MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return19.405.320.657.1010.47
    Category Average18.384.56-1.476.668.70
    Assets for Each Yr*172.19194.07197.19211.63233.07
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.47 6.48 10.76

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $233,072 mil $0 35.69 64.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 39.58 1.21 Average
    International Stock 4.3 28.40 1.34 Average
    Municipal Bond 3.7 4.76 1.06 Average
    Taxable Bond 3.4 10.54 1.15 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 3.18 1.20
    Philip Morris International Inc* Consumer Defensive 31.40 1.03
    Johnson & Johnson* Healthcare 18.61 0.94
    Wells Fargo & Co* Financial Services -2.16 0.87
    Accenture PLC A* Technology 5.35 0.76
    Medtronic PLC* Healthcare 25.26 0.68
    Pfizer Inc* Healthcare 5.94 0.61
    US Bancorp* Financial Services 0.64 0.60
    Goldman Sachs Group Inc* Financial Services -7.42 0.58
    PPG Industries Inc* Basic Materials 17.44 0.56
    Texas Instruments Inc* Technology 6.82 0.56
    3M Co* Industrials 18.79 0.55
    Citigroup Inc* Financial Services 8.62 0.54
    Johnson Controls International P* Basic Materials 3.54 0.54
    Aon PLC* Financial Services 19.49 0.52
    Honeywell International Inc* Industrials 15.89 0.52
    The Travelers Companies Inc* Financial Services 5.19 0.51
    CVS Health Corp* Healthcare 3.27 0.46
    Abbott Laboratories* Healthcare 28.09 0.41
    Comcast Corp Class A* Communication Services 14.14 0.40

    Best 5-Year Relative Performance | More
    06-27-17

    Worst 5-Year Relative Performance | More
    06-27-17

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    MFS AL Municipal Bon Michael L. Dawson 18.50
    MFS AR Municipal Bon Michael L. Dawson 18.50
    MFS CA Municipal Bon Michael L. Dawson 18.50
    MFS GA Municipal Bon Michael L. Dawson 18.50
    MFS MA Municipal Bon Michael L. Dawson 18.50

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Limited Maturity Philipp Burgener 0.40
    MFS Lifetime 2060 I Joseph C. Flaherty 0.60
    MFS Blended Research James C. Fallon 0.90
    MFS Blended Research James C. Fallon 1.80
    MFS Blended Research James C. Fallon 1.80