MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.1317.54
    Category Average-1.146.2519.21-8.0115.24
    Assets for Each Yr*196.96211.40254.10236.23283.45
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.54 9.58 7.75

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $283,447 mil $0 29.73 70.27
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 40.91 1.17 Average
    International Stock 4.5 31.20 1.26 Average
    Municipal Bond 3.9 5.23 0.95 Average
    Taxable Bond 3.0 6.64 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.93
    Medtronic PLC* Healthcare 17.73 0.71
    Alphabet Inc A* Technology 10.39 0.62
    Thermo Fisher Scientific Inc* Healthcare 20.53 0.61
    Visa Inc Class A* Financial Services 33.38 0.59
    Texas Instruments Inc* Technology 29.74 0.57
    Fiserv Inc* Industrials 42.44 0.50
    Analog Devices Inc* Technology 22.63 0.49
    Colgate-Palmolive Co* Consumer Defensive 23.50 0.44
    Northrop Grumman Corp* Industrials 48.64 0.37
    Goldman Sachs Group Inc* Financial Services 18.44 0.35
    United Technologies Corp* Industrials 17.98 0.31
    Apple Inc* Technology 29.90 0.29
    Eaton Corp PLC* Industrials 14.65 0.26
    FirstEnergy Corp* Utilities 22.85 0.26
    Salesforce.com Inc* Technology 10.66 0.23
    Zoetis Inc Class A* Healthcare 44.45 0.21
    Nike Inc B* Consumer Cyclical 9.09 0.19
    Equifax Inc* Industrials 53.46 0.19
    Moody's Corporation* Financial Services 51.31 0.19

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    MFS Lifetime 2020 I 0.00 --
    MFS Lifetime 2025 I 0.00 --
    MFS Lifetime 2030 I 0.00 --
    MFS Lifetime 2035 I 0.00 --
    MFS Lifetime 2040 I 0.00 --

    Highest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    MFS Global Equity B 1.90 --
    MFS Growth B 1.66 --
    MFS Municipal Income B 1.50 --
    MFS Emerging Markets Equity 1.42 --
    MFS Global Growth A 1.37 --

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 20.60
    MFS AR Municipal Bon Michael L. Dawson 20.60
    MFS CA Municipal Bon Michael L. Dawson 20.60
    MFS GA Municipal Bon Michael L. Dawson 20.60
    MFS MA Municipal Bon Michael L. Dawson 20.60

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Intl Diversifica Camille Humphries Le 1.00
    MFS Prudent Investor David P. Cole 1.60
    MFS Lifetime 2060 I Joseph C. Flaherty 1.80
    MFS Research Interna Victoria J. Higley 2.10
    MFS Limited Maturity Philipp S. Burgener 2.60