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MFS Total Return Fund (MSFRX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Mfs Series Trust V 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 V on 2026-08-26 · open the filing · vote table (proxytable.xml, 5.3 MB)
TickersMSFRX, MSFJX (R4), MTRBX (B), MTRCX (C), MTRIX (I), MSFFX (R1), MTRRX (R2), MSFHX (R3), MSFKX (R6) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. On management's own executive pay resolutions, this fund voted in favour 92.3% of the time across 65 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 11 | 0 | 0% |
| Workers & human rights | 6 | 0 | 0% |
| Executive pay | 1 | 0 | 0% |
| Corporate governance | 37 | 7 | 18.9% |
| Other social issues | 10 | 1 | 10% |
Ballots it voted
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Should Wells Fargo disclose what it finances, not just what it emits?
Shareholders asked the company to disclose the emissions attached to its lending, underwriting or energy mix — the ratio of clean to fossil financing, or an assessment of its clients’ own transition plans — rather than reporting only the emissions of its own offices.
AGAINST MFS Total Return Fund voted with 409,364 shares
“Shareholder Proposal - Energy Supply Ratio.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Wells Fargo & Company · 28 April 2026 · put on the ballot by shareholder · Climate & environment
Report on High-Carbon Financing Litigation Risks.
AGAINST MFS Total Return Fund voted with 409,364 shares
“Shareholder Proposal - Report on High-Carbon Financing Litigation Risks.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Intel Corporation · 13 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Intel assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST MFS Total Return Fund voted with 855,550 shares
“Stockholder proposal requesting a report on Intel's human rights due diligence process.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Chevron Corporation · 27 May 2026 · put on the ballot by shareholder · Workforce & human rights
Should Chevron assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST MFS Total Return Fund voted with 309,664 shares
“Commission a Third-Party Report on Human Rights Processes”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Humana Inc. · 16 April 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Humana 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 Total Return Fund voted with 114,001 shares
“The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Pfizer Inc. · 23 April 2026 · put on the ballot by shareholder
Should the person who runs Pfizer also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
AGAINST MFS Total Return Fund voted with 5,496,801 shares
“Adopt an Independent Chair Policy”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Comcast Corporation · 10 June 2026 · put on the ballot by shareholder
Should the person who runs Comcast also chair the board that supervises them?
Shareholders asked the company to require that the chair of the board be an independent director rather than the chief executive, so that the body overseeing management is not led by the person being overseen.
AGAINST MFS Total Return Fund voted with 2,958,140 shares
“Adopt policy to have an independent chair”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Bank of America Corporation · 4 May 2026 · put on the ballot by shareholder · Social
Should Bank of America’s board account for how animals are treated in its supply chain?
Shareholders asked for a report on how the board oversees animal welfare risk in the company’s operations and supply chain, and on how the company’s practices compare with its stated policy.
AGAINST MFS Total Return Fund voted with 2,456,737 shares
“Shareholder proposal requesting report on board oversight of risks related to animal welfare”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust V, Form N-PX filed 2026-08-26 · accession 0001104659-26-101128 · series S000002439 · open the filing
Every MFS fund we track, and how each one voted →
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Vote these ballots yourself
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