Form 40-17G - Fidelity Bond [Rule 17G-1(g)]:
SEC Accession No. 0000912938-25-000202
Filing Date
2025-10-30
Accepted
2025-10-30 15:24:41
Documents
15
Effectiveness Date
2025-10-30

Document Format Files

Seq Description Document Type Size
1 c4017g.htm 40-17G 1877481
2 img_3c214f7b71c24f1.jpg GRAPHIC 1332
3 img_4ac85f366bb54f1.jpg GRAPHIC 2586
4 img_6149999fe9634f1.jpg GRAPHIC 1561
5 img_62c86d9690844f1.jpg GRAPHIC 2661
6 img_65bfa2dc10a84f1.jpg GRAPHIC 633
7 img_66a8bf5969f54f1.jpg GRAPHIC 6174
8 img_820eef76691a4f1.jpg GRAPHIC 799
9 img_8aa61eaae2bc4f1.jpg GRAPHIC 1348
10 img_a47a637acfb34f1.jpg GRAPHIC 5830
11 img_a9f6a3db40084f1.jpg GRAPHIC 20419
12 img_cd3e887d897b4f1.jpg GRAPHIC 2511
13 img_cf41232926024f1.jpg GRAPHIC 1587
14 img_e2fcef4e60914f1.jpg GRAPHIC 8650
15 img_e458dcefeee44f1.jpg GRAPHIC 2424
  Complete submission text file 0000912938-25-000202.txt   1987282
Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST XVI (Filer) CIK: 0000063067 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-02032 | Film No.: 251434917

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST IV (Filer) CIK: 0000063068 (see all company filings)

EIN.: 046382595 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-02594 | Film No.: 251434929

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST IX (Filer) CIK: 0000063075 (see all company filings)

EIN.: 042535629 | State of Incorp.: MA | Fiscal Year End: 0430
Type: 40-17G | Act: 40 | File No.: 811-02464 | Film No.: 251434928

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MASSACHUSETTS INVESTORS GROWTH STOCK FUND (Filer) CIK: 0000063090 (see all company filings)

EIN.: 041885327 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-00859 | Film No.: 251434945

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MASSACHUSETTS INVESTORS TRUST (Filer) CIK: 0000063091 (see all company filings)

EIN.: 041590600 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-00203 | Film No.: 251434944

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST V (Filer) CIK: 0000200489 (see all company filings)

EIN.: 042468583 | State of Incorp.: MA | Fiscal Year End: 0930
Type: 40-17G | Act: 40 | File No.: 811-02031 | Film No.: 251434927

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST III (Filer) CIK: 0000225604 (see all company filings)

EIN.: 046414785 | State of Incorp.: MA | Fiscal Year End: 0131
Type: 40-17G | Act: 40 | File No.: 811-02794 | Film No.: 251434930

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST VII (Filer) CIK: 0000318874 (see all company filings)

EIN.: 046452925 | State of Incorp.: MA | Fiscal Year End: 0731
Type: 40-17G | Act: 40 | File No.: 811-03090 | Film No.: 251434925

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST XIII (Filer) CIK: 0000356349 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 0331
Type: 40-17G | Act: 40 | File No.: 811-03327 | Film No.: 251434919

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 16179545839
MFS VARIABLE INSURANCE TRUST II (Filer) CIK: 0000719269 (see all company filings)

EIN.: 046540044 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-03732 | Film No.: 251434913

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS MUNICIPAL SERIES TRUST (Filer) CIK: 0000751656 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 0331
Type: 40-17G | Act: 40 | File No.: 811-04096 | Film No.: 251434932

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST XV (Filer) CIK: 0000764719 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-04253 | Film No.: 251434918

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST X (Filer) CIK: 0000783740 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-04492 | Film No.: 251434923

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST I (Filer) CIK: 0000798244 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-04777 | Film No.: 251434911

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST II (Filer) CIK: 0000798250 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-04775 | Film No.: 251434931

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS MUNICIPAL INCOME TRUST (Filer) CIK: 0000801961 (see all company filings)

EIN.: 046554822 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-04841 | Film No.: 251434933

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS MULTIMARKET INCOME TRUST (Filer) CIK: 0000809173 (see all company filings)

EIN.: 046562226 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-04975 | Film No.: 251434934

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 617-954-5000
MFS HIGH YIELD MUNICIPAL TRUST (Filer) CIK: 0000809844 (see all company filings)

EIN.: 042950868 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-04992 | Film No.: 251434939

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS GOVERNMENT MARKETS INCOME TRUST (Filer) CIK: 0000811922 (see all company filings)

EIN.: 046565627 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-05078 | Film No.: 251434941

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02119
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02119 18006372929
MFS SERIES TRUST VIII (Filer) CIK: 0000819673 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-05262 | Film No.: 251434924

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS INTERMEDIATE INCOME TRUST (Filer) CIK: 0000826735 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-05440 | Film No.: 251434936

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 6179545000
MFS INTERMEDIATE HIGH INCOME FUND (Filer) CIK: 0000833021 (see all company filings)

EIN.: 046593681 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-05567 | Film No.: 251434937

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 617-954-5000
MFS HIGH INCOME MUNICIPAL TRUST (Filer) CIK: 0000845606 (see all company filings)

EIN.: 043039022 | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-05754 | Film No.: 251434940

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 617-954-5000
MFS INVESTMENT GRADE MUNICIPAL TRUST (Filer) CIK: 0000847411 (see all company filings)

EIN.: 043046360 | State of Incorp.: MA | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-05785 | Film No.: 251434935

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS CHARTER INCOME TRUST (Filer) CIK: 0000851170 (see all company filings)

EIN.: 043055815 | Fiscal Year End: 1130
Type: 40-17G | Act: 40 | File No.: 811-05822 | Film No.: 251434942

Mailing Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 24TH FLOOR BOSTON MA 02199 18006372929
MFS SPECIAL VALUE TRUST (Filer) CIK: 0000856128 (see all company filings)

EIN.: 043063376 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-05912 | Film No.: 251434915

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST VI (Filer) CIK: 0000863032 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1031
Type: 40-17G | Act: 40 | File No.: 811-06102 | Film No.: 251434926

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST XVII (Filer) CIK: 0000867969 (see all company filings)

EIN.: 043158862 | State of Incorp.: MA | Fiscal Year End: 0630
Type: 40-17G | Act: 40 | File No.: 811-06174 | Film No.: 251434916

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS SERIES TRUST XI (Filer) CIK: 0000911637 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-07992 | Film No.: 251434922

Mailing Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE 21ST FLOOR BOSTON MA 02199 18006372929
MFS VARIABLE INSURANCE TRUST (Filer) CIK: 0000918571 (see all company filings)

EIN.: 043226600 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-08326 | Film No.: 251434914

Mailing Address 111 HUNTINGTON AVENUE BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE BOSTON MA 02199 617-954-5000
MFS VARIABLE INSURANCE TRUST III (Filer) CIK: 0001065698 (see all company filings)

EIN.: 000000000 | Fiscal Year End: 1231
Type: 40-17G | Act: 40 | File No.: 811-08879 | Film No.: 251434912

Mailing Address 111 HUNTINGTON AVENUE BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE BOSTON MA 02199 617-954-5000
MFS SERIES TRUST XII (Filer) CIK: 0001330967 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 0430
Type: 40-17G | Act: 40 | File No.: 811-21780 | Film No.: 251434920

Mailing Address 111 HUNTINGTON AVENUE BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE BOSTON MA 02199 617-954-5000
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV (Filer) CIK: 0001392417 (see all company filings)

EIN.: 208538605 | State of Incorp.: MA | Fiscal Year End: 0831
Type: 40-17G | Act: 40 | File No.: 811-22033 | Film No.: 251434938

Mailing Address 111 HUNTINGTON AVENUE BOSTON MA 02199
Business Address 111 HUNTINGTON AVENUE BOSTON MA 02199 617-954-5000
MFS Active Exchange Traded Funds Trust (Filer) CIK: 0002018846 (see all company filings)

EIN.: 000000000 | State of Incorp.: MA | Fiscal Year End: 0228
Type: 40-17G | Act: 40 | File No.: 811-23953 | Film No.: 251434943