INVESTMENT ADVISORY AGREEMENT INVESTMENT ADVISORY AGREEMENT, dated this 1st day of January, 2002, by and between Massachusetts Investors GROWTH STOCK FUND, a Massachusetts business trust (the "Trust"), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a...Investment Advisory Agreement • July 24th, 2002 • Massachusetts Investors Growth Stock Fund
EXHIBIT NO. 99.8(d) AMENDMENT TO CUSTODIAN CONTRACT Agreement made as of this 1st day of October, 1989 by and between State Street Bank and Trust Company (the "Custodian") and Massachusetts Investors Growth Stock Fund (the "Trust"). WHEREAS, the...Custodian Contract • October 26th, 1995 • Massachusetts Investors Growth Stock Fund
EXHIBIT NO. 99.9(g) MASTER ADMINISTRATIVE SERVICES AGREEMENT MASTER ADMINISTRATIVE SERVICES AGREEMENT dated this 1st day of March, 1997, as amended, by and among Massachusetts Financial Services Company, a Delaware corporation (the "Administrator"),...Master Administrative Services Agreement • March 30th, 1998 • Massachusetts Investors Growth Stock Fund • Massachusetts
EXHIBIT NO. 99.5 INVESTMENT ADVISORY AGREEMENT THIS AGREEMENT, made this 19th day of July, 1985 by and between MASSACHUSETTS INVESTORS GROWTH STOCK FUND, a Massachusetts business trust (the "Fund") and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a...Investment Advisory Agreement • October 26th, 1995 • Massachusetts Investors Growth Stock Fund
Date: August 1, 1985Shareholder Servicing Agent Agreement • October 26th, 1995 • Massachusetts Investors Growth Stock Fund • Massachusetts
EXHIBIT NO. 99.8(e) AMENDMENT TO CUSTODIAN CONTRACT Agreement made by and between STATE STREET BANK AND TRUST COMPANY (the "Custodian") and MASSACHUSETTS INVESTORS GROWTH STOCK FUND (the "Fund"). WHEREAS, the Custodian and the Fund are parties to a...Custodian Contract • October 26th, 1995 • Massachusetts Investors Growth Stock Fund
WITNESSETH:Investment Advisory Agreement • March 26th, 2002 • Massachusetts Investors Growth Stock Fund
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSShareholder Servicing Agreement • March 29th, 2017 • Massachusetts Investors Growth Stock Fund • 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 SHAREHOLDER SERVICING AGREEMENTSShareholder Servicing Agreement • March 29th, 2011 • Massachusetts Investors Growth Stock Fund • 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 Agreement • March 29th, 2017 • Massachusetts Investors Growth Stock Fund • 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
Master Administrative Services Agreement - Exhibit D Administrative FeeMaster Administrative Services Agreement • March 26th, 2015 • Massachusetts Investors Growth Stock Fund
In return for the Administrative Services provided by the Administrator under this Agreement, the Funds shall pay the Administrator each calendar year (each a “Contract Period”) a fee (the “Annual Fee”) in an aggregate amount which reimburses the Administrator for one-hundred percent (100%) of its total costs of providing Administrative Services for the Contract Period (“Total Allocable Costs”), subject to any adjustments as described herein. In determining Total Allocable Costs, the Administrator shall allocate expenses of its Fund Treasury, Legal, Compliance, Corporate and Electronic Communications, Performance, IT Development and IT Operations Departments (the “Participating Departments”) among (i) expenses incurred in providing Administrative Services for the Funds, (ii) expenses incurred in providing Administrative Services for its non-U.S. funds and (iii) expenses incurred in connection with activities other than providing Administrative Services for the Funds and MFS’ non-US Fun
EXHIBIT 99.9(c) EXCHANGE PRIVILEGE AGREEMENT AGREEMENT, dated as of July 30, 1997, by and among each of the trusts (on behalf of each of their series from time to time) listed below (collectively, the "Funds") and MFS Fund Distributors, Inc. ("MFD")....Exchange Privilege Agreement • October 29th, 1997 • Massachusetts Investors Growth Stock Fund
Master Administrative Services Agreement - Exhibit AMaster Administrative Services Agreement • March 26th, 2015 • Massachusetts Investors Growth Stock Fund
EXHIBIT NO. 99.8(a) CUSTODIAN CONTRACTCustodian Contract • October 26th, 1995 • Massachusetts Investors Growth Stock Fund • Massachusetts
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 28th, 1999 • Massachusetts Investors Growth Stock Fund
EXHIBIT NO. 99.8(b) AMENDMENT TO CUSTODIAN CONTRACT Amendment to Custodian Contract between Massachusetts Investors Growth Stock Fund, a business trust organized and existing under the laws of Massachusetts, having a principal place of business at 200...Custodian Contract • October 26th, 1995 • Massachusetts Investors Growth Stock Fund • Massachusetts
MASTER ADMINISTRATIVE SERVICES AGREEMENT Amended and Restated As of August 1, 2014 (Approved September 9, 2014) Exhibit A, as revised: February 10, 2015 (Redesignation of MFS Lifetime Retirement Income Fund as MFS Lifetime Income Fund and Removal of...Master Administrative Services Agreement • March 26th, 2015 • Massachusetts Investors Growth Stock Fund
AMENDMENTCustodian Contract • October 26th, 1995 • Massachusetts Investors Growth Stock Fund
Master Administrative Services Agreement - Exhibit D Administrative FeeMaster Administrative Services Agreement • March 28th, 2012 • Massachusetts Investors Growth Stock Fund
In return for the Administrative Services provided by the Administrator under this Agreement, the Funds, other than the MFS Institutional Money Market Portfolio, shall pay the Administrator each calendar year (the “Contract Period”) a fee in an aggregate amount approved by the MFS Funds Board for such calendar year, as it may be amended by the Board from time to time (the “Approved Annual Fee”). The Approved Annual Fee shall be allocated among the Funds and paid by the Funds in accordance with the methodology described below. For calendar year 2012, the Approved Annual Fee is $12,942,777.
