Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Income & Opportunity Fund, MFS Strategic Income Fund
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
11 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
21 Dec 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jun 23
N-CEN
Annual report (registered investment company)
12 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
22 Dec 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 Jun 22
N-CEN
Annual report (registered investment company)
13 Jan 22
N-CSR
Certified annual shareholder report (management investment company)
28 Dec 21
Latest ownership filings
NPORT-P
MFS Global Growth Fund (Oct 2023 report)
27 Dec 23
NPORT-P
MFS Income Fund (Oct 2023 report)
27 Dec 23
NPORT-P
MFS Income Fund (Jul 2023 report)
26 Sep 23
NPORT-P
MFS Global Growth Fund (Jul 2023 report)
26 Sep 23
NPORT-P
MFS Global Growth Fund (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Income Fund (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Income Fund (Jan 2023 report)
28 Mar 23
NPORT-P
MFS Global Growth Fund (Jan 2023 report)
28 Mar 23
NPORT-P
MFS Global Growth Fund (Oct 2022 report)
27 Dec 22
NPORT-P
MFS Income Fund (Oct 2022 report)
27 Dec 22
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Global Growth Fund | MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX | -1.99 | -5.67 | -2.86 | 784.83 mm | 75 | Oct 2023 |
MFS Income Fund | MFIOX, MIOBX, MIOCX, MFIIX, MFIWX | -0.78 | -2.38 | -1.68 | 2.72 bn | 401 | Oct 2023 |