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MFS SERIES TRUST XI
fund voting report, part of MFS
- Vote records reported
- 3,527year to 30 June 2026
- Against management
- 4.7%165 of 3,523 marked votes
- Say-on-pay support
- 95.6%for, of for + against + abstain
- Shareholder-proposal support
- 27.3%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
MFS SERIES TRUST XI reported 3,527 vote records for the year to 30 June 2026. It marked 4.7% of its votes as cast against management (165 of 3,523), 1.5 percentage points below the median fund registrant, which was 6.2%.
Weighted by the number of shares voted, the against-management share is 3.6%. 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 95.6% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 27.3% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in CORPORATE GOVERNANCE (22.7% of 176), OTHER SOCIAL ISSUES (16.4% of 55) and ENVIRONMENT OR CLIMATE (14.6% of 41).
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 | 4.7% | 6.2% | 10.6% |
| Say-on-pay support rate | 95.6% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 27.3% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 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 | 2,555 | 2,465 | 47 | 3.5% | |
| SECTION 14A SAY-ON-PAY VOTES | 263 | 239 | 11 | 4.6% | |
| AUDIT-RELATED | 271 | 271 | 0 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 13 | 9 | 4 | 38.5% | |
| EXTRAORDINARY TRANSACTIONS | 8 | 7 | 1 | 12.5% | |
| CAPITAL STRUCTURE | 77 | 77 | 0 | 5.2% | |
| COMPENSATION | 99 | 86 | 13 | 8.2% | |
| CORPORATE GOVERNANCE | 178 | 110 | 63 | 22.7% | |
| ENVIRONMENT OR CLIMATE | 41 | 7 | 34 | 14.6% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 17 | 2 | 15 | 5.9% | |
| DIVERSITY, EQUITY, AND INCLUSION | 19 | 3 | 16 | 10.5% | |
| OTHER SOCIAL ISSUES | 55 | 12 | 43 | 16.4% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 3,441 | 5.2% | 93.0% | 30.7% | |
| year to 30 June 2025 | 3,325 | 4.9% | 95.3% | 23.3% | |
| year to 30 June 2026 | 3,527 | 4.7% | 95.6% | 27.3% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, MFS SERIES TRUST XI voted against management on 10 of the 227 it marked either way (4.4%) in the year to 30 June 2026.
- Alphabet Inc. 5 Jun 2026
- Berkshire Hathaway Inc. 2 May 2026
- Tesla, Inc. 6 Nov 2025
- Gilead Sciences, Inc. 30 Apr 2026
- Arista Networks, Inc. 29 May 2026
- Airbnb, Inc. 5 Jun 2026
- Roblox Corporation 28 May 2026
- Interactive Brokers Group, Inc. 23 Apr 2026
- Global Payments Inc. 30 Apr 2026
- Mohawk Industries, Inc. 21 May 2026
Shareholder proposals it supported
Of 170 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS SERIES TRUST XI voted for 44 (25.9%). 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 |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| Berkshire Hathaway Inc. | 2 May 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework... |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold. |
| Tesla, Inc. | 6 Nov 2025 | A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to... |
| Tesla, Inc. | 6 Nov 2025 | Declassify the Board of Directors |
| Tesla, Inc. | 6 Nov 2025 | Shareholder proposal: CORPORATE GOVERNANCE |
| NextEra Energy, Inc. | 21 May 2026 | Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals |
| QUALCOMM Incorporated | 17 Mar 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." |
| 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 |
| Deere & Company | 25 Feb 2026 | Shareholder proposal on shareholder right to act by written consent |
| Booking Holdings Inc. | 2 Jun 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. |
| 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 |
| O'Reilly Automotive, Inc. | 14 May 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." |
| FORD MOTOR COMPANY | 14 May 2026 | A shareholder proposal relating to a request that the Board take steps to implement one vote per share for... |
| FORD MOTOR COMPANY | 14 May 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject... |
| Otis Worldwide Corporation | 27 May 2026 | Shareholder proposal regarding reporting on political contributions and expenditures |
| 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 |
| 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. |
| Darden Restaurants, Inc. | 17 Sep 2025 | To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing... |
| Albemarle Corporation | 5 May 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. |
| 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 |
| Campbell Soup Company | 18 Nov 2025 | To vote on a shareholder proposal regarding simple majority voting. |
| Universal Health Services, Inc. | 20 May 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its... |
| Universal Health Services, Inc. | 20 May 2026 | Disclosure of Voting Results Based on Shareholders' Money at Risk |
Shares on loan
MFS SERIES TRUST XI reported no shares on loan for the year to 30 June 2026. 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
2 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 Mid Cap Value Fund | 1,894 | 3.6% | 98.6% | 32.5% |
| MFS Blended Research Core Equity Fund | 1,633 | 5.9% | 92.0% | 25.7% |
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 0001104659-26-101140
- Every N-PX filing by this filer on EDGAR
Questions
How did MFS SERIES TRUST XI vote on executive pay?
In the year to 30 June 2026 MFS SERIES TRUST XI reported 250 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 239 were for (95.6%), 11 against and 0 abstentions. Counting one item per company meeting, it voted against management on 10 of the 227 say-on-pay items it marked either way.
How often does MFS SERIES TRUST XI vote against management?
4.7% of the time in the year to 30 June 2026: 165 of the 3,523 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 XI support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 40 votes on proposals from security holders in the year to 30 June 2026 and voted for 6 of them (15.0%). Across every category it voted for 27.3% 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 XI (filer no. 911637), 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.