MFS Trusts File DEFA14A for Growth Funds
| Field | Detail |
|---|---|
| Company | Mfs Series Trust II |
| Form Type | DEFA14A |
| Filed Date | Apr 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, mutual-fund, regulatory-filing
TL;DR
MFS Growth Funds (MFS Series Trust II & MFS Variable Insurance Trust) filed DEFA14A on 4/17/25. Expect shareholder updates.
AI Summary
MFS Series Trust II and MFS Variable Insurance Trust, both based in Boston, MA, have filed a DEFA14A. These filings relate to the MFS Growth Fund and MFS Growth Series, respectively, and are associated with SEC file numbers 811-04775 and 811-08326. The filings were made on April 17, 2025.
Why It Matters
This filing indicates regulatory updates or shareholder information for MFS's growth-oriented mutual funds, impacting investors in these specific trusts.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) providing information to shareholders, not indicating any immediate financial distress or significant operational change.
Key Numbers
- 811-04775 — SEC File Number (For MFS Series Trust II)
- 811-08326 — SEC File Number (For MFS Variable Insurance Trust)
- 20250417 — Filing Date (Date the DEFA14A was filed)
Key Players & Entities
- MFS SERIES TRUST II (company) — Filer of DEFA14A
- MFS VARIABLE INSURANCE TRUST (company) — Filer of DEFA14A
- MFS Growth Fund (company) — Fund associated with MFS Series Trust II
- MFS Growth Series (company) — Fund associated with MFS Variable Insurance Trust
- 111 HUNTINGTON AVENUE (company) — Business and mailing address for both trusts
- BOSTON (company) — City for business and mailing address
- MA (company) — State for business and mailing address
- 02199 (company) — ZIP code for business and mailing address
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing, also known as a definitive proxy statement, is filed with the SEC to provide shareholders with information they need to vote on certain matters at a shareholder meeting.
Which specific funds are associated with MFS Series Trust II in this filing?
MFS Series Trust II is associated with the MFS Growth Fund, with various share classes including A (MFEGX), R4 (MFEJX), B (MEGBX), C (MFECX), I (MFEIX), R1 (MFELX), R2 (MEGRX), R3 (MFEHX), and R6 (MFEKX).
What are the business and mailing addresses for MFS Series Trust II and MFS Variable Insurance Trust?
Both MFS Series Trust II and MFS Variable Insurance Trust share the same business and mailing address: 111 Huntington Avenue, 21st Floor, Boston, MA 02199.
When was this DEFA14A filing submitted?
The filing was submitted on April 17, 2025.
What is the fiscal year end for MFS Series Trust II?
The fiscal year end for MFS Series Trust II is November 30 (1130).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 17, 2025 regarding MFS SERIES TRUST II.