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MFS InterMarket Income Trust I  as of 05/27/2015

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  3.62%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 7.13% 7.74% 7.95% 6.56%
Lipper Pct. Rank 65 53 20 17
NAV Return 5.90% 5.81% 0.58% 1.79%
Lipper Pct. Rank 73 75 83 67
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.601% -9.355% -7.430%

NAV $9.02 Market Price $8.70
Net Change $0.00 Market Change $0.00
Premium/Discount -3.55%
1 YR NAV Return 0.583%
1 YR NAV Rank 83
12-Mo Yield as of 4/30/2015 Yield Def
Income Only Yield 4.08%
Distribution Yield (Market) 4.85%
Most Recent Income Dividend $0.031
Ex-Div Date 4/14/2015
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.128
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 4/30/2015 $97.5
% Leveraged Assets as of 11/30/2014 13.14%
Portfolio Turnover 35.00%
Mgmt Fees 0.774%
Expense Ratio 1.140%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 3/31/2015)
Cash 0.52%
Corporate Notes/Bonds 87.88%
Foreign Long-Term Debt 14.74%
Foreign US$ Denominated Notes/Bonds 4.56%
Portfolio Other 3.08%
Asset Backed 1.27%
Other Mortgage 0.63%
Other Govt Bond 0.02%
Common Stock 0.01%
Money Market? -12.71%
Quality (as of 3/31/2015)
Short-Term? -12.19%
BBB 33.06%
BB 18.73%
B 18.50%
A 16.33%
Foreign Currencies 14.74%
CCC 3.95%
AA 3.77%
Other 3.09%
AAA 0.02%

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