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MFS Value Fund proxy voting record
Mfs Series Trust I 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 I on 2025-08-28 · open the filing · vote table (ProxyVotingTable.xml, 8 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 100% of the time across 58 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 27 | 0 | 0% |
| Workers & human rights | 9 | 0 | 0% |
| Pay equity & inclusion | 3 | 0 | 0% |
| Executive pay | 9 | 1 | 11.1% |
| Corporate governance | 12 | 3 | 25% |
| Other social issues | 6 | 1 | 16.7% |
What it holds
The largest positions this fund reported, as a share of the fund. Your slice of each is that percentage of your balance.
| Company | % of fund |
|---|---|
| JPMorgan Chase & Co | 4.28% |
| Cigna Group/The | 2.80% |
| Johnson & Johnson | 2.75% |
| Analog Devices Inc | 2.71% |
| Morgan Stanley | 2.68% |
| RTX Corp | 2.50% |
| KLA Corp | 2.47% |
| Progressive Corp/The | 2.45% |
| Boeing Co/The | 2.42% |
| Exxon Mobil Corp | 2.33% |
| McKesson Corp | 2.28% |
| Honeywell International Inc | 2.08% |
SourcePortfolio holdings as reported by the fund for 2026-05-31 · open the filing
Ballots it voted
Dominion Energy, Inc. · 7 May 2025 · put on the ballot by shareholder · Climate & environment
Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives
AGAINST MFS Value Fund voted with 17,303,253 shares
“Shareholder Proposal Regarding Eliminating Non-Carbon Emitting Generation Goals in Executive Pay Incentives”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
The Southern Company · 21 May 2025 · put on the ballot by shareholder · Climate & environment
Regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy
AGAINST MFS Value Fund voted with 11,843,632 shares
“Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
Mondelez International, Inc. · 21 May 2025 · put on the ballot by shareholder · Workforce & human rights
Should Mondelez International 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 Value Fund voted with 9,421,517 shares
“Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
Johnson & Johnson · 24 April 2025 · put on the ballot by shareholder · Workforce & human rights
Should Johnson & Johnson 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 Value Fund voted with 7,889,150 shares
“Produce a human rights impact assessment”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
The Boeing Company · 24 April 2025 · put on the ballot by shareholder · Pay equity & inclusion
Should an independent auditor examine how Boeing affects civil rights?
Shareholders asked the board to commission an independent, third-party audit of the company’s impact on civil rights and racial equity — its workforce, its customers and the communities it operates in — and to publish what the auditor finds.
AGAINST MFS Value Fund voted with 6,880,922 shares
“Civil Rights Audit.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
PepsiCo, Inc. · 7 May 2025 · put on the ballot by shareholder · Pay equity & inclusion
Should an independent auditor examine how PepsiCo affects civil rights?
Shareholders asked the board to commission an independent, third-party audit of the company’s impact on civil rights and racial equity — its workforce, its customers and the communities it operates in — and to publish what the auditor finds.
AGAINST MFS Value Fund voted with 4,579,583 shares
“Shareholder Proposal - Third-Party Racial Equity Audit.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
Pfizer Inc. · 24 April 2025 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Pfizer 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 Value Fund voted with 31,713,676 shares
“Shareholder Vote Regarding Golden Parachutes”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
Citigroup Inc. · 29 April 2025 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before Citigroup 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 Value Fund voted with 11,744,573 shares
“Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes.”
The column headers and this one row, lifted unaltered out of EDGAR’s rendering of the filing.
SourceMfs Series Trust I, Form N-PX filed 2025-08-28 · accession 0001104659-25-084676 · series S000000769 · open the filing
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