Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43226600
Latest filings (excl ownership)
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
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Aug 21
N-CEN
Annual report (registered investment company)
11 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
22 Feb 21
N-PX
Annual report of proxy voting record
28 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Aug 20
Latest ownership filings
NPORT-P
MFS Value Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Total Return Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Utilities Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS New Discovery Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Research Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Investors Trust Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Growth Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Total Return Bond Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Global Equity Series (Sep 2022 report)
23 Nov 22
NPORT-P
MFS Mid Cap Growth Series (Sep 2022 report)
23 Nov 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| MFS Global Equity Series | – | 7.66 | -5.91 | -9.20 | 46.04 mm | 87 | Sep 2022 |
| MFS Growth Series | – | 10.72 | -6.05 | -10.18 | 1.51 bn | 71 | Sep 2022 |
| MFS Investors Trust Series | – | 8.07 | -4.81 | -8.55 | 706.84 mm | 71 | Sep 2022 |
| MFS Mid Cap Growth Series | – | 10.90 | -5.64 | -8.48 | 299.25 mm | 91 | Sep 2022 |
| MFS New Discovery Series | – | 9.86 | -2.86 | -9.47 | 637.22 mm | 107 | Sep 2022 |
| MFS Research Series | – | 8.61 | -3.97 | -8.39 | 660.21 mm | 122 | Sep 2022 |
| MFS Total Return Bond Series | – | 2.60 | -2.75 | -4.42 | 1.58 bn | 753 | Sep 2022 |
| MFS Total Return Series | – | 4.91 | -2.51 | -6.32 | 2.10 bn | 925 | Sep 2022 |
| MFS Utilities Series | – | 6.81 | -0.50 | -10.32 | 1.16 bn | 66 | Sep 2022 |
| MFS Value Series | – | 6.34 | -2.61 | -7.88 | 2.24 bn | 73 | Sep 2022 |