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MFS InterMarket Income Trust I  as of 10/23/2014

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  9.28%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 6.60% 6.73% 8.13% 6.18%
Lipper Pct. Rank 64 80 54 57
NAV Return 6.12% 6.45% 4.10% 3.79%
Lipper Pct. Rank 77 75 91 84
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.676% -9.552% -10.540%

NAV $9.23 Market Price $8.26
Net Change -$0.01 Market Change $0.01
Premium/Discount -10.51%
1 YR NAV Return 4.099%
1 YR NAV Rank 91
12-Mo Yield as of 9/30/2014 Yield Def
Income Only Yield 4.31%
Distribution Yield (Market) 4.95%
Most Recent Income Dividend $0.034
Ex-Div Date 9/16/2014
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.314
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 9/30/2014 $98.6
% 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.
Quality (as of 6/30/2014)
Short-Term? -11.30%
BBB 28.99%
A 22.17%
BB 20.98%
B 20.14%
Foreign Currencies 8.43%
CCC 5.26%
AA 2.75%
Other 2.33%
Not Rated 0.23%

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