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MFS InterMarket Income Trust I  as of 07/24/2014

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  11.38%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 7.74% 8.71% 8.85% 7.29%
Lipper Pct. Rank 58 85 56 54
NAV Return 6.64% 7.99% 6.56% 4.21%
Lipper Pct. Rank 77 80 94 81
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.504% -9.488% -10.760%

NAV $9.37 Market Price $8.45
Net Change -$0.01 Market Change -$0.03
Premium/Discount -9.82%
1 YR NAV Return 6.562%
1 YR NAV Rank 94
12-Mo Yield as of 6/30/2014 Yield Def
Income Only Yield 4.31%
Distribution Yield (Market) 4.79%
Most Recent Income Dividend $0.035
Ex-Div Date 6/17/2014
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.210
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 6/30/2014 $101.1
% Leveraged Assets as of 11/30/2013 13.01%
Portfolio Turnover 39.00%
Mgmt Fees 0.773%
Expense Ratio 1.130%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 3/31/2014)
Cash? -0.40%
Corporate Notes/Bonds 96.01%
Foreign Long-Term Debt 9.04%
Foreign US$ Denominated Notes/Bonds 4.61%
Portfolio Other 1.80%
Other Mortgage 0.81%
Asset Backed 0.52%
Preferred Stock 0.13%
Convertible Bonds 0.08%
Common Stock 0.02%
Quality (as of 3/31/2014)
Short-Term? -13.04%
BBB 39.55%
A 19.95%
BB 17.25%
B 16.92%
Foreign Currencies 9.04%
CCC 5.38%
AA 2.90%
Other 1.95%
Not Rated 0.08%

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