Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43226600
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 24
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Aug 23
N-CEN
Annual report (registered investment company)
14 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 23
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Aug 22
N-CEN
Annual report (registered investment company)
15 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
22 Feb 22
Latest ownership filings
NPORT-P
MFS Global Equity Series (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Research Series (Dec 2023 report)
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
MFS Utilities Series (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Investors Trust Series (Dec 2023 report)
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Global Equity Series | – | -3.38 | 9.14 | 5.17 | 52.46 mm | 84 | Dec 2023 |
MFS Growth Series | – | 2.35 | 0.26 | -5.36 | 1.70 bn | 68 | Sep 2023 |
MFS Investors Trust Series | – | -1.42 | 8.40 | 4.38 | 789.15 mm | 70 | Dec 2023 |
MFS Mid Cap Growth Series | – | 1.66 | -1.25 | -5.43 | 319.07 mm | 92 | Sep 2023 |
MFS New Discovery Series | – | 3.90 | -4.14 | -6.03 | 653.55 mm | 111 | Sep 2023 |
MFS Research Series | – | -1.28 | 9.05 | 4.46 | 735.54 mm | 106 | Dec 2023 |
MFS Total Return Bond Series | – | 0.35 | -0.62 | -2.57 | 1.49 bn | 792 | Sep 2023 |
MFS Total Return Series | – | 2.31 | -1.78 | -3.46 | 2.08 bn | 986 | Sep 2023 |
MFS Utilities Series | – | 0.13 | 7.07 | 3.00 | 1.11 bn | 61 | Dec 2023 |
MFS Value Series | – | 2.58 | -2.20 | -3.59 | 2.35 bn | 73 | Sep 2023 |