MFS Fund Shares definition

MFS Fund Shares means shares of any regulated investment company or companies within the meaning of Code Section 851(a) as may be designated by MFS Fund Distributors, Inc. Masculine words will be read and construed in the feminine where required by the context.
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MFS Fund Shares means shares of any regulated investment company within the meaning of Code Section 851(a) for which Massachusetts Financial Services Company, or any successor thereto, or any affiliate thereof, serves as investment advisor. The Trustee may, from time to time, and in its sole discretion, approve other investments for the Education Account.
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MFS Fund Shares means shares of any MFS Fund.
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Examples of MFS Fund Shares in a sentence

  • Growth in the value of your account invested in MFS Fund Shares cannot be guaranteed or projected.

  • The assets in your Education Account will be invested as you direct the Trustee in MFS Fund Shares available for investment under the terms of your Agreement, or if approved by the Trustee in its sole discretion, other investments, subject to the minimum initial or additional investment, minimum balance, and other exchange rules set forth by the Trustee from time to time.

  • The Individual may direct the Trustee at any time and from time to time: (i) to exchange the MFS Fund Shares held in the Roth IRA Account for other MFS Fund Shares in accordance with ▇▇▇ ▇▇▇n current prospectuses relating to such shares, and (ii) to liquidate any investments then held in the Roth IRA Account and invest the net proceeds in any form of i▇▇▇▇▇▇▇▇t permitted under this Article 5.

  • Whenever an Individual elects to receive a distribution, the Individual shall also specify in the distribution instructions whether the distribution is to be made in cash or in MFS Fund Shares.

  • The Trustee shall vote MFS Fund Shares held in the Education Account in accordance with proper voting instructions from the Responsible Person or his or her designee.

  • The Trustee shall deliver, or cause to be delivered, to the Responsible Person all notices, financial statements, prospectuses, contracts, proxies, and proxy materials relating to the MFS Fund Shares in the Education Account.

  • Dividends, capital gain distributions and any other cash payments attributable to MFS Fund Shares held in the Roth IRA Account shall be invested in the same shares to whic▇ ▇▇▇▇ ▇ayments are attributable unless the Individual otherwise directs.

  • The Trustee shall liquidate contributions of rollover amounts to the Roth IRA Account that are in property other than cash, provid▇▇ ▇▇▇▇ if such property consists of or includes MFS Fund Shares the Trustee will, if so instructed by the Individual, hold such assets in the Roth IRA Account.

  • If dividend or capital gain distributions are payable in MFS Fund Shares or cash, at the option of the holder, the Trustee shall elect payment in full and fractional shares.

  • Absent such instructions, the Trustee is hereby directed to and shall vote such MFS Fund Shares for or against any proposition in the same proportion as all MFS Fund Shares of the relevant MFS Fund for which instructions have been received.