MFS Trusts File Proxy Statements

Sentiment: neutral

Topics: proxy-statement, shareholder-meeting, corporate-governance

TL;DR

MFS trusts filing proxy docs - shareholders need to vote.

AI Summary

MFS Series Trust XIII, along with MFS Series Trust I, XI, and IX, have filed a DEFA14A. These filings are related to proxy solicitations and shareholder meetings, with the primary business address for all listed entities being 111 Huntington Avenue, Boston, MA. The filings do not contain specific financial figures or transaction details but pertain to corporate governance and shareholder voting.

Why It Matters

These filings are crucial for shareholders as they outline important corporate actions and provide information necessary for informed voting on matters affecting their investments in the MFS trusts.

Risk Assessment

Risk Level: low — This filing is a routine proxy statement and does not indicate any immediate financial risk or significant corporate event.

Key Players & Entities

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a Definitive Proxy Statement filed with the SEC, used to solicit shareholder votes on specific matters, such as annual meetings or corporate actions.

Which MFS trusts are mentioned in this filing?

The filing mentions MFS SERIES TRUST XIII, MFS SERIES TRUST I, MFS SERIES TRUST XI, and MFS SERIES TRUST IX.

What is the common business address for these MFS trusts?

The common business address listed for these MFS trusts is 111 Huntington Avenue, 21st Floor, Boston, MA 02199.

Does this filing contain specific financial transaction details?

No, this filing is a proxy statement and does not contain specific financial transaction details; it pertains to corporate governance and shareholder voting.

What is the fiscal year end for MFS SERIES TRUST I?

The fiscal year end for MFS SERIES TRUST I is November 30 (1130).

Filing Stats: 1,657 words · 7 min read · ~6 pages · Grade level 7.4 · Accepted 2024-09-30 09:09:40

Filing Documents

From the Filing

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Definitive Proxy Statement x Definitive Additional Materials o Soliciting Material Pursuant to &sect;240.14a-12 MFS &reg; SERIES TRUST I MFS &reg; SERIES TRUST II MFS &reg; SERIES TRUST III MFS &reg; SERIES TRUST IV MFS &reg; SERIES TRUST V MFS &reg; SERIES TRUST VI MFS &reg; SERIES TRUST VII MFS &reg; SERIES TRUST VIII MFS &reg; SERIES TRUST IX MFS &reg; SERIES TRUST X MFS &reg; SERIES TRUST XI MFS &reg; SERIES TRUST XIII MFS &reg; SERIES TRUST XV MFS &reg; SERIES TRUST XVI MFS &reg; SERIES TRUST XVII MFS &reg; MUNICIPAL SERIES TRUST MASSACHUSETTS INVESTORS GROWTH STOCK FUND MASSACHUSETTS INVESTORS TRUST (Name of Registrant as Specified in Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrants) Payment of Filing Fee (Check the appropriate box): x No fee required. o Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. 1) Title of each class of securities to which transaction applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined): 4) Proposed maximum aggregate value of transaction: 5) Total fee paid: o Fee paid previously with preliminary materials. o Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1) Amount Previously Paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: 4) Date Filed: CFS PROXY VOTING CAMPAIGN Page 1 CFS PROXY VOTING CAMPAIGN Page 2 CFS PROXY VOTING CAMPAIGN Page 3 CFS PROXY VOTING CAMPAIGN Page 4 REBUTTALS WILL NOT VOTE I&rsquo;m not interested. I don&rsquo;t want to vote. I don&rsquo;t have enough shares. Why do you keep calling? HAVEN&rsquo;T READ Haven&rsquo;t reviewed the materials. I don&rsquo;t know what I am voting on. I&rsquo;d like to read it myself. SOLD SHARES I sold my shares. I don&rsquo;t own that anymore. I got out of that investment. NO PHONE I don&rsquo;t do this over the phone. I don&rsquo;t talk about finances on phone. I don&rsquo;t accept these types of calls. REMAIL REQUESTS Send it to me again. I didn&rsquo;t receive it. Send me an email. Send it to me in the mail. MEETING INFO How many votes do you need? Is there opposition to the proposal/board? How are other shareholders voting? WHY CALLING Why are you calling? I&rsquo;ve never received a call like this. VOTE LATER I&rsquo;ll take care of this later. I&rsquo;d prefer to send it in. I&rsquo;d rather handle this online. HAS VOTED I already voted. I thought I already took care of this. Don&rsquo;t you have my vote? DNC Do not call me anymore. Add me to your DNC list. NO TIME I don&rsquo;t have time for this right now. I&rsquo;m busy. BROKER HANDLES My broker handles this. My financial advisor handles this. Please contact <name> at <company>, they handle all of this for me. SPOUSE/FAMILY MEMBER HANDLES My husband handles. My wife handles. My child/parent/other relative handles. Back to OUTBOUND CF Back to INBOUND CF SH SAYS &hellip;&hellip; KEY WORDS RESPONSE Not interested Don&rsquo;t want to vote Don&rsquo;t have enough shares Why do you keep calling? WILL NOT VOTE Management of your fund believes that your participation in the voting process is critical. They are counting on you to help them complete this important initiative. Voting now will only take a moment. Would you like to vote along with the board&rsquo;s recommendation? Don&rsquo;t do this over the phone Don&rsquo;t talk about finances on phone Don&rsquo;t accept these types of calls NO PHONE I&rsquo;m just calling to register your vote for the upcoming shareholder meeting, and you will not need to provide any confidential financial information. Would you like to vote along with the board&rsquo;s recommendation? Why are you calling? Never received a call like this WHY CALLING <Family Fund Name> asked us to contact you to register your vote for the shareholder meeting because they believe that your participation in the voting process is critical. They are counting on you to help them complete this important initiative. Voting now will only take a moment. Would you like to

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