Company profile
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Exelon • PG&E • McKesson • Valero Energy • Expand Energy • Costco Wholesale • Markel • NiSource • Ameren • Republic Services ...
SEC CIK
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
22 Oct 24
DEFA14A
Additional proxy soliciting materials
30 Sep 24
DEF 14A
Definitive proxy
13 Sep 24
N-PX
Annual report of proxy voting record
27 Aug 24
N-CEN
Annual report (registered investment company)
10 Jul 24
N-CSR
Certified annual shareholder report (management investment company)
28 Jun 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Dec 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CEN
Annual report (registered investment company)
11 Jul 23
N-CSR
Certified annual shareholder report (management investment company)
26 Jun 23
Latest ownership filings
NPORT-P
MFS Core Bond Fund (Jul 2024 report)
25 Sep 24
NPORT-P
MFS Lifetime 2045 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2050 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2065 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2040 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2055 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2030 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2025 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2035 Fund (Jul 2024 report)
24 Sep 24
NPORT-P
MFS Lifetime 2060 Fund (Jul 2024 report)
24 Sep 24
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Core Bond Fund | MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX | -0.64 | -2.58 | -1.69 | 27.81 mm | 263 | Oct 2023 |
| MFS Lifetime 2025 Fund | LTTBX, LTTCX, LTTIX, LTTRX, LTTSX, LTTTX, LTTUX, LTTAX, LTTKX | -1.06 | -2.78 | -1.62 | 350.68 mm | 27 | Oct 2023 |
| MFS Lifetime 2030 Fund | MLTAX, MLTBX, MLTCX, MLTIX, MLTEX, MLTGX, MLTHX, MLTJX, MLTKX | -1.41 | -3.28 | -2.01 | 702.87 mm | 28 | Oct 2023 |
| MFS Lifetime 2035 Fund | LFEAX, LFEBX, LFECX, LFEDX, LFERX, LFESX, LFETX, LFEUX, LFEKX | -1.81 | -3.78 | -2.43 | 488.76 mm | 29 | Oct 2023 |
| MFS Lifetime 2040 Fund | MLFAX, MLFBX, MLFCX, MLFIX, MLFEX, MLFGX, MLFHX, MLFJX, MLFKX | -2.08 | -4.06 | -2.69 | 633.84 mm | 28 | Oct 2023 |
| MFS Lifetime 2045 Fund | LTMAX, LTMBX, LTMDX, LTMKX, LTMRX, LTMSX, LTMTX, LTMUX, LTMLX | -2.22 | -4.19 | -2.88 | 407.15 mm | 28 | Oct 2023 |
| MFS Lifetime 2050 Fund | MFFSX, MFFRX, MFFDX, MFFIX, MFFMX, MFFNX, MFFOX, MFFPX, MFFKX | -2.29 | -4.27 | -2.96 | 433.05 mm | 24 | Oct 2023 |
| MFS Lifetime 2055 Fund | LFIAX, LFIBX, LFICX, LFIIX, LFIRX, LFISX, LFITX, LFIUX, LFIKX | -2.30 | -4.26 | -2.98 | 279.87 mm | 24 | Oct 2023 |
| MFS Lifetime 2060 Fund | MFJAX, MFJBX, MFJCX, MFJIX, MFJEX, MFJGX, MFJTX, MFJUX, MFJKX | -2.29 | -4.25 | -2.94 | 143.35 mm | 24 | Oct 2023 |
| MFS Lifetime 2065 Fund | LFTLX, LFTKX, LFTJX, LFTMX, LFTGX, LFTFX, LFTNX, LFTHX | -2.27 | -4.26 | -2.94 | 12.18 mm | 24 | Oct 2023 |
| MFS Lifetime Income Fund | MLLAX, MLLBX, MLLCX, MLLIX, MLLEX, MLLGX, MLLHX, MLLJX, MLLKX | -0.95 | -2.58 | -1.55 | 607.37 mm | 27 | Oct 2023 |