MFS Mutual Funds
View all of MFS’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
MFS Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 15 of 15 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
MFS Blended Research Core Equity R6 | MUEVX | Large Blend | 19.27% | 8 | 0.410% | Low | Retirement, Large | — | ||
MFS Global Real Estate I | MGLIX | Global Real Estate | −4.26% | 76 | 0.940% | Average | Institutional | — | ||
MFS Global Real Estate R6 | MGLRX | Global Real Estate | −4.24% | 75 | 0.850% | Average | Retirement, Large | — | ||
MFS International Equity A | MIEJX | Foreign Large Blend | 6.11% | 70 | 1.010% | Low | Front Load | $1,000 | ||
MFS International Equity I | MIEKX | Foreign Large Blend | 6.26% | 67 | 0.760% | Below Average | Institutional | — | ||
MFS International Equity R6 | MIEIX | Foreign Large Blend | 6.31% | 67 | 0.680% | Below Average | Retirement, Large | — | ||
MFS International Intrinsic Value I | MINIX | Foreign Large Growth | 8.89% | 37 | 0.780% | Below Average | Institutional | — | ||
MFS International Intrinsic Value R4 | MINHX | Foreign Large Growth | 8.88% | 37 | 0.780% | Average | Retirement, Large | — | ||
MFS International Intrinsic Value R6 | MINJX | Foreign Large Growth | 8.94% | 37 | 0.670% | Below Average | Retirement, Large | — | ||
MFS MA Municipal Bond R6 | MPMAX | Muni Massachusetts | — | 1.07% | 1 | 0.500% | Low | Retirement, Large | — | |
MFS Mid Cap Growth I | OTCIX | Mid-Cap Growth | 8.15% | 29 | 0.790% | Below Average | Institutional | — | ||
MFS Mid Cap Growth R4 | OTCJX | Mid-Cap Growth | 8.10% | 29 | 0.790% | Average | Retirement, Large | — | ||
MFS Mid Cap Growth R6 | OTCKX | Mid-Cap Growth | 8.18% | 28 | 0.660% | Below Average | Retirement, Large | — | ||
MFS Municipal Intermediate R6 | MIURX | Muni National Interm | — | 1.21% | 11 | 0.380% | Below Average | Retirement, Large | — | |
MFS WV Municipal Bond R6 | MPWVX | Muni Single State Long | — | 0.58% | 54 | 0.550% | Above Average | Retirement, Large | — |
MFS Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank