Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Sun Life Series Trust
SEC CIK
IRS number
46540044
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Aug 22
N-CEN
Annual report (registered investment company)
16 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
23 Feb 22
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 Aug 21
N-CEN
Annual report (registered investment company)
11 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
19 Feb 21
N-PX
Annual report of proxy voting record
28 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Aug 20
Latest ownership filings
NPORT-P
MFS Global Tactical Allocation Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Government Securities Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Massachusetts Investors Growth Stock Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Technology Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS High Yield Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Blended Research Core Equity Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS International Intrinsic Value Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Research International Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Corporate Bond Portfolio (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Global Growth Portfolio (Sep 2022 report)
23 Nov 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Blended Research Core Equity Portfolio | – | 8.18 | -3.00 | -8.85 | 387.57 mm | 115 | Sep 2022 |
| MFS Core Equity Portfolio | – | 8.78 | -4.25 | -8.41 | 208.65 mm | 209 | Sep 2022 |
| MFS Corporate Bond Portfolio | – | 3.44 | -2.91 | -5.23 | 152.97 mm | 299 | Sep 2022 |
| MFS Emerging Markets Equity Portfolio | – | -0.51 | -0.76 | -11.03 | 31.87 mm | 90 | Sep 2022 |
| MFS Global Governments Portfolio | – | 1.78 | -4.52 | -4.64 | 93.94 mm | 190 | Sep 2022 |
| MFS Global Growth Portfolio | – | 7.53 | -4.88 | -10.30 | 43.35 mm | 78 | Sep 2022 |
| MFS Global Research Portfolio | – | 7.19 | -4.53 | -9.36 | 69.29 mm | 134 | Sep 2022 |
| MFS Global Tactical Allocation Portfolio | – | 2.53 | -1.48 | -5.15 | 410.21 mm | 920 | Sep 2022 |
| MFS Government Securities Portfolio | – | 2.05 | -2.82 | -3.99 | 343.10 mm | 473 | Sep 2022 |
| MFS High Yield Portfolio | – | 6.29 | -2.80 | -4.18 | 251.15 mm | 342 | Sep 2022 |
| MFS Income Portfolio | – | 2.38 | -2.58 | -4.25 | 31.31 mm | 169 | Sep 2022 |
| MFS International Growth Portfolio | – | 5.37 | -4.96 | -7.90 | 165.01 mm | 81 | Sep 2022 |
| MFS International Intrinsic Value Portfolio | – | 8.52 | -7.71 | -7.34 | 1.16 bn | 98 | Sep 2022 |
| MFS Massachusetts Investors Growth Stock Portfolio | – | 8.54 | -4.93 | -10.42 | 822.56 mm | 56 | Sep 2022 |
| MFS Research International Portfolio | – | 5.39 | -5.65 | -9.70 | 350.97 mm | 113 | Sep 2022 |
| MFS Technology Portfolio | – | 10.56 | -5.89 | -11.43 | 93.17 mm | 70 | Sep 2022 |