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 Mutual Funds List
1 to 25 of 682 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| MFS Blended Research International Equity Fund Class R1 | BRXRX | Foreign Large Blend | 12.60% | 12 | 1.520% | Below Average | Retirement, Small | $0 | ||
| MFS Municipal Income Fund Class A1 | MMIDX | Muni National Long | — | −0.34% | 48 | 0.540% | Low | Front Load | $1,000 | |
| MFS Maryland Municipal Bond Fund Class R6 | MPMDX | Muni Single State Long | — | −1.11% | 60 | 0.560% | Above Average | Retirement, Large | $0 | |
| MFS Blended Research International Equity Fund Class C | BRXCX | Foreign Large Blend | 12.53% | 13 | 1.520% | Low | Level Load | $1,000 | ||
| MFS West Virginia Municipal Bond Fund Class I | MWVIX | Muni Single State Long | — | −0.89% | 51 | 0.620% | High | Institutional | $0 | |
| MFS Blended Research Mid Cap Equity Fund I | BMSLX | Mid-Cap Blend | 19.24% | 21 | 0.590% | Low | Institutional | $0 | ||
| MFS West Virginia Municipal Bond Fund Class R6 | MPWVX | Muni Single State Long | — | −0.73% | 40 | 0.550% | Above Average | Retirement, Large | $0 | |
| MFS Blended Research Mid Cap Equity Fund R4 | BMSVX | Mid-Cap Blend | 17.71% | 20 | 0.590% | Low | Retirement, Large | $0 | ||
| MFS Municipal Intermediate Fund Class I | MIUIX | Muni National Intermediate | — | 0.06% | 44 | 0.450% | Below Average | Institutional | $0 | |
| MFS Blended Research International Equity Fund Class R2 | BRXSX | Foreign Large Blend | 13.05% | 10 | 1.020% | Low | Retirement, Medium | $0 | ||
| MFS Blended Research International Equity Fund Class I | BRXIX | Foreign Large Blend | 13.50% | 8 | 0.520% | Low | Institutional | $0 | ||
| MFS Massachusetts Municipal Bond Fund Class I | MTALX | Muni Massachusetts | — | −0.76% | 63 | 0.570% | Above Average | Institutional | $0 | |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | Mid-Cap Blend | 17.83% | 20 | 0.510% | Low | Retirement, Large | $0 | ||
| MFS Blended Research International Equity Fund Class R6 | BRXVX | Foreign Large Blend | 13.59% | 7 | 0.440% | Low | Retirement, Large | $0 | ||
| MFS Municipal Intermediate Fund Class R6 | MIURX | Muni National Intermediate | — | 0.02% | 39 | 0.380% | Below Average | Retirement, Large | $0 | |
| MFS Income Fund Class I | MFIIX | Intermediate Core-Plus Bond | — | −0.04% | 9 | 0.480% | Average | Institutional | $0 | |
| MFS Blended Research International Equity Fund Class R4 | BRXUX | Foreign Large Blend | 13.43% | 8 | 0.520% | Low | Retirement, Large | $0 | ||
| MFS Blended Research International Equity Fund Class R3 | BRXTX | Foreign Large Blend | 13.21% | 9 | 0.770% | Low | Retirement, Medium | $0 | ||
| MFS Blended Research International Equity Fund Class A | BRXAX | Foreign Large Blend | 13.22% | 9 | 0.770% | Low | Front Load | $1,000 | ||
| MFS Maryland Municipal Bond Fund Class I | MMDIX | Muni Single State Long | — | −1.06% | 67 | 0.610% | Above Average | Institutional | $0 | |
| MFS Municipal Income Fund Class R6 | MPMNX | Muni National Long | — | −0.29% | 42 | 0.470% | Below Average | Retirement, Large | $0 | |
| MFS Massachusetts Municipal Bond Fund Class R6 | MPMAX | Muni Massachusetts | — | −0.81% | 56 | 0.500% | Low | Retirement, Large | $0 | |
| MFS Municipal Income Fund Class I | MIMIX | Muni National Long | — | −0.35% | 48 | 0.540% | Average | Institutional | $0 | |
| MFS Blended Research International Equity Fund Class B | BRXBX | Foreign Large Blend | 12.59% | 13 | 1.520% | Low | Deferred Load | $1,000 | ||
| MFS Limited Maturity Fund Class R6 | MQLKX | Short-Term Bond | 1.84% | 20 | 0.340% | Below Average | Retirement, Large | $0 |
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
United States