Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
MFS Union Standard Trust
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
12 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
20 Nov 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
17 May 23
N-CEN
Annual report (registered investment company)
12 Dec 22
N-CSR
Certified annual shareholder report (management investment company)
16 Nov 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 May 22
N-CEN
Annual report (registered investment company)
10 Dec 21
N-CSR
Certified annual shareholder report (management investment company)
24 Nov 21
Latest ownership filings
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
MFS Blended Research Core Equity Fund (Sep 2023 report)
24 Nov 23
NPORT-P
MFS Mid Cap Value Fund (Sep 2023 report)
24 Nov 23
NPORT-P
MFS Blended Research Core Equity Fund (Jun 2023 report)
24 Aug 23
NPORT-P
MFS Mid Cap Value Fund (Jun 2023 report)
24 Aug 23
NPORT-P
MFS Mid Cap Value Fund (Mar 2023 report)
25 May 23
NPORT-P
MFS Blended Research Core Equity Fund (Mar 2023 report)
25 May 23
NPORT-P
MFS Mid Cap Value Fund (Dec 2022 report)
24 Feb 23
NPORT-P
MFS Blended Research Core Equity Fund (Dec 2022 report)
24 Feb 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Blended Research Core Equity Fund | MUEAX, MUSBX, MUECX, MUSEX, MUERX, MUESX, MUETX, MUEUX, MUEVX | 3.23 | -1.31 | -4.37 | 1.07 bn | 108 | Sep 2023 |
MFS Mid Cap Value Fund | MVCAX, MVCJX, MCBVX, MVCCX, MCVIX, MVCGX, MCVRX, MVCHX, MVCKX | 3.08 | -3.24 | -4.35 | 14.91 bn | 145 | Sep 2023 |