MFS Government Markets Income Trust Revises Investment Objective, Adds Capital Appreciation
On December 21, 2007, the board of trustees of MFS Government Markets Income Trust (NYSE: MGF) approved changes to the fund's investment objective and policies, effective that day. The objective now allows the fund to consider capital appreciation alongside high current income, and some investment limits and derivatives restrictions were removed to give the portfolio manager more flexibility.
Key points
- Investment objective revised from "a high level of current income" to "high current income but may also consider capital appreciation", effective December 21, 2007
- Fund will continue to invest at least 80% of net assets in U.S. and non-U.S. government securities
- Percentage limits on certain investments eliminated and some derivatives limits removed; fund will continue monthly distributions at a fixed rate of up to 7.25% per year
The filing
Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 28, 2007.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.