Massachusetts Financial Services Company Trademarks
MASTER VIEW

MASTER VIEW

Filed: August 22, 1990
preparing consolidated account statements for mutual fund shareholders and broker-dealers, banks, insurance companies and…
Owned by: Massachusetts Financial Services Company
Serial Number: 74090285

LIFETIME

LIFETIME

Filed: April 6, 1992
financial services; namely, mutual funds and investment programs in such mutual funds
Owned by: Massachusetts Financial Services Company
Serial Number: 74262919

MFS LIFETIME INVESTMENT PROGRAM

MFS LIFETIME INVESTMENT PROGRAM

Filed: April 6, 1992
financial services; namely, investment programs in mutual funds
Owned by: Massachusetts Financial Services Company
Serial Number: 74262920

MFS FOUNDATION

MFS FOUNDATION

Filed: June 16, 1992
financial services; namely, investment progams in mutual funds
Owned by: Massachusetts Financial Services Company
Serial Number: 74285760

MFS FOUNDATION THE INVESTMENT PROGRAM YOU CAN BUILD ON

MFS FOUNDATION THE INVESTMENT PROGRAM YOU CAN BUILD ON

Filed: June 16, 1992
financial services; namely, investment programs in mutual funds
Owned by: Massachusetts Financial Services Company
Serial Number: 74285761

MFS UNION STANDARD

MFS UNION STANDARD

Filed: December 2, 1993
financial services, namely mutual funds and other types of investments
Owned by: Massachusetts Financial Services Company
Serial Number: 74466035

MASSACHUSETTS FINANCIAL SERVICES

MASSACHUSETTS FINANCIAL SERVICES

Filed: January 27, 1995
financial services, namely investment, advisory management, administrative and distribution services for investment companies…
Owned by: Massachusetts Financial Services Company
Serial Number: 74626490

MFS INVESTMENT MANAGEMENT

MFS INVESTMENT MANAGEMENT

Filed: September 27, 1996
financial services, namely, investment, advisory, management, administrative, and distribution services for investment companies…
Owned by: Massachusetts Financial Services Company
Serial Number: 75173077

WE INVENTED THE MUTUAL FUND

WE INVENTED THE MUTUAL FUND

Filed: September 27, 1996
financial services, namely, investment, advisory, management, administrative, and distribution services for investment companies…
Owned by: Massachusetts Financial Services Company
Serial Number: 75173151

MFS ORIGINAL RESEARCH

MFS ORIGINAL RESEARCH

Filed: May 30, 1997
financial and investment research and analysis services
Owned by: Massachusetts Financial Services Company
Serial Number: 75300673

HELPING YOUR CHILDREN

HELPING YOUR CHILDREN

Filed: October 6, 1997
providing advice on investment and financial issues
Owned by: Massachusetts Financial Services Company
Serial Number: 75369512

HELPING YOUR PARENTS

HELPING YOUR PARENTS

Filed: October 8, 1997
providing advice on investment, financial, and insurance issues
Owned by: Massachusetts Financial Services Company
Serial Number: 75370460

HELPING YOURSELF

HELPING YOURSELF

Filed: October 8, 1997
providing advice on investment, retirement, and financial issues
Owned by: Massachusetts Financial Services Company
Serial Number: 75370467

ORIGINAL RESEARCH MAKES A DIFFERENCE

ORIGINAL RESEARCH MAKES A DIFFERENCE

Filed: November 10, 1997
financial and investment research and analysis services
Owned by: Massachusetts Financial Services Company
Serial Number: 75387629

HELPING YOURSELF HELPING YOUR PARENTS HELPING YOUR CHILDREN

HELPING YOURSELF HELPING YOUR PARENTS HELPING YOUR CHILDREN

Filed: December 29, 1998
providing investment advice regarding intergenerational issues, namely estate planning and advice regarding assistance to…
Owned by: Massachusetts Financial Services Company
Serial Number: 75612999

ONE IRA -THREE GENERATIONS OF INCOME

ONE IRA -THREE GENERATIONS OF INCOME

Filed: December 14, 2000
financial services, namely providing investment management services and providing advice on financial, investment and retirement…
Owned by: Massachusetts Financial Services Company
Serial Number: 76180883

A DISCIPLINED APPROACH TO DIVERSIFICATION

A DISCIPLINED APPROACH TO DIVERSIFICATION

Financial services; namely, financial investment, financial advice, and the management, administrative and distribution…
Owned by: Massachusetts Financial Services Company
Serial Number: 76578191

DISCIPLINED DIVERSIFICATION

DISCIPLINED DIVERSIFICATION

Filed: February 26, 2004
Financial services; namely, financial investment, financial advice, and the management, administration and distribution…
Owned by: Massachusetts Financial Services Company
Serial Number: 76578192

CHOOSE WHAT FITS

CHOOSE WHAT FITS

Financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 77085939

MILESTONE MARKETING

MILESTONE MARKETING

Filed: September 17, 2007
financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 77281416

BLENDED RESEARCH

BLENDED RESEARCH

financial and investment research and analysis services
Owned by: Massachusetts Financial Services Company
Serial Number: 77303710

THINK RETIRAMENT

THINK RETIRAMENT

financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 77346863

WE MAKE THE FUNDS, YOU MAKE THE CHOICE

WE MAKE THE FUNDS, YOU MAKE THE CHOICE

financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 77412228

BLENDED RESEARCH

BLENDED RESEARCH

Filed: November 17, 2009
financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 77873966

ADVANCED (K)

ADVANCED (K)

Filed: February 19, 2010
financial information and consultation services, namely, providing retirement plan financial market data, financial trend…
Owned by: Massachusetts Financial Services Company
Serial Number: 77940201

MFS INVESTMENT MANAGEMENT

MFS INVESTMENT MANAGEMENT

Financial services for investment companies, namely, establishing mutual funds for others; investment advisory and management…
Owned by: Massachusetts Financial Services Company
Serial Number: 78570918

HELPING YOUR CHILDREN

HELPING YOUR CHILDREN

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare…
Owned by: Massachusetts Financial Services Company
Serial Number: 85025793

HELPING YOUR PARENTS

HELPING YOUR PARENTS

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare…
Owned by: Massachusetts Financial Services Company
Serial Number: 85025797

HELPING YOURSELF

HELPING YOURSELF

providing advice in the field of finance, financial investments and insurance issues, namely, healthcare and long term healthcare…
Owned by: Massachusetts Financial Services Company
Serial Number: 85025811

DISCIPLINED DIVERSIFICATION

DISCIPLINED DIVERSIFICATION

Filed: September 8, 2011
financial services, namely, financial investment, financial advice, investment advisory and management services, and the…
Owned by: Massachusetts Financial Services Company
Serial Number: 85418236

Image Trademark

Image Trademark

Filed: January 24, 2012
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85523951

Image Trademark

Image Trademark

Filed: January 24, 2012
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85523955

Image Trademark

Image Trademark

Filed: January 24, 2012
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85523962

BUILDING BETTER INSIGHTS

BUILDING BETTER INSIGHTS

Filed: March 9, 2012
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85565962

ALWAYS BUILDING BETTER INSIGHTS

ALWAYS BUILDING BETTER INSIGHTS

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85572128

MFS MCLEAN BUDDEN

MFS MCLEAN BUDDEN

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85581683

SUBSTANCE OVER STYLE

SUBSTANCE OVER STYLE

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85623634

WE ARE INVESTMENT MANAGEMENT FOR INVESTMENT MANAGERS

WE ARE INVESTMENT MANAGEMENT FOR INVESTMENT MANAGERS

Filed: September 18, 2012
mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85732183

INVESTMENT MANAGEMENT FOR INVESTMENT MANAGERS

INVESTMENT MANAGEMENT FOR INVESTMENT MANAGERS

mutual fund investment services; administration and distribution of investment products, namely, mutual funds, variable…
Owned by: Massachusetts Financial Services Company
Serial Number: 85732186

1924 CAPITAL

1924 CAPITAL

Hedge fund investment services; administration and distribution of hedge funds; investment management services; investment…
Owned by: Massachusetts Financial Services Company
Serial Number: 85935585