Company profile
Employees
Location
Fiscal year end
Former names
Sun Capital Advisers Trust
SEC CIK
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 24
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Aug 23
N-CEN
Annual report (registered investment company)
14 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
27 Feb 23
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Aug 22
N-CEN
Annual report (registered investment company)
15 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
23 Feb 22
Latest ownership filings
NPORT-P
MFS Blended Research Small Cap Equity Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Mid Cap Value Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Inflation-Adjusted Bond Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Limited Maturity Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Growth Allocation Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Conservative Allocation Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS New Discovery Value Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Moderate Allocation Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Global Real Estate Portfolio (Mar 2024 report)
24 May 24
NPORT-P
MFS Mid Cap Value Portfolio (Dec 2023 report)
26 Feb 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Blended Research Small Cap Equity Portfolio | – | -1.80 | 3.24 | 2.38 | 86.47 mm | 172 | Mar 2024 |
MFS Conservative Allocation Portfolio | – | -0.21 | 1.29 | 1.80 | 278.47 mm | 18 | Mar 2024 |
MFS Global Real Estate Portfolio | – | -4.38 | 0.80 | 3.22 | 167.38 mm | 60 | Mar 2024 |
MFS Growth Allocation Portfolio | – | -0.05 | 3.50 | 2.83 | 300.59 mm | 18 | Mar 2024 |
MFS Inflation-Adjusted Bond Portfolio | – | -2.06 | -1.12 | 1.13 | 175.44 mm | 151 | Mar 2024 |
MFS Limited Maturity Portfolio | – | 0.55 | -0.40 | 0.50 | 305.39 mm | 298 | Mar 2024 |
MFS Mid Cap Value Portfolio | – | -1.69 | 5.37 | 5.10 | 527.07 mm | 142 | Mar 2024 |
MFS Moderate Allocation Portfolio | – | 0.00 | 2.33 | 2.37 | 994.21 mm | 18 | Mar 2024 |
MFS New Discovery Value Portfolio | – | -3.16 | 1.96 | 5.30 | 51.65 mm | 119 | Mar 2024 |