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This is a list of MFS Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on MFS Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for MFS Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for MFS Funds.
This page includes relevant dividend information on MFS Funds.
The table below illustrates valuable information regarding the primary fund manager for MFS Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in MFS Funds.
This list includes asset allocation proportions of the underlying holdings for MFS Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|MFS Value Fund||A (MEIAX)||U.S. Large-Cap Value Equity||$49,107.31||13.55%||5.03%||0.83%||17.79|
|MFS International Intrinsic Value Fund||A (MGIAX)||International and Foreign Large-Cap Growth Equity||$28,803.89||11.77%||60.13%||0.99%||10.95|
|MFS Growth Fund||B (MEGBX)||U.S. Large-Cap Growth Equity||$23,495.52||19.54%||6.90%||1.67%||17.59|
|MFS International Diversification Fund||Inst (MDIJX)||International and Foreign Large-Cap Blend Equity||$20,058.56||11.97%||11.29%||0.11%||1.16|
|MFS Institutional International Equity Fund||Inst (MIEIX)||International and Foreign Large-Cap Growth Equity||$10,685.20||16.59%||19.82%||0.70%||10.09|
|MFS International Growth Fund||A (MGRAX)||International and Foreign Large-Cap Growth Equity||$10,100.28||12.25%||53.08%||1.10%||9.8|
|MFS Research International Fund||Inst (MRSIX)||International and Foreign Large-Cap Blend Equity||$9,537.30||10.80%||16.93%||0.85%||3.51|
|MFS Mid Cap Value Fund||A (MVCAX)||U.S. Mid-Cap Value Equity||$9,372.09||7.97%||23.78%||1.08%||10.95|
|MFS Massachusetts Investors Growth Stock Fund||A (MIGFX)||U.S. Large-Cap Growth Equity||$7,873.94||12.90%||34.02%||0.72%||12.96|
|MFS Total Return Fund||A (MSFRX)||North America||$7,564.40||7.11%||33.08%||0.73%||17.79|
|MFS International New Discovery Fund||Inst (MWNIX)||International and Foreign Small & Mid-Cap Growth Equity||$7,268.45||12.72%||26.24%||1.04%||22.07|
|MFS Total Return Bond Fund||Inst (MRBIX)||U.S. Investment-Grade Bond||$6,673.77||12.01%||3.41%||0.57%||12.84|
|MFS Mid Cap Growth Fund||A (OTCAX)||U.S. Mid-Cap Growth Equity||$6,451.46||21.19%||6.34%||1.10%||10.95|
|MFS Research Fund||A (MFRFX)||U.S. Large-Cap Blend Equity||$5,947.24||5.72%||59.28%||0.80%||11.42|
|MFS Emerging Markets Debt Fund||Inst (MEDIX)||International Bond||$5,827.25||12.48%||12.15%||0.82%||21.28|
|MFS Massachusetts Investors Trust||A (MITTX)||U.S. Large-Cap Blend Equity||$5,822.89||2.49%||74.14%||0.71%||15.34|
|MFS Municipal High Income Fund||A (MMHYX)||High Yield Municipal Bond||$5,777.52||5.97%||33.16%||0.67%||17.2|
|MFS Moderate Allocation Fund||Inst (MMAIX)||Developed Market||$5,644.58||8.03%||25.75%||0.09%||17.35|
|MFS Growth Allocation Fund||Inst (MGWIX)||Developed Market||$5,115.27||8.76%||16.31%||0.11%||17.35|
|MFS Corporate Bond Fund||A (MFBFX)||U.S. Investment-Grade Bond||$4,686.98||15.28%||1.18%||0.79%||14.09|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
MFS is a company that sells mutual funds with $134,965M in assets under management. The average expense ratio from all MFS mutual funds is 1.30%. 49.71% of these mutual funds are no load funds. The oldest fund was launched in 2002; MFS Massachusetts Investors Tr A (MITTX). The average manager tenure for all managers at MFS is 11.36 years. The company offers investors 29 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.
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