2026-15841NoticeWallet

Fund Says Goodbye: Liquidated and Deregistered

Published Date: 8/5/2026

Notice

Summary

Applicant, a closed-end investment company, seeks an order declaring that it has ceased to be an investment company. On April 29, 2024, applicant made liquidating distributions to its shareholders based on net asset value. Expenses of $86,337 incurred in connection with the liquidation were paid by the applicant. Filing Date: The application was filed on July 13, 2026. Applicant's Address: c/o Massachusetts Financial Services Company, 111 Huntington Avenue, Boston, MA 02199-7618

Analyzed Economic Effects

2 provisions identified: 2 benefits, 0 costs, 0 mixed.

MFS Special Value Trust Liquidation

If you were a shareholder of MFS Special Value Trust, the fund made liquidating distributions to its shareholders based on net asset value on April 29, 2024. The applicant paid $86,337 in expenses related to the liquidation and filed the deregistration application on July 13, 2026.

Popular Income Plus Fund Liquidation

If you were a shareholder of Popular Income Plus Fund, Inc., the fund made liquidating distributions to its shareholders based on net asset value on March 31, 2026. The applicant paid approximately $73,250 in expenses related to the liquidation and filed its application on April 20, 2026 (amended July 9, 2026).

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Key Dates

Effective Date
Published Date
7/13/2026
8/5/2026

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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