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MFS Funds

MFS Funds is a company that sells mutual funds with $370,715M in... MFS Funds is a company that sells mutual funds with $370,715M in assets under management. The average expense ratio from all MFS Funds mutual funds is 1.03%. 65.17% 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 Funds is 8.24 years. The company offers investors 88 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 Funds is a company that sells mutual funds with $370,715M in assets under management. The average expense ratio from all MFS Funds mutual funds is 1.03%. 65.17% of these mutual funds are... MFS Funds is a company that sells mutual funds with $370,715M in assets under management. The average expense ratio from all MFS Funds mutual funds is 1.03%. 65.17% 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 Funds is 8.24 years. The company offers investors 88 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

Filter by Security Type
As of 3/15/24
MFS Value Fund

MEIIX | Fund | I

$50.29

-0.10%

$54.60 B

1.72%

$0.87

21.00%

7.74%

9.97%

9.27%

0.55%

MFS Growth Fund

MFEIX | Fund | I

$195.91

-1.17%

$36.72 B

0.00%

$0.00

46.48%

10.46%

15.49%

14.05%

0.60%

$22.97

-0.43%

$35.52 B

2.50%

$0.57

15.67%

0.97%

6.41%

6.00%

0.84%

$42.45

-0.19%

$20.56 B

1.85%

$0.79

19.50%

2.77%

7.37%

7.74%

0.79%

$23.95

-0.29%

$15.23 B

1.61%

$0.39

16.43%

1.94%

6.97%

4.95%

0.80%

$34.45

-0.23%

$15.11 B

0.00%

-

20.56%

-

-

-

0.77%

MFS Mid Cap Value Fund

MCVIX | Fund | I

$32.24

0.00%

$14.86 B

1.40%

$0.45

24.75%

7.70%

10.84%

8.93%

0.75%

$47.75

-0.91%

$14.44 B

1.18%

$0.56

16.25%

3.23%

7.84%

7.15%

0.84%

MFS Mid Cap Growth Fund

OTCIX | Fund | I

$31.38

-0.60%

$12.32 B

0.00%

-

29.62%

4.00%

11.46%

11.45%

0.80%

$43.73

-0.86%

$10.85 B

1.18%

$0.52

28.74%

9.98%

14.96%

13.57%

0.46%

MFS Total Return Fund

MTRIX | Fund | I

$19.39

-0.10%

$7.39 B

2.50%

$0.48

14.43%

3.82%

7.30%

6.71%

0.48%

MFS Total Return Bond Fund

MRBIX | Fund | I

$9.36

-0.11%

$7.12 B

4.25%

$0.40

2.71%

-2.20%

1.08%

1.65%

0.53%

MFS Research Fund

MRFIX | Fund | I

$59.35

-0.79%

$7.03 B

0.00%

-

31.53%

9.71%

13.25%

11.67%

0.55%

$32.54

-1.06%

$6.98 B

2.53%

$0.82

10.81%

-6.77%

-0.04%

2.26%

1.13%

$11.86

-0.25%

$6.32 B

6.50%

$0.77

10.98%

-1.43%

1.54%

2.66%

0.82%

$19.87

-0.30%

$6.17 B

5.00%

$0.99

15.19%

3.05%

6.99%

6.31%

0.65%

$31.97

-0.16%

$6.04 B

1.81%

$0.58

12.26%

-1.10%

3.57%

4.68%

1.07%

$35.32

-0.73%

$5.94 B

1.68%

$0.59

29.38%

9.41%

12.69%

11.35%

0.45%

$13.47

-0.07%

$5.90 B

3.48%

$0.47

17.61%

5.23%

-

-

0.82%

MFS Growth Allocation Fund

MGWIX | Fund | I

$24.38

-0.37%

$5.89 B

1.82%

$0.44

19.64%

4.58%

8.65%

7.70%

0.72%

MFS Core Equity Fund

MRGRX | Fund | I

$52.40

-0.66%

$5.78 B

0.69%

$0.36

30.81%

9.58%

13.67%

12.19%

0.67%

$1.00

0.00%

$5.14 B

4.67%

$0.05

-

-

-

-

0.57%

MFS Municipal Income Fund

MIMIX | Fund | I

$8.20

0.00%

$4.68 B

3.52%

$0.29

5.36%

-0.28%

1.52%

2.86%

0.52%

MFS Corporate Bond Fund

MBDIX | Fund | I

$12.18

-0.08%

$4.11 B

4.68%

$0.57

4.68%

-1.96%

1.81%

2.49%

0.53%

$7.35

-0.14%

$4.06 B

4.19%

$0.31

5.73%

-1.04%

1.16%

3.34%

0.66%

$16.81

-0.18%

$3.65 B

5.18%

$0.87

11.09%

1.87%

5.30%

4.91%

0.59%

$17.56

+0.29%

$3.40 B

2.10%

$0.37

14.53%

3.31%

9.45%

8.76%

0.95%

MFS Limited Maturity Fund

MQLIX | Fund | I

$5.73

-0.17%

$2.75 B

4.17%

$0.24

4.50%

0.65%

1.91%

1.34%

0.48%

$7.93

0.00%

$2.63 B

2.74%

$0.22

3.70%

0.22%

1.25%

1.62%

0.47%

MFS Utilities Fund

MMUIX | Fund | I

$20.13

+0.25%

$2.54 B

2.84%

$0.57

-2.67%

3.18%

5.14%

5.56%

0.78%

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