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MFS SERIES TRUST XIII
fund voting report, part of MFS
- Vote records reported
- 3,871year to 30 June 2026
- Against management
- 3.9%149 of 3,826 marked votes
- Say-on-pay support
- 97.3%for, of for + against + abstain
- Shareholder-proposal support
- 34.7%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
MFS SERIES TRUST XIII reported 3,871 vote records for the year to 30 June 2026. It marked 3.9% of its votes as cast against management (149 of 3,826), 2.3 percentage points below the median fund registrant, which was 6.2%.
Weighted by the number of shares voted, the against-management share is 6.0%. 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 97.3% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 34.7% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in EXTRAORDINARY TRANSACTIONS (18.2% of 22), CORPORATE GOVERNANCE (7.7% of 326) and COMPENSATION (4.9% of 245).
It reported 6.7 million shares out on loan at record dates, 0.24% 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 | 3.9% | 6.2% | 10.6% |
| Say-on-pay support rate | 97.3% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 34.7% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.24% | 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 | 2,482 | 2,374 | 60 | 3.8% | |
| SECTION 14A SAY-ON-PAY VOTES | 234 | 216 | 6 | 2.6% | |
| AUDIT-RELATED | 293 | 291 | 1 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 11 | 10 | 0 | 20.0% | |
| EXTRAORDINARY TRANSACTIONS | 22 | 18 | 4 | 18.2% | |
| CAPITAL STRUCTURE | 263 | 253 | 10 | 4.2% | |
| COMPENSATION | 250 | 236 | 13 | 4.9% | |
| CORPORATE GOVERNANCE | 336 | 293 | 40 | 7.7% | |
| ENVIRONMENT OR CLIMATE | 13 | 3 | 10 | 7.7% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 5 | 2 | 3 | 0.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 5 | 2 | 3 | 0.0% | |
| OTHER SOCIAL ISSUES | 17 | 9 | 8 | 5.9% | |
| OTHER | 7 | 7 | 0 | 0.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 3,726 | 4.0% | 98.5% | 36.6% | |
| year to 30 June 2025 | 3,939 | 4.3% | 95.4% | 30.0% | |
| year to 30 June 2026 | 3,871 | 3.9% | 97.3% | 34.7% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, MFS SERIES TRUST XIII voted against management on 3 of the 184 it marked either way (1.6%) in the year to 30 June 2026.
- Lamar Advertising Company 14 May 2026
- Element Solutions Inc 4 May 2026
- Douglas Emmett, Inc. 28 May 2026
Shareholder proposals it supported
Of 57 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS SERIES TRUST XIII voted for 15 (26.3%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| 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. |
| The Hartford Insurance Group, Inc. | 20 May 2026 | Shareholder proposal that the Company adopt written consent rights for shareholders |
| Verisk Analytics, Inc. | 19 May 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. |
| Resideo Technologies, Inc. | 3 Jun 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. |
| AGCO Corporation | 23 Apr 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting |
| Americold Realty Trust | 18 May 2026 | Other issues |
| Columbia Sportswear Company | 10 Jun 2026 | Shareholder proposal regarding proxy access. |
| Eni SpA | 6 May 2026 | Shareholder proposal: AUDIT-RELATED |
| Eni SpA | 6 May 2026 | Shareholder proposal: AUDIT-RELATED |
| Eni SpA | 6 May 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Eni SpA | 6 May 2026 | Shareholder proposal: CORPORATE GOVERNANCE |
| Ambev SA | 30 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 |
Shares on loan
MFS SERIES TRUST XIII reported 6.7 million shares on loan at record dates against 2.82 billion shares voted: 0.24% 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 Diversified Income Fund | 1,861 | 3.5% | 97.1% | 26.0% |
| MFS New Discovery Value Fund | 1,372 | 4.2% | 99.2% | 25.0% |
| MFS Global Real Estate Fund | 638 | 4.4% | 93.1% | not reported |
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 0001104659-26-101144
- Every N-PX filing by this filer on EDGAR
Questions
How did MFS SERIES TRUST XIII vote on executive pay?
In the year to 30 June 2026 MFS SERIES TRUST XIII reported 222 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 216 were for (97.3%), 6 against and 0 abstentions. Counting one item per company meeting, it voted against management on 3 of the 184 say-on-pay items it marked either way.
How often does MFS SERIES TRUST XIII vote against management?
3.9% of the time in the year to 30 June 2026: 149 of the 3,826 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 XIII support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 11 votes on proposals from security holders in the year to 30 June 2026 and voted for 1 of them (9.1%). Across every category it voted for 34.7% 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 XIII (filer no. 356349), 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.