Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Capital Development Fund, MFS Growth Opportunities Fund
SEC CIK
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Feb 24
CORRESP
Correspondence with SEC
13 Oct 23
N-CEN
Annual report (registered investment company)
11 Sep 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSR
Certified annual shareholder report (management investment company)
21 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Feb 23
N-CEN
Annual report (registered investment company)
9 Sep 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSR
Certified annual shareholder report (management investment company)
18 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 Feb 22
Latest ownership filings
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
MFS Prudent Investor Fund (Sep 2023 report)
27 Nov 23
NPORT-P
MFS Prudent Investor Fund (Jun 2023 report)
24 Aug 23
NPORT-P
MFS Prudent Investor Fund (Mar 2023 report)
25 May 23
NPORT-P
MFS Prudent Investor Fund (Dec 2022 report)
24 Feb 23
NPORT-P
MFS Prudent Investor Fund (Sep 2022 report)
25 Nov 22
NPORT-P
MFS Prudent Investor Fund (Jun 2022 report)
24 Aug 22
NPORT-P
MFS Prudent Investor Fund (Mar 2022 report)
25 May 22
NPORT-P
MFS Prudent Investor Fund (Dec 2021 report)
25 Feb 22
NPORT-P
MFS Prudent Investor Fund (Sep 2021 report)
24 Nov 21
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Prudent Investor Fund | FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX | 1.79 | -0.74 | -1.97 | 37.22 mm | 112 | Sep 2023 |