AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS
EXHIBIT NO. 99.(h) 5
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTS
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
WHEREAS, MFSC and each of the Funds listed on Annex A have agreed to amend their respective Agreements as provided below.
NOW, THEREFORE, in consideration of the mutual covenants and agreements of the parties hereto as herein set forth, the parties covenant and agree as follows:
Section 1. Section 15 of each Agreement is amended to add the following Subsections to the end of that Section:
15.1 Forum Selection. Any legal action or proceeding with respect to this Agreement or the services provided hereunder or for recognition and enforcement of any judgment in respect hereof brought by the other party hereto or its successors or assigns must be brought and determined in the state courts of the Commonwealth of Massachusetts or the United States District Court for the District of Massachusetts (and may not be brought or determined in any other forum or jurisdiction), and each party hereto submits with regard to any action or proceeding for itself and in respect of its property, generally and unconditionally, to the sole and exclusive jurisdiction of the aforesaid courts.
15.2 No Third Party Beneficiary. This agreement does not and is not intended to confer any rights or remedies upon any person other than the parties to this Agreement; there are no third-party beneficiaries of this Agreement, including but not limited to shareholders of each Fund.
Section 2. This Amendment shall be construed under and shall be governed by the laws of The Commonwealth of Massachusetts.
Section 3. This Amendment may be executed in any number of counterparts, each of which shall be deemed to be an original.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed in duplicate original by its officers thereunto duly authorized, as of May 2, 2016.
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MFS SERVICE CENTER, INC. | |
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By: |
MARGARHEETA X. XXXX |
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Margarheeta X. Xxxx |
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President |
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Each of the Funds listed on Annex A | |
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By: |
XXXXXXX X. XXXXXXX |
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Xxxxxxx X. Xxxxxxx |
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Assistant Secretary |
ANNEX A TO AMENDMENT TO SHAREHOLDER SERVICING AGREEMENT
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FUND NAME |
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ACRONYM |
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Massachusetts Investors Trust |
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MIT |
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Massachusetts Investors Growth Stock Fund |
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MIG |
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MFS SERIES TRUST I |
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MFS Core Equity Fund |
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RGI |
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MFS Low Volatility Equity Fund |
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LVU |
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MFS Low Volatility Global Equity Fund |
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LVO |
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MFS New Discovery Fund |
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NDF |
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MFS Research International Fund |
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RIF |
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MFS Technology Fund |
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SCT |
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MFS U.S. Government Cash Reserve Fund |
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MCF |
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MFS Value Fund |
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EIF |
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MFS SERIES TRUST II |
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MFS Growth Fund |
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MEG |
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MFS SERIES TRUST III |
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MFS Global High Yield Fund |
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HYO |
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MFS High Income Fund |
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MFH |
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MFS High Yield Pooled Portfolio |
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HYO |
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MFS Municipal High Income Fund |
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MMH |
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MFS SERIES TRUST IV |
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MFS Blended Research Emerging Markets Equity Fund |
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BRK |
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MFS Blended Research Global Equity Fund |
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BRL |
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MFS Blended Research International Equity Fund |
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BRX |
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MFS Global New Discovery Fund |
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GND |
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MFS Mid Cap Growth Fund |
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OTC |
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MFS U.S. Government Money Market Fund |
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MMM |
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MFS SERIES TRUST V |
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MFS International New Discovery Fund |
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MIO |
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MFS Research Fund |
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MFR |
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MFS Total Return Fund |
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MTR |
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MFS SERIES TRUST VI |
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MFS Global Equity Fund |
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MWE |
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MFS Global Total Return Fund |
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MWT |
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MFS Utilities Fund |
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MMU |
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MFS SERIES TRUST VII |
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MFS Equity Income Fund |
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EQI |
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MFS SERIES TRUST VIII |
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MFS Global Growth Fund |
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WGF |
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MFS Strategic Income Fund |
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MSI |
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MFS Corporate Bond Fund |
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MFB |
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MFS Inflation-Adjusted Bond Fund |
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IAB |
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MFS Limited Maturity Fund |
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MLM |
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MFS Municipal Limited Maturity Fund |
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MML |
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MFS Total Return Bond Fund |
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RBF |
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MFS SERIES TRUST X |
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MFS Absolute Return Fund |
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ART |
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MFS Aggressive Growth Allocation Fund |
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AGG |
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MFS Blended Research Growth Equity Fund |
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BRW |
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MFS Blended Research Small Cap Equity Fund |
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BRS |
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MFS Blended Research Value Equity Fund |
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BRU |
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MFS Conservative Allocation Fund |
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CON |
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MFS Emerging Markets Debt Fund |
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EMD |
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MFS Emerging Markets Debt Local Currency Fund |
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EML |
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MFS Emerging Markets Equity Fund |
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FEM |
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MFS Global Bond Fund |
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GLB |
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MFS Growth Allocation Fund |
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GRO |
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MFS International Diversification Fund |
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MDI |
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MFS International Growth Fund |
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FGF |
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MFS International Value Fund |
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FGI |
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MFS Managed Wealth Fund |
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MFS Moderate Allocation Fund |
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MOD |
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MFS SERIES TRUST XI |
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MFS Blended Research Core Equity Fund |
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UNE |
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MFS Mid Cap Value Fund |
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MDV |
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MFS SERIES TRUST XII |
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MFS Equity Opportunities Fund |
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MSR |
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MFS Lifetime Income Fund |
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LRT |
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MFS Lifetime 2015 Fund |
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L15 |
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MFS Lifetime 2020 Fund |
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ML2 |
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MFS Lifetime 2025 Fund |
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L25 |
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MFS Lifetime 2030 Fund |
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ML3 |
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MFS Lifetime 2035 Fund |
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L35 |
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MFS Lifetime 2040 Fund |
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ML4 |
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MFS Lifetime 2045 Fund |
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L45 |
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MFS Lifetime 2050 Fund |
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ML5 |
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MFS Lifetime 2055 Fund |
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L55 |
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MFS SERIES TRUST XIII |
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MFS Diversified Income Fund |
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DIF |
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MFS Global Real Estate Fund |
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GRE |
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MFS Government Securities Fund |
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MGS |
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MFS New Discovery Value Fund |
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NDV |
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MFS SERIES TRUST XIV |
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MFS Institutional Money Market Portfolio |
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IMM |
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MFS SERIES TRUST XV |
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MFS Commodity Strategy Fund |
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CMS |
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MFS Global Alternative Strategy Fund |
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DTR |
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MFS SERIES TRUST XVI |
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MFS Global Multi-Asset Fund |
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GMA |
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MFS MUNICIPAL SERIES TRUST |
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MFS Alabama Municipal Bond Fund |
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MAL |
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MFS Arkansas Municipal Bond Fund |
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MAR |
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MFS California Municipal Bond Fund |
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MCA |
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MFS Georgia Municipal Bond Fund |
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MGA |
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MFS Maryland Municipal Bond Fund |
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MMD |
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MFS Massachusetts Municipal Bond Fund |
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MMA |
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MFS Mississippi Municipal Bond Fund |
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MMP |
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MFS Municipal Income Fund |
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MMI |
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MFS New York Municipal Bond Fund |
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MNY |
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MFS North Carolina Municipal Bond Fund |
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MNC |
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MFS Pennsylvania Municipal Bond Fund |
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MPA |
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MFS South Carolina Municipal Bond Fund |
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MSC |
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MFS Tennessee Municipal Bond Fund |
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MTN |
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MFS Virginia Municipal Bond Fund |
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MVA |
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MFS West Virginia Municipal Bond Fund |
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MWV |
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MFS VARIABLE INSURANCE TRUST |
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MFS Global Equity Series |
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VGE |
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MFS Growth Series |
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VEG |
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MFS Investors Trust Series |
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VGI |
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MFS Mid Cap Growth Series |
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VMG |
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MFS New Discovery Series |
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VND |
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MFS Research Series |
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VFR |
