MFS Fund Family Report
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  • Select a Fund Family

    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return28.2212.580.0315.188.54
    Category Average27.8712.57-1.7013.938.12
    Assets for Each Yr*74.6790.5095.31125.96147.02
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 8.54 10.55 5.37

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $147,024 mil $0 52.05 47.95
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 34.86 1.30 Average
    International Stock 4.1 24.39 1.43 Average
    Municipal Bond 3.2 6.52 1.10 Average
    Taxable Bond 3.0 15.71 1.20 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-21-13

      Sector YTD Return % % Net Assets  
    Johnson & Johnson* Healthcare 27.25 0.91
    Philip Morris International, Inc* Consumer Defensive 13.88 0.88
    Pfizer Inc* Healthcare 16.67 0.83
    JPMorgan Chase & Co* Financial Services 21.95 0.82
    Danaher Corporation* Industrials 14.25 0.64
    Accenture PLC* Technology 25.88 0.63
    Exxon Mobil Corporation* Energy 8.61 0.61
    United Technologies Corp* Industrials 20.25 0.61
    Lockheed Martin Corporation* Industrials 17.17 0.60
    Walt Disney Co* Consumer Cyclical 32.22 0.56
    Oracle Corporation* Technology 5.34 0.54
    Honeywell International, Inc.* Industrials 27.57 0.53
    Wells Fargo & Co* Financial Services 20.63 0.51
    Goldman Sachs Group Inc* Financial Services 26.40 0.49
    Target Corp* Consumer Defensive 21.65 0.48
    Thermo Fisher Scientific Inc* Healthcare 37.19 0.48
    Google, Inc. Class A* Technology 28.22 0.46
    International Business Machines * Technology 9.87 0.44
    Chevron Corp* Energy 18.22 0.43
    Comcast Corp* Communication Services 13.15 0.43

    Best 5-Year Relative Performance | More
    05-21-13

    Fund Name 5-Yr Rank Analyst Report  
    MFS Lifetime Retirement Inco 2 03-01-13
    MFS International Value A 3 02-21-13
    MFS Lifetime 2010 A 3 03-01-13
    MFS New Discovery A 3 01-02-13
    MFS Diversified Income A 4 --

    Worst 5-Year Relative Performance | More
    05-21-13

    Fund Name 5-Yr Rank Analyst Report  
    MFS Mid Cap Growth A 87 06-02-10
    MFS High Yield Opportunities 77 --
    MFS High Income A 71 04-14-11
    MFS Emerging Markets Equity 70 03-08-13
    MFS WV Municipal Bond A 70 --

    Lowest Expenses | More
    05-21-13

    Fund Name Expense Ratio Analyst Report  
    MFS Lifetime 2010 A 0.25 03-01-13
    MFS Lifetime 2020 A 0.25 03-01-13
    MFS Lifetime 2030 A 0.25 03-01-13
    MFS Lifetime 2040 A 0.25 02-27-13
    MFS Lifetime 2050 A 0.25 02-28-13

    Highest Expenses | More
    05-21-13

    Fund Name Expense Ratio Analyst Report  
    MFS Global Equity B 2.09 04-12-13
    MFS Growth B 1.84 01-02-13
    MFS Asia Pacific Ex Japan A 1.70 --
    MFS Emerging Markets Equity 1.66 03-08-13
    MFS Latin American Equity A 1.65 05-29-12

    Longest Manager Tenure | More
    05-21-13

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Limited Maturity James J. Calmas 15.40
    MFS Utilities A Maura A. Shaughnessy 14.60
    MFS AL Municipal Bon Michael L. Dawson 14.40
    MFS AR Municipal Bon Michael L. Dawson 14.40
    MFS CA Municipal Bon Michael L. Dawson 14.40

    Shortest Manager Tenure | More
    05-21-13

    Fund Name   Manager Name Avg Manager Tenure  
    MFS Equity Income A Jonathan W. Sage 0.60
    MFS Lifetime 2015 A Joseph C. Flaherty, 0.60
    MFS Lifetime 2025 A Joseph C. Flaherty, 0.60
    MFS Lifetime 2035 A Joseph C. Flaherty, 0.60
    MFS Lifetime 2045 A Joseph C. Flaherty, 0.60