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BTN - Elections Edition 2024

A compilation of market performance under various scenarios





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*These examples are for illustrative purposes only and are not intended to predict the returns of any investment choices. Rates of return will vary over time, particularly for long-term investments. There is no guarantee that the selected rate of return can be achieved. The index may have fees and expenses that are not taken into account in these illustrations. The performance of the investments will fluctuate with market conditions. Regular investing does not ensure a profit or protect against loss in declining markets. Investors should consider their ability to continue purchasing shares during periods of low price levels.

The S&P 500 Index is a market capitalization-weighted index of 500 widely held equity securities designed to measure broad US equity performance.

It is not possible to invest in an index. MFS® does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

No forecasts can be guaranteed. Past performance is not a guarantee of future results. This has been provided for informational purposes only, reflects the current opinion of the author which is subject to change without notice, as are statements of financial market trends, which are based on current market conditions. All rights reserved. Reproduction Prohibited without Express Permission. Bespoke Investment Group, LLC. Is not affiliated with MFS Investment Management® nor any of its subsidiaries. Copyright© 2024 Bespoke Investment Group, LLC. All rights reserved.

The information above as well as individual companies and/or securities mentioned should not be construed as investment advice, a recommendation to buy or sell or an indication of trading intent on behalf of any MFS product.

“Standard & Poor’s®” and S&P “S&P®” are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and have been licensed for use by S&P Dow Jones Indices LLC and sublicensed for certain purposes by MFS. The S&P 500® is a product of S&P Dow Jones Indices LLC, and has been licensed for use by MFS. MFS’ Products are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, or their respective affiliates, and neither S&P Dow Jones Indices LLC, Dow Jones, S&P, their respective affiliates make any representation regarding the advisability of investing in such products.

MFS Fund Distributors inc., Member SIPC, Boston, MA

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