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MFS Mid Cap Value Fund proxy voting record

Mfs Series Trust Xi 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 Xi on 2025-08-28 · open the filing · vote table (ProxyVotingTable.xml, 2.7 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 95.6% of the time across 114 votes.

IssueProposals facedBackedShare backed
Climate & environment8337.5%
Pay equity & inclusion100%
Executive pay8225%
Corporate governance201050%
Other social issues5120%

Ballots it voted

Mattel, Inc. · 28 May 2025 · put on the ballot by shareholder · Climate & environment

Should Mattel 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 Mid Cap Value Fund voted with 3,946,935 shares

“Stockholder proposal to disclose plan to reduce total contribution to climate change.”

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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

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

Should Alliant Energy 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 Mid Cap Value Fund voted with 2,449,100 shares

“Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions 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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

International Paper Company · 12 May 2025 · put on the ballot by shareholder · Pay equity & inclusion

Should International Paper publish what its inclusion policies actually do for its workforce?

Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.

AGAINST  MFS Mid Cap Value Fund voted with 2,080,810 shares

“Shareowner Proposal Concerning a Report on the Company's LGBTQIA+ Equity and Inclusion Efforts”

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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · 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 Mid Cap Value Fund voted with 1,227,829 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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

Alaska Air Group, Inc. · 8 May 2025 · put on the ballot by shareholder · Executive pay

Should Alaska Air Group 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.

FOR  MFS Mid Cap Value Fund voted with 1,206,910 shares

“A stockholder proposal to amend the Company's clawback 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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

Graphic Packaging Holding Company · 21 May 2025 · put on the ballot by shareholder

Should every Graphic Packaging Holding director face election every year?

Shareholders asked the company to end its staggered board, so that all directors stand for election annually rather than once every three years.

FOR  MFS Mid Cap Value Fund voted with 6,652,862 shares

“Proposal to Elect Each Director Annually”

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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

Regions Financial Corporation · 16 April 2025 · put on the ballot by shareholder

Should a simple majority be enough to pass a measure at Regions Financial?

Shareholders asked the company to replace its supermajority voting requirements with a simple majority, so that a measure supported by most shares actually carries.

FOR  MFS Mid Cap Value Fund voted with 5,979,726 shares

“Shareholder Proposal Relating to Simple Majority Vote.”

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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

Knight-Swift Transportation Holdings Inc. · 13 May 2025 · put on the ballot by shareholder · Social

Should Knight-Swift Transportation Holdings disclose the politics its money pays for?

Shareholders asked the company to publish its political spending — direct contributions and money routed through trade associations and other third parties — and whether that spending matches the values the company states publicly.

FOR  MFS Mid Cap Value Fund voted with 1,388,044 shares

“Vote on a stockholder proposal regarding support for transparency in political spending.”

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 Xi, Form N-PX filed 2025-08-28 · accession 0001104659-25-084713 · series S000002499 · open the filing

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