MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.13--
    Category Average-1.486.6718.58-8.073.95
    Assets for Each Yr*196.96211.40254.10236.23236.23
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -6.14 6.38 5.00

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $236,234 mil $0 30.93 69.07
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 39.29 1.15 Average
    International Stock 4.3 30.65 1.27 Average
    Municipal Bond 3.8 5.36 0.96 Average
    Taxable Bond 3.2 9.73 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 7.96 0.98
    Johnson & Johnson* Healthcare 1.27 0.91
    Accenture PLC A* Technology 6.69 0.82
    Microsoft Corp* Technology 6.05 0.82
    Comcast Corp Class A* Communication Services 6.34 0.81
    Medtronic PLC* Healthcare -4.02 0.80
    Aon PLC* Financial Services 6.23 0.76
    Alphabet Inc A* Technology 5.97 0.67
    Philip Morris International Inc* Consumer Defensive 10.53 0.62
    Thermo Fisher Scientific Inc* Healthcare 7.54 0.62
    Amazon.com Inc* Consumer Cyclical 12.93 0.61
    Wells Fargo & Co* Financial Services 8.53 0.60
    Texas Instruments Inc* Technology 5.21 0.54
    US Bancorp* Financial Services 9.89 0.51
    Fidelity National Information Se* Industrials 3.21 0.48
    PPG Industries Inc* Basic Materials 3.13 0.48
    Citigroup Inc* Financial Services 21.24 0.46
    Fiserv Inc* Industrials 5.89 0.46
    Abbott Laboratories* Healthcare -0.82 0.46
    Mastercard Inc A* Financial Services 7.25 0.46

    Best 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 20.00
    MFS AR Municipal Bon Michael L. Dawson 20.00
    MFS CA Municipal Bon Michael L. Dawson 20.00
    MFS GA Municipal Bon Michael L. Dawson 20.00
    MFS MA Municipal Bon Michael L. Dawson 20.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Prudent Investor David P. Cole 1.00
    MFS Lifetime 2060 I Joseph C. Flaherty 1.30
    MFS Limited Maturity Philipp S. Burgener 2.00
    MFS Blended Research James C. Fallon 2.40
    MFS Blended Research James C. Fallon 3.30