03%
A 15.64%
Foreign Currencies 14.25%
CCC 4.16%
AA 4.05%
Other 1.72%
Not Rated 0.20%

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