MFS Special Value Trust: Shareholders Board Members Managers and Company Profile | US55274E1029

Business description: MFS Special Value Trust

MFS Special Value Trust (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek high current income but may consider capital appreciation. The principal investment types in which the Fund may invest are debt instruments, corporate bonds, United States government securities, foreign government securities, equity securities, and derivatives. Massachusetts Financial Services Company (MFS), the Fund's investment adviser, normally invests the majority of the Fund's assets in debt instruments, including investment grade quality debt instruments. In addition, MFS normally invests a portion of the Fund's assets in equity securities. MFS normally invests the Fund's assets across different industries and sectors, but MFS may invest a significant percentage of the Fund's assets in issuers in a single industry or sector. Its portfolio of investment includes United States treasuries, high yield corporates, high grade corporates, and others.

Sales by Activity: MFS Special Value Trust

Fiscal Period: October	2019 (USD)	2020 (USD)	2021 (USD)	2022 (USD)	2023 (USD)
Financial Services - Closed End Funds	1.69M	1.6M	1.46M	1.38M	1.51M

See all business segments

Geographical breakdown of sales: MFS Special Value Trust

Fiscal Period: October	2019 (USD)	2020 (USD)	2021 (USD)	2022 (USD)	2023 (USD)
United States	1.69M	1.6M	1.46M	1.38M	1.51M

See all geographic segments

Executive Committee: MFS Special Value Trust

Manager	Title	Age	Since
Michael Roberge CEO	Chief Executive Officer	59	2020-12-31
Amrit Kanwal DFI	Director of Finance/CFO	-	-
Carol Geremia PSD	President	-	-
Ted Maloney CIO	Chief Investment Officer	-	-
Rosa Licea-Mailloux CMP	Compliance Officer	49	2022-02-28

See MFS SPECIAL VALUE TRUST governance

Composition of the Board of Directors: MFS Special Value Trust

Director	Title	Age	Since
Maureen Goldfarb BRD	Director/Board Member	71	2008-12-31
John Kavanaugh CHM	Chairman	70	2017-12-31
Laurie Thomsen BRD	Director/Board Member	68	2005-02-28
Steven Buller BRD	Director/Board Member	74	2014-01-31
Maryanne Roepke BRD	Director/Board Member	70	2014-04-30
John Caroselli BRD	Director/Board Member	72	2017-03-22
Clarence Otis BRD	Director/Board Member	69	2017-03-22
Peter Jones BRD	Director/Board Member	71	2018-12-31
James Kilman BRD	Director/Board Member	65	2018-12-31
Michael Roberge BRD	Director/Board Member	59	2020-12-31

Composition of the Board of Directors

Company details: MFS Special Value Trust

MFS Special Value Trust

111 Huntington Avenue

02199, Boston

+

Closed End Funds

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5-day change	1-year change	3-year change	Capi.($)
SPROTT PHYSICAL GOLD TRUST	-0.73%	-3.52%	+4.52%	+121.50%	15.13B
SPROTT PHYSICAL SILVER TRUST	-0.26%	-6.95%	+21.20%	+169.28%	11.89B
PERSHING SQUARE HOLDINGS, LTD.	+1.10%	-1.24%	-20.67%	+23.69%	8.48B
SPROTT PHYSICAL GOLD AND SILVER TRUST	-0.62%	-4.67%	+11.42%	+145.15%	7.27B
PIMCO DYNAMIC INCOME FUND	+1.77%	+2.86%	-27.53%	-14.18%	6.86B
SPROTT PHYSICAL URANIUM TRUST FUND	+1.37%	+1.79%	+1.79%	+23.34%	6.6B
3I INFRASTRUCTURE PLC	-0.39%	-0.64%	+7.19%	+30.47%	4.73B
PERSHING SQUARE USA, LTD.	+0.92%	-1.51%	-	-	3.71B
DNP SELECT INCOME FUND INC.	+2.90%	-2.35%	-4.01%	+8.01%	3.61B
Average	+0.67%	-1.61%	-0.76%	+63.41%	7.59B
Weighted average by Cap.	+0.35%	-2.24%	+1.09%	+82.66%