Webb3 nov. 2024 · A host of sizable J.P. Morgan funds are on track to make meaningful capital gains distributions in December. The estimates, based on Sept. 30 NAVs, ironically include the uncovered JPMorgan Tax... WebbEffective after the close of business on September 29, 2024, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. IMPORTANT NOTIFICATION: MFS® Emerging Markets Equity Research Fund. ... The Record Date is the date on which a fund declares a distribution. To receive the …
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WebbUGMA/UTMA Distribution Certification (Required for distributions from UGMA/UTMA MFS 529 Plan accounts only.) I certify that the distribution proceeds are being used for the benefit of the minor. B. INDICATE WITHDRAWAL INFORMATION: Indicate the fund and account number(s) from which you wish to withdraw and the amount to be distributed. Webb3 apr. 2024 · MFS Investment Management ® (MFS ®) announced today monthly distributions of the following closed-end funds, all with declaration dates of April 3, 2024, ex-dividend dates of April 18, 2024, record dates of April 19, 2024, and payable dates of April 28, 2024: ^The fund has adopted a managed distribution plan. WebbForms & Applications. Open a New Mutual Fund Account. Complete this form on your computer, print it, and mail it to us. View and Print. Transfer on Death Agreement … faversham to long sutton