November 26, 2014 6:34 PM ET

Capital Markets

Company Overview of MFS Special Value Trust

Company Overview

MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bottom-up stock picking approach to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in U.S. Government securities, foreign government securities, mortgage backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and foreign issuers, and debt instruments of issuers located in ...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1989

Key Executives for MFS Special Value Trust

President and Trustee
Age: 53
Assistant Independent Chief Compliance Officer
Age: 39
Treasurer
Age: 46
Secretary and Clerk
Age: 62
Assistant Secretary and Assistant Clerk
Age: 64
Compensation as of Fiscal Year 2014.

MFS Special Value Trust Key Developments

MFS Special Value Trust Announces Monthly Distribution, Payable on November 28, 2014

MFS Special Value Trust announced monthly distribution of $0.055780 per share. The dividend is payable on November 28, 2014 to shareholders of record on November 20, 2014 and the ex-dividend date is November 18, 2014.

MFS Special Value Trust Announces Monthly Distribution for the Period of October 2014

MFS Special Value Trust announced monthly distribution of $0.05718 per share for the period of October 2014.

MFS Special Value Trust Appoints Robin A. Stelmach as President

Robin A. Stelmach has been named as president of MFS Special Value Trust, 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.

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To contact MFS Special Value Trust, 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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