MFS Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.340.657.1119.74-0.59
    Category Average4.57-1.486.6718.58-0.70
    Assets for Each Yr*193.83196.96211.40254.10254.35
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.59 7.66 8.74

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $254,348 mil $0 32.49 67.51
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 39.68 1.18 Average
    International Stock 4.1 30.41 1.32 Average
    Municipal Bond 4.1 4.81 1.05 Average
    Taxable Bond 3.2 9.88 1.13 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 5.28 1.11
    Accenture PLC A* Technology 0.42 0.86
    Johnson & Johnson* Healthcare -8.75 0.81
    Philip Morris International Inc* Consumer Defensive -19.22 0.75
    Alphabet Inc A* Technology 2.27 0.69
    Wells Fargo & Co* Financial Services -12.72 0.66
    Comcast Corp Class A* Communication Services -16.21 0.65
    Medtronic PLC* Healthcare -0.48 0.64
    Goldman Sachs Group Inc* Financial Services -0.80 0.63
    Thermo Fisher Scientific Inc* Healthcare 13.79 0.62
    Texas Instruments Inc* Technology -3.70 0.59
    Aon PLC* Financial Services 7.76 0.59
    Microsoft Corp* Technology 11.55 0.59
    Citigroup Inc* Financial Services -5.50 0.57
    Visa Inc Class A* Financial Services 9.11 0.56
    Facebook Inc A* Technology -5.77 0.55
    Honeywell International Inc* Industrials -1.33 0.54
    Amazon.com Inc* Consumer Cyclical 30.61 0.52
    Danaher Corp* Healthcare 9.35 0.51
    Pfizer Inc* Healthcare 2.07 0.51

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® AL Municipal Bo Michael L. Dawson 19.30
    MFS® AR Municipal Bo Michael L. Dawson 19.30
    MFS® CA Municipal Bo Michael L. Dawson 19.30
    MFS® GA Municipal Bo Michael L. Dawson 19.30
    MFS® MA Municipal Bo Michael L. Dawson 19.30

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    MFS® Prudent Investo David P. Cole 0.20
    MFS® Limited Maturit Philipp S. Burgener 1.20
    MFS® Lifetime 2060 I Joseph C. Flaherty 1.40
    MFS® Blended Researc James C. Fallon 1.70
    MFS® Blended Researc James C. Fallon 2.60