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MFS Prudent Investor Fund
A series of MFS SERIES TRUST XVI
- Vote records
- 535year to 30 June 2024
- Against management
- 7.7%40 of 519 marked votes
- Say-on-pay support
- 80.0%for, of for + against + abstain
- Shareholder-proposal support
- 46.9%for, of for + against + abstain
MFS Prudent Investor Fund is a series of MFS SERIES TRUST XVI. For the year to 30 June 2024 its registrant reported 535 vote records for the series; 7.7% of the votes marked for or against management went against management. It voted for 80.0% of say-on-pay items and for 46.9% of proposals from security holders.
Compared with its registrant and family
| year to 30 June 2024 | This series | Its registrant | MFS | Median fund registrant |
|---|---|---|---|---|
| Against-management share | 7.7% | 7.7% | 5.2% | 6.7% |
| Say-on-pay support rate | 80.0% | 80.0% | 93.3% | 91.2% |
| Shareholder-proposal support rate | 46.9% | 47.6% | 31.6% | 28.8% |
Votes by category
foragainstabstain, withhold or otheramber tick: the portion cast against management
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 219 | 197 | 18 | 10.0% | |
| SECTION 14A SAY-ON-PAY VOTES | 7 | 4 | 1 | 14.3% | |
| AUDIT-RELATED | 33 | 31 | 2 | 0.0% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 1 | 1 | 0 | 100.0% | |
| CAPITAL STRUCTURE | 80 | 80 | 0 | 1.3% | |
| COMPENSATION | 91 | 80 | 11 | 12.1% | |
| CORPORATE GOVERNANCE | 105 | 100 | 5 | 4.2% | |
| ENVIRONMENT OR CLIMATE | 10 | 3 | 7 | 0.0% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 5 | 5 | 0 | 40.0% | |
| DIVERSITY, EQUITY, AND INCLUSION | 9 | 4 | 5 | 11.1% | |
| OTHER SOCIAL ISSUES | 20 | 8 | 12 | 15.0% | |
| OTHER | 9 | 9 | 0 | 0.0% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| year to 30 June 2024 | 535 | 7.7% | 80.0% | 46.9% |
Questions
How often did MFS Prudent Investor Fund vote against management?
7.7% of the votes its registrant marked for or against management in the year to 30 June 2024 (40 of 519).
How did MFS Prudent Investor Fund vote on executive pay?
It voted for 4 of 5 say-on-pay items cast for, against or abstain (80.0%).
Is this the result of the meetings?
No. Form N-PX shows how the fund voted the shares it held. It does not show how other shareholders voted or what the outcome was.
Where does the data come from?
From the Form N-PX filed by MFS SERIES TRUST XVI, which lists the series that cast each vote. The SEC does not verify the contents. Data runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX filed by MFS SERIES TRUST XVI (filer no. 63067); votes attributed to series S000059884 by the filer. Not verified by the SEC. Filings read through 23 Sep 2026.