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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.


Issuer is MFS
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
MFS Blended Research Mid Cap Equity FundMid Cap Blend EquitiesAug 19, 20160.59%
-2.30%
3.15%
19
MFS Blended Research Emerging Markets Equity FundEmerging Markets DiversifiedSep 14, 20150.99%
1.50%
8.80%
2.44%
87
MFS Blended Research Small Cap Equity FundSmall Cap Blend EquitiesSep 15, 20150.74%
-2.17%
8.23%
6.86%
25
MFS Blended Research Value Equity FundLarge Cap Value EquitiesSep 15, 20150.49%
0.64%
10.52%
12.06%
46
MFS Blended Research Growth Equity FundLarge Cap Growth EquitiesSep 15, 20150.49%
-11.70%
14.65%
7.51%
28
MFS Blended Research International Equity Fund Cla...Foreign Large Cap EquitiesSep 15, 20150.77%
-0.91%
9.72%
4.05%
89
MFS Blended Research International Equity FundForeign Large Cap EquitiesSep 15, 20150.64%
-0.81%
9.97%
4.25%
90
MFS Intermediate High Income FundHigh Yield BondsJul 21, 19881.50%
-2.21%
6.17%
10.96%
15
MFS Diversified Income FundDiversified PortfolioMay 25, 20060.73%
0.06%
4.63%
5.40%
73
MFS Global Alternative Strategy FundMacro TradingDec 19, 20071.05%
-0.42%
4.85%
1.15%
72
MFS Emerging Markets Equity Research FundEmerging Markets DiversifiedFeb 22, 20211.00%
-0.10%
1.90%
82
MFS Emerging Markets Debt Local Currency FundEmerging Markets BondsSep 14, 20110.85%
-3.34%
2.75%
3.06%
84
MFS Equity Income FundLarge Cap Value EquitiesSep 27, 20120.64%
0.37%
11.47%
12.13%
59
MFS Global New Discovery FundGlobal EquitiesDec 15, 20111.10%
-3.28%
8.24%
2.53%
14
MFS Lifetime 2035 FundTarget Retirement DateNov 1, 20120.00%
-1.97%
8.99%
8.15%
57
MFS Lifetime 2055 FundTarget Retirement DateNov 1, 20120.00%
-2.66%
10.09%
7.02%
47
MFS Lifetime 2065 FundTarget Retirement DateSep 2, 20210.00%
-2.64%
5.21%
46
MFS Lifetime 2045 FundTarget Retirement DateNov 1, 20120.00%
-2.60%
10.05%
7.97%
49
MFS Lifetime 2025 FundTarget Retirement DateNov 1, 20120.00%
-0.84%
6.13%
8.20%
74
MFS Conservative Allocation FundDiversified PortfolioJun 27, 20020.58%
-2.18%
5.67%
6.20%
49

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1–20 of 110

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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