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)
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
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Apr 21
N-CEN
Annual report (registered investment company)
9 Nov 20
N-CSR
Certified annual shareholder report (management investment company)
22 Oct 20
Latest ownership filings
NPORT-P
MFS Core Equity Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Value Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Low Volatility Global Equity Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Technology Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Research International Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS New Discovery Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Low Volatility Equity Fund (Nov 2022 report)
24 Jan 23
NPORT-P
MFS Value Fund (Aug 2022 report)
25 Oct 22
NPORT-P
MFS Research International Fund (Aug 2022 report)
25 Oct 22
NPORT-P
MFS Core Equity Fund (Aug 2022 report)
25 Oct 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Core Equity Fund | MRGAX, MRGJX, MRGBX, MRGCX, MRGRX, MRGGX, MRERX, MRGHX, MRGKX | -8.34 | 8.10 | 4.61 | 5.80 bn | 208 | Nov 2022 |
| MFS Low Volatility Equity Fund | MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX | -7.48 | 8.28 | 5.03 | 487.26 mm | 100 | Nov 2022 |
| MFS Low Volatility Global Equity Fund | MVGAX, MVGBX, MVGCX, MVGIX, MVGJX, MVGKX, MVGLX, MVGMX, MVGNX | -7.06 | 6.00 | 7.23 | 266.04 mm | 101 | Nov 2022 |
| MFS New Discovery Fund | MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX | -9.39 | 7.81 | 3.96 | 2.40 bn | 103 | Nov 2022 |
| MFS Research International Fund | MRSAX, MRSJX, MRIBX, MRICX, MRSIX, MRSGX, MRSRX, MRSHX, MRSKX | -9.75 | 4.41 | 12.97 | 14.88 bn | 114 | Nov 2022 |
| MFS Technology Fund | MTCAX, MTCJX, MTCBX, MTCCX, MTCIX, MTCKX, MTERX, MTCHX, MTCLX | -11.55 | 3.68 | 4.78 | 1.31 bn | 71 | Nov 2022 |
| MFS Value Fund | MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX | -7.93 | 9.84 | 6.76 | 61.46 bn | 73 | Nov 2022 |