MFS Prudent Investor Fund — new fund registration

MFS SERIES TRUST XVI registered fund series on Form 485APOS, filed 2023-08-28. Featured series: MFS Prudent Investor Fund.

Registration

• Registrant / trust: MFS SERIES TRUST XVI
• CIK: 0000063067
• Form: 485APOS
• Filed: 2023-08-28
• State of incorporation: MA
• Accession: 0001104659-23-095732
• Reported net assets: $27.4M

Series & classes (9)

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)

Other filings by this registrant (4)

• 485APOS — 2017-10-03 (10 new series)
• 485APOS — 2011-01-10 (8 new series)
• 485APOS — 2007-02-28
• 485APOS — 2004-02-27

More

• Registrant profile: MFS SERIES TRUST XVI
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