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MFS SERIES TRUST XVI
fund voting report, part of MFS
- Vote records reported
- 82year to 30 June 2025
- Against management
- 3.7%3 of 81 marked votes
- Say-on-pay support
- not reportedfor, of for + against + abstain
- Shareholder-proposal support
- not reportedtoo few votes to show
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2025, MFS SERIES TRUST XVI listed 82 vote records. Votes against management made up 3.7% of those marked either way (3 of 81); the median fund registrant stood at 6.1%.
Weighted by the number of shares voted, the against-management share is 0.2%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
By category, votes against management were most frequent in DIRECTOR ELECTIONS (4.7% of 43).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,260 fund registrants with at least 25 vote records in the season.
| year to 30 June 2025 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 3.7% | 6.1% | 9.7% |
| Say-on-pay support rate | not reported | 91.3% | 84.3% |
| Shareholder-proposal support rate | not reported | 23.5% | 33.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 2.20% |
| 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 | 43 | 41 | 0 | 4.7% | |
| SECTION 14A SAY-ON-PAY VOTES | 2 | 1 | 1 | 50.0% | |
| AUDIT-RELATED | 6 | 6 | 0 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 1 | 1 | 0 | not reported | |
| CAPITAL STRUCTURE | 11 | 11 | 0 | 0.0% | |
| COMPENSATION | 12 | 12 | 0 | 0.0% | |
| CORPORATE GOVERNANCE | 8 | 8 | 0 | 0.0% | |
| OTHER SOCIAL ISSUES | 1 | 1 | 0 | 0.0% | |
| OTHER | 1 | 1 | 0 | 0.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 535 | 7.7% | 80.0% | 47.6% | |
| year to 30 June 2025 | 82 | 3.7% | not reported | not reported |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, MFS SERIES TRUST XVI voted against management on 1 of the 2 it marked either way (50.0%) in the year to 30 June 2025.
- The Estee Lauder Companies Inc. 8 Nov 2024
Shareholder proposals it supported
Of 1 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS SERIES TRUST XVI voted for 1 (100.0%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Agilent Technologies, Inc. | 13 Mar 2025 | Declassify the Board of Directors |
Shares on loan
MFS SERIES TRUST XVI reported no shares on loan for the year to 30 June 2025. 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
1 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 Prudent Investor Fund | 82 | 3.7% | not reported | 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 28 Aug 2025 accession 0001104659-25-084721
- Every N-PX filing by this filer on EDGAR
Questions
How did MFS SERIES TRUST XVI vote on executive pay?
In the year to 30 June 2025 MFS SERIES TRUST XVI reported 2 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 1 were for (50.0%), 1 against and 0 abstentions. Counting one item per company meeting, it voted against management on 1 of the 2 say-on-pay items it marked either way.
How often does MFS SERIES TRUST XVI vote against management?
3.7% of the time in the year to 30 June 2025: 3 of the 81 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 XVI support shareholder proposals on climate?
It reported no votes on security-holder proposals in the category ENVIRONMENT OR CLIMATE for the year to 30 June 2025.
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 XVI (filer no. 63067), 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.