Company profile
Employees
Location
Fiscal year end
Former names
Sun Capital Advisers Trust
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 24
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Aug 23
N-CEN
Annual report (registered investment company)
14 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 23
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Aug 22
N-CEN
Annual report (registered investment company)
15 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
23 Feb 22
Latest ownership filings
NPORT-P
MFS Mid Cap Value Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS New Discovery Value Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Limited Maturity Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Growth Allocation Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Conservative Allocation Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Inflation-Adjusted Bond Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Moderate Allocation Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Global Real Estate Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Blended Research Small Cap Equity Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
MFS Blended Research Small Cap Equity Portfolio (Sep 2023 report)
24 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Blended Research Small Cap Equity Portfolio | – | 5.72 | -3.43 | -4.90 | 77.64 mm | 162 | Sep 2023 |
MFS Conservative Allocation Portfolio | – | -1.57 | 5.78 | 4.23 | 281.44 mm | 18 | Dec 2023 |
MFS Global Real Estate Portfolio | – | 2.95 | -3.18 | -6.61 | 150.01 mm | 59 | Sep 2023 |
MFS Growth Allocation Portfolio | – | -2.30 | 7.80 | 5.04 | 284.25 mm | 18 | Dec 2023 |
MFS Inflation-Adjusted Bond Portfolio | – | 0.30 | -1.84 | -4.28 | 170.32 mm | 179 | Sep 2023 |
MFS Limited Maturity Portfolio | – | 0.62 | 0.38 | -0.10 | 382.92 mm | 301 | Sep 2023 |
MFS Mid Cap Value Portfolio | – | -3.82 | 8.36 | 6.79 | 494.49 mm | 144 | Dec 2023 |
MFS Moderate Allocation Portfolio | – | -2.04 | 6.89 | 4.69 | 991.02 mm | 18 | Dec 2023 |
MFS New Discovery Value Portfolio | – | -6.22 | 8.82 | 9.77 | 49.98 mm | 118 | Dec 2023 |