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MFS Mutual Funds List

Here you can find all mutual funds issued by MFS and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
112
Avg. Expense Ratio
0.76%
Avg. 1 Year Return
14.88%
Avg. 5 Year Return
5.98%
Median Risk/Return Score
35 / 100
MFS Mutual Funds List

111 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
MFS Blended Research Mid Cap Equity FundMid Cap Blend EquitiesAug 19, 20160.59%
16.48%
2.65%
43
MFS Blended Research Emerging Markets Equity FundEmerging Markets DiversifiedSep 14, 20150.99%
32.59%
11.91%
1.87%
91
MFS Blended Research Small Cap Equity FundSmall Cap Blend EquitiesSep 15, 20150.74%
16.14%
10.04%
5.78%
49
MFS Blended Research Value Equity FundLarge Cap Value EquitiesSep 15, 20150.49%
16.99%
12.30%
10.38%
86
MFS Blended Research Growth Equity FundLarge Cap Growth EquitiesSep 15, 20150.49%
5.62%
17.17%
6.28%
24
MFS Blended Research International Equity Fund Cla...Foreign Large Cap EquitiesSep 15, 20150.77%
18.40%
12.13%
3.39%
85
MFS Blended Research International Equity FundForeign Large Cap EquitiesSep 15, 20150.64%
18.52%
12.39%
3.55%
85
MFS Intermediate High Income FundHigh Yield BondsJul 21, 19881.50%
MFS Diversified Income FundDiversified PortfolioMay 25, 20060.73%
4.85%
4.95%
5.74%
64
MFS Global Alternative Strategy FundMacro TradingDec 19, 20071.05%
1.12%
5.04%
1.13%
24
MFS Emerging Markets Equity Research FundEmerging Markets DiversifiedFeb 22, 20211.00%
28.08%
1.48%
88
MFS Emerging Markets Debt Local Currency FundEmerging Markets BondsSep 14, 20110.85%
1.14%
3.26%
3.38%
26
MFS Equity Income FundLarge Cap Value EquitiesSep 27, 20120.64%
15.03%
13.20%
10.58%
80
MFS Global New Discovery FundGlobal EquitiesDec 15, 20111.10%
7.47%
9.46%
2.27%
10
MFS Lifetime 2035 FundTarget Retirement DateNov 1, 20120.00%
6.62%
9.89%
7.49%
53
MFS Lifetime 2055 Fund Class BTarget DateSep 17, 20121.57%
10.43%
10.57%
4.89%
47
MFS Lifetime 2055 FundTarget Retirement DateNov 1, 20120.00%
10.70%
11.51%
6.17%
52
MFS Lifetime 2065 FundTarget Retirement DateSep 2, 20210.00%
10.75%
4.58%
52
MFS Lifetime 2045 FundTarget Retirement DateNov 1, 20120.00%
9.83%
11.39%
7.06%
52
MFS Lifetime 2025 FundTarget Retirement DateNov 1, 20120.00%
2.74%
6.24%
11.54%
61

Rows per page

1–20 of 111

Explore top MFS Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best MFS Mutual funds by Risk/Return Score

The top MFS Mutual funds by PortfoliosLab Risk/Return Score are BRKIX (91) and EEMIX (88). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing MFS Mutual funds Over 5 Years

The top MFS Mutual funds is MTCIX (17.44%). Across the lineup, MFS Mutual funds show an average 1-year return of 14.88% and an average 5-year return of 5.98%, providing a clearer view of performance across different investment horizons.

Lowest-Cost MFS Mutual funds

The top MFS Mutual funds is MIAGX (0.13%). With an average expense ratio of 0.76%, MFS Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield MFS Mutual funds

The top MFS Mutual funds is MEGBX (25.77%). Across the lineup, MFS Mutual funds show an average dividend yield of 7.09%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
MFS Growth Fund25.77%Dec 1986
MFS Global Equity Fund24.53%Dec 1986
MFS Growth Fund Class A16.30%Dec 1986
MFS Core Equity Fund Class C16.02%Jan 1997
MFS Mid Cap Growth Fund15.82%Dec 1993

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.