MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.139.77
    Category Average-1.486.6718.58-8.079.48
    Assets for Each Yr*196.96211.40254.10236.23260.93
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.77 11.15 6.70

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $260,929 mil $0 30.58 69.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 40.52 1.17 Average
    International Stock 4.5 31.18 1.27 Average
    Municipal Bond 3.9 5.04 0.96 Average
    Taxable Bond 3.2 8.76 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 6.20 0.90
    Microsoft Corp* Technology 18.81 0.79
    Comcast Corp Class A* Communication Services 17.62 0.75
    Accenture PLC A* Technology 19.31 0.74
    Alphabet Inc A* Technology 18.29 0.70
    Pfizer Inc* Healthcare -2.15 0.54
    Wells Fargo & Co* Financial Services 9.18 0.54
    Philip Morris International Inc* Consumer Defensive 37.67 0.53
    US Bancorp* Financial Services 8.67 0.47
    Fidelity National Information Se* Industrials 7.76 0.46
    Citigroup Inc* Financial Services 23.63 0.46
    Adobe Inc* Technology 16.77 0.42
    Abbott Laboratories* Healthcare 11.13 0.42
    Goldman Sachs Group Inc* Financial Services 16.96 0.40
    Duke Energy Corp* Utilities 5.26 0.38
    The Travelers Companies Inc* Financial Services 12.85 0.35
    Cigna Corp* Healthcare -11.06 0.33
    United Technologies Corp* Industrials 19.85 0.33
    Nasdaq Inc* Financial Services 3.95 0.32
    Johnson Controls International P* Industrials 25.53 0.31

    Best 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 20.20
    MFS AR Municipal Bon Michael L. Dawson 20.20
    MFS CA Municipal Bon Michael L. Dawson 20.20
    MFS GA Municipal Bon Michael L. Dawson 20.20
    MFS MA Municipal Bon Michael L. Dawson 20.20

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Prudent Investor David P. Cole 1.10
    MFS Lifetime 2060 I Joseph C. Flaherty 1.40
    MFS Limited Maturity Philipp S. Burgener 2.10
    MFS Blended Research James C. Fallon 2.60
    MFS Blended Research James C. Fallon 3.50