MFS

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 93 distinct funds
Download top 1000 CSV
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
1.8%
3yr Sharpe
-0.29
YTD Return
-19.8%
3yr Return
-15.0%
1yr Return
-16.2%
Total Assets
$266M
6M Money Flow
-$20M
Small Growth
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-16.2%
3yr Return
-16.3%
1yr Return
-14.4%
Total Assets
$2B
6M Money Flow
-$249M
Mid-Cap Growth
Expense Ratio
0.66%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
-14.4%
3yr Return
0.3%
1yr Return
-9.0%
Total Assets
$13B
6M Money Flow
-$561M
Large Growth
Expense Ratio
0.62%
TTM Yield
0.8%
3yr Sharpe
0.13
YTD Return
-11.0%
3yr Return
9.1%
1yr Return
-8.2%
Total Assets
$4M
6M Money Flow
-$624K
Global Small/Mid Stock
Expense Ratio
1.01%
TTM Yield
0.7%
3yr Sharpe
-0.24
YTD Return
-8.3%
3yr Return
-7.7%
1yr Return
-7.8%
Total Assets
$64M
6M Money Flow
-$5M
Global Real Estate
Expense Ratio
0.85%
TTM Yield
2.9%
3yr Sharpe
-0.50
YTD Return
-6.8%
3yr Return
-21.5%
1yr Return
-6.0%
Total Assets
$2B
6M Money Flow
-$25M
Technology
Expense Ratio
1.13%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
-21.1%
3yr Return
17.9%
1yr Return
-6.0%
Total Assets
$2B
6M Money Flow
-$73M
Mid-Cap Value
Expense Ratio
0.62%
TTM Yield
1.5%
3yr Sharpe
0.08
YTD Return
-11.9%
3yr Return
6.3%
1yr Return
-5.5%
Total Assets
$15B
6M Money Flow
-$263M
Large Growth
Expense Ratio
0.49%
TTM Yield
0.2%
3yr Sharpe
0.24
YTD Return
-17.8%
3yr Return
13.9%
1yr Return
-5.5%
Total Assets
$37B
6M Money Flow
-$3B
Mid-Cap Blend
Expense Ratio
0.52%
TTM Yield
1.2%
3yr Sharpe
0.21
YTD Return
-12.9%
3yr Return
12.8%
1yr Return
-5.4%
Total Assets
$1B
6M Money Flow
$433M
Large Blend
Expense Ratio
0.52%
TTM Yield
0.9%
3yr Sharpe
0.20
YTD Return
-14.0%
3yr Return
10.3%
1yr Return
-5.4%
Total Assets
$7B
6M Money Flow
-$587M
Large Value
Expense Ratio
0.89%
TTM Yield
2.4%
3yr Sharpe
0.22
YTD Return
-9.1%
3yr Return
11.5%
1yr Return
-4.7%
Total Assets
$546M
6M Money Flow
$15M
Global Large-Stock Growth
Expense Ratio
0.90%
TTM Yield
0.4%
3yr Sharpe
0.01
YTD Return
-10.4%
3yr Return
4.1%
1yr Return
-4.6%
Total Assets
$845M
6M Money Flow
-$31M
Large Growth
Expense Ratio
0.71%
TTM Yield
0.3%
3yr Sharpe
0.12
YTD Return
-13.0%
3yr Return
8.1%
1yr Return
-4.2%
Total Assets
$11B
6M Money Flow
-$865M
Global Large-Stock Blend
Expense Ratio
0.90%
TTM Yield
1.2%
3yr Sharpe
-0.09
YTD Return
-6.5%
3yr Return
-0.1%
1yr Return
-4.1%
Total Assets
$2B
6M Money Flow
-$290M
Large Blend
Expense Ratio
0.89%
TTM Yield
0.6%
3yr Sharpe
0.21
YTD Return
-13.5%
3yr Return
11.0%
1yr Return
-4.0%
Total Assets
$6B
6M Money Flow
-$516M
Large Value
Expense Ratio
0.44%
TTM Yield
2.1%
3yr Sharpe
0.30
YTD Return
-7.1%
3yr Return
15.8%
1yr Return
-3.7%
Total Assets
$262M
6M Money Flow
-$11M
Large Blend
Expense Ratio
0.49%
TTM Yield
1.0%
3yr Sharpe
0.41
YTD Return
-13.7%
3yr Return
20.6%
1yr Return
-2.9%
Total Assets
$1B
6M Money Flow
$15M
Aggressive Allocation
Expense Ratio
1.01%
TTM Yield
1.6%
3yr Sharpe
0.04
YTD Return
-8.0%
3yr Return
4.9%
1yr Return
-2.9%
Total Assets
$3B
6M Money Flow
-$117M
Foreign Large Blend
Expense Ratio
0.63%
TTM Yield
2.3%
3yr Sharpe
-0.02
YTD Return
-2.1%
3yr Return
3.0%
1yr Return
-2.3%
Total Assets
$15B
6M Money Flow
-$322M
Large Growth
Expense Ratio
0.43%
TTM Yield
0.5%
3yr Sharpe
0.31
YTD Return
-19.0%
3yr Return
18.8%
1yr Return
-1.7%
Total Assets
$347M
6M Money Flow
$28M
Large Blend
Expense Ratio
0.70%
TTM Yield
0.6%
3yr Sharpe
0.22
YTD Return
-10.9%
3yr Return
12.3%
1yr Return
-1.6%
Total Assets
$6B
6M Money Flow
-$477M
Target-Date 2065+
Expense Ratio
0.45%
TTM Yield
2.7%
3yr Sharpe
0.10
YTD Return
-7.8%
3yr Return
7.7%
1yr Return
-1.5%
Total Assets
$28M
6M Money Flow
$7M
Target-Date 2055
Expense Ratio
0.44%
TTM Yield
2.9%
3yr Sharpe
0.10
YTD Return
-7.6%
3yr Return
8.1%
1yr Return
-1.4%
Total Assets
$350M
6M Money Flow
$3M
Target-Date 2060
Expense Ratio
0.44%
TTM Yield
2.8%
3yr Sharpe
0.10
YTD Return
-7.7%
3yr Return
8.1%
1yr Return
-1.4%
Total Assets
$199M
6M Money Flow
$13M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
2.2%
3yr Sharpe
0.00
YTD Return
-6.4%
3yr Return
5.3%
1yr Return
-1.4%
Total Assets
$6B
6M Money Flow
-$370M
Target-Date 2050
Expense Ratio
0.44%
TTM Yield
2.9%
3yr Sharpe
0.10
YTD Return
-7.6%
3yr Return
8.2%
1yr Return
-1.4%
Total Assets
$515M
6M Money Flow
-$6M
Target-Date 2045
Expense Ratio
0.43%
TTM Yield
3.0%
3yr Sharpe
0.10
YTD Return
-7.1%
3yr Return
8.4%
1yr Return
-1.0%
Total Assets
$477M
6M Money Flow
-$16M
Large Value
Expense Ratio
0.54%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
-5.3%
3yr Return
11.5%
1yr Return
-0.5%
Total Assets
$52B
6M Money Flow
-$5B
Target-Date 2040
Expense Ratio
0.42%
TTM Yield
3.3%
3yr Sharpe
0.09
YTD Return
-6.6%
3yr Return
8.6%
1yr Return
-0.4%
Total Assets
$717M
6M Money Flow
-$18M
Foreign Large Blend
Expense Ratio
0.69%
TTM Yield
1.5%
3yr Sharpe
0.16
YTD Return
-0.7%
3yr Return
12.1%
1yr Return
0.0%
Total Assets
$24B
6M Money Flow
$2B
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.7%
3yr Sharpe
-0.08
YTD Return
-4.1%
3yr Return
4.9%
1yr Return
0.5%
Total Assets
$6B
6M Money Flow
-$429M
Large Blend
Expense Ratio
0.89%
TTM Yield
1.1%
3yr Sharpe
0.18
YTD Return
-5.4%
3yr Return
11.2%
1yr Return
0.9%
Total Assets
$330M
6M Money Flow
-$66M
Global Allocation
Expense Ratio
1.09%
TTM Yield
2.2%
3yr Sharpe
-0.07
YTD Return
-0.8%
3yr Return
5.8%
1yr Return
0.9%
Total Assets
$1B
6M Money Flow
-$108M
Target-Date 2035
Expense Ratio
0.40%
TTM Yield
3.5%
3yr Sharpe
0.04
YTD Return
-4.4%
3yr Return
8.7%
1yr Return
1.3%
Total Assets
$571M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.6%
3yr Sharpe
0.05
YTD Return
-2.6%
3yr Return
9.3%
1yr Return
1.9%
Total Assets
$7B
6M Money Flow
-$386M
Equity Market Neutral
Expense Ratio
1.18%
TTM Yield
1.1%
3yr Sharpe
0.22
YTD Return
-0.4%
3yr Return
12.8%
1yr Return
2.0%
Total Assets
$33M
6M Money Flow
-$5M
Commodities Broad Basket
Expense Ratio
0.82%
TTM Yield
3.3%
3yr Sharpe
-0.37
YTD Return
2.0%
3yr Return
-9.9%
1yr Return
2.0%
Total Assets
$848M
6M Money Flow
-$61M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.2%
3yr Sharpe
-0.17
YTD Return
-1.9%
3yr Return
5.2%
1yr Return
2.3%
Total Assets
$4B
6M Money Flow
-$154M
Foreign Large Blend
Expense Ratio
0.73%
TTM Yield
2.6%
3yr Sharpe
0.08
YTD Return
-0.6%
3yr Return
8.7%
1yr Return
2.3%
Total Assets
$36B
6M Money Flow
-$788M
Target-Date 2030
Expense Ratio
0.36%
TTM Yield
4.0%
3yr Sharpe
-0.04
YTD Return
-2.0%
3yr Return
8.1%
1yr Return
3.1%
Total Assets
$723M
6M Money Flow
-$32M
Emerging-Markets Local-Currency Bond
Expense Ratio
0.78%
TTM Yield
5.8%
3yr Sharpe
-0.15
YTD Return
5.0%
3yr Return
8.2%
1yr Return
3.5%
Total Assets
$467M
6M Money Flow
-$61M