A consistent, long-run approach earns MFS an Above Average Parent rating.
MFS
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
305.48 BilInvestment Flows (TTM)
−17.47 BilAsset Growth Rate (TTM)
−5.00%# of Share Classes
683
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 69 | |
| 178 | |
| 261 | |
| 111 | |
| 19 | |
| Not Rated | 45 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| MFS Global Real Estate A | 7 | |
| MFS New Discovery Value A | 12 | |
| MFS Lifetime 2035 A | 13 | |
| MFS International Growth A | 13 | |
| MFS Lifetime 2040 A | 17 |
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Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.