Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Lifetime Managed Sectors Fund, MFS Series Trust I
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
19 Oct 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Apr 23
N-CEN
Annual report (registered investment company)
10 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
25 Oct 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Apr 22
N-CEN
Annual report (registered investment company)
12 Nov 21
N-CSR
Certified annual shareholder report (management investment company)
20 Oct 21
Latest ownership filings
NPORT-P
MFS Technology Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Core Equity Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Low Volatility Global Equity Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Value Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS New Discovery Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Research International Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Low Volatility Equity Fund (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Low Volatility Equity Fund (Aug 2023 report)
24 Oct 23
NPORT-P
MFS New Discovery Fund (Aug 2023 report)
24 Oct 23
NPORT-P
MFS Research International Fund (Aug 2023 report)
24 Oct 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Core Equity Fund | MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | 6.43 | 2.79 | -1.82 | 6.16 bn | 197 | Aug 2023 |
MFS Low Volatility Equity Fund | MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX | 5.19 | 0.77 | -1.32 | 446.20 mm | 101 | Aug 2023 |
MFS Low Volatility Global Equity Fund | MVGAX, MVGBX, MVGCX, MVGIX, MVGJX, MVGKX, MVGLX, MVGMX, MVGNX | 2.91 | 1.56 | -1.96 | 318.75 mm | 101 | Aug 2023 |
MFS New Discovery Fund | MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX | 8.08 | 3.90 | -4.21 | 2.40 bn | 112 | Aug 2023 |
MFS Research International Fund | MRSAX, MRSJX, MRIBX, MRICX, MRSIX, MRSGX, MRSRX, MRSHX, MRSKX | 3.84 | 1.95 | -2.86 | 16.08 bn | 114 | Aug 2023 |
MFS Technology Fund | MTCAX, MTCJX, MTCBX, MTCCX, MTCIX, MTCKX, MTERX, MTCHX, MTCLX | 4.41 | 4.45 | 0.27 | 1.53 bn | 50 | Aug 2023 |
MFS Value Fund | MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX | 5.99 | 2.57 | -2.23 | 57.15 bn | 73 | Aug 2023 |