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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 25 of 62 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 AR Municipal Bond R6MPRAXMuni Single State Long—1.17%230.530%AverageRetirement, Large$0
MFS Aggressive Growth Allocation IMIAGXAggressive Allocation5.18%550.130%Below AverageInstitutional$0
MFS Aggressive Growth Allocation R4MAALXAggressive Allocation5.18%550.130%Above AverageRetirement, Large$0
MFS Aggressive Growth Allocation R6AGGPXAggressive Allocation——0.050%AverageRetirement, Large$0
MFS Global Growth R6MWOKXGlobal Large-Stock Growth9.58%660.890%Above AverageRetirement, Large$0
MFS Global Real Estate AMGLAXGlobal Real Estate−1.36%451.170%Below AverageFront Load$1,000
MFS Global Real Estate IMGLIXGlobal Real Estate−1.23%400.920%AverageInstitutional$0
MFS Global Real Estate R2MGLKXGlobal Real Estate−1.42%451.420%Below AverageRetirement, Medium$0
MFS Global Real Estate R3MGLLXGlobal Real Estate−1.29%451.170%LowRetirement, Medium$0
MFS Global Real Estate R4MGLMXGlobal Real Estate−1.23%390.910%Above AverageRetirement, Large$0
MFS Global Real Estate R6MGLRXGlobal Real Estate−1.16%380.820%Below AverageRetirement, Large$0
MFS Income IMFIIXIntermediate Core-Plus Bond2.01%170.480%AverageInstitutional$0
MFS International Equity AMIEJXForeign Large Blend———LowFront Load$1,000
MFS International Equity IMIEKXForeign Large Blend———Below AverageInstitutional$0
MFS International Equity R6MIEIXForeign Large Blend11.51%90.670%Below AverageRetirement, Large$0
MFS International Growth AMGRAXForeign Large Growth10.62%471.060%Below AverageFront Load$1,000
MFS International Growth IMQGIXForeign Large Growth10.76%440.810%AverageInstitutional$0
MFS International Growth R3MGRTXForeign Large Growth10.64%471.060%LowRetirement, Medium$0
MFS International Growth R4MGRVXForeign Large Growth10.74%450.810%Above AverageRetirement, Large$0
MFS International Growth R6MGRDXForeign Large Growth10.80%440.690%Below AverageRetirement, Large$0
MFS Lifetime 2030 R6MLTKXTarget-Date 20303.66%89—Below AverageRetirement, Large$0
MFS Lifetime 2035 ILFEDXTarget-Date 20354.29%94—Above AverageInstitutional$0
MFS Lifetime 2035 R4LFEUXTarget-Date 20354.27%94—Above AverageRetirement, Large$0
MFS Lifetime 2035 R6LFEKXTarget-Date 20354.34%94—AverageRetirement, Large$0
MFS Lifetime 2040 IMLFIXTarget-Date 20404.69%90—Above AverageInstitutional$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

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
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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.
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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.
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