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MFS Total Return Fund

Ticker symbol

MSFRX

Fund family

MFS Funds

Overall
activism
score

16.5

Percentile

20

What does this mean?

This fund has voted against the recommendation of management on 16.5% of the proposals it has faced. This makes it more activist than 20% of the funds in our database, as shown by the small blue and red plot above.

Activism Profile

Issue area	Activism Score	Activism Percentile	Activism Plot
Directors D	2.9	16
Executive compensation EC	22.2	34
Corporate governance CG	40.6	22
Corporate impact CI	0.2	15

Activism footprint: More activist funds have larger footprints. Each corner depicts the fund's activism percentile on one issue area. (More detailed explanation)

Detailed Vote Record

	Activism Score	Activism Plot	Votes
Directors			Against mgmt	With mgmt	Abstain
Director Election	2.9		57	6,174	127
Executive compensation
Management Proposals	33.4		151	315	7
Shareholder Proposals	11.0		25	198	4
Corporate governance
Board Independence and Performance	1.1		1	85	2
Voting Rules	28.5		37	93	0
Takeover Defenses	92.2		71	5	1
Corporate impact
Employment and Working Conditions	0.0		0	54	1
Environmental and Social	0.7		1	138	3
Political Influence and Charitable Contributions	0.0		0	88	1