MFS Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.1311.26
    Category Average-1.146.2519.21-8.019.05
    Assets for Each Yr*196.96211.40254.10236.23266.21
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.26 8.78 6.45

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $266,205 mil $0 30.12 69.88
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 39.95 1.17 Average
    International Stock 4.5 31.53 1.27 Average
    Municipal Bond 3.9 5.29 0.95 Average
    Taxable Bond 3.1 6.73 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 0.91
    Alphabet Inc A* Technology 4.41 0.70
    Visa Inc Class A* Financial Services 28.73 0.58
    Analog Devices Inc* Technology 24.50 0.52
    Fiserv Inc* Industrials 20.64 0.49
    Citigroup Inc* Financial Services 30.58 0.47
    Fidelity National Information Se* Industrials 18.52 0.46
    United Technologies Corp* Industrials 18.60 0.36
    Nasdaq Inc* Financial Services 18.12 0.29
    Salesforce.com Inc* Technology 10.49 0.28
    American Tower Corp* Communication Services 32.69 0.26
    Eaton Corp PLC* Industrials 17.55 0.26
    Johnson Controls International P* Industrials 36.69 0.26
    Cognizant Technology Solutions C* Technology -1.17 0.25
    Experian PLC* Industrials 26.53 0.25
    Schlumberger Ltd* Energy 4.74 0.23
    FirstEnergy Corp* Utilities 17.47 0.22
    Alphabet Inc Class C* Technology 5.13 0.21
    Nike Inc B* Consumer Cyclical 13.37 0.21
    Moody's Corporation* Financial Services 38.07 0.20

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 20.40
    MFS AR Municipal Bon Michael L. Dawson 20.40
    MFS CA Municipal Bon Michael L. Dawson 20.40
    MFS GA Municipal Bon Michael L. Dawson 20.40
    MFS MA Municipal Bon Michael L. Dawson 20.40

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Intl Diversifica Camille Humphries Le 0.80
    MFS Prudent Investor David P. Cole 1.40
    MFS Lifetime 2060 I Joseph C. Flaherty 1.70
    MFS Research Interna Victoria J. Higley 2.00
    MFS Limited Maturity Philipp S. Burgener 2.40