Morningstar

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

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.

1 to 24 of 24 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 West Virginia Municipal Bond Fund Class IMWVIXMuni Single State Long—−3.95%460.620%HighInstitutional$0
MFS Blended Research International Equity Fund Class R1BRXRXForeign Large Blend
16.27%91.520%Below AverageRetirement, Small$0
MFS Municipal Income Fund Class A1MMIDXMuni National Long—−3.21%310.540%LowFront Load$1,000
MFS Blended Research International Equity Fund Class CBRXCXForeign Large Blend
16.25%91.520%LowLevel Load$1,000
MFS Maryland Municipal Bond Fund Class R6MPMDXMuni Single State Long—−4.02%570.560%Above AverageRetirement, Large$0
MFS Blended Research Mid Cap Equity Fund IBMSLXMid-Cap Blend
16.48%200.590%LowInstitutional$0
MFS Blended Research International Equity Fund Class R2BRXSXForeign Large Blend
16.72%61.020%LowRetirement, Medium$0
MFS Massachusetts Municipal Bond Fund Class IMTALXMuni Massachusetts—−3.26%400.570%Above AverageInstitutional$0
MFS Blended Research International Equity Fund Class IBRXIXForeign Large Blend
17.14%60.520%LowInstitutional$0
MFS Municipal Intermediate Fund Class IMIUIXMuni National Interm—−2.78%440.450%Below AverageInstitutional$0
MFS Blended Research Mid Cap Equity Fund R4BMSVXMid-Cap Blend
16.43%200.590%LowRetirement, Large$0
MFS West Virginia Municipal Bond Fund Class R6MPWVXMuni Single State Long—−3.91%450.550%Above AverageRetirement, Large$0
MFS Blended Research International Equity Fund Class ABRXAXForeign Large Blend
16.87%60.770%LowFront Load$1,000
MFS Blended Research International Equity Fund Class R4BRXUXForeign Large Blend
17.06%60.520%LowRetirement, Large$0
MFS Income Fund Class IMFIIXIntermediate Core-Plus Bond—−2.04%140.480%AverageInstitutional$0
MFS Maryland Municipal Bond Fund Class IMMDIXMuni Single State Long—−4.08%610.610%Above AverageInstitutional$0
MFS Municipal Income Fund Class R6MPMNXMuni National Long—−3.16%260.470%Below AverageRetirement, Large$0
MFS Massachusetts Municipal Bond Fund Class R6MPMAXMuni Massachusetts—−3.32%450.500%LowRetirement, Large$0
MFS Blended Research International Equity Fund Class R6BRXVXForeign Large Blend
17.21%60.440%LowRetirement, Large$0
MFS Blended Research Mid Cap Equity Fund R6BMSYXMid-Cap Blend
16.55%200.510%LowRetirement, Large$0
MFS Blended Research International Equity Fund Class R3BRXTXForeign Large Blend
16.90%60.770%LowRetirement, Medium$0
MFS Municipal Intermediate Fund Class R6MIURXMuni National Interm—−2.85%470.380%Below AverageRetirement, Large$0
MFS Blended Research International Equity Fund Class BBRXBXForeign Large Blend
16.26%81.520%LowDeferred Load$1,000
MFS Municipal Income Fund Class IMIMIXMuni National Long—−3.22%320.540%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

  • Category

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

  • 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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