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MFS InterMarket Income Trust I  as of 04/16/2014

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  5.61%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 7.37% 10.17% 0.19% 4.83%
Lipper Pct. Rank 64 90 33 54
NAV Return 6.60% 9.66% 3.18% 2.94%
Lipper Pct. Rank 77 78 69 71
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.504% -9.488% -11.400%

NAV $9.36 Market Price $8.36
Net Change $0.00 Market Change -$0.02
Premium/Discount -10.68%
1 YR NAV Return 3.181%
1 YR NAV Rank 69
12-Mo Yield as of 2/28/2014 Yield Def
Income Only Yield 4.31%
Distribution Yield (Market) 4.93%
Most Recent Income Dividend $0.035
Ex-Div Date 3/18/2014
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.070
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 3/31/2014 $100.1
% Leveraged Assets as of 11/30/2013 13.01%
Portfolio Turnover 39.00%
Mgmt Fees 0.773%
Expense Ratio 1.130%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 12/31/2013)
Cash? -0.05%
Corporate Notes/Bonds 95.96%
Foreign Long-Term Debt 8.85%
Foreign US$ Denominated Notes/Bonds 5.85%
Portfolio Other 1.81%
Other Mortgage 0.89%
Asset Backed 0.57%
Preferred Stock 0.13%
Convertible Bonds 0.08%
Common Stock 0.02%
Quality (as of 12/31/2013)
Short-Term? -14.18%
BBB 39.67%
A 20.65%
BB 17.15%
B 16.54%
Foreign Currencies 8.85%
CCC 5.87%
AA 3.35%
Other 1.96%
Not Rated 0.08%

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