MFS

Statistics as of Apr 02, 2025

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Found total of 93 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
0.52%
TTM Yield
1.0%
3yr Sharpe
0.21
YTD Return
-1.6%
3yr Return
27.5%
1yr Return
6.4%
Total Assets
$1B
6M Money Flow
$433M
Diversified Emerging Mkts
Expense Ratio
0.93%
TTM Yield
2.5%
3yr Sharpe
-0.04
YTD Return
3.5%
3yr Return
11.7%
1yr Return
11.7%
Total Assets
$91M
6M Money Flow
-$3M
Small Blend
Expense Ratio
0.66%
TTM Yield
1.6%
3yr Sharpe
-0.29
YTD Return
-8.6%
3yr Return
-3.4%
1yr Return
-5.3%
Total Assets
$298M
6M Money Flow
-$20M
Large Value
Expense Ratio
0.44%
TTM Yield
1.9%
3yr Sharpe
0.30
YTD Return
3.1%
3yr Return
28.3%
1yr Return
6.0%
Total Assets
$289M
6M Money Flow
-$11M
Large Growth
Expense Ratio
0.43%
TTM Yield
0.5%
3yr Sharpe
0.31
YTD Return
-8.5%
3yr Return
36.1%
1yr Return
9.9%
Total Assets
$388M
6M Money Flow
$28M
Foreign Large Blend
Expense Ratio
0.58%
TTM Yield
3.2%
3yr Sharpe
0.21
YTD Return
7.5%
3yr Return
24.2%
1yr Return
14.1%
Total Assets
$900M
6M Money Flow
$166M
High Yield Bond
Expense Ratio
4.18%
TTM Yield
10.4%
3yr Sharpe
-0.38
YTD Return
1.1%
3yr Return
-6.4%
1yr Return
11.1%
Total Assets
$33M
6M Money Flow
-
High Yield Muni
Expense Ratio
3.90%
TTM Yield
4.9%
3yr Sharpe
-0.20
YTD Return
0.5%
3yr Return
4.0%
1yr Return
10.5%
Total Assets
$97M
6M Money Flow
-
High Yield Muni
Expense Ratio
3.91%
TTM Yield
5.1%
3yr Sharpe
-0.32
YTD Return
1.9%
3yr Return
-1.4%
1yr Return
8.7%
Total Assets
$131M
6M Money Flow
-
Muni National Long
Expense Ratio
3.92%
TTM Yield
4.0%
3yr Sharpe
-0.20
YTD Return
0.4%
3yr Return
5.0%
1yr Return
9.3%
Total Assets
$71M
6M Money Flow
-
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.6%
3yr Sharpe
-0.23
YTD Return
2.4%
3yr Return
6.6%
1yr Return
6.7%
Total Assets
$2B
6M Money Flow
-$183M
Macro Trading
Expense Ratio
1.09%
TTM Yield
1.6%
3yr Sharpe
0.64
YTD Return
4.8%
3yr Return
24.0%
1yr Return
8.5%
Total Assets
$142M
6M Money Flow
-$1M
Diversified Emerging Mkts
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
-0.19
YTD Return
3.3%
3yr Return
4.7%
1yr Return
8.2%
Total Assets
$3M
6M Money Flow
$44K
Emerging-Markets Local-Currency Bond
Expense Ratio
0.78%
TTM Yield
5.8%
3yr Sharpe
-0.15
YTD Return
4.8%
3yr Return
8.1%
1yr Return
3.6%
Total Assets
$469M
6M Money Flow
-$61M
Large Value
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
0.22
YTD Return
1.3%
3yr Return
24.5%
1yr Return
5.3%
Total Assets
$603M
6M Money Flow
$15M
Global Small/Mid Stock
Expense Ratio
1.01%
TTM Yield
0.7%
3yr Sharpe
-0.24
YTD Return
-0.3%
3yr Return
1.0%
1yr Return
-0.2%
Total Assets
$69M
6M Money Flow
-$5M
High Yield Bond
Expense Ratio
0.02%
TTM Yield
7.0%
3yr Sharpe
0.11
YTD Return
1.6%
3yr Return
17.1%
1yr Return
8.4%
Total Assets
$562M
6M Money Flow
-$66M
Target-Date 2035
Expense Ratio
0.40%
TTM Yield
3.3%
3yr Sharpe
0.04
YTD Return
1.4%
3yr Return
15.7%
1yr Return
7.1%
Total Assets
$603M
6M Money Flow
-$13M
Target-Date 2055
Expense Ratio
0.44%
TTM Yield
2.7%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
18.9%
1yr Return
7.4%
Total Assets
$379M
6M Money Flow
$3M
Target-Date 2065+
Expense Ratio
0.45%
TTM Yield
2.5%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
18.6%
1yr Return
7.4%
Total Assets
$30M
6M Money Flow
$7M
Target-Date 2045
Expense Ratio
0.43%
TTM Yield
2.8%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
18.5%
1yr Return
7.3%
Total Assets
$516M
6M Money Flow
-$16M
Target-Date 2025
Expense Ratio
0.32%
TTM Yield
4.1%
3yr Sharpe
-0.13
YTD Return
2.0%
3yr Return
10.7%
1yr Return
6.8%
Total Assets
$350M
6M Money Flow
-$36M
Aggressive Allocation
Expense Ratio
1.01%
TTM Yield
1.4%
3yr Sharpe
0.04
YTD Return
0.9%
3yr Return
15.8%
1yr Return
6.1%
Total Assets
$3B
6M Money Flow
-$117M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.1%
3yr Sharpe
-0.17
YTD Return
1.7%
3yr Return
9.3%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
-$154M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
2.1%
3yr Sharpe
0.00
YTD Return
1.0%
3yr Return
14.0%
1yr Return
5.9%
Total Assets
$6B
6M Money Flow
-$370M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.6%
3yr Sharpe
-0.08
YTD Return
1.3%
3yr Return
11.1%
1yr Return
5.9%
Total Assets
$6B
6M Money Flow
-$429M
Intermediate Core Bond
Expense Ratio
0.33%
TTM Yield
4.7%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
6.3%
Total Assets
$32M
6M Money Flow
$574K
Muni California Long
Expense Ratio
0.70%
TTM Yield
3.4%
3yr Sharpe
-0.44
YTD Return
-0.6%
3yr Return
3.3%
1yr Return
2.5%
Total Assets
$702M
6M Money Flow
$44M
High Yield Bond
Expense Ratio
2.87%
TTM Yield
6.1%
3yr Sharpe
-0.06
YTD Return
1.2%
3yr Return
10.3%
1yr Return
9.4%
Total Assets
$280M
6M Money Flow
-
Commodities Broad Basket
Expense Ratio
0.82%
TTM Yield
3.1%
3yr Sharpe
-0.37
YTD Return
9.9%
3yr Return
-1.5%
1yr Return
11.4%
Total Assets
$910M
6M Money Flow
-$61M
Foreign Large Blend
Expense Ratio
0.73%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
6.5%
3yr Return
17.4%
1yr Return
9.5%
Total Assets
$39B
6M Money Flow
-$788M
Emerging Markets Bond
Expense Ratio
0.81%
TTM Yield
6.7%
3yr Sharpe
-0.06
YTD Return
2.2%
3yr Return
11.9%
1yr Return
7.6%
Total Assets
$7B
6M Money Flow
-$317M
Large Value
Expense Ratio
0.54%
TTM Yield
1.8%
3yr Sharpe
0.21
YTD Return
4.3%
3yr Return
22.7%
1yr Return
8.4%
Total Assets
$57B
6M Money Flow
-$5B
Diversified Emerging Mkts
Expense Ratio
0.94%
TTM Yield
2.5%
3yr Sharpe
0.03
YTD Return
5.8%
3yr Return
14.4%
1yr Return
14.2%
Total Assets
$8B
6M Money Flow
-$236M
Muni Single State Long
Expense Ratio
0.90%
TTM Yield
3.1%
3yr Sharpe
-0.49
YTD Return
-0.3%
3yr Return
2.4%
1yr Return
2.4%
Total Assets
$70M
6M Money Flow
-$2M
Muni Single State Long
Expense Ratio
0.70%
TTM Yield
3.3%
3yr Sharpe
-0.48
YTD Return
-0.2%
3yr Return
2.8%
1yr Return
2.7%
Total Assets
$148M
6M Money Flow
-$438K
Corporate Bond
Expense Ratio
0.42%
TTM Yield
4.9%
3yr Sharpe
-0.34
YTD Return
2.6%
3yr Return
4.8%
1yr Return
6.6%
Total Assets
$5B
6M Money Flow
-$56M
Large Growth
Expense Ratio
0.48%
TTM Yield
0.2%
3yr Sharpe
0.24
YTD Return
-7.3%
3yr Return
30.3%
1yr Return
5.6%
Total Assets
$42B
6M Money Flow
-$3B
Target-Date 2050
Expense Ratio
0.44%
TTM Yield
2.6%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
18.9%
1yr Return
7.3%
Total Assets
$559M
6M Money Flow
-$6M
Intermediate Government
Expense Ratio
0.41%
TTM Yield
4.0%
3yr Sharpe
-0.63
YTD Return
3.2%
3yr Return
0.5%
1yr Return
5.9%
Total Assets
$2B
6M Money Flow
-$99M
Muni National Long
Expense Ratio
0.76%
TTM Yield
3.5%
3yr Sharpe
-0.41
YTD Return
-0.1%
3yr Return
4.9%
1yr Return
3.6%
Total Assets
$6B
6M Money Flow
$398M
Expense Ratio
0.48%
TTM Yield
5.3%
3yr Sharpe
-0.42
YTD Return
2.7%
3yr Return
4.6%
1yr Return
6.6%
Total Assets
$7B
6M Money Flow
$888M