UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF
REGISTERED MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number 811-21780
MFS SERIES TRUST XII
(Exact name of registrant as specified in charter)
500 Boylston Street, Boston, Massachusetts 02116
(Address of principal executive offices) (Zip code)
Susan S. Newton
Massachusetts Financial Services Company
500 Boylston Street
Boston, Massachusetts 02116
(Name and address of agents for service)
Registrant's telephone number, including area code: (617) 954-5000
Date of fiscal year end: October 31 and April 30*
Date of reporting period: July 1, 2009 - June 30, 2010**
* MFS Sector Rotational Fund, a series of the Registrant, has a fiscal year
end of October 31. The fiscal year end of the remaining series of the
Registrant is April 30.
** The MFS 2050 Lifetime Fund, a series of the Registrant, did not commence
investment operations during the reporting period, July 1, 2009 - June 30,
2010; Therefore, that fund did not have any voting activity during the
reporting period.
ITEM 1. PROXY VOTING RECORD.
******************************* FORM N-Px REPORT *******************************
ICA File Number: 811-21780
Reporting Period: 07/01/2009 - 06/30/2010
MFS Series Trust XII
============================ MFS Lifetime 2010 Fund ============================
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Limited Maturity Fund
Ticker: Security ID: 55272P869
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Limited Maturity Fund
Ticker: Security ID: 55272P869
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Fund V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Fund V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Fund XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Fund XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
============================ MFS Lifetime 2020 Fund ============================
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
============================ MFS Lifetime 2030 Fund ============================
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
============================ MFS Lifetime 2040 Fund ============================
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Equity Fund
Ticker: Security ID: 55273E855
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS International New Discovery Fund
Ticker: Security ID: 552981854
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
===================== MFS Lifetime Retirement Income Fund ======================
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Inflation-Adjusted Bond Fund
Ticker: Security ID: 55272P398
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XI - MFS Mid Cap Value Fund
Ticker: Security ID: 55272p596
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Research Bond Fund
Ticker: Security ID: 55272P778
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Limited Maturity Fund
Ticker: Security ID: 55272P869
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IX - MFS Limited Maturity Fund
Ticker: Security ID: 55272P869
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS Emerging Markets Debt Fund
Ticker: Security ID: 55273E640
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Value Fund
Ticker: Security ID: 55273E822
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust X - MFS International Growth Fund
Ticker: Security ID: 55273E848
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust V - MFS Research Fund
Ticker: Security ID: 552981706
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Government Securities Fund
Ticker: Security ID: 552982407
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust XIII - MFS Global Real Estate Fund
Ticker: Security ID: 552982746
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust III - MFS High Income Fund
Ticker: Security ID: 552984601
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS Series Trust IV - MFS Mid Cap Growth Fund
Ticker: Security ID: 552987877
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For Withhold Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Trustee Maureen R. Goldfarb For Withhold Management
1.4 Elect Trustee David H. Gunning For Withhold Management
1.5 Elect Trustee William R. Gutow For Withhold Management
1.6 Elect Trustee Michael Hegarty For Withhold Management
1.7 Elect Trustee John P. Kavanaugh For Withhold Management
1.8 Elect Trustee Robert J. Manning For Withhold Management
1.9 Elect Trustee Robert C. Pozen For Withhold Management
1.10 Elect Trustee J. Dale Sherratt For Withhold Management
1.11 Elect Trustee Laurie J. Thomsen For Withhold Management
1.12 Elect Trustee Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Research International Fund
Ticker: Security ID: 552983470
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS New Discovery Fund
Ticker: Security ID: 552983520
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Core Growth Fund
Ticker: Security ID: 552983678
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST I - MFS Value Fund
Ticker: Security ID: 552983694
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For For Management
1.2 Elect Director Lawrence H. Cohn, M.D. For For Management
1.3 Elect Director Maureen R. Goldfarb For For Management
1.4 Elect Director David H. Gunning For For Management
1.5 Elect Director William R. Gutow For For Management
1.6 Elect Director Michael Hegarty For For Management
1.7 Elect Director John P. Kavanaugh For For Management
1.8 Elect Director Robert J. Manning For For Management
1.9 Elect Director Robert C. Pozen For For Management
1.10 Elect Director J. Dale Sherratt For For Management
1.11 Elect Director Laurie J. Thomsen For For Management
1.12 Elect Director Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MFS SERIES TRUST XV - MFS Diversified Target Return Fund
Ticker: Security ID: 55276T404
Meeting Date: JAN 28, 2010 Meeting Type: Special
Record Date: NOV 13, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Butler For Withhold Management
1.2 Elect Director Lawrence H. Cohn, M.D. For Withhold Management
1.3 Elect Director Maureen R. Goldfarb For Withhold Management
1.4 Elect Director David H. Gunning For Withhold Management
1.5 Elect Director William R. Gutow For Withhold Management
1.6 Elect Director Michael Hegarty For Withhold Management
1.7 Elect Director John P. Kavanaugh For Withhold Management
1.8 Elect Director Robert J. Manning For Withhold Management
1.9 Elect Director Robert C. Pozen For Withhold Management
1.10 Elect Director J. Dale Sherratt For Withhold Management
1.11 Elect Director Laurie J. Thomsen For Withhold Management
1.12 Elect Director Robert W. Uek For Withhold Management
========================== MFS Sector Rotational Fund ==========================
ABBOTT LABORATORIES
Ticker: ABT Security ID: 002824100
Meeting Date: APR 23, 2010 Meeting Type: Annual
Record Date: FEB 24, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director R.J. Alpern For For Management
1.2 Elect Director R.S. Austin For For Management
1.3 Elect Director W.M. Daley For Withhold Management
1.4 Elect Director W.J. Farrell For Withhold Management
1.5 Elect Director H.L. Fuller For Withhold Management
1.6 Elect Director W.A. Osborn For Withhold Management
1.7 Elect Director D.A.L. Owen For For Management
1.8 Elect Director R.S. Roberts For For Management
1.9 Elect Director S.C. Scott, III For For Management
1.10 Elect Director W.D. Smithburg For Withhold Management
1.11 Elect Director G.F. Tilton For For Management
1.12 Elect Director M.D. White For For Management
2 Ratify Auditors For For Management
3 Advisory Vote to Ratify Named Executive Against For Shareholder
Officers' Compensation
4 Amend Articles/Bylaws/Charter -- Call Against For Shareholder
Special Meetings
- --------------------------------------------------------------------------------
ACE LIMITED
Ticker: ACE Security ID: H0023R105
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date:
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Robert Hernandez as Director For Did Not Vote Management
1.2 Elect Peter Menikoff as Director For Did Not Vote Management
1.3 Elect Robert Ripp as Director For Did Not Vote Management
1.4 Elect Theodore Shasta as Director For Did Not Vote Management
2 Amend Articles Re: Treatment of For Did Not Vote Management
Abstentions and Broker Non-Votes
3.1 Approve Annual Report For Did Not Vote Management
3.2 Accept Statutory Financial Statements For Did Not Vote Management
3.3 Accept Consolidated Financial For Did Not Vote Management
Statements
4 Approve Allocation of Income and For Did Not Vote Management
Omission of Dividends
5 Approve Discharge of Board and Senior For Did Not Vote Management
Management
6 Approve Creation of CHF 4.4 Billion For Did Not Vote Management
Pool of Capital without Preemptive
Rights
7.1 Ratify PricewaterhouseCoopers AG as For Did Not Vote Management
Auditors
7.2 Ratify PricewaterhouseCoopers LLC as For Did Not Vote Management
Independent Registered Public
Accounting Firm
7.3 Ratify BDO AG as Special Auditors For Did Not Vote Management
8 Amend 2004 Long-Term Incentive Plan For Did Not Vote Management
9 Approve Reduction in Share Capital and For Did Not Vote Management
Capital Repayment of $1.32 per Share
- --------------------------------------------------------------------------------
AFLAC INCORPORATED
Ticker: AFL Security ID: 001055102
Meeting Date: MAY 3, 2010 Meeting Type: Annual
Record Date: FEB 24, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Daniel P. Amos For For Management
1.2 Elect Director John Shelby Amos II For For Management
1.3 Elect Director Paul S. Amos II For For Management
1.4 Elect Director Michael H. Armacost For For Management
1.5 Elect Director Kriss Cloninger III For For Management
1.6 Elect Director Joe Frank Harris For For Management
1.7 Elect Director Elizabeth J. Hudson For For Management
1.8 Elect Director Douglas W. Johnson For For Management
1.9 Elect Director Robert B. Johnson For For Management
1.10 Elect Director Charles B. Knapp For For Management
1.11 Elect Director E. Stephen Purdom, M.d. For For Management
1.12 Elect Director Barbara K. Rimer, PhD For For Management
1.13 Elect Director Marvin R. Schuster For For Management
1.14 Elect Director David Gary Thompson For For Management
1.15 Elect Director Robert L. Wright For For Management
1.16 Elect Director Takuro Yoshida For For Management
2 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
3 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
ALCOA INC.
Ticker: AA Security ID: 013817101
Meeting Date: APR 23, 2010 Meeting Type: Annual
Record Date: JAN 27, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Arthur D. Collins, Jr For For Management
1.2 Elect Director Carlos Ghosn For For Management
1.3 Elect Director Michael G. Morris For For Management
1.4 Elect Director E. Stanley O'Neal For For Management
2 Ratify Auditor For For Management
3 Adopt Majority Voting for Uncontested For For Management
Election of Directors
4 Reduce Supermajority Vote Requirement For For Management
Relating to Fair Price Protection
5 Reduce Supermajority Vote Requirement For For Management
Relating to Director Elections
6 Reduce Supermajority Vote Requirement For For Management
Relating to the Removal of Directors
7 Adopt Simple Majority Vote Against For Shareholder
- --------------------------------------------------------------------------------
ALLIANT ENERGY CORP.
Ticker: LNT Security ID: 018802108
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: MAR 18, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael L. Bennett For For Management
1.2 Elect Director Darryl B. Hazel For For Management
1.3 Elect Director David A. Perdue For For Management
1.4 Elect Director Judith D. Pyle For For Management
2 Approve Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
ALLIED WORLD ASSURANCE HOLDINGS LTD
Ticker: AWH Security ID: G0219G203
Meeting Date: MAY 6, 2010 Meeting Type: Annual
Record Date: MAR 10, 2010
# Proposal Mgt Rec Vote Cast Sponsor
A.1 Elect Barbara T. Alexander as Class II For For Management
Director
A.2 Elect Patrick de Saint-Aignan as Class For For Management
II Director
A.3 Elect Scott Hunter as Class II Director For For Management
B.1 Elect J. Michael Baldwin as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Europe) Limited)
B.2 Elect Scott A. Carmilani as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Europe) Limited)
B.3 Elect John Clifford as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Europe) Limited)
B.4 Elect Hugh Governey as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Europe) Limited)
B.5 Elect John T. Redmond as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Europe) Limited)
B.6 Elect J. Michael Baldwin as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Reinsurance)
Limited)
B.7 Elect Scott A. Carminlani as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Reinsurance)
Limited)
B.8 Elect John Clifford as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Reinsurance)
Limited)
B.9 Elect Hugh Governey as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Reinsurance)
Limited)
B.10 Elect John T. Redmond as Eligible For For Management
Subsidiary Director (Allied World
Assurance Company (Reinsurance)
Limited)
C Appoint Deloitte & Touche as For For Management
Independent Auditors
- --------------------------------------------------------------------------------
AMAZON.COM, INC.
Ticker: AMZN Security ID: 023135106
Meeting Date: MAY 25, 2010 Meeting Type: Annual
Record Date: MAR 29, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Jeffrey P. Bezos For For Management
2 Elect Director Tom A. Alberg For For Management
3 Elect Director John Seely Brown For For Management
4 Elect Director William B. Gordon For For Management
5 Elect Director Alain Monie For For Management
6 Elect Director Thomas O. Ryder For For Management
7 Elect Director Patricia Q. Stonesifer For For Management
8 Ratify Auditors For For Management
9 Report on Political Contributions Against For Shareholder
- --------------------------------------------------------------------------------
APPLE INC.
Ticker: AAPL Security ID: 037833100
Meeting Date: FEB 25, 2010 Meeting Type: Annual
Record Date: DEC 28, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director William V. Campbell For For Management
1.2 Elect Director Millard S. Drexler For For Management
1.3 Elect Director Albert A. Gore, Jr. For For Management
1.4 Elect Director Steven P. Jobs For For Management
1.5 Elect Director Andrea Jung For For Management
1.6 Elect Director Arthur D. Levinson For For Management
1.7 Elect Director Jerome B. York For For Management
2 Amend Omnibus Stock Plan For Against Management
3 Amend Non-Employee Director Omnibus For For Management
Stock Plan
4 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
5 Ratify Auditors For For Management
6 Prepare Sustainability Report Against Against Shareholder
7 Establish Other Board Committee Against Against Shareholder
- --------------------------------------------------------------------------------
ASPEN INSURANCE HOLDINGS, LTD.
Ticker: AHL Security ID: G05384105
Meeting Date: APR 28, 2010 Meeting Type: Annual
Record Date: MAR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Reelect Ian Cormack as Director For For Management
1.2 Reelect Matthew Botein as Director For For Management
1.3 Reelect Richard Bucknall as Director For For Management
1.4 Elect Peter O'Flinn as Director For For Management
2 Ratify KPMG Audit plc, London, England For For Management
as Auditors and Authorize Board to Fix
Their Remuneration
- --------------------------------------------------------------------------------
BMC SOFTWARE, INC.
Ticker: BMC Security ID: 055921100
Meeting Date: JUL 28, 2009 Meeting Type: Annual
Record Date: JUN 1, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert E. Beauchamp For Withhold Management
1.2 Elect Director B. Garland Cupp For For Management
1.3 Elect Director Jon E. Barfield For For Management
1.4 Elect Director Gary L. Bloom For Withhold Management
1.5 Elect Director Meldon K. Gafner For Withhold Management
1.6 Elect Director P. Thomas Jenkins For Withhold Management
1.7 Elect Director Louis J. Lavigne, Jr. For For Management
1.8 Elect Director Kathleen A. O'Neil For For Management
1.9 Elect Director Tom C. Tinsley For Withhold Management
2 Ratify Auditors For For Management
3 Amend Omnibus Stock Plan For Against Management
- --------------------------------------------------------------------------------
CAMPBELL SOUP CO.
Ticker: CPB Security ID: 134429109
Meeting Date: NOV 19, 2009 Meeting Type: Annual
Record Date: SEP 21, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Edmund M. Carpenter For For Management
1.2 Elect Director Paul R. Charron For For Management
1.3 Elect Director Douglas R. Conant For For Management
1.4 Elect Director Bennett Dorrance For For Management
1.5 Elect Director Harvey Golub For For Management
1.6 Elect Director Lawrence C. Karlson For For Management
1.7 Elect Director Randall W. Larrimore For For Management
1.8 Elect Director Mary Alice D. Malone For For Management
1.9 Elect Director Sara Mathew For For Management
1.10 Elect Director William D. Perez For For Management
1.11 Elect Director Charles R. Perrin For For Management
1.12 Elect Director A. Barry Rand For For Management
1.13 Elect Director Nick Schreiber For For Management
1.14 Elect Director Archbold D. Van Beuren For For Management
1.15 Elect Director Les C. Vinney For For Management
1.16 Elect Director Charlotte C. Weber For For Management
2 Ratify Auditors For For Management
3 Amend Executive Incentive Bonus Plan For For Management
- --------------------------------------------------------------------------------
CELANESE CORPORATION
Ticker: CE Security ID: 150870103
Meeting Date: APR 22, 2010 Meeting Type: Annual
Record Date: FEB 24, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director David N. Weidman For For Management
2 Elect Director Mark C. Rohr For For Management
3 Elect Director Farah M. Walters For For Management
4 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
CHEVRON CORPORATION
Ticker: CVX Security ID: 166764100
Meeting Date: MAY 26, 2010 Meeting Type: Annual
Record Date: APR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director S.H. Armacost For For Management
2 Elect Director L.F. Deily For For Management
3 Elect Director R.E. Denham For For Management
4 Elect Director R.J. Eaton For For Management
5 Elect Director C. Hagel For For Management
6 Elect Director E. Hernandez For For Management
7 Elect Director F.G. Jenifer For For Management
8 Elect Director G.L. Kirkland For For Management
9 Elect Director S. Nunn For For Management
10 Elect Director D.B. Rice For For Management
11 Elect Director K.W. Sharer For For Management
12 Elect Director C.R. Shoemate For For Management
13 Elect Director J.G. Stumpf For For Management
14 Elect Director R.D. Sugar For For Management
15 Elect Director C. Ware For For Management
16 Elect Director J.S. Watson For For Management
17 Ratify Auditors For For Management
18 Provide Right to Call Special Meeting For For Management
19 Request Director Nominee with Against Against Shareholder
Environmental Qualifications
20 Stock Retention/Holding Period Against Against Shareholder
21 Disclose Payments To Host Governments Against Against Shareholder
22 Adopt Guidelines for Country Selection Against Against Shareholder
23 Report on Financial Risks From Climate Against Against Shareholder
Change
24 Amend Bylaws to Establish a Board Against Against Shareholder
Committee on Human Rights
- --------------------------------------------------------------------------------
CLIFFS NATURAL RESOURCES INC.
Ticker: CLF Security ID: 18683K101
Meeting Date: MAY 11, 2010 Meeting Type: Annual
Record Date: MAR 18, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ronald C. Cambre For For Management
1.2 Elect Director Joseph A. Carrabba For For Management
1.3 Elect Director Susan M. Cunningham For For Management
1.4 Elect Director Barry J. Eldridge For For Management
1.5 Elect Director Susan M. Green For For Management
1.6 Elect Director Janice K. Henry For For Management
1.7 Elect Director James F. Kirsch For For Management
1.8 Elect Director Francis R. McAllister For For Management
1.9 Elect Director Roger Phillips For For Management
1.10 Elect Director Richard K. Riederer For For Management
1.11 Elect Director Alan Schwartz For For Management
2 Reduce Supermajority Vote Requirement For For Management
3 Amend Omnibus Stock Plan For For Management
4 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
EL PASO CORPORATION
Ticker: EP Security ID: 28336L109
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date: MAR 24, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Juan Carlos Braniff For For Management
2 Elect Director David W. Crane For For Management
3 Elect Director Douglas L. Foshee For For Management
4 Elect Director Robert W. Goldman For For Management
5 Elect Director Anthony W. Hall, Jr. For For Management
6 Elect Director Thomas R. Hix For For Management
7 Elect Director Ferrell P. McClean For For Management
8 Elect Director Timothy J. Probert For For Management
9 Elect Director Steven J. Shapiro For For Management
10 Elect Director J. Michael Talbert For For Management
11 Elect Director Robert F. Vagt For For Management
12 Elect Director John L. Whitmire For For Management
13 Amend Omnibus Stock Plan For For Management
14 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
ENCANA CORPORATION
Ticker: ECA Security ID: 292505104
Meeting Date: NOV 25, 2009 Meeting Type: Special
Record Date: OCT 6, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Reorganization/Restructuring For For Management
Plan to Create Two Companies
2 Approve Employee Stock Option Plan for For For Management
Cenovus Energy Inc.
3 Approve Shareholder Rights Plan for For For Management
Cenovus Energy Inc.
- --------------------------------------------------------------------------------
ENDURANCE SPECIALTY HOLDINGS LTD
Ticker: ENH Security ID: G30397106
Meeting Date: MAY 13, 2010 Meeting Type: Annual
Record Date: MAR 10, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect John T. Baily as Director For For Management
1.2 Elect Norman Barham as Director For For Management
1.3 Elect Galen R. Barnes as Director For For Management
1.4 Elect David S. Cash as Director For For Management
1.5 Elect William M. Jewett as Director For For Management
1.6 Elect Steven W. Carlsen as Subsidiary For For Management
Director of Endurance Specialty
Insurance Ltd.
1.7 Elect David S. Cash as Subsidiary For For Management
Director of Endurance Specialty
Insurance Ltd.
1.8 Elect William M. Jewett as Subsidiary For For Management
Director of Endurance Specialty
Insurance Ltd.
1.9 Elect Alan Barlow as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.10 Elect William H. Bolinder as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.11 Elect Steven W. Carlsen as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.12 Elect David S. Cash as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.13 Elect Simon Minshall as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.14 Elect Brendan R. O'Neill as Subsidiary For For Management
Director of Endurance Worldwide
Holdings Limited
1.15 Elect Alan Barlow as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
1.16 Elect William H. Bolinder as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
1.17 Elect Steven W. Carlsen as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
1.18 Elect David S. Cash as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
1.19 Elect Simon Minshall as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
1.20 Elect Brendan R. O'Neill as Subsidiary For For Management
Director of Endurance Worldwide
Insurance Limited
2 Approve Ernst & Young Ltd. as Auditors For For Management
and Authorize Board through the Audit
Committee to Fix Their Remuneration
3 Amend 2007 Equity Incentive Plan For For Management
- --------------------------------------------------------------------------------
FACTSET RESEARCH SYSTEMS INC.
Ticker: FDS Security ID: 303075105
Meeting Date: DEC 15, 2009 Meeting Type: Annual
Record Date: OCT 19, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Scott A. Billeadeau For For Management
1.2 Elect Director Philip A. Hadley For For Management
1.3 Elect Director Joseph R. Zimmel For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
FIDELITY NATIONAL INFORMATION SERVICES INC
Ticker: FIS Security ID: 31620M106
Meeting Date: MAY 27, 2010 Meeting Type: Annual
Record Date: MAR 30, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Stephan A. James For For Management
1.2 Elect Director James Neary For Withhold Management
1.3 Elect Director Frank R. Martire For Withhold Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
FRANKLIN RESOURCES, INC.
Ticker: BEN Security ID: 354613101
Meeting Date: MAR 16, 2010 Meeting Type: Annual
Record Date: JAN 19, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Samuel H. Armacost For For Management
1.2 Elect Director Charles Crocker For For Management
1.3 Elect Director Joseph R. Hardiman For For Management
1.4 Elect Director Robert D. Joffe For For Management
1.5 Elect Director Charles B. Johnson For For Management
1.6 Elect Director Gregory E. Johnson For For Management
1.7 Elect Director Rupert H. Johnson, Jr. For For Management
1.8 Elect Director Thomas H. Kean For For Management
1.9 Elect Director Chutta Ratnathicam For For Management
1.10 Elect Director Peter M. Sacerdote For For Management
1.11 Elect Director Laura Stein For For Management
1.12 Elect Director Anne M. Tatlock For For Management
2 Ratify Auditors For For Management
3 Amend Omnibus Stock Plan For For Management
- --------------------------------------------------------------------------------
GOLDMAN SACHS GROUP, INC., THE
Ticker: GS Security ID: 38141G104
Meeting Date: MAY 7, 2010 Meeting Type: Annual
Record Date: MAR 8, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Lloyd C. Blankfein For For Management
1.2 Elect Director John H. Bryan For For Management
1.3 Elect Director Gary D. Cohn For For Management
1.4 Elect Director Claes Dahlback For For Management
1.5 Elect Director Stephen Friedman For For Management
1.6 Elect Director William W. George For For Management
1.7 Elect Director James A. Johnson For For Management
1.8 Elect Director Lois D. Juliber For For Management
1.9 Elect Director Lakshmi N. Mittal For For Management
1.10 Elect Director James J. Schiro For For Management
1.11 Elect Director H. Lee Scott, Jr. For For Management
2 Ratify Auditors For For Management
3 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
4 Reduce Supermajority Vote Requirement For For Management
5 Provide Right to Call Special Meeting For For Management
6 Provide for Cumulative Voting Against Against Shareholder
7 Report on Collateral in Derivatives Against For Shareholder
Trading
8 Require Independent Board Chairman Against Against Shareholder
9 Report on Political Contributions Against For Shareholder
10 Report on Global Warming Science Against Against Shareholder
11 Report on Pay Disparity Against Against Shareholder
12 Stock Retention/Holding Period Against Against Shareholder
- --------------------------------------------------------------------------------
GOOGLE INC.
Ticker: GOOG Security ID: 38259P508
Meeting Date: MAY 13, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Eric Schmidt For For Management
1.2 Elect Director Sergey Brin For For Management
1.3 Elect Director Larry Page For For Management
1.4 Elect Director L. John Doerr For For Management
1.5 Elect Director John L. Hennessy For For Management
1.6 Elect Director Ann Mather For For Management
1.7 Elect Director Paul S. Otellini For For Management
1.8 Elect Director K. Ram Shriram For For Management
1.9 Elect Director Shirley M. Tilghman For For Management
2 Ratify Auditors For For Management
3 Amend Omnibus Stock Plan For Against Management
4 Prepare Sustainability Report Against For Shareholder
5 Adopt Principles for Online Advertising Against Against Shareholder
6 Amend Human Rights Policies Regarding Against Against Shareholder
Chinese Operations
- --------------------------------------------------------------------------------
HESS CORPORATION
Ticker: HES Security ID: 42809H107
Meeting Date: MAY 5, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director N.F. Brady For Withhold Management
1.2 Elect Director G.P. Hill For For Management
1.3 Elect Director T.H. Kean For Withhold Management
1.4 Elect Director F.A. Olson For Withhold Management
2 Ratify Auditors For For Management
3 Amend Omnibus Stock Plan For For Management
4 Report on Political Contributions Against For Shareholder
- --------------------------------------------------------------------------------
HEWLETT-PACKARD COMPANY
Ticker: HPQ Security ID: 428236103
Meeting Date: MAR 17, 2010 Meeting Type: Annual
Record Date: JAN 19, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Marc L. Andreessen For For Management
1.2 Elect Director Lawrence T. Babbio, Jr. For For Management
1.3 Elect Director Sari M. Baldauf For For Management
1.4 Elect Director Rajiv L. Gupta For For Management
1.5 Elect Director John H. Hammergren For For Management
1.6 Elect Director Mark V. Hurd For For Management
1.7 Elect Director Joel Z. Hyatt For For Management
1.8 Elect Director John R. Joyce For For Management
1.9 Elect Director Robert L. Ryan For For Management
1.10 Elect Director Lucille S. Salhany For For Management
1.11 Elect Director G. Kennedy Thompson For For Management
2 Ratify Auditors For For Management
3 Amend Omnibus Stock Plan For Against Management
4 Company Request on Advisory Vote on For For Management
Executive Compensation
- --------------------------------------------------------------------------------
INTEL CORPORATION
Ticker: INTC Security ID: 458140100
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date: MAR 22, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Charlene Barshefsky For For Management
2 Elect Director Susan L. Decker For For Management
3 Elect Director John J. Donahoe For For Management
4 Elect Director Reed E. Hundt For For Management
5 Elect Director Paul S. Otellini For For Management
6 Elect Director James D. Plummer For For Management
7 Elect Director David S. Pottruck For For Management
8 Elect Director Jane E. Shaw For For Management
9 Elect Director Frank D. Yeary For For Management
10 Elect Director David B. Yoffie For For Management
11 Ratify Auditors For For Management
12 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
- --------------------------------------------------------------------------------
LAMAR ADVERTISING COMPANY
Ticker: LAMR Security ID: 512815101
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: APR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John Maxwell Hamilton For Withhold Management
1.2 Elect Director John E. Koerner, III For For Management
1.3 Elect Director Edward H. McDermott For For Management
1.4 Elect Director Stephen P. Mumblow For Withhold Management
1.5 Elect Director Thomas V. Reifenheiser For Withhold Management
1.6 Elect Director Anna Reilly For Withhold Management
1.7 Elect Director Kevin P. Reilly, Jr. For For Management
1.8 Elect Director Wendell Reilly For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
LENDER PROCESSING SERVICES, INC.
Ticker: LPS Security ID: 52602E102
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: MAR 22, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Jeffrey S. Carbiener For For Management
1.2 Elect Director A.R. (Pete) Carpenter For Withhold Management
1.3 Elect Director John F. Farrell, Jr. For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
LIMITED BRANDS, INC.
Ticker: LTD Security ID: 532716107
Meeting Date: MAY 27, 2010 Meeting Type: Annual
Record Date: MAR 29, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Dennis S. Hersch For For Management
1.2 Elect Director David T. Kollat For For Management
1.3 Elect Director William R. Loomis, Jr. For For Management
1.4 Elect Director Leslie H. Wexner For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
LINCARE HOLDINGS, INC.
Ticker: LNCR Security ID: 532791100
Meeting Date: MAY 10, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John P. Byrnes For For Management
1.2 Elect Director Stuart H. Altman, Ph.D. For For Management
1.3 Elect Director Chester B. Black For For Management
1.4 Elect Director Frank D. Byrne, M.D. For For Management
1.5 Elect Director William F. Miller, III For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
LOCKHEED MARTIN CORPORATION
Ticker: LMT Security ID: 539830109
Meeting Date: APR 22, 2010 Meeting Type: Annual
Record Date: MAR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director E. C. "Pete" Aldrige, For For Management
Jr.
2 Elect Director Nolan D. Archibald For For Management
3 Elect Director David B. Burritt For For Management
4 Elect Director James O. Ellis, Jr. For For Management
5 Elect Director Gwendolyn S. King For For Management
6 Elect Director James M. Loy For For Management
7 Elect Director Douglas H. McCorkindale For For Management
8 Elect Director Joseph W. Ralston For For Management
9 Elect Director James Schneider For For Management
10 Elect Director Anne Stevens For For Management
11 Elect Director Robert J. Stevens For For Management
12 Ratify Auditors For For Management
13 Report on Space-based Weapons Program Against Against Shareholder
- --------------------------------------------------------------------------------
LORILLARD, INC.
Ticker: LO Security ID: 544147101
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: MAR 30, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Virgis W. Colbert For For Management
1.2 Elect Director Richard W. Roedel For For Management
1.3 Elect Director David H. Taylor For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
MARATHON OIL CORPORATION
Ticker: MRO Security ID: 565849106
Meeting Date: APR 28, 2010 Meeting Type: Annual
Record Date: MAR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Gregory H. Boyce For For Management
2 Elect Director Clarence P. Cazalot, Jr. For For Management
3 Elect Director David A. Daberko For For Management
4 Elect Director William L. Davis For For Management
5 Elect Director Shirley Ann Jackson For For Management
6 Elect Director Philip Lader For For Management
7 Elect Director Charles R. Lee For For Management
8 Elect Director Michael E. J. Phelps For For Management
9 Elect Director Dennis H. Reilley For For Management
10 Elect Director Seth E. Schofield For For Management
11 Elect Director John W. Snow For For Management
12 Elect Director Thomas J. Usher For For Management
13 Ratify Auditors For For Management
14 Amend Articles/Bylaws/Charter -- Call Against For Shareholder
Special Meetings
15 Advisory Vote to Ratify Named Executive Against For Shareholder
Officers' Compensation
- --------------------------------------------------------------------------------
MCKESSON CORPORATION
Ticker: MCK Security ID: 58155Q103
Meeting Date: JUL 22, 2009 Meeting Type: Annual
Record Date: MAY 29, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Andy D. Bryant For For Management
1.2 Elect Director Wayne A. Budd For For Management
1.3 Elect Director John H. Hammergren For For Management
1.4 Elect Director Alton F. Irby, III For For Management
1.5 Elect Director M. Christine Jacobs For For Management
1.6 Elect Director Marie L. Knowles For For Management
1.7 Elect Director David M. Lawrence For For Management
1.8 Elect Director Edward A. Mueller For For Management
1.9 Elect Director Jane E. Shaw For For Management
2 Amend Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
4 Stock Retention/Holding Period Against Against Shareholder
5 Adopt a Policy in which the Company Against Against Shareholder
will not Make or Promise to Make Any
Death Benefit Payments to Senior
Executives
- --------------------------------------------------------------------------------
MEDTRONIC, INC.
Ticker: MDT Security ID: 585055106
Meeting Date: AUG 27, 2009 Meeting Type: Annual
Record Date: JUN 29, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Richard H. Anderson For For Management
1.2 Elect Director Victor J. Dzau For For Management
1.3 Elect Director William A. Hawkins For For Management
1.4 Elect Director S. Ann Jackson For For Management
1.5 Elect Director Denise M. O'Leary For For Management
1.6 Elect Director Robert C. Pozen For For Management
1.7 Elect Director Jean-pierre Rosso For For Management
1.8 Elect Director Jack W. Schuler For For Management
2 Ratify Auditors For For Management
3 Amend Qualified Employee Stock Purchase For For Management
Plan
4 Amend Omnibus Stock Plan For For Management
- --------------------------------------------------------------------------------
METLIFE, INC.
Ticker: MET Security ID: 59156R108
Meeting Date: APR 27, 2010 Meeting Type: Annual
Record Date: MAR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director R. Glenn Hubbard, Ph.D For For Management
1.2 Elect Director Alfred F. Kelly, Jr. For For Management
1.3 Elect Director James M. Kilts For For Management
1.4 Elect Director David Satcher, M.D., For For Management
Ph.D.
2 Ratify Auditors For For Management
3 Provide for Cumulative Voting Against Against Shareholder
- --------------------------------------------------------------------------------
MFS SERIES TRUST XIV - MFS Insititutional Money Market Portfolio
Ticker: Security ID: 55291X109
Meeting Date: JAN 28, 2010 Meeting Type: Written Consent
Record Date: JAN 27, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Trustee Robert E. Butler For For Management
1.2 Elect Trustee Lawrence H. Cohn, M.D. For For Management
1.3 Elect Trustee Maureen R. Goldfarb For For Management
1.4 Elect Trustee David H. Gunning For For Management
1.5 Elect Trustee William R. Gutow For For Management
1.6 Elect Trustee Michael Hegarty For For Management
1.7 Elect Trustee John P. Kavanaugh For For Management
1.8 Elect Trustee Robert J. Manning For For Management
1.9 Elect Trustee Robert C. Pozen For For Management
1.10 Elect Trustee J. Dale Sherratt For For Management
1.11 Elect Trustee Laurie J. Thomsen For For Management
1.12 Elect Trustee Robert W. Uek For For Management
- --------------------------------------------------------------------------------
MICROSTRATEGY INCORPORATED
Ticker: MSTR Security ID: 594972408
Meeting Date: MAY 12, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael J. Saylor For Withhold Management
1.2 Elect Director Sanju K. Bansal For Withhold Management
1.3 Elect Director Matthew W. Calkins For For Management
1.4 Elect Director Robert H. Epstein For For Management
1.5 Elect Director David W. LaRue For For Management
1.6 Elect Director Jarrod M. Patten For For Management
1.7 Elect Director Carl J. Rickertsen For For Management
1.8 Elect Director Thomas P. Spahr For For Management
2 Approve Executive Incentive Bonus Plan For For Management
3 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
MSCI INC.
Ticker: MXB Security ID: 55354G100
Meeting Date: APR 8, 2010 Meeting Type: Annual
Record Date: FEB 11, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Benjamin F. duPont For For Management
2 Elect Director Henry A. Fernandez For For Management
3 Elect Director Alice W. Handy For For Management
4 Elect Director Catherine R. Kinney For For Management
5 Elect Director Linda H. Riefler For For Management
6 Elect Director George W. Siguler For For Management
7 Elect Director Scott M. Sipprelle For For Management
8 Elect Director Rodolphe M. Vallee For For Management
9 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
NOBLE CORPORATION
Ticker: NE Security ID: H5833N103
Meeting Date: OCT 29, 2009 Meeting Type: Special
Record Date: SEP 4, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Director Gordon T. Hall For Did Not Vote Management
1.2 Director Jon A. Marshall For Did Not Vote Management
2 Approval Of The Amendment And For Did Not Vote Management
Restatement Of The Noble Corporation
1991 Stock Option And Restricted Stock
Plan effective As Of October 29, 2009
- --------------------------------------------------------------------------------
NOBLE CORPORATION
Ticker: NE Security ID: H5833N103
Meeting Date: APR 30, 2010 Meeting Type: Annual
Record Date:
# Proposal Mgt Rec Vote Cast Sponsor
1a Reelect Michael Cawley as Director For Did Not Vote Management
1b Reelect Gordon Hall as Director For Did Not Vote Management
1c Reelect Jack Little as Director For Did Not Vote Management
2 Approve Creation of CHF 663.0 Million For Did Not Vote Management
Pool of Capital without Preemptive
Rights
3 Approve CHF 143.7 Million Reduction in For Did Not Vote Management
Share Capital and Capital Repayment of
CHF 0.52 per Share
4 Approve CHF 154.7 Million Reduction in For Did Not Vote Management
Share Capital and Capital Repayment of
CHF 0.56 per Share
5 Ratify PricewaterhouseCoopers LLP as For Did Not Vote Management
Independent Registered Public
Accounting Firm and
PricewaterhouseCoopers AG as Statutory
Auditor
6 Accept Financial Statements and For Did Not Vote Management
Statutory Reports
7 Approve Discharge of Board and Senior For Did Not Vote Management
Management
- --------------------------------------------------------------------------------
NORTHROP GRUMMAN CORPORATION
Ticker: NOC Security ID: 666807102
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date: MAR 23, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Wesley G. Bush For For Management
2 Elect Director Lewis W. Coleman For For Management
3 Elect Director Thomas B. Fargo For For Management
4 Elect Director Victor H. Fazio For For Management
5 Elect Director Donald E. Felsinger For For Management
6 Elect Director Stephen E. Frank For For Management
7 Elect Director Bruce S. Gordon For For Management
8 Elect Director Madeleine Kleiner For For Management
9 Elect Director Karl J. Krapek For For Management
10 Elect Director Richard B. Myers For For Management
11 Elect Director Aulana L. Peters For For Management
12 Elect Director Kevin W. Sharer For For Management
13 Ratify Auditors For For Management
14 Amend Certificate of Incorporation to For For Management
Provide Shareholders the Right to Call
Special Meetings and Make Other
Revisions
15 Amend Certificate of Incorporation of For For Management
Subsidiary to Eliminate Requirement of
Shareholder Approval of Certain Actions
16 Reincorporate in Another State [from Against Against Shareholder
Delaware to North Dakota]
- --------------------------------------------------------------------------------
PG&E CORPORATION
Ticker: PCG Security ID: 69331C108
Meeting Date: MAY 12, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director David R. Andrews For For Management
2 Elect Director Lewis Chew For For Management
3 Elect Director C. Lee Cox For For Management
4 Elect Director Peter A. Darbee For For Management
5 Elect Director Maryellen C. Herringer For For Management
6 Elect Director Roger H. Kimmel For For Management
7 Elect Director Richard A. Meserve For For Management
8 Elect Director Forrest E. Miller For For Management
9 Elect Director Rosendo G. Parra For For Management
10 Elect Director Barbara L. Rambo For For Management
11 Elect Director Barry Lawson Williams For For Management
12 Ratify Auditors For For Management
13 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
14 Amend Omnibus Stock Plan For For Management
15 Require Independent Board Chairman Against Against Shareholder
16 Limits for Directors Involved with Against Against Shareholder
Bankruptcy
17 Report on Political Contributions Against Against Shareholder
- --------------------------------------------------------------------------------
PHILIP MORRIS INTERNATIONAL INC.
Ticker: PM Security ID: 718172109
Meeting Date: MAY 12, 2010 Meeting Type: Annual
Record Date: MAR 16, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Harold Brown For For Management
2 Elect Director Mathis Cabiallavetta For For Management
3 Elect Director Louis C. Camilleri For For Management
4 Elect Director J. Dudley Fishburn For For Management
5 Elect Director Jennifer Li For For Management
6 Elect Director Graham Mackay For For Management
7 Elect Director Sergio Marchionne For For Management
8 Elect Director Lucio A. Noto For For Management
9 Elect Director Carlos Slim Helu For For Management
10 Elect Director Stephen M. Wolf For For Management
11 Ratify Auditors For For Management
12 Report on Effect of Marketing Practices Against Against Shareholder
on the Poor
13 Establish Supplier Human Rights Against Against Shareholder
Purchasing Protocols
- --------------------------------------------------------------------------------
PHILLIPS-VAN HEUSEN CORPORATION
Ticker: PVH Security ID: 718592108
Meeting Date: JUN 24, 2010 Meeting Type: Annual
Record Date: APR 29, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Mary Baglivo For For Management
1.2 Elect Director Emanuel Chirico For For Management
1.3 Elect Director Edward H. Cohen For For Management
1.4 Elect Director Joseph B. Fuller For For Management
1.5 Elect Director Fred Gehring For For Management
1.6 Elect Director Margaret L. Jenkins For For Management
1.7 Elect Director David Landau For For Management
1.8 Elect Director Bruce Maggin For For Management
1.9 Elect Director V. James Marino For For Management
1.10 Elect Director Henry Nasella For For Management
1.11 Elect Director Rita M. Rodriguez For For Management
1.12 Elect Director Craig Rydin For For Management
1.13 Elect Director Christian Stahl For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
PPL CORPORATION
Ticker: PPL Security ID: 69351T106
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date: FEB 26, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Stuart E. Graham For For Management
1.2 Elect Director Stuart Heydt For For Management
1.3 Elect Director Craig A. Rogerson For For Management
2 Declassify the Board of Directors For For Management
3 Ratify Auditors For For Management
4 Amend Articles/Bylaws/Charter -- Call Against For Shareholder
Special Meetings
5 Require a Majority Vote for the Against Against Shareholder
Election of Directors
- --------------------------------------------------------------------------------
PRUDENTIAL FINANCIAL, INC.
Ticker: PRU Security ID: 744320102
Meeting Date: MAY 11, 2010 Meeting Type: Annual
Record Date: MAR 12, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Thomas J. Baltimore, Jr. For For Management
2 Elect Director Gordon M. Bethune For For Management
3 Elect Director Gaston Caperton For For Management
4 Elect Director Gilbert F. Casellas For For Management
5 Elect Director James G. Cullen For For Management
6 Elect Director William H. Gray, III For For Management
7 Elect Director Mark B. Grier For For Management
8 Elect Director Jon F. Hanson For For Management
9 Elect Director Constance J. Horner For For Management
10 Elect Director Karl J. Krapek For For Management
11 Elect Director Christine A. Poon For For Management
12 Elect Director John R. Strangfield For For Management
13 Elect Director James A. Unruh For For Management
14 Ratify Auditors For For Management
15 Advisory Vote to Ratify Named Executive For For Management
Officers' Compensation
- --------------------------------------------------------------------------------
QWEST COMMUNICATIONS INTERNATIONAL INC.
Ticker: Q Security ID: 749121109
Meeting Date: MAY 12, 2010 Meeting Type: Annual
Record Date: MAR 15, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Edward A. Mueller For For Management
2 Elect Director Charles L. Biggs For For Management
3 Elect Director K. Dane Brooksher For For Management
4 Elect Director Peter S. Hellman For For Management
5 Elect Director R. David Hoover For For Management
6 Elect Director Patrick J. Martin For For Management
7 Elect Director Caroline Matthews For For Management
8 Elect Director Wayne W. Murdy For For Management
9 Elect Director Jan L. Murley For For Management
10 Elect Director Michael J. Roberts For For Management
11 Elect Director James A. Unruh For For Management
12 Elect Director Anthony Welters For For Management
13 Ratify Auditors For For Management
14 Amend Qualified Employee Stock Purchase For For Management
Plan
15 Performance-Based Equity Awards Against Against Shareholder
16 Advisory Vote to Ratify Named Executive Against For Shareholder
Officers' Compensation
17 Require Independent Board Chairman Against Against Shareholder
18 Amend Articles/Bylaws/Charter -- Call Against For Shareholder
Special Meetings
- --------------------------------------------------------------------------------
ROYAL CARIBBEAN CRUISES LTD.
Ticker: RCL Security ID: V7780T103
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date:
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Reelect William L. Kimsey as Director For For Management
1.2 Reelect Gert W. Munthe as Director For For Management
1.3 Reelect Thomas J. Pritzker as Director For For Management
1.4 Reelect Bernt Reitan as Director For For Management
2 Amend Omnibus Stock Plan For For Management
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
4 Approve Executives and Directors to Against Against Shareholder
Hold Equity Based Compensation for a
Period Beyond Their Tenure
- --------------------------------------------------------------------------------
SOLUTIA INC.
Ticker: SOA Security ID: 834376501
Meeting Date: APR 21, 2010 Meeting Type: Annual
Record Date: MAR 1, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director James P. Heffernan For For Management
1.2 Elect Director W. Thomas Jagodinski For For Management
1.3 Elect Director William C. Rusnack For For Management
2 Ratify Auditors For For Management
3 Approve Omnibus Stock Plan For For Management
4 Approve Executive Incentive Bonus Plan For For Management
5 Adopt, Renew or Amend NOL Rights Plan For For Management
(NOL Pill)
- --------------------------------------------------------------------------------
STEEL DYNAMICS, INC.
Ticker: STLD Security ID: 858119100
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: MAR 22, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Keith E. Busse For For Management
1.2 Elect Director Mark D. Millett For For Management
1.3 Elect Director Ricahrd P. Teets, Jr. For For Management
1.4 Elect Director John C. Bates For For Management
1.5 Elect Director Frank D. Byrne For For Management
1.6 Elect Director Paul B. Edgerley For For Management
1.7 Elect Director Richard J. Freeland For For Management
1.8 Elect Director Dr. Jurgen Kolb For For Management
1.9 Elect Director James C. Marcuccilli For For Management
1.10 Elect Director Joseph D. Ruffolo For For Management
1.11 Elect Director Gabriel L. Shaheen For For Management
2 Ratify Auditors For For Management
3 Other Business For Against Management
- --------------------------------------------------------------------------------
SYMANTEC CORPORATION
Ticker: SYMC Security ID: 871503108
Meeting Date: SEP 23, 2009 Meeting Type: Annual
Record Date: JUL 27, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael A. Brown For For Management
1.2 Elect Director William T. Coleman For For Management
1.3 Elect Director Frank E. Dangeard For For Management
1.4 Elect Director Geraldine B. Laybourne For For Management
1.5 Elect Director David L. Mahoney For For Management
1.6 Elect Director Robert S. Miller For For Management
1.7 Elect Director Enrique Salem For For Management
1.8 Elect Director Daniel H. Schulman For For Management
1.9 Elect Director John W. Thompson For For Management
1.10 Elect Director V. Paul Unruh For For Management
2 Ratify Auditors For For Management
3 Amend Articles/Bylaws/Charter -- Call Against For Shareholder
Special Meetings
- --------------------------------------------------------------------------------
TIDEWATER INC.
Ticker: TDW Security ID: 886423102
Meeting Date: JUL 9, 2009 Meeting Type: Annual
Record Date: MAY 15, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director M. Jay Allison For For Management
1.2 Elect Director James C. Day For Withhold Management
1.3 Elect Director Richard T. Du Moulin For Withhold Management
1.4 Elect Director J. Wayne Leonard For For Management
1.5 Elect Director Jon C. Madonna For For Management
1.6 Elect Director Joseph H. Netherland For For Management
1.7 Elect Director Richard A. Pattarozzi For For Management
1.8 Elect Director Nicholas Sutton For Withhold Management
1.9 Elect Director Cindy B. Taylor For For Management
1.10 Elect Director Dean E. Taylor For For Management
1.11 Elect Director Jack E. Thompson For Withhold Management
2 Approve Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
TRAVELERS COMPANIES, INC., THE
Ticker: TRV Security ID: 89417E109
Meeting Date: MAY 4, 2010 Meeting Type: Annual
Record Date: MAR 5, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Alan L. Beller For For Management
1.2 Elect Director John H. Dasburg For For Management
1.3 Elect Director Janet M. Dolan For For Management
1.4 Elect Director Kenneth M. Duberstein For For Management
1.5 Elect Director Jay S. Fishman For For Management
1.6 Elect Director Lawrence G. Graev For For Management
1.7 Elect Director Patricia L. Higgins For For Management
1.8 Elect Director Thomas R. Hodgson For For Management
1.9 Elect Director Cleve L. Killingsworth, For For Management
Jr.
1.10 Elect Director Blythe J. McGarvie For For Management
1.11 Elect Director Donald J. Shepard For For Management
1.12 Elect Director Laurie J. Thomsen For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
UAL CORPORATION
Ticker: UAUA Security ID: 902549807
Meeting Date: JUN 10, 2010 Meeting Type: Annual
Record Date: APR 12, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Richard J. Almeida For For Management
1.2 Elect Director Mary K. Bush For For Management
1.3 Elect Director W. James Farrell For For Management
1.4 Elect Director Jane C. Garvey For For Management
1.5 Elect Director Walter Isaacson For For Management
1.6 Elect Director Robert D. Krebs For For Management
1.7 Elect Director Robert S. Miller For For Management
1.8 Elect Director James J. O'Connor For For Management
1.9 Elect Director Glenn F. Tilton For For Management
1.10 Elect Director David J. Vitale For For Management
1.11 Elect Director John H. Walker For For Management
2 Ratify Auditors For For Management
3 Amend Securities Transfer Restrictions For For Management
- --------------------------------------------------------------------------------
WELLPOINT, INC.
Ticker: WLP Security ID: 94973V107
Meeting Date: MAY 18, 2010 Meeting Type: Annual
Record Date: MAR 17, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Sheila P. Burke For For Management
2 Elect Director George A. Schaefer, Jr. For For Management
3 Elect Director Jackie M. Ward For For Management
4 Ratify Auditors For For Management
5 Report on Conversion to Non-Profit Against Against Shareholder
Status
6 Report on Lobbying Expenses Against Against Shareholder
7 Advisory Vote to Ratify Named Executive Against For Shareholder
Officers' Compensation
8 Reincorporate in Another State [from Against Against Shareholder
Indiana to Delaware]
- --------------------------------------------------------------------------------
WESCO INTERNATIONAL, INC.
Ticker: WCC Security ID: 95082P105
Meeting Date: MAY 19, 2010 Meeting Type: Annual
Record Date: MAR 24, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Sandra Beach Lin For Withhold Management
1.2 Elect Director Robert J. Tarr, Jr. For For Management
1.3 Elect Director Stephen A. Van Oss For For Management
2 Ratify Auditors For For Management
- --------------------------------------------------------------------------------
WILLIAMS COMPANIES, INC., THE
Ticker: WMB Security ID: 969457100
Meeting Date: MAY 20, 2010 Meeting Type: Annual
Record Date: MAR 29, 2010
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director Kathleen B. Cooper For For Management
2 Elect Director William R. Granberry For For Management
3 Elect Director William G. Lowrie For For Management
4 Declassify the Board of Directors For For Management
5 Amend Omnibus Stock Plan For For Management
6 Ratify Auditors For For Management
7 Report on Environmental Impacts of Against For Shareholder
Natural Gas Fracturing
8 Advisory Vote to Ratify Named Executive Against For Shareholder
Officers' Compensation
- --------------------------------------------------------------------------------
WMS INDUSTRIES INC.
Ticker: WMS Security ID: 929297109
Meeting Date: DEC 10, 2009 Meeting Type: Annual
Record Date: OCT 15, 2009
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Harold H. Bach, Jr. For For Management
1.2 Elect Director Robert J. Bahash For For Management
1.3 Elect Director Brian R. Gamache For For Management
1.4 Elect Director Patricia M. Nazemetz For For Management
1.5 Elect Director Louis J. Nicastro For For Management
1.6 Elect Director Neil D. Nicastro For For Management
1.7 Elect Director Edward W. Rabin, Jr For For Management
1.8 Elect Director Ira S. Sheinfeld For For Management
1.9 Elect Director Bobby L. Siller For For Management
1.10 Elect Director William J. Vareschi, Jr. For For Management
2 Amend Omnibus Stock Plan For For Management
3 Increase Authorized Common Stock For For Management
4 Ratify Auditors For For Management
========== END NPX REPORT
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the
registrant has duly caused this report to be signed on its behalf by the
undersigned, thereunto duly authorized.
Registrant: MFS SERIES TRUST XII
By (Signature and Title) MARIA F. DWYER*
-------------------------------------------
Maria F. Dwyer, Principal Executive Officer
Date: August 26, 2010
*By (Signature and Title) /s/ Susan S. Newton
-----------------------------------------
Susan S. Newton, as attorney-in-fact
* Executed by Susan S. Newton on behalf of Maria F. Dwyer pursuant to a Power
of Attorney dated October 27, 2008. (1)
(1) Incorporated by reference to MFS Series Trust XIII (File Nos. 2-74959 and
811-3327) Post-Effective Amendment No. 42 filed with the SEC via EDGAR on
June 25, 2009.