MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return5.320.657.1019.733.86
    Category Average4.56-1.476.6618.553.95
    Assets for Each Yr*194.07197.19211.63254.33265.30
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.86 10.55 10.25

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $265,296 mil $0 32.97 67.03
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 40.23 1.19 Average
    International Stock 4.2 30.15 1.32 Average
    Municipal Bond 4.1 4.57 1.06 Average
    Taxable Bond 3.3 9.87 1.15 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.24 1.09
    Accenture PLC A* Technology 4.81 0.89
    Johnson & Johnson* Healthcare -7.02 0.85
    Philip Morris International Inc* Consumer Defensive -1.83 0.77
    Comcast Corp Class A* Communication Services -2.20 0.71
    Wells Fargo & Co* Financial Services -0.91 0.68
    Alphabet Inc A* Technology 5.73 0.66
    Medtronic PLC* Healthcare -0.04 0.65
    Goldman Sachs Group Inc* Financial Services 3.39 0.60
    Texas Instruments Inc* Technology -0.15 0.57
    Citigroup Inc* Financial Services 3.91 0.56
    Aon PLC* Financial Services 4.28 0.55
    Honeywell International Inc* Industrials 0.45 0.55
    Facebook Inc A* Technology 0.82 0.54
    Visa Inc Class A* Financial Services 5.81 0.53
    Microsoft Corp* Technology 7.45 0.50
    Pfizer Inc* Healthcare -0.33 0.50
    PPG Industries Inc* Basic Materials -0.64 0.50
    Danaher Corp* Healthcare 4.88 0.49
    Schlumberger Ltd* Energy -3.69 0.45

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® AL Municipal Bo Michael L. Dawson 19.10
    MFS® AR Municipal Bo Michael L. Dawson 19.10
    MFS® CA Municipal Bo Michael L. Dawson 19.10
    MFS® GA Municipal Bo Michael L. Dawson 19.10
    MFS® MA Municipal Bo Michael L. Dawson 19.10

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® Limited Maturit Philipp Burgener 1.10
    MFS® Lifetime 2060 I Joseph C. Flaherty 1.20
    MFS® Blended Researc James C. Fallon 1.50
    MFS® Blended Researc James C. Fallon 2.40
    MFS® Blended Researc James C. Fallon 2.40