MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.657.1119.74-6.1316.93
    Category Average-1.146.2519.21-8.0113.53
    Assets for Each Yr*196.96211.40254.10236.23283.28
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.93 9.31 7.22

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $283,278 mil $0 29.43 70.57
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 40.53 1.17 Average
    International Stock 4.5 31.20 1.26 Average
    Municipal Bond 3.9 5.41 0.95 Average
    Taxable Bond 3.1 6.75 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 20.70
    MFS AR Municipal Bon Michael L. Dawson 20.70
    MFS CA Municipal Bon Michael L. Dawson 20.70
    MFS GA Municipal Bon Michael L. Dawson 20.70
    MFS MA Municipal Bon Michael L. Dawson 20.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Intl Diversifica Camille Humphries Le 1.00
    MFS Prudent Investor David P. Cole 1.60
    MFS Lifetime 2060 I Joseph C. Flaherty 1.90
    MFS Research Interna Victoria J. Higley 2.20
    MFS Limited Maturity Philipp S. Burgener 2.60