# MFS Prudent Investor Fund — new fund registration

MFS SERIES TRUST XVI registered 1 new fund series on Form 485APOS, filed 2017-10-03. Featured series: MFS Prudent Investor Fund.

## Registration

- Registrant / trust: MFS SERIES TRUST XVI
- CIK: 0000063067
- Form: 485APOS
- Filed: 2017-10-03
- State of incorporation: MA
- Accession: 0001104659-17-060413
- Reported net assets: $27.4M

## Series & classes (10)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | A | FPPAX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | T | — | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | B | FPPDX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | C | FPPEX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | I | FPPJX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | R1 | FPPRX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | R2 | FPPSX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | R3 | FPPQX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | R4 | FPPUX | Yes |
| [MFS Prudent Investor Fund](https://search.stillhousedata.com/fund/S000059884) | R6 | FPPVX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 1.97%
- Management fee: 0.80%
- Net expense ratio: 1.24%
- Other expenses: 0.92%

## Investment objective

The funds investment objective is to seek capital appreciation.

## Advisers

- [MASSACHUSETTS FINANCIAL SERVICES COMPANY (Advisor)](https://search.stillhousedata.com/firm/110045)

## Other filings by this registrant (4)

- [485APOS — 2023-08-28](https://search.stillhousedata.com/launch/0001104659-23-095732)
- [485APOS — 2011-01-10 (8 new series)](https://search.stillhousedata.com/launch/0001104659-11-000969)
- [485APOS — 2007-02-28](https://search.stillhousedata.com/launch/0000950156-07-000124)
- [485APOS — 2004-02-27](https://search.stillhousedata.com/launch/0000950156-04-000060)

## More

- [Registrant profile: MFS SERIES TRUST XVI](https://search.stillhousedata.com/registrant/63067)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001104659-17-060413.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.