MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return19.405.320.657.104.69
    Category Average18.384.56-1.476.664.41
    Assets for Each Yr*172.19194.07197.19211.63221.75
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.69 5.47 8.74

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $221,747 mil $0 36.82 63.18
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 40.30 1.21 Average
    International Stock 4.1 26.73 1.36 Average
    Municipal Bond 4.0 4.80 1.20 Above Avg
    Taxable Bond 3.4 10.81 1.15 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 1.72 1.10
    Accenture PLC A* Technology 1.58 0.83
    Johnson & Johnson* Healthcare 9.61 0.74
    Wells Fargo & Co* Financial Services 2.00 0.70
    Philip Morris International Inc* Consumer Defensive 23.32 0.68
    Goldman Sachs Group Inc* Financial Services -4.34 0.60
    Medtronic PLC* Healthcare 14.32 0.60
    Alphabet Inc A* Technology 5.39 0.59
    Texas Instruments Inc* Technology 11.13 0.55
    Thermo Fisher Scientific Inc* Healthcare 9.28 0.54
    US Bancorp* Financial Services 2.34 0.54
    Honeywell International Inc* Industrials 8.27 0.53
    Aon PLC* Financial Services 5.68 0.49
    Comcast Corp Class A* Communication Services 8.27 0.49
    PPG Industries Inc* Basic Materials 9.95 0.49
    Visa Inc Class A* Financial Services 14.53 0.49
    Danaher Corp* Healthcare 10.50 0.46
    Johnson Controls International P* Basic Materials 0.68 0.44
    Citigroup Inc* Financial Services -2.02 0.43
    CVS Health Corp* Healthcare 0.10 0.43

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 18.20
    MFS AR Municipal Bon Michael L. Dawson 18.20
    MFS CA Municipal Bon Michael L. Dawson 18.20
    MFS GA Municipal Bon Michael L. Dawson 18.20
    MFS MA Municipal Bon Michael L. Dawson 18.20

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Limited Maturity Philipp Burgener 0.10
    MFS Lifetime 2060 I Joseph C. Flaherty 0.30
    MFS Blended Research James C. Fallon 0.60
    MFS Blended Research James C. Fallon 1.50
    MFS Blended Research James C. Fallon 1.50