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MFS Limited Maturity Fund
(a series of MFS Series Trust IX)
Supplement to be affixed to the
Prospectus for distribution in Missouri
The Series intends to engage in portfolio trading rather than holding portfolio
securities to maturity. In trading portfolio securities, the Series seeks to
take advantage of market developments, yield disparities and variations in the
creditworthiness of issuers. A high portfolio turnover may involve greater
expenses, including higher brokerage and transaction costs, to the Series.
Dividends from income and from net short-term capital gains, whether received in
cash or reinvested in additional shares, are taxable to the Series' shareholders
as ordinary income.
Missouri residents should also be aware that certain obligations issued or
guaranteed by agencies or instrumentalities of the U.S. Government (e.g.,
obligations of the Federal National Mortgage Association) are not backed by the
full faith and credit of the U.S. Government.
The date of this Supplement is September 1, 1996.
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MFS Municipal Limited Maturity Fund
(a series of MFS Series Trust IX)
Supplement to be affixed to the
Prospectus for distribution in Missouri
The Fund intends to engage in buying and selling securities, as well as holding
securities to maturity. In buying and selling securities, the Fund seeks to take
advantage of market developments, yield disparities, and variations in the
creditworthiness of issuers. A high portfolio turnover rate necessarily involves
some expenses to the Fund. Distributions from net short-term capital gains and
from taxable investments are taxable to shareholders as ordinary income.
Distributions of net gains are taxable to shareholders as long-term capital
gains for federal income tax purposes without regard to the length of time the
shares have been held. These distributions will be treated in the same manner
for income tax purposes whether paid in cash or additional shares.
The date of this Supplement is September 1, 1996.
