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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▲Total Assets6M Money Flow
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
Small Growth
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-5.4%
3yr Return
-4.4%
1yr Return
-3.6%
Total Assets
$2B
6M Money Flow
-$249M
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
Global Real Estate
Expense Ratio
0.85%
TTM Yield
2.7%
3yr Sharpe
-0.50
YTD Return
0.2%
3yr Return
-15.9%
1yr Return
0.5%
Total Assets
$2B
6M Money Flow
-$25M
Large Growth
Expense Ratio
0.62%
TTM Yield
0.7%
3yr Sharpe
0.13
YTD Return
-1.5%
3yr Return
21.3%
1yr Return
0.8%
Total Assets
$4M
6M Money Flow
-$624K
Mid-Cap Growth
Expense Ratio
0.66%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-3.9%
3yr Return
13.6%
1yr Return
1.3%
Total Assets
$14B
6M Money Flow
-$561M
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
0.90%
TTM Yield
3.0%
3yr Sharpe
-0.47
YTD Return
-0.4%
3yr Return
3.1%
1yr Return
2.4%
Total Assets
$108M
6M Money Flow
-$4M
Muni Single State Long
Expense Ratio
0.76%
TTM Yield
3.1%
3yr Sharpe
-0.56
YTD Return
-0.3%
3yr Return
2.1%
1yr Return
2.5%
Total Assets
$69M
6M Money Flow
-$4M
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
Muni Single State Long
Expense Ratio
0.81%
TTM Yield
3.1%
3yr Sharpe
-0.48
YTD Return
-0.4%
3yr Return
2.7%
1yr Return
2.6%
Total Assets
$348M
6M Money Flow
-$4M
Muni Single State Long
Expense Ratio
0.84%
TTM Yield
3.2%
3yr Sharpe
-0.48
YTD Return
-0.4%
3yr Return
2.8%
1yr Return
2.6%
Total Assets
$222M
6M Money Flow
$2M
Global Large-Stock Growth
Expense Ratio
0.90%
TTM Yield
0.3%
3yr Sharpe
0.01
YTD Return
-2.6%
3yr Return
14.3%
1yr Return
2.6%
Total Assets
$920M
6M Money Flow
-$31M
Muni Massachusetts
Expense Ratio
0.57%
TTM Yield
3.3%
3yr Sharpe
-0.47
YTD Return
-0.3%
3yr Return
3.8%
1yr Return
2.7%
Total Assets
$391M
6M Money Flow
$20M
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
Muni Single State Long
Expense Ratio
0.83%
TTM Yield
3.1%
3yr Sharpe
-0.48
YTD Return
-0.2%
3yr Return
3.5%
1yr Return
2.7%
Total Assets
$137M
6M Money Flow
$9M
Muni Single State Long
Expense Ratio
0.87%
TTM Yield
3.1%
3yr Sharpe
-0.50
YTD Return
-0.2%
3yr Return
3.0%
1yr Return
2.8%
Total Assets
$91M
6M Money Flow
-$5M
Muni Single State Long
Expense Ratio
0.84%
TTM Yield
3.2%
3yr Sharpe
-0.46
YTD Return
-0.2%
3yr Return
3.7%
1yr Return
2.9%
Total Assets
$450M
6M Money Flow
-$8M
Muni National Interm
Expense Ratio
0.70%
TTM Yield
3.4%
3yr Sharpe
-0.41
YTD Return
0.5%
3yr Return
6.5%
1yr Return
3.3%
Total Assets
$244M
6M Money Flow
$43M
Muni New York Long
Expense Ratio
0.83%
TTM Yield
3.5%
3yr Sharpe
-0.40
YTD Return
-0.3%
3yr Return
3.9%
1yr Return
3.5%
Total Assets
$182M
6M Money Flow
$4M
Muni Pennsylvania
Expense Ratio
0.69%
TTM Yield
3.3%
3yr Sharpe
-0.48
YTD Return
-0.2%
3yr Return
3.4%
1yr Return
3.5%
Total Assets
$166M
6M Money Flow
$3M
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
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
Muni National Short
Expense Ratio
0.59%
TTM Yield
3.0%
3yr Sharpe
-0.61
YTD Return
1.0%
3yr Return
7.3%
1yr Return
3.9%
Total Assets
$3B
6M Money Flow
$85M
Global Large-Stock Blend
Expense Ratio
0.90%
TTM Yield
1.1%
3yr Sharpe
-0.09
YTD Return
2.1%
3yr Return
9.3%
1yr Return
4.0%
Total Assets
$2B
6M Money Flow
-$290M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.2%
3yr Sharpe
0.12
YTD Return
-4.2%
3yr Return
19.8%
1yr Return
4.0%
Total Assets
$12B
6M Money Flow
-$865M
Large Blend
Expense Ratio
0.52%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-4.0%
3yr Return
23.7%
1yr Return
4.4%
Total Assets
$8B
6M Money Flow
-$587M
Equity Market Neutral
Expense Ratio
1.18%
TTM Yield
1.1%
3yr Sharpe
0.22
YTD Return
2.2%
3yr Return
16.0%
1yr Return
4.6%
Total Assets
$34M
6M Money Flow
-$5M
Global Bond-USD Hedged
Expense Ratio
0.61%
TTM Yield
3.3%
3yr Sharpe
-0.37
YTD Return
1.4%
3yr Return
5.9%
1yr Return
4.9%
Total Assets
$1B
6M Money Flow
-$28M
Foreign Large Blend
Expense Ratio
0.63%
TTM Yield
2.1%
3yr Sharpe
-0.02
YTD Return
5.6%
3yr Return
12.1%
1yr Return
5.1%
Total Assets
$16B
6M Money Flow
-$322M
Mid-Cap Value
Expense Ratio
0.62%
TTM Yield
1.3%
3yr Sharpe
0.08
YTD Return
-1.3%
3yr Return
18.7%
1yr Return
5.2%
Total Assets
$17B
6M Money Flow
-$263M
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 Allocation
Expense Ratio
1.09%
TTM Yield
2.1%
3yr Sharpe
-0.07
YTD Return
4.0%
3yr Return
10.9%
1yr Return
5.5%
Total Assets
$1B
6M Money Flow
-$108M
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
Technology
Expense Ratio
1.13%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
-10.3%
3yr Return
36.7%
1yr Return
5.6%
Total Assets
$2B
6M Money Flow
-$73M
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
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
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
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
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 Blend
Expense Ratio
0.89%
TTM Yield
0.6%
3yr Sharpe
0.21
YTD Return
-3.4%
3yr Return
24.8%
1yr Return
6.0%
Total Assets
$6B
6M Money Flow
-$516M
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