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MFS InterMarket Income Trust I  as of 04/24/2015

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  5.50%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 6.93% 6.75% 7.18% 4.82%
Lipper Pct. Rank 70 65 27 37
NAV Return 5.98% 5.58% 2.24% 2.54%
Lipper Pct. Rank 73 74 73 67
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.648% -9.439% -7.640%

NAV $9.14 Market Price $8.61
Net Change $0.01 Market Change $0.03
Premium/Discount -5.80%
1 YR NAV Return 2.243%
1 YR NAV Rank 73
12-Mo Yield as of 3/31/2015 Yield Def
Income Only Yield 4.08%
Distribution Yield (Market) 5.04%
Most Recent Income Dividend $0.032
Ex-Div Date 3/17/2015
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.097
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 3/31/2015 $97.5
% Leveraged Assets as of 11/30/2014 13.14%
Portfolio Turnover 35.00%
Mgmt Fees 0.774%
Expense Ratio 1.140%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 12/31/2014)
Cash? -0.13%
Corporate Notes/Bonds 92.04%
Foreign Long-Term Debt 11.40%
Foreign US$ Denominated Notes/Bonds 4.54%
Portfolio Other 2.43%
Asset Backed 0.79%
Other Mortgage 0.70%
Other Govt Bond 0.02%
Common Stock 0.01%
Money Market? -11.80%
Quality (as of 12/31/2014)
Short-Term? -11.93%
BBB 35.57%
A 18.98%
B 18.34%
BB 17.61%
Foreign Currencies 11.40%
CCC 4.08%
AA 3.41%
Other 2.44%
Not Rated 0.08%

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