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
- 12.22%
- Avg. 5 Year Return
- 5.74%
- Median Risk/Return Score
- 39 / 100
MFS Mutual Funds List
111 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 Blended Research Core Equity Fund | Large Cap Blend Equities | Jan 14, 1994 | 0.49% | 10.96% | 14.20% | 6.45% | 60 | ||||||||
| MFS Mid Cap Value Fund | Mid Cap Value Equities | Aug 31, 2001 | 1.02% | 12.94% | 9.94% | 7.27% | 38 | ||||||||
| MFS Mid Cap Value Fund Class R6 | Mid Cap Value Equities | Feb 1, 2013 | 0.62% | 13.15% | 9.60% | 7.31% | 40 | ||||||||
| MFS Low Volatility Global Equity Fund | Global Equities | Dec 4, 2013 | 0.74% | 5.11% | 9.07% | 10.22% | 34 | ||||||||
| MFS Global Equity Fund | Global Equities | Dec 28, 1986 | 1.90% | 0.58% | 9.21% | 23.99% | 7 | ||||||||
| MFS International New Discovery Fund | Foreign Small & Mid Cap Equities | Oct 8, 1997 | 1.03% | 5.46% | 6.28% | 3.07% | 11 | ||||||||
| MFS Global Growth Fund | Global Equities | Nov 17, 1993 | 1.22% | -2.78% | 10.14% | 5.58% | 3 | ||||||||
| MFS New Discovery Value Fund Class A | Small Cap Value Equities | May 26, 2011 | 1.21% | 12.94% | 10.24% | 9.40% | 30 | ||||||||
| MFS New Discovery Value Fund | Small Cap Value Equities | May 26, 2011 | 0.93% | 13.15% | 10.28% | 9.51% | 30 | ||||||||
| MFS Mid Cap Growth Fund | Mid Cap Growth Equities | Dec 1, 1993 | 1.00% | 1.86% | 11.54% | 16.45% | 3 | ||||||||
| MFS Mid Cap Growth Fund Class R6 | Mid Cap Growth Equities | Dec 1, 1993 | 0.65% | 2.07% | 12.19% | 14.58% | 3 |
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.
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5 Years
Best MFS Mutual funds by Risk/Return Score
The top MFS Mutual funds by PortfoliosLab Risk/Return Score are MMHYX (93) and MFWVX (90).
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 West Virginia Municipal Bond Fund | 90 | — | Oct 1984 | |
| MFS Blended Research Value Equity Fund | 90 | — | Sep 2015 | |
| MFS Massachusetts Municipal Bond Fund | 90 | — | Apr 1985 | |
| MFS Georgia Municipal Bond Fund | 89 | — | Jun 1988 |
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 12.22% and an average 5-year return of 5.74%, 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 | 13.36% | — | Jun 2020 | |
| MFS Blended Research Value Equity Fund | 12.80% | — | 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 Municipal Intermediate Fund | 0.45% | — | May 2021 |
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 | 15.87% | — | Jan 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
MIEIX vs. VTPSXMIEIX vs. DODFXMIEIX vs. VTMGXMIEIX vs. FXAIXMIEIX vs. SPYMEIKX vs. FXAIXMEIKX vs. SPYMEIKX vs. WFSPXMEIKX vs. VIIIXMEIKX vs. BBVLXMEIIX vs. DFLVXMEIIX vs. FLMVXMEIIX vs. SCHDMEIIX vs. FXAIXMEIIX vs. SPYVMDIJX vs. FSPSXMDIJX vs. BRXIXMDIJX vs. DBAWMDIJX vs. VEUMDIJX vs. ARTKXMIGFX vs. SMGIXMIGFX vs. ALBAXMIGFX vs. FNIAXMIGFX vs. SPYMIGFX vs. SWLGXMFEKX vs. VOOMFEKX vs. ^GSPCMFEKX vs. VFIAXMFEKX vs. FIKGXMFEKX vs. VFAIXMFEIX vs. VOOMFEIX vs. QQQMFEIX vs. SPYGMFEIX vs. IWFMFEIX vs. VIIIXMINIX vs. VGTSXMINIX vs. BUFIXMINIX vs. VRGWXMINIX vs. RERGXMINIX vs. EFAMEIAX vs. ATFVMEIAX vs. MUTHXMEIAX vs. AMOMMEIAX vs. PLDRMEIAX vs. PEOPXMITTX vs. SPYMITTX vs. PRFDXMITTX vs. VFIAXMITTX vs. ELFNXMITTX vs. VTI