October 26, 2014 4:29 AM ET

Capital Markets

Company Overview of MFS California Municipal Fund

Company Overview

MFS California Municipal Fund is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. It invests in fixed income markets of the United States. The fund primarily invests in debt securities the interest on which in the opinion of issuer counsel is exempt from federal regular income tax and California personal income tax. It benchmarks the performance of its portfolio against Barclays Municipal Bond Index. The fund was formerly known as the MFS California Insured Municipal Fund. MFS California Municipal Fund was formed on October 29, 1999 and is domiciled in United States.

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1999

Key Executives for MFS California Municipal Fund

President and Trustee
Age: 53
Treasurer
Age: 46
Secretary and Clerk
Age: 62
Assistant Secretary and Assistant Clerk
Age: 64
Assistant Secretary and Assistant Clerk
Age: 40
Compensation as of Fiscal Year 2014.

MFS California Municipal Fund Key Developments

MFS California Municipal Fund Appoints Robin A. Stelmach as President

Robin A. Stelmach has been named as president of MFS California Municipal Fund, managed by Massachusetts Financial Services Company, d/b/a MFS Investment Management(R) (MFS(R)), effective October 01, 2014. Stelmach is an executive vice president and chief operating officer of MFS, and is also a trustee of the funds. She is a member of MFS' management committee. Ms. Stelmach joined MFS in 1989 and has held several senior roles within the firm's investment research, investment risk and investment support and technology groups. Prior to MFS, she spent four years as chief accountant and divisional controller for ASA International Ltd.

MFS California Municipal Fund Announces Monthly Distribution, Payable on October 31, 2014

MFS California Municipal Fund announced monthly distribution of $0.0510 per share. The dividend is payable on October 31, 2014 to shareholders of record on October 16, 2014 and the ex-dividend date is September 16, 2014.

MFS California Municipal Fund Announces Monthly Distribution, Payable on September 30, 2014

MFS California Municipal Fund announced monthly distribution of $0.0510 per share. The dividend is payable on September 30, 2014 to shareholders of record on September 18, 2014 and the ex-dividend date is September 16, 2014.

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To contact MFS California Municipal Fund, please visit www.mfs.com/wps/portal/mfs/us-advisor-pub/products/closed-end/!ut/p/a1/04_Sj9CPykssy0xPLMnMz0vMAfGjz. Company data is provided by Capital IQ. Please use this form to report any data issues.

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