FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 25th, 2011 • MFS Series Trust X • Massachusetts
INVESTMENT ADVISORY AGREEMENT, dated this day of , 2011, by and between MFS SERIES TRUST X, a Massachusetts business trust (the “Trust”), on behalf of its series of shares (the “Fund”) listed on Appendix A attached hereto, and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation (the “Adviser”).
MASTER ADMINISTRATIVE SERVICES AGREEMENT Amended and Restated As of January 1, 2008 Exhibit A, as revised: February 27, 2007 (Addition of MFS Series Trust XIV) May 1, 2007 (Redesignation of MFS Capital Opportunities Series to MFS Core Equity Series)...Master Administrative Services Agreement • March 25th, 2011 • MFS Series Trust X
In return for the Administrative Services provided by the Administrator under this Agreement, the Funds, other than the MFS Institutional Money Market Portfolio, shall pay the Administrator each calendar year (the “Contract Period”) a fee in an aggregate amount approved by the MFS Funds Board for such calendar year, as it may be amended by the Board from time to time (the “Approved Annual Fee”). The Approved Annual Fee shall be allocated among the Funds and paid by the Funds in accordance with the methodology described below. For calendar 2011, the Approved Annual Fee is $12,942,777.
MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT Amended and Restated: April 1, 2008 February 15, 2011Master 529 Administrative Services Agreement • March 25th, 2011 • MFS Series Trust X • Massachusetts
MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT initially dated the 1st day of August 2002, and amended and restated on the 1st day of April 2008, and the 15th day of February 2011, by and among MFS Fund Distributors, Inc., a Delaware corporation (the “Administrator”), and each of the funds (or trusts acting on behalf of their series) identified from time to time on Exhibit A hereto (each a “Fund” and collectively the “Funds”).
AMENDMENT TO SHAREHOLDER SERVICING AGREEMENTSMFS Series Trust X • March 25th, 2011 • Massachusetts
WHEREAS, each of the investment companies listed on Annex A hereto (each a “Fund” and collectively the “Funds”) is a party to a Shareholder Servicing Agreement, as amended, (the “Agreements”) with MFS Service Center, Inc. (“MFSC”); and
AMENDMENT TO MASTER ADMINISTRATIVE SERVICES AGREEMENT (MFS FUNDS)Master Administrative Services Agreement • March 25th, 2011 • MFS Series Trust X • Massachusetts
WHEREAS, each of the investment companies listed on Exhibit A hereto (each a “Fund” and collectively the “Funds”) is a party to the Master Administrative Services Agreement, dated the 1st day of March 1997, as amended and restated the 1st day of January, 2008, as amended (the “Agreement”) with Massachusetts Financial Services Company (“Administrator”); and
