MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------4.05
    Category Average4.57-1.486.6718.583.12
    Assets for Each Yr*193.83196.96211.40254.10264.73
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.05 11.47 8.45

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $264,733 mil $0 31.46 68.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 40.87 1.18 Average
    International Stock 4.3 30.40 1.29 Average
    Municipal Bond 3.8 4.78 0.96 Average
    Taxable Bond 3.3 9.08 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 3.43 1.02
    Johnson & Johnson* Healthcare -2.32 0.84
    Microsoft Corp* Technology 25.30 0.78
    Alphabet Inc A* Technology 3.55 0.73
    Wells Fargo & Co* Financial Services -13.22 0.65
    Aon PLC* Financial Services 11.48 0.61
    Visa Inc Class A* Financial Services 17.84 0.56
    Goldman Sachs Group Inc* Financial Services -15.48 0.55
    Honeywell International Inc* Industrials 1.63 0.53
    Citigroup Inc* Financial Services -6.64 0.51
    US Bancorp* Financial Services -1.47 0.50
    Adobe Systems Inc* Technology 36.24 0.44
    Abbott Laboratories* Healthcare 21.29 0.44
    Sherwin-Williams Co* Basic Materials -0.06 0.41
    Colgate-Palmolive Co* Consumer Defensive -15.72 0.40
    Schlumberger Ltd* Energy -10.05 0.39
    Johnson Controls International P* Industrials -9.45 0.37
    PNC Financial Services Group Inc* Financial Services -7.09 0.32
    Alphabet Inc Class C* Technology 3.15 0.25
    Bank of New York Mellon Corp* Financial Services -7.26 0.24

    Worst 5-Year Relative Performance | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® AL Municipal Bo Michael L. Dawson 19.80
    MFS® AR Municipal Bo Michael L. Dawson 19.80
    MFS® CA Municipal Bo Michael L. Dawson 19.80
    MFS® GA Municipal Bo Michael L. Dawson 19.80
    MFS® MA Municipal Bo Michael L. Dawson 19.80

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® Prudent Investo David P. Cole 0.70
    MFS® Lifetime 2060 I Joseph C. Flaherty 1.00
    MFS® Limited Maturit Philipp S. Burgener 1.70
    MFS® Blended Researc James C. Fallon 2.20
    MFS® Lifetime 2025 I Joseph C. Flaherty 3.00