Massachusetts Financial Services Company

1924 CAPITAL

Hedge fund investment services; administration and distribution of hedge funds; investment management services; investment advisory services;CAPITAL;

A

computer software for use in marketing financial services;

A DISCIPLINED APPROACH TO DIVERSIFICATION

Financial services; namely, financial investment, financial advice, and the management, administrative and distribution services for investment companies, mutual funds and other investment funds for investment companies and others;

ACTIVE INTELLIGENCE

Management, administration and distribution of investment products, namely, mutual funds, variable insurance trusts, investment trusts, money market funds, fixed income products, equity products, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds and portfolios;

ADVANCED (K)

financial information and consultation services, namely, providing retirement plan financial market data, financial trend analysis and information about available financial resources;

ALWAYS BUILDING BETTER INSIGHTS

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of financial planning for retirement; providing financial and investment information;

BASICLIVING

financial services, namely providing investment management services and providing advice on financial, investment and retirement issues;BASIC LIVING;

BEACON UNIVERSAL LIFE

PROVIDING LIFE INSURANCE CONTRACTS THROUGH INSURANCE AGENTS TO THE GEN ERALPUBLIC;

BEACON UNIVERSAL LIFE

PROVIDING LIFE INSURANCE CONTRACTS THROUGH INSURANCE AGENTS;

BLENDED RESEARCH

financial and investment research and analysis services;RESEARCH;

BLENDED RESEARCH

financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management services; administration of mutual funds; mutual fund distribution services;RESEARCH;

BUILDING BETTER INSIGHTS

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans; providing information in the field of financial planning for retirement; providing financial and investment information;

CHOOSE WHAT FITS

Financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management services; administration of mutual funds; mutual fund distribution services;

COMPASS VARIABLE ANNUITY

PROVIDING VARIABLE ANNUITY INSURANCE CONTRACTS THROUGH INSURANCE AGENT S TO THE GENERAL PUBLIC;

COMPASS VARIABLE ANNUITY

PROVIDING VARIABLE ANNUITY INSURANCE CONTRACTS THROUGH INSURANCE AGENT S TO THE GENERAL PUBLIC;

DISCIPLINED DIVERSIFICATION

Financial services; namely, financial investment, financial advice, and the management, administration and distribution of mutual funds, variable annuities and other investment funds for investment companies and others;

DISCIPLINED DIVERSIFICATION

financial services, namely, financial investment, financial advice, investment advisory and management services, and the establishment, management, administration and distribution of mutual funds, variable annuities and other investment funds for investment companies and others;

EARNINGS ENHANCEMENT BENEFIT

feature of financial annuities plan for administering retirement, disability and death benefit programs;

ESSENTIAL FIXED INCOME

Management, administration and distribution of investment products, namely, mutual funds, variable insurance trusts, investment trusts, money market funds, fixed income products, equity products, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds and portfolios;FIXED INCOME;

EXPERTISE THROUGH COLLABORATION

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information;

EXPERTISE THROUGH COLLABORATION

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information;

GET ACTIVE

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information;

GLOBAL CAPABILITIES, LOCAL SOLUTIONS

Financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management services; administration of mutual funds; mutual fund distribution services;

HELPING YOUR CHILDREN

providing advice on investment and financial issues;

HELPING YOUR CHILDREN

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare insurance;

HELPING YOUR PARENTS

providing advice on investment, financial, and insurance issues;

HELPING YOUR PARENTS

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare insurance;

HELPING YOURSELF

providing advice on investment, retirement, and financial issues;

HELPING YOURSELF

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare insurance;

HELPING YOURSELF HELPING YOUR PARENTS HELPING YOUR CHILDREN

providing investment advice regarding intergenerational issues, namely estate planning and advice regarding assistance to parents and children;HELPING YOUR SELF HELPING YOUR PARENTS HELPING YOUR CHILDREN;PARENTS and CHILDREN;

HERITAGE RESOURCE NETWORK

RESOURCE NETWORK;Providing a network of professional counselors providing information by telephone and mail in the fields of substance abuse, mental health, legal and family matters;

HORIZON GUARANTEED FIXED ANNUITY

PROVIDING FIXED ANNUITY INSURANCE CONTRACTS THROUGH INSURANCE AGENTS T O THE GENERAL PUBLIC;

HORIZON GUARANTEED FIXED ANNUITY

PROVIDING FIXED ANNUITY INSURANCE CONTRACTS THROUGH INSURANCE AGENTS T O THE GENERAL PUBLIC;

HUMAN POWER

Management, administration and distribution of investment products, namely, mutual funds, variable insurance trusts, investment trusts, money market funds, fixed income products, equity products, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds and portfolios;

LIFETIME

financial services; namely, mutual funds and investment programs in such mutual funds;

M F S HERITAGE PLANNING

investment advice regarding intergenerational issues, namely, estate planning and advice regarding financial assistance to parents and children;

M F S INVESTMENT MANAGEMENT

financial services, namely, investment, advisory, management, administrative, and distribution services for investment companies, mutual funds and others;INVESTMENT MANAGEMENT;

MASSACHUSETTS FINANCIAL SERVICES

financial services, namely investment, advisory management, administrative and distribution services for investment companies and others;FINANCIAL SERVICES;

MASTER VIEW

preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;

MASTER VIEW MFS HELPING INVESTORS MANAGE MONEY SINCE 1924.

preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;HELPING INVESTORS MANAGE MONEY SINCE 1924.;

MASTER VIEW MFS INVESTMENT MANAGEMENT

preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and other financial advisers;INVESTMENT MANAGEMENT;

MFS

FINANCIAL SERVICES-NAMELY, INVESTMENT, ADVISORY MANAGEMENT, ADMINISTRATIVE AND DISTRIBUTION SERVICES FOR INVESTMENT COMPANIES AND OTHERS;

MFS

financial services; namely, investment, advisory, management, administrative and distribution services for investment companies, mutual funds and others;

MFS

MFS MASSACHUSETTS FINANCIAL SERVICES;financial services, namely investment management services;

MFS

The mark consists of connected geometric shapes to the left of the gray word MFS. The geometric shapes are comprised of trapezoids and triangles and together form a very rough circular design without any rounded edges. Starting from the triangle at the top of the design and proceeding clockwise, the top triangle is red, the second shape is raspberry, the third shape is dark purple, the fourth shape is raspberry, the fifth shape is red, the sixth shape is dark purple, the seventh shape is raspberry, the eighth shape is red, the ninth shape is dark purple and the tenth shape is raspberry. The distribution of the colors gives a sense of depth to the design. The color white represents background, outlining, shading, and/or transparent areas and is not part of the mark.;MASSACHUSETTS FINANCIAL SERVICES;Mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable insurance trusts, money market funds, fixed income products, equities, separately managed accounts, funds for education, and stock, balanced, and asset allocation funds; investment management services; investment advisory services; wealth management services; financial analysis; retirement fund investment services; administration of savings accounts for education; [ administration of employee benefit plans concerning insurance and finance, administration of defined benefit plans concerning insurance and finance, and administration of defined contribution plans concerning insurance and finance and financial administration of employee pension plans; ] providing information in the field of employee financial benefit plans, providing information in the field of financial planning for retirement; providing financial and investment information;The color(s) gray, red, rasberry and dark purple is/are claimed as a feature of the mark.;