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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: MFS

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
BMSLX	MFS Blended Research Mid Cap Equity Fund	Mid Cap Blend Equities	Aug 19, 2016	0.59%	8.19%	—	2.15%
BRKIX	MFS Blended Research Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 14, 2015	0.99%	4.77%	—	2.63%
BRSJX	MFS Blended Research Small Cap Equity Fund	Small Cap Blend Equities	Sep 15, 2015	0.74%	-1.91%	—	0.79%
BRUHX	MFS Blended Research Value Equity Fund	Large Cap Value Equities	Sep 15, 2015	0.49%	7.09%	—	3.37%
BRWJX	MFS Blended Research Growth Equity Fund	Large Cap Growth Equities	Sep 15, 2015	0.49%	8.85%	—	0.56%
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	Sep 15, 2015	0.64%	4.13%	—	2.70%
DIFIX	MFS Diversified Income Fund	Diversified Portfolio	May 25, 2006	0.73%	-1.22%	3.96%	3.93%
DVRIX	MFS Global Alternative Strategy Fund	Macro Trading	Dec 19, 2007	1.05%	5.64%	3.42%	1.09%
EEMIX	MFS Emerging Markets Equity Research Fund	Emerging Markets Diversified	Feb 22, 2021	1.00%	1.61%	—	2.95%
EMLIX	MFS Emerging Markets Debt Local Currency Fund	Emerging Markets Bonds	Sep 14, 2011	0.85%	-6.23%	-0.30%	5.41%
EQNIX	MFS Equity Income Fund	Large Cap Value Equities	Sep 27, 2012	0.64%	5.65%	9.90%	3.95%
FPPJX	MFS Prudent Investor Fund	Diversified Portfolio	Jan 17, 2018	0.99%	-0.61%	—	1.90%
GLNIX	MFS Global New Discovery Fund	Global Equities	Dec 15, 2011	1.10%	-1.39%	7.26%	0.00%
LFEDX	MFS Lifetime 2035 Fund	Target Retirement Date	Nov 1, 2012	0.00%	2.52%	7.77%	2.86%
LFIIX	MFS Lifetime 2055 Fund	Target Retirement Date	Nov 1, 2012	0.00%	4.12%	8.55%	3.42%
LFTHX	MFS Lifetime 2065 Fund	Target Retirement Date	Sep 2, 2021	0.00%	4.19%	—	2.10%
LTMKX	MFS Lifetime 2045 Fund	Target Retirement Date	Nov 1, 2012	0.00%	3.95%	8.58%	3.14%
LTTIX	MFS Lifetime 2025 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.38%	5.36%	3.29%
MACIX	MFS Conservative Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.58%	0.52%	4.90%	3.61%
MCFTX	MFS California Municipal Bond Fund	Municipal Bonds	Jun 17, 1985	0.70%	-1.29%	2.69%	3.48%

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.

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