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MFS Blended Research Mid Cap Equity Fund proxy voting record

Mfs Series Trust X files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.

SourceProxy-voting record filed by Mfs Series Trust X on 2025-08-28 · open the filing · vote table (ProxyVotingTable.xml, 11 MB)

How it voted, by issue

Proposals are grouped by the subject the filer itself recorded. On management's own executive pay resolutions, this fund voted in favour 93.1% of the time across 116 votes.

IssueProposals facedBackedShare backed
Climate & environment3133.3%
Workers & human rights11100%
Pay equity & inclusion2150%
Executive pay3133.3%
Corporate governance23626.1%
Other social issues3133.3%

Ballots it voted

PPL Corporation · 16 May 2025 · put on the ballot by shareholder · Climate & environment

Should Ppl publish a fuller account of its emissions and how it plans to cut them?

Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.

AGAINST  MFS Blended Research Mid Cap Equity Fund voted with 517,175 shares

“Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

General Mills, Inc. · 24 September 2024 · put on the ballot by shareholder · Climate & environment

Should General Mills report on the single-use plastic it puts into the world?

Shareholders asked for a report on how much single-use plastic packaging the company uses, the risks that creates as regulation tightens, and what it plans to do to reduce it.

FOR  MFS Blended Research Mid Cap Equity Fund voted with 68,643 shares

“Shareholder Proposal - Plastic Packaging.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

SkyWest, Inc. · 6 May 2025 · put on the ballot by shareholder · Workforce & human rights

Should an independent assessment check whether SkyWest respects the right to organise?

Shareholders asked for an independent assessment of whether the company, in practice, respects the internationally recognised rights to freedom of association and collective bargaining — the ILO core standards the company already says it supports — across all of its operations.

FOR  MFS Blended Research Mid Cap Equity Fund voted with 75,544 shares

“A shareholder proposal regarding collective bargaining policy.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

Texas Roadhouse, Inc. · 15 May 2025 · put on the ballot by shareholder · Pay equity & inclusion

Should Texas Roadhouse publish the workforce breakdown it already files with the government?

Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.

AGAINST  MFS Blended Research Mid Cap Equity Fund voted with 50,734 shares

“An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

DraftKings Inc. · 19 May 2025 · put on the ballot by shareholder · Pay equity & inclusion

Should DraftKings disclose, or change, who sits on its board?

Shareholders asked the company to publish a board skills-and-diversity matrix, or to commit to a minimum representation of women among its directors.

FOR  MFS Blended Research Mid Cap Equity Fund voted with 19,073 shares

“To consider a shareholder proposal regarding board matrix disclosure.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

Edison International · 24 April 2025 · put on the ballot by shareholder · Executive pay

Should shareholders get a vote before Edison International pays a departing executive?

Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.

AGAINST  MFS Blended Research Mid Cap Equity Fund voted with 162,390 shares

“Shareholder Proposal Regarding Shareholder Approval of Certain Severance Pay Arrangements”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

O'Reilly Automotive, Inc. · 15 May 2025 · put on the ballot by shareholder · Executive pay

Should O'Reilly Automotive be able to take back pay awarded on results that turn out to be wrong?

Shareholders asked the board to strengthen its clawback policy, so that bonuses and share awards can be recovered when they were earned on misstated results or on conduct that later causes the company harm.

AGAINST  MFS Blended Research Mid Cap Equity Fund voted with 13,196 shares

“Shareholder proposal entitled "Support Improved Clawback Policy for Unearned Executive Pay."”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

Organon & Co. · 10 June 2025 · put on the ballot by shareholder

Should a Organon & director who fails to win a majority actually leave?

Shareholders asked the company to adopt a policy under which a director who receives more votes withheld than for must resign and the board must act on it — closing the gap where a director can lose an election and stay on.

AGAINST  MFS Blended Research Mid Cap Equity Fund voted with 739,479 shares

“Shareholder proposal requesting adoption of a director election resignation guideline.”

The vote row as recorded in the filing

The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.

SourceMfs Series Trust X, Form N-PX filed 2025-08-28 · accession 0001104659-25-084711 · series S000054892 · open the filing

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