Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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
Share Class Type
1 to 25 of 683 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 Aggressive Growth Allocation R6 | AGGPX | Aggressive Allocation | 4.22% | 38 | 0.690% | Average | Retirement, Large | — | ||
| MFS Global Real Estate A | MGLAX | Global Real Estate | −6.93% | 81 | 1.190% | Below Average | Front Load | $1,000 | ||
| MFS Global Real Estate I | MGLIX | Global Real Estate | −7.68% | 84 | 0.940% | Average | Institutional | — | ||
| MFS Global Real Estate R6 | MGLRX | Global Real Estate | −7.42% | 83 | 0.850% | Average | Retirement, Large | — | ||
| MFS Income R6 | MFIWX | Intermediate Core-Plus Bond | −2.24% | 31 | 0.400% | Average | Retirement, Large | — | ||
| MFS International Equity A | MIEJX | Foreign Large Blend | 1.00% | 75 | 1.010% | Low | Front Load | $1,000 | ||
| MFS International Equity I | MIEKX | Foreign Large Blend | 1.88% | 74 | 0.760% | Below Average | Institutional | — | ||
| MFS International Equity R6 | MIEIX | Foreign Large Blend | 1.94% | 67 | 0.680% | Below Average | Retirement, Large | — | ||
| MFS International Intrinsic Value I | MINIX | Foreign Large Growth | 4.77% | 22 | 0.780% | Below Average | Institutional | — | ||
| MFS International Intrinsic Value R4 | MINHX | Foreign Large Growth | 5.04% | 22 | 0.780% | Average | Retirement, Large | — | ||
| MFS International Intrinsic Value R6 | MINJX | Foreign Large Growth | 4.82% | 26 | 0.670% | Below Average | Retirement, Large | — | ||
| MFS Lifetime 2035 R6 | LFEKX | Target-Date 2035 | 3.05% | 29 | 0.410% | Average | Retirement, Large | — | ||
| MFS Lifetime 2040 R6 | MLFKX | Target-Date 2040 | 3.99% | 29 | 0.430% | Average | Retirement, Large | — | ||
| MFS Lifetime Income R6 | MLLKX | Target-Date Retirement | 0.49% | 38 | 0.330% | Below Average | Retirement, Large | — | ||
| MFS MA Municipal Bond R6 | MPMAX | Muni Massachusetts | — | −0.73% | 11 | 0.500% | Low | Retirement, Large | — | |
| MFS MD Municipal Bond R6 | MPMDX | Muni Single State Long | — | −1.11% | 59 | 0.530% | Average | Retirement, Large | — | |
| MFS Mid Cap Growth I | OTCIX | Mid-Cap Growth | 5.27% | 31 | 0.790% | Below Average | Institutional | — | ||
| MFS Mid Cap Growth R4 | OTCJX | Mid-Cap Growth | 5.26% | 31 | 0.790% | Average | Retirement, Large | — | ||
| MFS Mid Cap Growth R6 | OTCKX | Mid-Cap Growth | 5.27% | 35 | 0.660% | Below Average | Retirement, Large | — | ||
| MFS WV Municipal Bond R6 | MPWVX | Muni Single State Long | — | −1.07% | 52 | 0.550% | Above Average | Retirement, Large | — | |
| MFS AR Municipal Bond I | MARLX | Muni Single State Long | — | −1.45% | 90 | 0.600% | Above Average | Institutional | — | |
| MFS AR Municipal Bond R6 | MPRAX | Muni Single State Long | — | −1.32% | 81 | 0.530% | Average | Retirement, Large | — | |
| MFS Aggressive Growth Allocation A | MAAGX | Aggressive Allocation | 4.13% | 41 | 1.020% | Average | Front Load | $1,000 | ||
| MFS Aggressive Growth Allocation I | MIAGX | Aggressive Allocation | 4.22% | 38 | 0.770% | Below Average | Institutional | — | ||
| MFS Aggressive Growth Allocation R2 | MAWAX | Aggressive Allocation | 4.09% | 41 | 1.270% | Average | Retirement, Medium | — |
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