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MFS SERIES TRUST V
fund voting report, part of MFS
- Vote records reported
- 6,672year to 30 June 2026
- Against management
- 4.6%298 of 6,511 marked votes
- Say-on-pay support
- 93.6%for, of for + against + abstain
- Shareholder-proposal support
- 28.3%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2026, MFS SERIES TRUST V listed 6,672 vote records. Votes against management made up 4.6% of those marked either way (298 of 6,511); the median fund registrant stood at 6.2%.
Weighted by the number of shares voted, the against-management share is 6.1%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 93.6% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 28.3% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in ENVIRONMENT OR CLIMATE (9.3% of 54), COMPENSATION (9.1% of 616) and OTHER SOCIAL ISSUES (8.3% of 84).
It reported 441.5 million shares out on loan at record dates, 2.90% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.
| year to 30 June 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 4.6% | 6.2% | 10.6% |
| Say-on-pay support rate | 93.6% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 28.3% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 2.90% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 3,759 | 3,565 | 145 | 4.3% | |
| SECTION 14A SAY-ON-PAY VOTES | 180 | 162 | 11 | 6.1% | |
| AUDIT-RELATED | 405 | 403 | 1 | 0.5% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 19 | 13 | 5 | 17.6% | |
| EXTRAORDINARY TRANSACTIONS | 45 | 42 | 3 | 6.7% | |
| CAPITAL STRUCTURE | 739 | 720 | 19 | 3.4% | |
| COMPENSATION | 622 | 561 | 58 | 9.1% | |
| CORPORATE GOVERNANCE | 889 | 782 | 100 | 5.7% | |
| ENVIRONMENT OR CLIMATE | 54 | 17 | 37 | 9.3% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 27 | 11 | 16 | 0.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 29 | 11 | 18 | 0.0% | |
| OTHER SOCIAL ISSUES | 84 | 38 | 46 | 8.3% | |
| OTHER | 19 | 19 | 0 | 0.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 7,484 | 5.7% | 95.8% | 30.8% | |
| year to 30 June 2025 | 7,112 | 5.7% | 94.8% | 32.5% | |
| year to 30 June 2026 | 6,672 | 4.6% | 93.6% | 28.3% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, MFS SERIES TRUST V voted against management on 11 of the 137 it marked either way (8.0%) in the year to 30 June 2026.
- Alphabet Inc. 5 Jun 2026
- Comcast Corporation 10 Jun 2026
- Gilead Sciences, Inc. 30 Apr 2026
- Arista Networks, Inc. 29 May 2026
- WARNER BROS. DISCOVERY, INC. 23 Apr 2026
- WARNER BROS. DISCOVERY, INC. 9 Jun 2026
- T-Mobile US, Inc. 16 Jun 2026
- Fiserv, Inc. 21 May 2026
- Airbnb, Inc. 5 Jun 2026
- The Estee Lauder Companies Inc. 13 Nov 2025
- Mohawk Industries, Inc. 21 May 2026
Shareholder proposals it supported
Of 171 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS SERIES TRUST V voted for 49 (28.7%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting a report on impact of climate commitments |
| Amazon.com, Inc. | 20 May 2026 | Shareholder proposal requesting additional reporting on impact of data centers on climate commitments |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI data usage oversight |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI-generated misinformation |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| NextEra Energy, Inc. | 21 May 2026 | Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals |
| CATERPILLAR INC. | 10 Jun 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent |
| Wells Fargo & Company | 28 Apr 2026 | Shareholder Proposal - Govern by Majority Vote. |
| The Goldman Sachs Group, Inc. | 29 Apr 2026 | Shareholder Proposal Regarding Lobbying Disclosure |
| Starbucks Corporation | 25 Mar 2026 | Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority... |
| THE BOEING COMPANY | 17 Apr 2026 | Action by Written Consent. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding annual vote regarding executive pay. |
| Meta Platforms, Inc. | 27 May 2026 | Shareholder Proposal Regarding Data Protection Impact Assessment |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding disclosure of voting results by share class. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding dual class capital structure. |
| The Cigna Group | 22 Apr 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent |
| General Mills, Inc. | 30 Sep 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. |
| Delta Air Lines, Inc. | 18 Jun 2026 | A shareholder proposal requesting the ability for shareholders to act by written consent. |
| Airbnb, Inc. | 5 Jun 2026 | Dual-class sunset; and |
| BJ's Wholesale Club Holdings, Inc. | 18 Jun 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts |
| BJ's Wholesale Club Holdings, Inc. | 18 Jun 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard |
| TransUnion | 12 May 2026 | Advisory vote on a stockholder proposal requesting a stockholder right to call a special meeting. |
| AGCO Corporation | 23 Apr 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting |
| Mohawk Industries, Inc. | 21 May 2026 | Stockholder proposal regarding a majority vote standard. |
| FinecoBank SpA | 29 Apr 2026 | Shareholder proposal: AUDIT-RELATED |
| FinecoBank SpA | 29 Apr 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Galp Energia SGPS SA | 8 May 2026 | Appraise Management and Supervision of Company and Approve Vote of Confidence to Corporate Bodies |
| Jeronimo Martins SGPS SA | 23 Apr 2026 | Appraise Management and Supervision of Company and Approve Vote of Confidence to Corporate Bodies |
| Jeronimo Martins SGPS SA | 23 Apr 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Banco Comercial Portugues SA | 7 May 2026 | Appraise Management and Supervision of Company and Approve Vote of Confidence to Corporate Bodies |
| Banco Comercial Portugues SA | 7 May 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Shimano, Inc. | 24 Mar 2026 | Initiate Share Repurchase Program |
| Suzano SA | 23 Apr 2026 | Shareholder proposal: AUDIT-RELATED |
| SHIMAMURA Co., Ltd. | 15 May 2026 | Approve Additional Dividend so that Dividend per Share Equals to 60 Percent of Earnings per Share |
| Rinnai Corp. | 26 Jun 2026 | Approve Restricted Stock Plan |
| ENAV SpA | 14 May 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| ENAV SpA | 14 May 2026 | Fix Board Terms for Directors |
| Multiplan Empreendimentos Imobiliarios SA | 27 Mar 2026 | Shareholder proposal: AUDIT-RELATED |
| TBS Holdings, Inc. | 26 Jun 2026 | Initiate Share Repurchase Program |
Shares on loan
MFS SERIES TRUST V reported 441.5 million shares on loan at record dates against 14.79 billion shares voted: 2.90% of the two together. Median fund registrant: 0.00%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Fund series in this filing
3 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| MFS International New Discovery Fund | 3,989 | 5.2% | not reported | 51.1% |
| MFS Research Fund | 1,438 | 4.8% | 94.6% | 22.6% |
| MFS Total Return Fund | 1,245 | 2.5% | 92.1% | 12.3% |
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 26 Aug 2026 accession 0001104659-26-101128
- Every N-PX filing by this filer on EDGAR
Questions
How did MFS SERIES TRUST V vote on executive pay?
In the year to 30 June 2026 MFS SERIES TRUST V reported 173 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 162 were for (93.6%), 11 against and 0 abstentions. Counting one item per company meeting, it voted against management on 11 of the 137 say-on-pay items it marked either way.
How often does MFS SERIES TRUST V vote against management?
4.6% of the time in the year to 30 June 2026: 298 of the 6,511 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did MFS SERIES TRUST V support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 42 votes on proposals from security holders in the year to 30 June 2026 and voted for 5 of them (11.9%). Across every category it voted for 28.3% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by MFS SERIES TRUST V (filer no. 200489), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.