MFS SERIES TRUST V
NSAR-A, 1996-03-01
Previous: SEPARATE ACCOUNTS D E F OF ALLMERICA FIN LIFE INS & ANNU CO, NT-NSAR, 1996-03-01
Next: SALOMON BROTHERS CAPITAL FUND INC, N-30D, 1996-03-01



<PAGE>      PAGE  1
000 A000000 03/31/95
000 C000000 0000200489
000 D000000 N
000 E000000 NF
000 F000000 Y
000 G000000 N
000 H000000 N
000 I000000 3.0.a
000 J000000 A
001 A000000 MFS SERIES TRUST V
001 B000000 811-2031
001 C000000 6179545000
002 A000000 500 BOYLSTON STREET
002 B000000 BOSTON
002 C000000 MA
002 D010000 02116
003  000000 N
004  000000 N
005  000000 N
006  000000 N
007 A000000 Y
007 B000000  2
007 C010100  1
007 C020100 MFS TOTAL RETURN FUND
007 C030100 N
007 C010200  2
007 C020200 MFS RESEARCH FUND
007 C030200 N
007 C010300  3
007 C010400  4
007 C010500  5
007 C010600  6
007 C010700  7
007 C010800  8
007 C010900  9
007 C011000 10
008 A00AA01 MASSACHUSETTS FINANCIAL SERVICES COMPANY
008 B00AA01 A
008 C00AA01 801-17352
008 D01AA01 BOSTON
008 D02AA01 MA
008 D03AA01 02116
011 A00AA01 MFS FINANCIAL SERVICES, INC.
011 B00AA01 8-27864
011 C01AA01 BOSTON
011 C02AA01 MA
011 C03AA01 02116
012 A00AA01 MFS SERVICE CENTER, INC.
012 B00AA01 84-1316
012 C01AA01 BOSTON
012 C02AA01 MA
<PAGE>      PAGE  2
012 C03AA01 02116
013 A00AA01 DELOITTE & TOUCHE
013 B01AA01 BOSTON
013 B02AA01 MA
013 B03AA01 02110
015 A00AA01 INVESTORS BANK & TRUST COMPANY
015 B00AA01 C
015 C01AA01 BOSTON
015 C02AA01 MA
015 C03AA01 02111
015 E01AA01 X
015 A00AA02 BANK OF NEW YORK
015 B00AA02 S
015 C01AA02 NEW YORK
015 C02AA02 NY
015 C03AA02 10286
015 E01AA02 X
015 A00AA03 CHASE MANHATTAN BANK, N.A.
015 B00AA03 S
015 C01AA03 NEW YORK
015 C02AA03 NY
015 C03AA03 10081
015 E04AA03 X
018  00AA00 Y
019 A00AA00 Y
019 B00AA00   50
019 C00AA00 MASSFINSER
020 A000001 PAINEWEBBER INCORPORATED
020 B000001 13-2638166
020 C000001     87
020 A000002 J.P. MORGAN SECURITIES, INC.
020 B000002 13-3224016
020 C000002     68
020 A000003 PRUDENTIAL SECURITIES
020 B000003 22-2347336
020 C000003     54
020 A000004 MERRILL LYNCH & CO.
020 B000004 13-5674085
020 C000004     53
020 A000005 GOLDMAN SACHS & CO.
020 B000005 13-5108880
020 C000005     53
020 A000006 CS FIRST BOSTON CORP.
020 B000006 13-5659485
020 C000006     52
020 A000007 DONALDSON LUFKIN SECURITIES
020 B000007 13-2741729
020 C000007     39
020 A000008 MORGAN STANLEY & CO.
020 B000008 13-2655998
020 C000008     38
<PAGE>      PAGE  3
020 A000009 THOMPSON INSTITUTIONAL
020 B000009 13-2618952
020 C000009     38
020 A000010 SALOMON BROTHERS INC.
020 B000010 13-3082694
020 C000010     37
021  000000     1057
022 A000001 LEHMAN BROTHERS
022 B000001 13-2518466
022 C000001    884929
022 D000001    476529
022 A000002 GOLDMAN SACHS & CO.
022 B000002 13-5108880
022 C000002    457770
022 D000002     55479
022 A000003 PRUDENTIAL SECURITIES
022 B000003 22-2347336
022 C000003    448351
022 D000003     52257
022 A000004 MERRILL LYNCH & CO.
022 B000004 13-5674085
022 C000004    292822
022 D000004    139951
022 A000005 BANK OF AMERICA
022 B000005 94-1687665
022 C000005    353670
022 D000005         0
022 A000006 CS FIRST BOSTON
022 B000006 13-5659485
022 C000006    238115
022 D000006     36716
022 A000007 CHEMICAL BANK
022 B000007 13-4994650
022 C000007    247142
022 D000007     18757
022 A000008 SALOMON BROTHERS INC.
022 B000008 13-3082694
022 C000008    104935
022 D000008    101143
022 A000009 FORD MOTOR CREDIT CO.
022 B000009 38-1612444
022 C000009    157996
022 D000009         0
022 A000010 MORGAN STANLEY & CO.
022 B000010 13-2655998
022 C000010    112221
022 D000010     25455
023 C000000    4009607
023 D000000    1216947
026 A000000 Y
026 B000000 Y
<PAGE>      PAGE  4
026 C000000 N
026 D000000 Y
026 E000000 N
026 F000000 N
026 G010000 N
026 G020000 N
026 H000000 N
027  000000 Y
054 A00AA00 Y
054 B00AA00 Y
054 C00AA00 N
054 D00AA00 N
054 E00AA00 N
054 F00AA00 N
054 G00AA00 N
054 H00AA00 Y
054 I00AA00 N
054 J00AA00 Y
054 K00AA00 N
054 L00AA00 N
054 M00AA00 Y
054 N00AA00 N
054 O00AA00 N
058 A00AA00 N
059  00AA00 Y
060 A00AA00 Y
060 B00AA00 Y
061  00AA00     1000
062 A00AA00 N
062 B00AA00   0.0
062 C00AA00   0.0
062 D00AA00   0.0
062 E00AA00   0.0
062 F00AA00   0.0
062 G00AA00   0.0
062 H00AA00   0.0
062 I00AA00   0.0
062 J00AA00   0.0
062 K00AA00   0.0
062 L00AA00   0.0
062 M00AA00   0.0
062 N00AA00   0.0
062 O00AA00   0.0
062 P00AA00   0.0
062 Q00AA00   0.0
062 R00AA00   0.0
077 A000000 N
078  000000 N
080 A00AA00 NATIONAL UNION INSURANCE CO.
080 B00AA00 ICI MUTUAL
080 C00AA00    60000
<PAGE>      PAGE  5
081 A00AA00 Y
081 B00AA00  73
082 A00AA00 N
082 B00AA00        0
083 A00AA00 N
083 B00AA00        0
084 A00AA00 N
084 B00AA00        0
085 A00AA00 Y
085 B00AA00 N
086 A01AA00      0
086 A02AA00      0
086 B01AA00      0
086 B02AA00      0
086 C01AA00      0
086 C02AA00      0
086 D01AA00      0
086 D02AA00      0
086 E01AA00      0
086 E02AA00      0
086 F01AA00      0
086 F02AA00      0
024  000100 Y
025 A000101 BEAR STEARNS
025 B000101 13-4946705
025 C000101 E
025 D000101    5206
025 A000102 DEAN WITTER DISCOVER
025 B000102 94-1671384
025 C000102 E
025 D000102    9201
025 D000103       0
025 A000104 DELETE
025 D000104       0
025 A000105 GENERAL ELECTRIC
025 B000105 06-1109503
025 C000105 E
025 D000105   11657
025 D000106       0
025 D000107       0
025 D000108       0
028 A010100     58127
028 A020100         0
028 A030100         0
028 A040100     33277
028 B010100     74417
028 B020100      7374
028 B030100         0
028 B040100     37380
028 C010100     32264
028 C020100      9914
<PAGE>      PAGE  6
028 C030100         0
028 C040100     34725
028 D010100     43780
028 D020100      8017
028 D030100         0
028 D040100     45303
028 E010100     39700
028 E020100      8586
028 E030100         0
028 E040100     40354
028 F010100     56002
028 F020100     18036
028 F030100         0
028 F040100     49568
028 G010100    304290
028 G020100     51926
028 G030100         0
028 G040100    240608
028 H000100    177284
029  000100 Y
030 A000100   2737
030 B000100  4.75
030 C000100  0.00
031 A000100    407
031 B000100      0
032  000100   2330
033  000100      0
034  000100 Y
035  000100    986
036 A000100 N
036 B000100      0
037  000100 N
038  000100      0
039  000100 N
040  000100 Y
041  000100 Y
042 A000100   0
042 B000100   0
042 C000100   5
042 D000100  95
042 E000100   0
042 F000100   0
042 G000100   0
042 H000100   0
043  000100   7523
044  000100      0
045  000100 Y
046  000100 N
047  000100 N
048  000100  0.000
048 A010100        0
<PAGE>      PAGE  7
048 A020100 0.000
048 B010100        0
048 B020100 0.000
048 C010100        0
048 C020100 0.000
048 D010100        0
048 D020100 0.000
048 E010100        0
048 E020100 0.000
048 F010100        0
048 F020100 0.000
048 G010100        0
048 G020100 0.000
048 H010100        0
048 H020100 0.000
048 I010100        0
048 I020100 0.000
048 J010100        0
048 J020100 0.000
048 K010100        0
048 K020100 0.000
049  000100 N
050  000100 Y
051  000100 N
052  000100 N
053 A000100 Y
053 B000100 N
053 C000100 Y
055 A000100 N
055 B000100 N
056  000100 Y
057  000100 N
066 A000100 Y
066 B000100 N
066 C000100 N
066 D000100 N
066 E000100 N
066 F000100 N
066 G000100 Y
067  000100 Y
068 A000100 N
068 B000100 N
069  000100 N
070 A010100 Y
070 A020100 N
070 B010100 N
070 B020100 N
070 C010100 Y
070 C020100 N
070 D010100 N
070 D020100 N
<PAGE>      PAGE  8
070 E010100 Y
070 E020100 N
070 F010100 N
070 F020100 N
070 G010100 Y
070 G020100 N
070 H010100 N
070 H020100 N
070 I010100 N
070 I020100 N
070 J010100 Y
070 J020100 Y
070 K010100 Y
070 K020100 N
070 L010100 Y
070 L020100 Y
070 M010100 Y
070 M020100 Y
070 N010100 Y
070 N020100 N
070 O010100 Y
070 O020100 N
070 P010100 Y
070 P020100 N
070 Q010100 N
070 Q020100 N
070 R010100 N
070 R020100 N
071 A000100   1361629
071 B000100   1068275
071 C000100   2250844
071 D000100   47
072 A000100  6
072 B000100    49309
072 C000100    27781
072 D000100        0
072 E000100      -77
072 F000100     5291
072 G000100        0
072 H000100        0
072 I000100     1927
072 J000100      253
072 K000100      193
072 L000100       79
072 M000100       45
072 N000100        0
072 O000100        0
072 P000100        0
072 Q000100        0
072 R000100       38
072 S000100        7
<PAGE>      PAGE  9
072 T000100     7523
072 U000100        0
072 V000100        0
072 W000100      823
072 X000100    16180
072 Y000100      926
072 Z000100    61758
072AA000100    55595
072BB000100        0
072CC010100        0
072CC020100     2294
072DD010100    54317
072DD020100    14767
072EE000100     2146
073 A010100   0.2700
073 A020100   0.2200
073 B000100   0.0100
073 C000100   0.0200
074 A000100       96
074 B000100        0
074 C000100   388669
074 D000100  1010901
074 E000100   186920
074 F000100  1240472
074 G000100        0
074 H000100        0
074 I000100        0
074 J000100    13719
074 K000100     5865
074 L000100    23281
074 M000100       53
074 N000100  2869977
074 O000100    23294
074 P000100     6950
074 Q000100        0
074 R010100        0
074 R020100        0
074 R030100        0
074 R040100     1929
074 S000100        0
074 T000100  2837804
074 U010100   217523
074 U020100    68139
074 V010100    13.05
074 V020100    13.05
074 W000100   0.0000
074 X000100   198340
074 Y000100        0
075 A000100        0
075 B000100  2709832
076  000100     0.00
<PAGE>      PAGE  10
024  000200 N
025 D000201       0
025 D000202       0
025 D000203       0
025 D000204       0
025 D000205       0
025 D000206       0
025 D000207       0
025 D000208       0
028 A010200     21704
028 A020200         5
028 A030200         0
028 A040200      6229
028 B010200     20934
028 B020200         5
028 B030200         0
028 B040200      8543
028 C010200     18361
028 C020200      1558
028 C030200         0
028 C040200      6181
028 D010200     23180
028 D020200         0
028 D030200         0
028 D040200     11275
028 E010200     17663
028 E020200         2
028 E030200         0
028 E040200      7541
028 F010200     22436
028 F020200         0
028 F030200         0
028 F040200      9104
028 G010200    124278
028 G020200      1570
028 G030200         0
028 G040200     48873
028 H000200     40194
029  000200 Y
030 A000200    883
030 B000200  4.75
030 C000200  0.00
031 A000200     51
031 B000200      0
032  000200    832
033  000200      0
034  000200 Y
035  000200     32
036 A000200 N
036 B000200      0
037  000200 N
<PAGE>      PAGE  11
038  000200      0
039  000200 N
040  000200 Y
041  000200 Y
042 A000200   0
042 B000200   0
042 C000200  12
042 D000200  88
042 E000200   0
042 F000200   0
042 G000200   0
042 H000200   0
043  000200    742
044  000200      0
045  000200 Y
046  000200 N
047  000200 N
048  000200  0.000
048 A010200        0
048 A020200 0.000
048 B010200        0
048 B020200 0.000
048 C010200        0
048 C020200 0.000
048 D010200        0
048 D020200 0.000
048 E010200        0
048 E020200 0.000
048 F010200        0
048 F020200 0.000
048 G010200        0
048 G020200 0.000
048 H010200        0
048 H020200 0.000
048 I010200        0
048 I020200 0.000
048 J010200        0
048 J020200 0.000
048 K010200        0
048 K020200 0.000
049  000200 N
050  000200 Y
051  000200 N
052  000200 N
053 A000200 Y
053 B000200 N
053 C000200 Y
055 A000200 N
055 B000200 N
056  000200 Y
057  000200 N
<PAGE>      PAGE  12
066 A000200 Y
066 B000200 N
066 C000200 N
066 D000200 N
066 E000200 Y
066 F000200 N
066 G000200 N
067  000200 N
068 A000200 N
068 B000200 N
069  000200 N
070 A010200 Y
070 A020200 N
070 B010200 N
070 B020200 N
070 C010200 N
070 C020200 N
070 D010200 N
070 D020200 N
070 E010200 N
070 E020200 N
070 F010200 N
070 F020200 N
070 G010200 N
070 G020200 N
070 H010200 N
070 H020200 N
070 I010200 N
070 I020200 N
070 J010200 Y
070 J020200 Y
070 K010200 Y
070 K020200 N
070 L010200 Y
070 L020200 Y
070 M010200 Y
070 M020200 Y
070 N010200 Y
070 N020200 N
070 O010200 Y
070 O020200 N
070 P010200 Y
070 P020200 N
070 Q010200 N
070 Q020200 N
070 R010200 N
070 R020200 N
071 A000200    217904
071 B000200    153465
071 C000200    360669
071 D000200   43
<PAGE>      PAGE  13
072 A000200  6
072 B000200      805
072 C000200     2349
072 D000200        0
072 E000200       -1
072 F000200      800
072 G000200        0
072 H000200        0
072 I000200      302
072 J000200       84
072 K000200       21
072 L000200       13
072 M000200       17
072 N000200        0
072 O000200        0
072 P000200        0
072 Q000200        0
072 R000200        9
072 S000200        3
072 T000200      742
072 U000200        0
072 V000200        0
072 W000200       80
072 X000200     2071
072 Y000200      164
072 Z000200     1246
072AA000200     6987
072BB000200        0
072CC010200     7928
072CC020200        0
072DD010200      497
072DD020200       15
072EE000200      955
073 A010200   0.0200
073 A020200   0.0003
073 B000200   0.3500
073 C000200   0.0000
074 A000200       46
074 B000200        0
074 C000200    27585
074 D000200       97
074 E000200     2116
074 F000200   404400
074 G000200        0
074 H000200        0
074 I000200        0
074 J000200    11708
074 K000200     3159
074 L000200      410
074 M000200        7
074 N000200   449528
<PAGE>      PAGE  14
074 O000200     8264
074 P000200      797
074 Q000200        0
074 R010200        0
074 R020200        0
074 R030200        0
074 R040200      109
074 S000200        0
074 T000200   440358
074 U010200    33995
074 U020200     5398
074 V010200    12.98
074 V020200    12.85
074 W000200   0.0000
074 X000200    32032
074 Y000200        0
075 A000200        0
075 B000200   381108
076  000200     0.00
SIGNATURE   JAMES O. YOST                                
TITLE       ASSISTANT TREASURER 
 


<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS SCHEDULE CONTAINS SUMMARY FINANCIAL INFORMATION EXTRACTED FROM THE
FINANCIAL STATEMENTS OF MFS RESEARCH FUND AND IS QUALIFIED IN ITS ENTIRETY
BY REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 021
   <NAME> MFS RESEARCH FUND CLASS A
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                        369434750
<INVESTMENTS-AT-VALUE>                       434197881
<RECEIVABLES>                                 15277438
<ASSETS-OTHER>                                    7154
<OTHER-ITEMS-ASSETS>                             45574
<TOTAL-ASSETS>                               449528047
<PAYABLE-FOR-SECURITIES>                       8264730
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                       905568
<TOTAL-LIABILITIES>                            9170298
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                     368539714
<SHARES-COMMON-STOCK>                         27872275
<SHARES-COMMON-PRIOR>                         25276729
<ACCUMULATED-NII-CURRENT>                       677190
<OVERDISTRIBUTION-NII>                               0
<ACCUMULATED-NET-GAINS>                        6377304
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                      64763541
<NET-ASSETS>                                 440357749
<DIVIDEND-INCOME>                              2348666
<INTEREST-INCOME>                               805195
<OTHER-INCOME>                                   (667)
<EXPENSES-NET>                                 1906842
<NET-INVESTMENT-INCOME>                        1246352
<REALIZED-GAINS-CURRENT>                       6986950
<APPREC-INCREASE-CURRENT>                      7927628
<NET-CHANGE-FROM-OPS>                         16160930
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                       481281
<DISTRIBUTIONS-OF-GAINS>                        955086
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                        5522804
<NUMBER-OF-SHARES-REDEEMED>                    3046414
<SHARES-REINVESTED>                             119156
<NET-CHANGE-IN-ASSETS>                        91695448
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                       345440
<OVERDISTRIB-NII-PRIOR>                          72628
<OVERDIST-NET-GAINS-PRIOR>                           0
<GROSS-ADVISORY-FEES>                           799641
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                                2070792
<AVERAGE-NET-ASSETS>                         381107758
<PER-SHARE-NAV-BEGIN>                            12.59
<PER-SHARE-NII>                                   0.05
<PER-SHARE-GAIN-APPREC>                           0.39
<PER-SHARE-DIVIDEND>                              0.02
<PER-SHARE-DISTRIBUTIONS>                         0.03
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              12.98
<EXPENSE-RATIO>                                   0.88
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>

<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS SCHEDULE CONTAINS SUMMARY FINANCIAL INFORMATION EXTRACTED FROM THE
FINANCIAL STATEMENTS OF MFS RESEARCH FUND AND IS QUALIFIED IN ITS ENTIRETY BY
REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 022
   <NAME> MFS RESEARCH FUND CLASS B
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                        369434750
<INVESTMENTS-AT-VALUE>                       434197881
<RECEIVABLES>                                 15277438
<ASSETS-OTHER>                                    7154
<OTHER-ITEMS-ASSETS>                             45574
<TOTAL-ASSETS>                               449528047
<PAYABLE-FOR-SECURITIES>                       8264730
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                       905568
<TOTAL-LIABILITIES>                            9170298
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                     368539714
<SHARES-COMMON-STOCK>                          5398081
<SHARES-COMMON-PRIOR>                          2053733
<ACCUMULATED-NII-CURRENT>                       677190
<OVERDISTRIBUTION-NII>                               0
<ACCUMULATED-NET-GAINS>                        6377304
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                      64763541
<NET-ASSETS>                                 440357749
<DIVIDEND-INCOME>                              2348666
<INTEREST-INCOME>                               805195
<OTHER-INCOME>                                   (667)
<EXPENSES-NET>                                 1906842
<NET-INVESTMENT-INCOME>                        1246352
<REALIZED-GAINS-CURRENT>                       6986950
<APPREC-INCREASE-CURRENT>                      7927628
<NET-CHANGE-FROM-OPS>                         16160930
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                        15253
<DISTRIBUTIONS-OF-GAINS>                        955086
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                        4113183
<NUMBER-OF-SHARES-REDEEMED>                     780092
<SHARES-REINVESTED>                              11257
<NET-CHANGE-IN-ASSETS>                        91695448
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                       345440
<OVERDISTRIB-NII-PRIOR>                          72628
<OVERDIST-NET-GAINS-PRIOR>                           0
<GROSS-ADVISORY-FEES>                           799641
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                                2070792
<AVERAGE-NET-ASSETS>                         381107758
<PER-SHARE-NAV-BEGIN>                            12.50
<PER-SHARE-NII>                                   0.00
<PER-SHARE-GAIN-APPREC>                           0.38
<PER-SHARE-DIVIDEND>                              0.00
<PER-SHARE-DISTRIBUTIONS>                         0.03
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              12.85
<EXPENSE-RATIO>                                   1.77
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>

<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS SCHEDULE CONTAINS SUMMARY FINANCIAL INFORMATION EXTRACTED FROM THE
FINANCIAL STATEMENTS OF MFS RESEARCH FUND AND IS QUALIFIED IN ITS ENTIRETY
BY REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 023
   <NAME> MFS RESEARCH FUND CLASS C
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                        369434750
<INVESTMENTS-AT-VALUE>                       434197881
<RECEIVABLES>                                 15277438
<ASSETS-OTHER>                                    7154
<OTHER-ITEMS-ASSETS>                             45574
<TOTAL-ASSETS>                               449528047
<PAYABLE-FOR-SECURITIES>                       8264730
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                       905568
<TOTAL-LIABILITIES>                            9170298
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                     368539714
<SHARES-COMMON-STOCK>                           724930
<SHARES-COMMON-PRIOR>                           385474
<ACCUMULATED-NII-CURRENT>                       677190
<OVERDISTRIBUTION-NII>                               0
<ACCUMULATED-NET-GAINS>                        6377304
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                      64763541
<NET-ASSETS>                                 440357749
<DIVIDEND-INCOME>                              2348666
<INTEREST-INCOME>                               805195
<OTHER-INCOME>                                   (667)
<EXPENSES-NET>                                 1906842
<NET-INVESTMENT-INCOME>                        1246352
<REALIZED-GAINS-CURRENT>                       6986950
<APPREC-INCREASE-CURRENT>                      7927628
<NET-CHANGE-FROM-OPS>                         16160930
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                            0
<DISTRIBUTIONS-OF-GAINS>                        955086
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                         408058
<NUMBER-OF-SHARES-REDEEMED>                     141625
<SHARES-REINVESTED>                               1023
<NET-CHANGE-IN-ASSETS>                        91695448
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                       345440
<OVERDISTRIB-NII-PRIOR>                          72628
<OVERDIST-NET-GAINS-PRIOR>                           0
<GROSS-ADVISORY-FEES>                           799641
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                                2070792
<AVERAGE-NET-ASSETS>                         381107758
<PER-SHARE-NAV-BEGIN>                            12.51
<PER-SHARE-NII>                                   0.00
<PER-SHARE-GAIN-APPREC>                           0.38
<PER-SHARE-DIVIDEND>                              0.00
<PER-SHARE-DISTRIBUTIONS>                         0.03
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              12.86
<EXPENSE-RATIO>                                   1.70
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>

<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS  SCHEDULE  CONTAINS  SUMMARY  FINANCIAL   INFORMATION  EXTRACTED  FROM  THE
FINANCIAL  STATEMENTS  OF MFS TOTAL RETURN FUND AND IS QUALIFIED IN ITS ENTIRETY
BY REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 011
   <NAME> MFS TOTAL RETURN FUND CLASS A
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                       2549166688
<INVESTMENTS-AT-VALUE>                      2826962060
<RECEIVABLES>                                 42865905
<ASSETS-OTHER>                                   52861
<OTHER-ITEMS-ASSETS>                             95717
<TOTAL-ASSETS>                              2869976543
<PAYABLE-FOR-SECURITIES>                      23293742
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                      8879022
<TOTAL-LIABILITIES>                           32172764
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                    2528978026
<SHARES-COMMON-STOCK>                        148890052
<SHARES-COMMON-PRIOR>                        145089983
<ACCUMULATED-NII-CURRENT>                    (4840811)
<OVERDISTRIBUTION-NII>                         4840811
<ACCUMULATED-NET-GAINS>                       35870521
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                     277796043
<NET-ASSETS>                                2837803779
<DIVIDEND-INCOME>                             27780553
<INTEREST-INCOME>                             49309047
<OTHER-INCOME>                                 (77403)
<EXPENSES-NET>                                15254015
<NET-INVESTMENT-INCOME>                       61758182
<REALIZED-GAINS-CURRENT>                      55595239
<APPREC-INCREASE-CURRENT>                    (2294435)
<NET-CHANGE-FROM-OPS>                        115058986
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                     43005116
<DISTRIBUTIONS-OF-GAINS>                       1471111
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                       12930728
<NUMBER-OF-SHARES-REDEEMED>                   12050030
<SHARES-REINVESTED>                            2919371
<NET-CHANGE-IN-ASSETS>                       136368520
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                            0
<OVERDISTRIB-NII-PRIOR>                        7440916
<OVERDIST-NET-GAINS-PRIOR>                    17579156
<GROSS-ADVISORY-FEES>                          5291020
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                               16180288
<AVERAGE-NET-ASSETS>                        2709831485
<PER-SHARE-NAV-BEGIN>                            12.80
<PER-SHARE-NII>                                   0.30
<PER-SHARE-GAIN-APPREC>                           0.25
<PER-SHARE-DIVIDEND>                              0.29
<PER-SHARE-DISTRIBUTIONS>                         0.01
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              13.05
<EXPENSE-RATIO>                                   0.87
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>

<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS  SCHEDULE  CONTAINS  SUMMARY  FINANCIAL   INFORMATION  EXTRACTED  FROM  THE
FINANCIAL  STATEMENTS  OF MFS TOTAL RETURN FUND AND IS QUALIFIED IN ITS ENTIRETY
BY REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 012
   <NAME> MFS TOTAL RETURN FUND CLASS B
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                       2549166688
<INVESTMENTS-AT-VALUE>                      2826962060
<RECEIVABLES>                                 42865905
<ASSETS-OTHER>                                   52861
<OTHER-ITEMS-ASSETS>                             95717
<TOTAL-ASSETS>                              2869976543
<PAYABLE-FOR-SECURITIES>                      23293742
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                      8879022
<TOTAL-LIABILITIES>                           32172764
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                    2528978026
<SHARES-COMMON-STOCK>                         68139007
<SHARES-COMMON-PRIOR>                         65823366
<ACCUMULATED-NII-CURRENT>                    (4840811)
<OVERDISTRIBUTION-NII>                         4840811
<ACCUMULATED-NET-GAINS>                       35870521
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                     277796043
<NET-ASSETS>                                2837803779
<DIVIDEND-INCOME>                             27780553
<INTEREST-INCOME>                             49309047
<OTHER-INCOME>                                 (77403)
<EXPENSES-NET>                                15254015
<NET-INVESTMENT-INCOME>                       61758182
<REALIZED-GAINS-CURRENT>                      55595239
<APPREC-INCREASE-CURRENT>                    (2294435)
<NET-CHANGE-FROM-OPS>                        115058986
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                     16083088
<DISTRIBUTIONS-OF-GAINS>                        672401
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                        8075521
<NUMBER-OF-SHARES-REDEEMED>                    6932441
<SHARES-REINVESTED>                            1172561
<NET-CHANGE-IN-ASSETS>                       136368520
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                            0
<OVERDISTRIB-NII-PRIOR>                        7440916
<OVERDIST-NET-GAINS-PRIOR>                    17579156
<GROSS-ADVISORY-FEES>                          5291020
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                               16180288
<AVERAGE-NET-ASSETS>                        2709831485
<PER-SHARE-NAV-BEGIN>                            12.80
<PER-SHARE-NII>                                   0.25
<PER-SHARE-GAIN-APPREC>                           0.25
<PER-SHARE-DIVIDEND>                              0.24
<PER-SHARE-DISTRIBUTIONS>                         0.01
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              13.05
<EXPENSE-RATIO>                                   1.71
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>

<TABLE> <S> <C>

<ARTICLE> 6
<LEGEND>
THIS  SCHEDULE  CONTAINS  SUMMARY  FINANCIAL   INFORMATION  EXTRACTED  FROM  THE
FINANCIAL  STATEMENTS  OF MFS TOTAL RETURN FUND AND IS QUALIFIED IN ITS ENTIRETY
BY REFERENCE TO SUCH FINANCIAL STATEMENTS.
</LEGEND>
<CIK> 0000200489
<NAME> MFS SERIES TRUST V
<SERIES>
   <NUMBER> 013
   <NAME> MFS TOTAL RETURN FUND CLASS C
       
<S>                             <C>
<PERIOD-TYPE>                   6-MOS
<FISCAL-YEAR-END>                          SEP-30-1995
<PERIOD-END>                               MAR-31-1995
<INVESTMENTS-AT-COST>                       2549166688
<INVESTMENTS-AT-VALUE>                      2826962060
<RECEIVABLES>                                 42865905
<ASSETS-OTHER>                                   52861
<OTHER-ITEMS-ASSETS>                             95717
<TOTAL-ASSETS>                              2569976543
<PAYABLE-FOR-SECURITIES>                      23293742
<SENIOR-LONG-TERM-DEBT>                              0
<OTHER-ITEMS-LIABILITIES>                      8879022
<TOTAL-LIABILITIES>                           32172764
<SENIOR-EQUITY>                                      0
<PAID-IN-CAPITAL-COMMON>                    2528978026
<SHARES-COMMON-STOCK>                           493511
<SHARES-COMMON-PRIOR>                            99818
<ACCUMULATED-NII-CURRENT>                    (4840811)
<OVERDISTRIBUTION-NII>                         4840811
<ACCUMULATED-NET-GAINS>                       35870521
<OVERDISTRIBUTION-GAINS>                             0
<ACCUM-APPREC-OR-DEPREC>                     277796043
<NET-ASSETS>                                2837803779
<DIVIDEND-INCOME>                             27780553
<INTEREST-INCOME>                             49309047
<OTHER-INCOME>                                 (77403)
<EXPENSES-NET>                                15254015
<NET-INVESTMENT-INCOME>                       61758182
<REALIZED-GAINS-CURRENT>                      55595239
<APPREC-INCREASE-CURRENT>                    (2294435)
<NET-CHANGE-FROM-OPS>                        115058986
<EQUALIZATION>                                       0
<DISTRIBUTIONS-OF-INCOME>                        69873
<DISTRIBUTIONS-OF-GAINS>                          2050
<DISTRIBUTIONS-OTHER>                                0
<NUMBER-OF-SHARES-SOLD>                         447179
<NUMBER-OF-SHARES-REDEEMED>                      58753
<SHARES-REINVESTED>                               5267
<NET-CHANGE-IN-ASSETS>                       136368520
<ACCUMULATED-NII-PRIOR>                              0
<ACCUMULATED-GAINS-PRIOR>                            0
<OVERDISTRIB-NII-PRIOR>                        7440916
<OVERDIST-NET-GAINS-PRIOR>                    17579156
<GROSS-ADVISORY-FEES>                          5291020
<INTEREST-EXPENSE>                                   0
<GROSS-EXPENSE>                               16180288
<AVERAGE-NET-ASSETS>                        2709831485
<PER-SHARE-NAV-BEGIN>                            12.80
<PER-SHARE-NII>                                   0.28
<PER-SHARE-GAIN-APPREC>                           0.24
<PER-SHARE-DIVIDEND>                              0.24
<PER-SHARE-DISTRIBUTIONS>                         0.01
<RETURNS-OF-CAPITAL>                              0.00
<PER-SHARE-NAV-END>                              13.07
<EXPENSE-RATIO>                                   1.69
<AVG-DEBT-OUTSTANDING>                               0
<AVG-DEBT-PER-SHARE>                                 0
        

</TABLE>


© 2022 IncJournal is not affiliated with or endorsed by the U.S. Securities and Exchange Commission