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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.

Number of Funds
112
Avg. Expense Ratio
0.76%
Avg. 1 Year Return
15.42%
Avg. 5 Year Return
5.88%
Median Risk/Return Score
35 / 100
MFS Mutual Funds List

111 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
MFS Lifetime 2030 FundTarget Retirement DateSep 28, 20050.00%
4.46%
7.87%
8.70%
57
MFS Low Volatility Equity FundLarge Cap Blend EquitiesDec 5, 20130.67%
2.09%
10.53%
15.09%
13
MFS Moderate Allocation FundDiversified PortfolioJun 27, 20020.65%
4.72%
7.77%
7.26%
35
MFS Georgia Municipal Bond FundMunicipal BondsJun 5, 19880.90%
1.95%
1.75%
3.18%
66
MFS Municipal High Income FundHigh Yield MuniFeb 23, 19840.61%
2.66%
2.87%
4.35%
72
MFS Municipal Income FundMunicipal BondsDec 28, 19861.45%
1.63%
1.53%
2.96%
55
MFS Utilities FundUtilities EquitiesFeb 13, 19920.99%
5.14%
8.33%
3.64%
16
MFS New Discovery FundSmall Cap Growth EquitiesJan 2, 19970.99%
11.67%
11.54%
0.00%
26
MFS Limited Maturity FundShort-Term BondFeb 26, 19920.57%
0.85%
2.26%
4.33%
62
MFS Total Return Bond FundIntermediate Core-Plus BondJan 4, 19990.45%
0.41%
1.97%
4.17%
23
MFS Core Equity FundLarge Cap Blend EquitiesJan 2, 19960.93%
7.65%
14.11%
12.63%
34
MFS Core Equity Fund Class CLarge Cap Blend EquitiesJan 2, 19971.63%
7.29%
14.41%
15.79%
32
MFS Research International AForeign Large Cap EquitiesApr 26, 19991.04%
9.00%
8.39%
4.80%
19
MFS Research International FundForeign Large Cap EquitiesJan 2, 19970.76%
9.12%
8.66%
4.82%
20
MFS Total Return FundDiversified PortfolioOct 5, 19700.72%
3.50%
8.00%
8.75%
41
MFS North Carolina Municipal Bond FundMunicipal BondsOct 30, 19840.84%
2.13%
1.82%
3.29%
68
MFS New York Municipal Bond FundMunicipal BondsJun 5, 19880.83%
2.20%
1.94%
3.53%
63
MFS Virginia Municipal Bond FundMunicipal BondsOct 30, 19840.81%
1.83%
1.77%
3.22%
66
MFS Technology FundTechnology EquitiesJan 1, 19970.88%
20.42%
22.24%
11.39%
40
MFS Municipal Limited Maturity FundMunicipal BondsMar 16, 19920.60%
0.91%
2.10%
3.09%
67

Rows per page

81–100 of 111

Explore top MFS Mutual Fund Categories and Asset Classes


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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Best MFS Mutual funds by Risk/Return Score

The top MFS Mutual funds by PortfoliosLab Risk/Return Score are BRKIX (91) and EEMIX (87). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing MFS Mutual funds Over 5 Years

The top MFS Mutual funds is MTCIX (18.81%). Across the lineup, MFS Mutual funds show an average 1-year return of 15.42% and an average 5-year return of 5.88%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
MFS Technology Fund
18.81%
Jan 1997
MFS Blended Research Growth Equity Fund
14.89%
Sep 2015
MFS Growth Fund
14.69%
Dec 1986
MFS Blended Research Core Equity Fund
14.05%
Jan 1994
MFS Growth R6
13.98%
Jun 2012

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.

Highest-Yield MFS Mutual funds

The top MFS Mutual funds is MEGBX (25.32%). Across the lineup, MFS Mutual funds show an average dividend yield of 7.07%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
MFS Growth Fund25.32%Dec 1986
MFS Global Equity Fund24.15%Dec 1986
MFS Mid Cap Growth Fund16.02%Dec 1993
MFS Growth Fund Class A16.02%Dec 1986
MFS Core Equity Fund Class C15.79%Jan 1997

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.