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MFS InterMarket Income Trust I  as of 11/26/2014

NYSE / CMK Asset Class:  General Bond Funds 1 YR Lipper Avg:  9.19%

Growth of $10K

Avg Annual Total Return %
  10 YR 5 YR 1 YR YTD
Market Return 6.78% 6.83% 8.47% 7.89%
Lipper Pct. Rank 60 80 54 50
NAV Return 5.84% 6.05% 3.77% 3.60%
Lipper Pct. Rank 73 75 88 81
Premium/Discount History

Premium/Discount
10 YR Avg 5 YR Avg YTD Avg
-9.681% -9.573% -10.510%

NAV $9.18 Market Price $8.36
Net Change $0.01 Market Change $0.04
Premium/Discount -8.93%
1 YR NAV Return 3.772%
1 YR NAV Rank 88
12-Mo Yield as of 10/31/2014 Yield Def
Income Only Yield 4.31%
Distribution Yield (Market) 5.00%
Most Recent Income Dividend $0.034
Ex-Div Date 10/14/2014
Most Recent Cap Gain Dividend $0.091
Ex-Div Date 12/12/1997
Dividend Frequency Monthly
YTD Dividends $0.348
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 10/31/2014 $98.8
% Leveraged Assets as of 11/30/2013 13.01%
Portfolio Turnover 39.00%
Mgmt Fees 0.773%
Expense Ratio 1.130%
Fund Objective
The Fund seeks to maximize current income. It will obtain its objective by investing assets in sectors of the fixed income securities markets. Approximately one-third of the Fund's assets will be invested in each market sector with the possibility of investing up to 50% of its assets in any one sector.
Total Net Assets by Category (as of 6/30/2014)
Cash? -0.83%
Corporate Notes/Bonds 94.74%
Foreign Long-Term Debt 8.43%
Foreign US$ Denominated Notes/Bonds 4.47%
Portfolio Other 2.17%
Other Mortgage 0.75%
Asset Backed 0.49%
Preferred Stock 0.13%
Convertible Bonds 0.07%
Common Stock 0.03%
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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