Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 15 of 15 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
MFS Blended Research Core Equity R6 | MUEVX | Large Blend | 19.27% | 8 | 0.410% | Low | Retirement, Large | — | ||
MFS Global Real Estate I | MGLIX | Global Real Estate | −4.26% | 76 | 0.940% | Average | Institutional | — | ||
MFS Global Real Estate R6 | MGLRX | Global Real Estate | −4.24% | 75 | 0.850% | Average | Retirement, Large | — | ||
MFS International Equity A | MIEJX | Foreign Large Blend | 6.11% | 70 | 1.010% | Low | Front Load | $1,000 | ||
MFS International Equity I | MIEKX | Foreign Large Blend | 6.26% | 67 | 0.760% | Below Average | Institutional | — | ||
MFS International Equity R6 | MIEIX | Foreign Large Blend | 6.31% | 67 | 0.680% | Below Average | Retirement, Large | — | ||
MFS International Intrinsic Value I | MINIX | Foreign Large Growth | 8.89% | 37 | 0.780% | Below Average | Institutional | — | ||
MFS International Intrinsic Value R4 | MINHX | Foreign Large Growth | 8.88% | 37 | 0.780% | Average | Retirement, Large | — | ||
MFS International Intrinsic Value R6 | MINJX | Foreign Large Growth | 8.94% | 37 | 0.670% | Below Average | Retirement, Large | — | ||
MFS MA Municipal Bond R6 | MPMAX | Muni Massachusetts | — | 1.07% | 1 | 0.500% | Low | Retirement, Large | — | |
MFS Mid Cap Growth I | OTCIX | Mid-Cap Growth | 8.15% | 29 | 0.790% | Below Average | Institutional | — | ||
MFS Mid Cap Growth R4 | OTCJX | Mid-Cap Growth | 8.10% | 29 | 0.790% | Average | Retirement, Large | — | ||
MFS Mid Cap Growth R6 | OTCKX | Mid-Cap Growth | 8.18% | 28 | 0.660% | Below Average | Retirement, Large | — | ||
MFS Municipal Intermediate R6 | MIURX | Muni National Interm | — | 1.21% | 11 | 0.380% | Below Average | Retirement, Large | — | |
MFS WV Municipal Bond R6 | MPWVX | Muni Single State Long | — | 0.58% | 54 | 0.550% | Above Average | Retirement, Large | — |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
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