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
Utilities
Expense Ratio
1.00%
TTM Yield
2.1%
3yr Sharpe
-0.11
YTD Return
2.2%
3yr Return
6.8%
1yr Return
15.9%
Total Assets
$2B
6M Money Flow
-$178M
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
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
Foreign Large Value
Expense Ratio
0.69%
TTM Yield
2.9%
3yr Sharpe
0.28
YTD Return
10.2%
3yr Return
28.6%
1yr Return
14.1%
Total Assets
$6B
6M Money Flow
-$320M
Global Large-Stock Blend
Expense Ratio
0.70%
TTM Yield
1.8%
3yr Sharpe
0.32
YTD Return
4.2%
3yr Return
25.5%
1yr Return
11.9%
Total Assets
$265M
6M Money Flow
-$13M
Intermediate Core Bond
Expense Ratio
0.72%
TTM Yield
5.7%
3yr Sharpe
-0.06
YTD Return
3.8%
3yr Return
12.9%
1yr Return
11.8%
Total Assets
$316M
6M Money Flow
-
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
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
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 Bond
Expense Ratio
3.17%
TTM Yield
6.1%
3yr Sharpe
0.01
YTD Return
1.9%
3yr Return
12.9%
1yr Return
10.9%
Total Assets
$277M
6M Money Flow
-
Foreign Large Growth
Expense Ratio
0.72%
TTM Yield
1.6%
3yr Sharpe
0.14
YTD Return
5.3%
3yr Return
21.7%
1yr Return
10.8%
Total Assets
$18B
6M Money Flow
$183M
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
-
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
0.73%
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
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
-
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
-
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
-
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
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
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
High Yield Bond
Expense Ratio
1.07%
TTM Yield
5.4%
3yr Sharpe
0.10
YTD Return
1.3%
3yr Return
16.6%
1yr Return
8.3%
Total Assets
$184M
6M Money Flow
-$27M
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
Intermediate Core Bond
Expense Ratio
0.80%
TTM Yield
4.9%
3yr Sharpe
-0.26
YTD Return
5.2%
3yr Return
4.8%
1yr Return
8.2%
Total Assets
$105M
6M Money Flow
-
Large Blend
Expense Ratio
0.89%
TTM Yield
1.0%
3yr Sharpe
0.18
YTD Return
2.4%
3yr Return
20.4%
1yr Return
8.0%
Total Assets
$355M
6M Money Flow
-$66M
Foreign Large Blend
Expense Ratio
0.69%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
7.2%
3yr Return
22.3%
1yr Return
7.9%
Total Assets
$25B
6M Money Flow
$2B
High Yield Bond
Expense Ratio
0.51%
TTM Yield
6.5%
3yr Sharpe
0.03
YTD Return
1.3%
3yr Return
14.9%
1yr Return
7.7%
Total Assets
$2B
6M Money Flow
-$13M
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 Blend
Expense Ratio
0.49%
TTM Yield
0.9%
3yr Sharpe
0.41
YTD Return
-3.4%
3yr Return
35.8%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
$15M
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 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 2060
Expense Ratio
0.44%
TTM Yield
2.6%
3yr Sharpe
0.10
YTD Return
1.0%
3yr Return
18.8%
1yr Return
7.4%
Total Assets
$217M
6M Money Flow
$13M
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
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 2040
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
0.09
YTD Return
1.0%
3yr Return
18.0%
1yr Return
7.2%
Total Assets
$770M
6M Money Flow
-$18M
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
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
2.9%
3yr Return
15.4%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
-$386M
Large Blend
Expense Ratio
0.70%
TTM Yield
0.5%
3yr Sharpe
0.22
YTD Return
-1.8%
3yr Return
24.3%
1yr Return
7.0%
Total Assets
$6B
6M Money Flow
-$477M
Target-Date 2030
Expense Ratio
0.36%
TTM Yield
3.9%
3yr Sharpe
-0.04
YTD Return
1.8%
3yr Return
12.7%
1yr Return
7.0%
Total Assets
$751M
6M Money Flow
-$32M
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
Intermediate Core-Plus Bond
Expense Ratio
0.36%
TTM Yield
4.4%
3yr Sharpe
-0.44
YTD Return
2.9%
3yr Return
3.9%
1yr Return
6.8%
Total Assets
$8B
6M Money Flow
$41M
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
Inflation-Protected Bond
Expense Ratio
0.41%
TTM Yield
4.2%
3yr Sharpe
-0.74
YTD Return
4.1%
3yr Return
-0.9%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$9M