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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 Lifetime 2030 FundTarget Retirement DateSep 28, 20050.00%
0.13%
7.78%
9.08%
65
MFS Low Volatility Equity FundLarge Cap Blend EquitiesDec 5, 20130.67%
-0.45%
10.33%
15.47%
17
MFS Moderate Allocation FundDiversified PortfolioJun 27, 20020.65%
-0.79%
7.50%
7.66%
46
MFS Georgia Municipal Bond FundMunicipal BondsJun 5, 19880.90%
-0.28%
1.63%
3.18%
20
MFS Municipal High Income FundHigh Yield MuniFeb 23, 19840.61%
0.17%
2.81%
4.36%
18
MFS Municipal Income FundMunicipal BondsDec 28, 19861.45%
-0.25%
1.45%
2.94%
13
MFS Utilities FundUtilities EquitiesFeb 13, 19920.99%
9.35%
9.45%
3.50%
75
MFS New Discovery FundSmall Cap Growth EquitiesJan 2, 19970.99%
-0.99%
10.94%
0.00%
34
MFS Limited Maturity FundShort-Term BondFeb 26, 19920.57%
0.03%
2.21%
4.04%
91
MFS Total Return Bond FundIntermediate Core-Plus BondJan 4, 19990.45%
-0.26%
2.02%
3.88%
35
MFS Core Equity FundLarge Cap Blend EquitiesJan 2, 19960.93%
-3.54%
13.18%
14.10%
28
MFS Research International AForeign Large Cap EquitiesApr 26, 19991.04%
2.61%
8.27%
5.09%
55
MFS Research International FundForeign Large Cap EquitiesJan 2, 19970.76%
2.66%
8.54%
5.12%
57
MFS Total Return FundDiversified PortfolioOct 5, 19700.72%
1.13%
8.00%
8.68%
39
MFS North Carolina Municipal Bond FundMunicipal BondsOct 30, 19840.84%
-0.12%
1.71%
3.30%
18
MFS New York Municipal Bond FundMunicipal BondsJun 5, 19880.83%
-0.02%
1.85%
3.54%
16
MFS Virginia Municipal Bond FundMunicipal BondsOct 30, 19840.81%
-0.46%
1.64%
2.98%
15
MFS Technology FundTechnology EquitiesJan 1, 19970.88%
-9.11%
19.24%
15.09%
25
MFS Municipal Limited Maturity FundMunicipal BondsMar 16, 19920.60%
-0.12%
2.05%
3.08%
70
MFS Blended Research Core Equity FundLarge Cap Blend EquitiesJan 14, 19940.49%
-2.37%
13.20%
7.33%
46

Rows per page

81–100 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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