Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS GOVERNMENT MORTGAGE FUND
SEC CIK
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
19 Jan 23
N-CEN
Annual report (registered investment company)
11 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
22 Dec 22
N-CEN
Annual report (registered investment company)
11 Oct 22
N-CSR
Certified annual shareholder report (management investment company)
22 Sep 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CEN
Annual report (registered investment company)
11 Aug 22
N-CSR
Certified annual shareholder report (management investment company)
20 Jul 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Jul 22
Latest ownership filings
NPORT-P
MFS Global Opportunistic Bond Fund (Nov 2022 report)
25 Jan 23
NPORT-P
MFS Blended Research Mid Cap Equity Fund (Nov 2022 report)
25 Jan 23
NPORT-P
MFS International Large Cap Value Fund (Nov 2022 report)
25 Jan 23
NPORT-P
MFS Conservative Allocation Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS International Diversification Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Blended Research Small Cap Equity Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Blended Research Growth Equity Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Aggressive Growth Allocation Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS International Intrinsic Value Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Moderate Allocation Fund (Nov 2022 report)
24 Jan 23
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Aggressive Growth Allocation Fund | MAAGX, MAALX, MBAGX, MCAGX, MIAGX, MAAFX, MAWAX, MAAHX, AGGPX | -9.21 | 5.88 | 8.04 | 2.44 bn | 16 | Nov 2022 |
| MFS Blended Research Growth Equity Fund | BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX | -9.87 | 5.53 | 3.05 | 242.55 mm | 90 | Nov 2022 |
| MFS Blended Research Mid Cap Equity Fund | BMSFX, BMSBX, BMSDX, BMSLX, BMSRX, BMSSX, BMSTX, BMSVX, BMSYX | -8.08 | 11.23 | 3.01 | 495.97 mm | 128 | Nov 2022 |
| MFS Blended Research Small Cap Equity Fund | BRSDX, BRSBX, BRSHX, BRSJX, BRSPX, BRSSX, BRSTX, BRSUX, BRSYX | -9.00 | 10.78 | 2.83 | 334.41 mm | 162 | Nov 2022 |
| MFS Blended Research Value Equity Fund | BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX | -8.10 | 12.09 | 5.10 | 250.07 mm | 124 | Nov 2022 |
| MFS Conservative Allocation Fund | MACFX, MACJX, MACBX, MACVX, MACIX, MACKX, MCARX, MACNX, MACQX | -6.07 | 2.32 | 4.74 | 3.88 bn | 22 | Nov 2022 |
| MFS Emerging Markets Debt Fund | MEDAX, MEDBX, MEDCX, MEDIX, MEDHX, MEDDX, MEDEX, MEDFX, MEDGX | -0.36 | -6.41 | 0.13 | 6.50 bn | 583 | Oct 2022 |
| MFS Emerging Markets Debt Local Currency Fund | EMLAX, EMLBX, EMLCX, EMLIX, EMLJX, EMLKX, EMLLX, EMLMX, EMLNX | 0.15 | -5.08 | 0.04 | 423.51 mm | 158 | Oct 2022 |
| MFS Emerging Markets Equity Fund | MEMAX, MEMBX, MEMCX, MEMIX, MEMRX, MEMFX, MEMGX, MEMHX, MEMJX | -11.06 | -4.06 | 17.47 | 6.58 bn | 90 | Nov 2022 |
| MFS Global Opportunistic Bond Fund | MGBAX, MGBBX, MGBDX, MGBJX, MGBKX, MGBLX, MGBMX, MGBNX, MGBOX | -3.23 | -0.23 | 3.45 | 1.03 bn | 774 | Nov 2022 |
| MFS Growth Allocation Fund | MAGWX, MAGJX, MBGWX, MCGWX, MGWIX, MAGMX, MGALX, MAGEX, MAGQX | -8.35 | 4.98 | 6.93 | 6.05 bn | 22 | Nov 2022 |
| MFS International Diversification Fund | MDIDX, MDITX, MDIFX, MDIGX, MDIJX, MDIOX, MDIKX, MDIHX, MDIZX | -9.21 | 2.97 | 13.49 | 33.16 bn | 7 | Nov 2022 |
| MFS International Growth Fund | MGRAX, MGRBX, MGRCX, MQGIX, MGRDX, MGRVX, MGRRX, MGRQX, MGRTX | -7.93 | 4.29 | 13.33 | 13.08 bn | 83 | Nov 2022 |
| MFS International Intrinsic Value Fund | MGIAX, MGIBX, MGICX, MINIX, MINJX, MINRX, MINFX, MINGX, MINHX | -7.35 | 2.80 | 12.58 | 22.14 bn | 99 | Nov 2022 |
| MFS International Large Cap Value Fund | MKVHX, MKVGX, MKVFX, MKVBX, MKVDX, MKVIX, MKVCX, MKVEX | -9.15 | 7.23 | 12.54 | 5.54 bn | 94 | Nov 2022 |
| MFS Managed Wealth Fund | MNWAX, MNWBX, MNWCX, MNWIX, MNWRX, MNWSX, MNWTX, MNWUX, MNWZX | -1.08 | 0.65 | 2.14 | 92.33 mm | 17 | Nov 2022 |
| MFS Moderate Allocation Fund | MAMAX, MAMJX, MMABX, MMACX, MMAIX, MAMFX, MARRX, MAMHX, MAMPX | -7.35 | 3.58 | 5.95 | 6.44 bn | 23 | Nov 2022 |