MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.1315.34
    Category Average-1.146.2519.21-8.0114.17
    Assets for Each Yr*196.96211.40254.10236.23274.52
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.34 10.51 7.66

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $274,522 mil $0 30.22 69.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 40.63 1.17 Average
    International Stock 4.4 31.57 1.27 Average
    Municipal Bond 3.9 4.99 0.96 Average
    Taxable Bond 3.2 6.47 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Texas Instruments Inc* Technology 17.20 0.57
    Pfizer Inc* Healthcare -2.96 0.52
    Fiserv Inc* Industrials 19.44 0.51
    Fidelity National Information Se* Industrials 16.48 0.46
    Citigroup Inc* Financial Services 28.47 0.43
    Duke Energy Corp* Utilities 2.08 0.35
    Goldman Sachs Group Inc* Financial Services 19.69 0.35
    Northrop Grumman Corp* Industrials 24.91 0.31
    Cigna Corp* Healthcare -19.00 0.28
    Eaton Corp PLC* Industrials 18.60 0.26
    Experian PLC* Industrials 22.91 0.24
    3M Co* Industrials -9.07 0.23
    Global Payments Inc* Industrials 46.81 0.22
    Verisk Analytics Inc* Industrials 30.58 0.22
    Zoetis Inc Class A* Healthcare 20.71 0.20
    FirstEnergy Corp* Utilities 14.30 0.19
    Equifax Inc* Industrials 30.94 0.18
    State Street Corporation* Financial Services -1.55 0.17
    BlackRock Inc* Financial Services 14.69 0.17
    Exxon Mobil Corp* Energy 14.46 0.16

    Best 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    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
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Intl Diversifica Camille Humphries Le 0.70
    MFS Prudent Investor David P. Cole 1.30
    MFS Lifetime 2060 I Joseph C. Flaherty 1.60
    MFS Research Interna Victoria J. Higley 1.90
    MFS Limited Maturity Philipp S. Burgener 2.30