Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Union Standard Trust
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
12 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
16 Nov 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 May 22
N-CEN
Annual report (registered investment company)
10 Dec 21
N-CSR
Certified annual shareholder report (management investment company)
24 Nov 21
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 May 21
N-CEN
Annual report (registered investment company)
10 Dec 20
N-CSR
Certified annual shareholder report (management investment company)
18 Nov 20
Latest ownership filings
NPORT-P
MFS Blended Research Core Equity Fund (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Mid Cap Value Fund (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Mid Cap Value Fund (Jun 2022 report)
25 Aug 22
NPORT-P
MFS Blended Research Core Equity Fund (Jun 2022 report)
25 Aug 22
NPORT-P
MFS Blended Research Core Equity Fund (Mar 2022 report)
24 May 22
NPORT-P
MFS Mid Cap Value Fund (Mar 2022 report)
24 May 22
NPORT-P
MFS Blended Research Core Equity Fund (Dec 2021 report)
24 Feb 22
NPORT-P
MFS Mid Cap Value Fund (Dec 2021 report)
24 Feb 22
NPORT-P
MFS Mid Cap Value Fund (Sep 2021 report)
23 Nov 21
NPORT-P
MFS Blended Research Core Equity Fund (Sep 2021 report)
23 Nov 21
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Blended Research Core Equity Fund | MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX | 8.11 | -3.02 | -8.86 | 929.10 mm | 115 | Sep 2022 |
| MFS Mid Cap Value Fund | MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX | 8.11 | -2.64 | -9.40 | 13.76 bn | 153 | Sep 2022 |