Company profile
Employees
Incorporated
Location
Fiscal year end
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)
28 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 Total Return Fund (Oct 2023 report)
27 Dec 23
NPORT-P
MFS Global Equity Fund (Oct 2023 report)
27 Dec 23
NPORT-P
MFS Utilities Fund (Oct 2023 report)
27 Dec 23
NPORT-P
MFS Utilities Fund (Jul 2023 report)
26 Sep 23
NPORT-P
MFS Global Equity Fund (Jul 2023 report)
26 Sep 23
NPORT-P
MFS Global Total Return Fund (Jul 2023 report)
26 Sep 23
NPORT-P
MFS Global Total Return Fund (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Utilities Fund (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Global Equity Fund (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Utilities Fund (Jan 2023 report)
28 Mar 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Global Equity Fund | MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX | -2.56 | -6.19 | -3.36 | 2.32 bn | 86 | Oct 2023 |
MFS Global Total Return Fund | MFWTX, MFWJX, MFWBX, MFWCX, MFWIX, MFWGX, MGBRX, MFWHX, MFWLX | -1.91 | -3.46 | -2.31 | 1.24 bn | 797 | Oct 2023 |
MFS Utilities Fund | MMUFX, MMUJX, MMUBX, MMUCX, MMUIX, MMUGX, MURRX, MMUHX, MMUKX | -5.95 | -6.02 | 0.11 | 2.50 bn | 47 | Oct 2023 |