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
- 12.37%
- Avg. 5 Year Return
- 5.78%
- Median Risk/Return Score
- 39 / 100
MFS Mutual Funds List
10 results
| 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 Lifetime 2035 Fund | Target Retirement Date | Nov 1, 2012 | 0.00% | 6.84% | 9.39% | 7.48% | 58 | ||||||||
| MFS Lifetime 2055 Fund | Target Retirement Date | Nov 1, 2012 | 0.00% | 10.38% | 10.88% | 6.19% | 54 | ||||||||
| MFS Lifetime 2065 Fund | Target Retirement Date | Sep 2, 2021 | 0.00% | 10.38% | — | 4.60% | 53 | ||||||||
| MFS Lifetime 2045 Fund | Target Retirement Date | Nov 1, 2012 | 0.00% | 9.93% | 10.84% | 7.06% | 54 | ||||||||
| MFS Lifetime 2025 Fund | Target Retirement Date | Nov 1, 2012 | 0.00% | — | — | 11.54% | — | ||||||||
| MFS Lifetime 2050 Fund | Target Retirement Date | Sep 14, 2010 | 0.00% | 10.66% | 11.01% | 6.83% | 53 | ||||||||
| MFS Lifetime 2060 Fund | Target Retirement Date | Dec 5, 2016 | 0.00% | 10.75% | — | 5.81% | 53 | ||||||||
| MFS Lifetime 2040 Fund | Target Retirement Date | Sep 28, 2005 | 0.00% | 9.06% | 10.41% | 7.14% | 56 | ||||||||
| MFS Lifetime Income Fund | Target Retirement Date | Sep 28, 2005 | 0.00% | 3.73% | 4.95% | 7.67% | 66 | ||||||||
| MFS Lifetime 2030 Fund | Target Retirement Date | Sep 28, 2005 | 0.00% | 4.78% | 7.75% | 8.67% | 64 |
Explore top MFS Mutual Fund Categories and Asset Classes
MFS Equity Mutual fundsMFS Bond Mutual fundsMFS Multi-Asset Mutual fundsMFS Commodity Mutual fundsMFS Allocation Mutual fundsMFS Municipal Bonds Mutual fundsMFS Foreign Large Cap Equities Mutual fundsMFS Target Retirement Date Mutual fundsMFS Large Cap Growth Equities Mutual fundsMFS Diversified Portfolio Mutual funds
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.
Loading charts...
5 Years
Best MFS Mutual funds by Risk/Return Score
The top MFS Mutual funds by PortfoliosLab Risk/Return Score are MMHYX (93) and BRUHX (91).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| MFS Municipal High Income Fund | 93 | — | Feb 1984 | |
| MFS Blended Research Value Equity Fund | 91 | — | Sep 2015 | |
| MFS Massachusetts Municipal Bond Fund | 89 | — | Apr 1985 | |
| MFS West Virginia Municipal Bond Fund | 89 | — | Oct 1984 | |
| MFS South Carolina Municipal Bond Fund | 87 | — | Oct 1984 |
Best-Performing MFS Mutual funds Over 5 Years
The top MFS Mutual funds is MTCIX (15.80%).
Across the lineup, MFS Mutual funds show an average 1-year return of 12.37% and an average 5-year return of 5.78%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| MFS Technology Fund | 15.80% | — | Jan 1997 | |
| MFS Blended Research Core Equity Fund | 13.54% | — | Jan 1994 | |
| MFS International Large Cap Value Fund | 13.43% | — | Jun 2020 | |
| MFS Blended Research Value Equity Fund | 13.08% | — | Sep 2015 | |
| MFS Blended Research International Equity Fund | 12.63% | — | Sep 2015 |
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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| MFS Aggressive Growth Allocation Fund | 0.13% | — | Jun 2002 | |
| MFS Massachusetts Investors Growth Stock Fund Clas... | 0.37% | — | Jun 2012 | |
| MFS Value Fund | 0.43% | — | May 2006 | |
| MFS Massachusetts Investors Growth Stock Fund | 0.45% | — | Jan 1932 | |
| MFS Total Return Bond Fund | 0.45% | — | Jan 1999 |
Highest-Yield MFS Mutual funds
The top MFS Mutual funds is MEGBX (26.25%).
Across the lineup, MFS Mutual funds show an average dividend yield of 7.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| MFS Growth Fund | 26.25% | — | Dec 1986 | |
| MFS Global Equity Fund | 23.99% | — | Dec 1986 | |
| MFS Growth Fund Class A | 16.59% | — | Dec 1986 | |
| MFS Mid Cap Growth Fund | 16.45% | — | Dec 1993 | |
| MFS Core Equity Fund Class C | 15.85% | — | Jan 1997 |
Top Mutual funds Issuers
Fidelity · 970 Mutual fundsBlackRock · 357 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 124 Mutual fundsInvesco · 122 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsVoya · 99 Mutual fundsColumbia · 97 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsHartford · 69 Mutual fundsFederated · 68 Mutual fundsPrincipal · 65 Mutual fundsTIAA Investments · 64 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 63 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
LTTIX vs. VOOLTTIX vs. TRRHXLTTIX vs. JIEHXLTTIX vs. JRLVXLTTIX vs. MINIXLFTHX vs. SWYOXLFTHX vs. SCHBLFTHX vs. LTIUXLFTHX vs. MDIJXLFTHX vs. FIRMXLFIIX vs. SPYLFIIX vs. LIVIXLFIIX vs. FOTKXLFIIX vs. FRIMXLFIIX vs. LTFIXMFJIX vs. FUIPXMFJIX vs. FFGZXMFJIX vs. FRHMXMFJIX vs. FRKMXMFJIX vs. MINIXMFFIX vs. VTIVXMFFIX vs. TDIFXMFFIX vs. FRHMXMFFIX vs. FRAMXMFFIX vs. MEIIXLTMKX vs. VDIGXLTMKX vs. PDDDXLTMKX vs. FIRMXLTMKX vs. MEIIXLTMKX vs. FYTKXMLLIX vs. SCHBMLLIX vs. FHQEXMLLIX vs. FNSFXMLLIX vs. FRBEXMLLIX vs. FCQTXMLFIX vs. SCHBMLFIX vs. SPYMLFIX vs. MDIJXMLFIX vs. MINIXMLFIX vs. MFEIXLFEDX vs. FRQHXLFEDX vs. FFSZXLFEDX vs. FCTKXLFEDX vs. FNSDXLFEDX vs. FFGZXMLTIX vs. FIKFXMLTIX vs. MINIXMLTIX vs. FVTKXMLTIX vs. FFGZXMLTIX vs. FNSFX