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MFS Funds

MFS is a company that sells mutual funds with $406,518M in assets... MFS is a company that sells mutual funds with $406,518M in assets under management. The average expense ratio from all MFS mutual funds is . Liquid error: internal of these mutual funds are no load funds. The oldest fund was launched in 1994; MFS Massachusetts Investors Tr A (MITTX). The average manager tenure for all managers at MFS is years. The company offers investors 89 mutual funds, in terms of unique funds, not share classes. In addition to mutual funds, the company also offers variable insurance portfolios, closed-end funds, and 529 plans. MFS has its headquarters in Boston, Massachusetts. It was founded in 1924 by L. Sherman Adams, Charles H. Learoyd and Ashton L. Carr. The company was the first to launch an open-end mutual fund in the U.S. Being a pioneer in fixed-income offerings even since launching the MFS Corporate Bond Fund in 1974, the company recently upped its game by starting to incorporate ESG principles in its fixed-income research process. View more View less

MFS is a company that sells mutual funds with $406,518M in assets under management. The average expense ratio from all MFS mutual funds is . Liquid error: internal of these mutual funds are... MFS is a company that sells mutual funds with $406,518M in assets under management. The average expense ratio from all MFS mutual funds is . Liquid error: internal of these mutual funds are no load funds. The oldest fund was launched in 1994; MFS Massachusetts Investors Tr A (MITTX). The average manager tenure for all managers at MFS is years. The company offers investors 89 mutual funds, in terms of unique funds, not share classes. In addition to mutual funds, the company also offers variable insurance portfolios, closed-end funds, and 529 plans. MFS has its headquarters in Boston, Massachusetts. It was founded in 1924 by L. Sherman Adams, Charles H. Learoyd and Ashton L. Carr. The company was the first to launch an open-end mutual fund in the U.S. Being a pioneer in fixed-income offerings even since launching the MFS Corporate Bond Fund in 1974, the company recently upped its game by starting to incorporate ESG principles in its fixed-income research process. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/25/24

$1.00

0.00%

$5.14 B

4.99%

$0.05

-

-

-

-

0.57%

MFS Intermediate Income Trust

XMINX | Fund | Other

$2.81

0.00%

$375.61 M

0.00%

-

-6.95%

-9.57%

-6.69%

-2.47%

0.62%

MFS Charter Income Trust

XMCRX | Fund | Other

$6.69

-0.45%

$324.33 M

0.00%

-

-2.48%

-8.31%

-5.08%

-0.30%

1.02%

MFS Multimarket Income Trust

XMMTX | Fund | Other

$4.97

-0.20%

$317.22 M

0.00%

-

-0.40%

-7.50%

-4.19%

0.00%

1.01%

MFS Municipal Income Trust

XMFMX | Fund | Other

$5.92

-0.17%

$264.84 M

0.00%

-

-0.67%

-7.38%

-3.23%

1.29%

1.45%

$4.06

-0.49%

$142.81 M

0.00%

-

-1.69%

-8.96%

-5.15%

0.33%

2.03%

$3.21

-0.31%

$124.81 M

0.00%

-

-9.07%

-10.72%

-7.16%

-2.70%

0.70%

MFS High Yield Municipal Trust

XCMUX | Fund | Other

$3.71

-0.54%

$116.42 M

0.00%

-

-1.07%

-8.61%

-4.87%

0.51%

1.85%

$8.44

-0.59%

$83.54 M

0.00%

-

-2.09%

-8.20%

-4.15%

0.50%

1.84%

MFS Intermediate High Income Fund

XCIFX | Fund | Other

$1.81

-0.55%

$39.07 M

0.00%

-

-1.63%

-9.60%

-6.47%

-1.18%

2.05%

MFS Special Value Trust

XMFVX | Fund | Other

$4.42

0.00%

$35.48 M

0.00%

-

-0.45%

-7.42%

-4.13%

0.61%

1.38%

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