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Fund Spy: Morningstar Medalist Edition

MFS' Medalist Funds Reflect a Strong Culture

A Positive Parent rating bodes well for investors in this fund family.

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The Parent pillar is one of five components driving the Morningstar Analyst Rating. The Parent pillar rating reflects how well firms care for fund investors' capital, and it reflects Morningstar's research that has shown that fund shareholders have a better experience when they keep their assets with firms that have demonstrated that they have aligned firm and fundholders' interests. Morningstar's analysts look at several key features of a firm to determine a fund's Parent pillar rating, including corporate culture, fund managers' incentives, oversight from the fund board, regulatory history, and fees.

MFS earns a Positive parent rating, and that solid showing has supported strong Morningstar Analyst Ratings for MFS funds. Of the 20 strategies Morningstar rates, 18 receive medals (as does its target-date series), indicating Morningstar's analysts expect the funds to outperform peers on a risk-adjusted basis over the long term. Below are highlights from this firm-level research.

Kathryn Spica, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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