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 ReturnTotal Assets6M Money Flow
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
Target-Date Retirement
Expense Ratio
0.70%
TTM Yield
3.6%
3yr Sharpe
-0.21
YTD Return
1.9%
3yr Return
9.0%
1yr Return
6.3%
Total Assets
$576M
6M Money Flow
-$41M
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