INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS SERIES TRUST I, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund") listed on Appendix A...Investment Advisory Agreement • April 26th, 2002 • MFS Series Trust I
EXHIBIT NO. 99.9(e) THIRD AMENDMENT TO LOAN AGREEMENT This Third Amendment to the Loan Agreement, dated as of February 21, 1995, as heretofore amended (as so amended, the "Loan Agreement"), by and among the Persons listed on Exhibit A to the Loan...Loan Agreement • June 26th, 1997 • MFS Series Trust I • Massachusetts
ARTICLE I APPOINTMENT OF CUSTODIANCustodian Agreement • January 29th, 2007 • MFS Series Trust I • New York
EXHIBIT NO. 99.5(n) SUB-ADVISORY AGREEMENT MFS RESEARCH INTERNATIONAL FUND SUB- ADVISORY AGREEMENT, dated this 2nd day of January, 1997, by and between MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the "Adviser") and FOREIGN &...Sub-Advisory Agreement • June 26th, 1997 • MFS Series Trust I • Massachusetts
WITNESSETHInvestment Advisory Agreement • October 27th, 2017 • MFS Series Trust I
AMENDMENT TO INVESTMENT ADVISORY AGREEMENT AMENDMENT dated as of June 22, 2007 to the Investment Advisory Agreement dated January 1, 2002 by and between MFS Series Trust I (the "Trust") on behalf of the MFS Core Growth Fund (the "Fund"), a series of...Advisory Agreement • October 30th, 2007 • MFS Series Trust I
EXHIBIT NO. 99.4 INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between MFS SERIES TRUST I, a Massachusetts business trust (the "Trust"), on behalf of its series of shares (each a "Fund")...Investment Advisory Agreement • July 30th, 2002 • MFS Series Trust I
WITNESSETH: -----------Investment Advisory Agreement • October 30th, 2000 • MFS Series Trust I
FORM OF SUB-ADVISORY AGREEMENT MFS RESEARCH INTERNATIONAL FUNDMFS Series Trust I • December 27th, 1996 • Massachusetts
ARTICLE I SERVICES AS FUND ACCOUNTING AGENTFund Accounting Agreement • January 29th, 2007 • MFS Series Trust I • Massachusetts
EXHIBIT NO. 99.8(c) AMENDMENT The Custodian Contract dated January 28, 1988 between Lifetime Managed Sectors Trust (referred to herein as the "Trust") and State Street Bank and Trust Company (the "Custodian") is hereby amended as follows: I. Section...MFS Series Trust I • October 18th, 1995
FORM OFInvestment Advisory Agreement • March 15th, 2000 • MFS Series Trust I
WITNESSETH:Sub-Advisory Agreement • June 26th, 1997 • MFS Series Trust I • Massachusetts
WITNESSETH:Investment Advisory Agreement • December 24th, 1997 • MFS Series Trust I
WITNESSETH:Investment Advisory Agreement • March 29th, 1996 • MFS Series Trust I
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 28th, 2011 • MFS Series Trust I
INVESTMENT ADVISORY AGREEMENT, dated this 27th day of September, 2011, by and between MFS SERIES TRUST I, a Massachusetts business trust (the “Trust”), on behalf of its series of shares (the “Fund”) listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Adviser”).
BETWEENCustodian Agreement • October 18th, 1995 • MFS Series Trust I • Massachusetts
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 23rd, 2013 • MFS Series Trust I
INVESTMENT ADVISORY AGREEMENT, dated this 4th day of December, 2013, by and between MFS SERIES TRUST I, a Massachusetts business trust (the “Trust”), on behalf of its series of shares (each a “Fund”) listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Adviser”).
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust I • October 27th, 2016 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
AMENDMENT TO DISTRIBUTION AGREEMENTSDistribution Agreements • October 27th, 2016 • MFS Series Trust I • Massachusetts
WHEREAS, each series from time to time of each Trust listed on Annex A hereto (referred to individually as a “Fund” and collectively as the “Funds”) is a party to a Distribution Agreement, as amended, (the “Agreements”) with MFS Fund Distributors, Inc. (the “Distributor”); and
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust I • June 30th, 2011 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
APPENDIX A TO FUND ACCOUNTING AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES LISTED ON APPENDIX A THERETO DATED DECEMBER 18, 2006 (the “Agreement”)Fund Accounting Agreement • June 30th, 2011 • MFS Series Trust I
Closed End Funds MFS Charter Income Trust MFS Government Market Income Trust MFS Intermediate Income Trust MFS Multimarket Income Trust MFS Municipal Income Trust MFS Special Value Trust MFS California Municipal Fund MFS High Income Municipal Trust MFS InterMarket Income Trust I MFS Intermediate High Income Fund MFS Investment Grade Municipal Trust MFS High Yield Municipal Trust
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 26th, 2019 • MFS Series Trust I
AMENDMENT effective as of August 1, 2018 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust I (the “Trust”) on behalf the MFS Value Fund (a “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
APPENDIX A TO CUSTODIAN AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES DATED DECEMBER 18, 2006 (the “Agreement”)Custodian Agreement • June 30th, 2011 • MFS Series Trust I
Closed End Funds MFS Charter Income Trust MFS Government Market Income Trust MFS Intermediate Income Trust MFS Multimarket Income Trust MFS Municipal Income Trust MFS Special Value Trust MFS California Municipal Fund MFS High Income Municipal Trust MFS InterMarket Income Trust I MFS Intermediate High Income Fund MFS Investment Grade Municipal Trust MFS High Yield Municipal Trust
EXHIBIT NO. 99.9(e) LIFETIME MONEY MARKET TRUST LIFETIME MANAGED MUNICIPAL BOND TRUST LIFETIME HIGH INCOME TRUST LIFETIME CAPITAL GROWTH TRUST LIFETIME EMERGING GROWTH TRUST LIFETIME MANAGED SECTORS TRUST LIFETIME GLOBAL EQUITY TRUST LIFETIME...MFS Series Trust I • October 18th, 1995
SUB-ITEM 77Q1(E)MFS Series Trust I • April 27th, 2012
The Investment Advisory Agreement dated September 27, 2011, by and between MFS Series Trust I, on behalf of its series MFS Global Leaders Fund, and Massachusetts Financial Services Company, is contained in Post-Effective Amendment No. 61 to the Registration Statement for MFS Series Trust I (File Nos. 33-7638 and 811-4777), as filed with the Securities and Exchange Commission via EDGAR on December 28, 2011, under Rule 485 under the Securities Act of 1933. Such document is incorporated herein by reference.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 26th, 2019 • MFS Series Trust I
AMENDMENT effective as of August 1, 2019 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust I (the “Trust”) on behalf the MFS Core Equity Fund, MFS Research International Fund, MFS Technology Fund, and MFS Value Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
FORM OF AMENDMENT TO INVESTMENT ADVISORY AGREEMENTMFS Series Trust I • December 27th, 1996
1 EXHIBIT NO. 99.9(b) MFS SERIES TRUST I 500 BOYLSTON STREET - BOSTON - MASSACHUSETTS 02116 September 3, 1996 MFS Service Center, Inc. 500 Boylston Street Boston, MA 02116 Dear Sir/Madam: This will confirm our understanding that Exhibit B to the...MFS Series Trust I • December 27th, 1996
Master Administrative Services Agreement - Exhibit AMFS Series Trust I • December 28th, 2020
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2017 • MFS Series Trust I
AMENDMENT dated as of August 1, 2017 to the Investment Advisory Agreement dated December 4, 2013 (the “Agreement”) by and between MFS Series Trust I (the “Trust”) on behalf the MFS Low Volatility Equity Fund and the MFS Low Volatility Global Equity Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2017 • MFS Series Trust I
AMENDMENT effective as of August 1, 2017 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust I (the “Trust”) on behalf the MFS Value Fund (a “Fund”), a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
APPENDIX A TO CUSTODIAN AGREEMENT BETWEEN STATE STREET BANK AND TRUST COMPANY AND EACH OF THE INVESTMENT COMPANIES DATED DECEMBER 18, 2006 (the “Agreement”)Custodian Agreement • December 23rd, 2013 • MFS Series Trust I
Closed End Funds MFS Charter Income Trust MFS Government Market Income Trust MFS Intermediate Income Trust MFS Multimarket Income Trust MFS Municipal Income Trust MFS Special Value Trust MFS California Municipal Fund MFS High Income Municipal Trust MFS InterMarket Income Trust I MFS Intermediate High Income Fund MFS Investment Grade Municipal Trust MFS High Yield Municipal Trust
WITNESSETH:Investment Advisory Agreement • October 18th, 1995 • MFS Series Trust I
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTAdvisory Agreement • December 28th, 2017 • MFS Series Trust I
AMENDMENT effective as of December 29, 2016 to the Investment Advisory Agreement dated January 1, 2002 (the “Agreement”) by and between MFS Series Trust I (the “Trust”) on behalf the MFS Core Equity Fund, the MFS New Discovery Fund, the MFS Research International Fund, and the MFS Value Fund (each, a “Fund”), each a series of the Trust, and Massachusetts Financial Services Company, a Delaware corporation (the “Adviser”).
