MFS® MUTUAL FUNDS

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Performance based characteristics are updated monthly as of 03/31/18

MFS® MUTUAL FUNDS

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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Performance based characteristics are updated monthly as of 03/31/18

Select Checkboxes Below to Add or Remove Fund Characteristics From the Table
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MFS Funds
US Equity
Standard & Poor's 500 Stock Index
Russell 1000® Growth Index
Russell Midcap® Index
Russell 2000® Index
Russell 1000® Value Index
Russell 3000® Index
Standard & Poor's 500 Stock Index
Russell 1000® Index
Russell 1000® Growth Index
Standard & Poor's 500 Stock Index
Russell Midcap® Growth Index
Russell Midcap® Value Index
Russell 2000® Growth Index
Russell 2000® Value Index
Standard & Poor's 500 Stock Index
Russell 1000® Value Index
Russell 1000® Growth Index
Standard & Poor's 500 Stock Index
Global / Intl Equity
MSCI Emerging Markets Index (net div)
MSCI All Country World Index (net div)
MSCI All Country World (ex-US) Index (net div)
MSCI Emerging Markets Index (net div)
MSCI World Index (net div)
MSCI All Country World Growth Index (net div)
MSCI All Country World Small Mid Cap Index (net div)
MSCI All Country World (ex-US) Index (net div)
MSCI All Country World (ex-US) Growth Index (net div)
MSCI All Country World (ex-US) Small Mid Cap Index (net div)
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
MSCI All Country World Index (net div)
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
Fixed Income
Bloomberg Barclays U.S. Credit Bond Index
JPMorgan Emerging Markets Bond Index Global
JPMorgan Government Bond Index Emerging Markets Global Diversified
Bloomberg Barclays Global Aggregate Bond Index
BofA Merrill Lynch Global High Yield - Constrained Index (USD Hedged)
Bloomberg Barclays U.S. Government/Mortgage Bond Index
Bloomberg Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index
Bloomberg Barclays U.S. Treasury Inflation Protected Securities Index
Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index
Bloomberg Barclays U.S. Aggregate Bond Index
Bloomberg Barclays U.S. Aggregate Bond Index
Tax-Advantaged FI
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays 1-9 Year Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Bloomberg Barclays Municipal Bond Index
Equity Sector
Standard & Poor's North American Technology Sector Index
Standard & Poor's 500 Utilities Index
Multi Asset
Standard & Poor's 500 Stock Index
Bloomberg Barclays U.S. Aggregate Bond Index
Standard & Poor's 500 Stock Index
MSCI World Index (net div)
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Standard & Poor's 500 Stock Index
Bloomberg Barclays U.S. Aggregate Bond Index
Standard & Poor's 500 Stock Index
MSCI World Index (net div)
Standard & Poor's 500 Stock Index
Specialty / Alternative
Bloomberg Commodity Index
Bloomberg Barclays 1-3 Year U.S. Treasury Bond Index
FTSE EPRA/NAREIT Developed Real Estate Index (net div)
BofA Merrill Lynch 0-3 Month U.S. Treasury Bill Index
Morningstar
as of 03/31/18
NAV
as of 04/18/18
Average Annual Total Returns (%)
With Sales Charges
as of 03/31/18
as of 03/31/18
Average Annual Total Returns (%)
at NAV
as of 03/31/18
as of 03/31/18
Expense Ratio

Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.


Net Expense Ratio: The Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least the Earliest Waiver End Date.

NAV
as of 04/19/18
7-Day SEC Yields (%)
as of 03/31/18
30 Days SEC Yield
The fund's 30-day yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ.
as of 03/31/18
Distribution Rates (%)

The distribution rates are computed by annualizing the current distribution rate per share (excluding short-term capital gains), and dividing the result by the public offering price (for the distribution rate including sales charge) or net asset value (for the distribution rate not including sales charge) at the end of the business day.

as of 03/31/18
Holding Characteristics

Portfolio characteristic data are based on unaudited net assets.


The portfolio is actively managed, and current holdings may be different.


Average effective maturity is a weighted average of maturity of the bonds held in a portfolio, taking into account any prepayments, puts, and adjustable coupons which may shorten the maturity. Longer-maturity funds are generally considered more interest-rate sensitive than shorter maturity funds.
as of 03/31/18
Performance Characteristics

Please see the definitions at the bottom of this page.


Performance-based characteristics are only calculated for Class A shares at NAV.
Resources
as of 04/18/18
Symbol
Rating
Category
YTD %
1 Yr
3 Yr
5 Yr
10 Yr
Life
1 Yr
3 Yr
5 Yr
10 Yr
Life
Inception Date
Gross%
Net%
Earliest Waiver End Date
Price $
Change %
Change $
W/O Waiver
With Waiver
W/O Waiver
With Waiver
at NAV
With Sales Charges
Assets (Millions)
# of Holdings
Average Effective Maturity (yrs)
Alpha
Beta
R - Squared
Standard Deviation %
Sharpe Ratio
Tracking Error
Information Ratio
Upside Capture %
Downside Capture %
Fact Sheet
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
Statement of Additional Information (SAI)
First Quarter Holdings
Third Quarter Holding
MUSEX
-
1204 Rated
-
Large Blend
-
0.79
-
11.81
-
8.41
-
12.33
-
9.18
-
7.78
-
11.81
13.99
8.41
10.78
12.33
13.31
9.18
9.49
7.78
-
01/14/94
-
0.58
-
0.49
-
01/31/19
-
27.89
-
-0.50
-
-0.14
-
-
-
-
-
-
-
-
-
-
-
-
-
1520.89
-
86
-
-
-
-2.23
-
0.98
-
97.97
-
10.19
-
0.75
-
1.46
-
-1.80
-
88.50
-
103.05
-
BRWJX
-
-
-
Large Growth
-
4.22
-
19.33
-
-
-
-
-
-
-
13.92
-
19.33
21.25
-
-
-
-
-
-
13.92
-
09/15/15
-
0.73
-
0.49
-
09/30/18
-
13.94
-
-0.92
-
-0.13
-
-
-
-
-
-
-
-
-
-
-
-
-
180.92
-
86
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
BMSLX
-
-
-
-
-
1.51
-
13.24
-
-
-
-
-
-
-
13.71
-
13.24
12.20
-
-
-
-
-
-
13.71
-
08/19/16
-
0.61
-
0.59
-
09/30/18
-
12.02
-
-0.74
-
-0.09
-
-
-
-
-
-
-
-
-
-
-
-
-
274.94
-
108
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
BRSJX
-
-
-
-
-
3.48
-
11.52
-
-
-
-
-
-
-
12.55
-
11.52
11.79
-
-
-
-
-
-
12.55
-
09/15/15
-
1.32
-
0.74
-
09/30/18
-
13.32
-
-0.45
-
-0.06
-
-
-
-
-
-
-
-
-
-
-
-
-
106.61
-
164
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
BRUHX
-
-
-
Large Value
-
0.15
-
10.43
-
-
-
-
-
-
-
12.39
-
10.43
6.95
-
-
-
-
-
-
12.39
-
09/15/15
-
0.71
-
0.49
-
09/30/18
-
13.00
-
-0.38
-
-0.05
-
-
-
-
-
-
-
-
-
-
-
-
-
172.86
-
88
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
MRGRX
-
1204 Rated
-
Large Blend
-
2.51
-
17.04
-
10.52
-
13.38
-
10.21
-
8.39
-
17.04
13.81
10.52
10.22
13.38
13.03
10.21
9.62
8.39
-
01/02/97
-
0.77
-
0.77
-
-
-
33.27
-
-0.60
-
-0.20
-
-
-
-
-
-
-
-
-
-
-
-
-
1885.24
-
178
-
-
-
0.75
-
0.93
-
96.25
-
9.77
-
1.00
-
2.04
-
0.02
-
98.17
-
95.91
-
EQNIX
-
1086 Rated
-
Large Value
-
0.68
-
10.54
-
8.50
-
10.95
-
-
-
11.68
-
10.54
13.99
8.50
10.78
10.95
13.31
-
-
11.68
-
09/27/12
-
0.82
-
0.64
-
11/30/18
-
15.63
-
-1.08
-
-0.17
-
-
-
-
-
2.13
-
2.27
-
2.18
-
2.18
-
191.53
-
88
-
-
-
-1.25
-
0.89
-
93.45
-
9.42
-
0.82
-
2.67
-
-0.97
-
86.51
-
98.37
-
SRFIX
-
1204 Rated
-
Large Blend
-
-1.74
-
8.75
-
7.70
-
11.33
-
8.15
-
7.98
-
8.75
13.98
7.70
10.39
11.33
13.17
8.15
9.61
7.98
-
02/28/11
-
0.94
-
0.94
-
-
-
33.18
-
-0.36
-
-0.12
-
-
-
-
-
-
-
-
-
-
-
-
-
416.81
-
39
-
-
-
-1.83
-
0.91
-
89.78
-
9.88
-
0.71
-
3.29
-
-0.90
-
85.12
-
99.69
-
MFEIX
-
1213 Rated
-
Large Growth
-
8.49
-
25.50
-
13.53
-
15.47
-
11.39
-
7.51
-
25.50
21.25
13.53
12.90
15.47
15.53
11.39
11.34
7.51
-
01/02/97
-
0.69
-
0.69
-
-
-
102.95
-
-0.53
-
-0.55
-
-
-
-
-
-
-
-
-
-
-
-
-
17643.18
-
83
-
-
-
0.53
-
0.99
-
91.59
-
11.37
-
1.13
-
3.30
-
0.11
-
99.45
-
95.34
-
MLVHX
-
1204 Rated
-
Large Blend
-
0.38
-
9.68
-
9.32
-
-
-
-
-
10.25
-
9.68
13.99
9.32
10.78
-
-
-
-
10.25
-
12/05/13
-
0.99
-
0.64
-
12/31/18
-
14.23
-
-0.70
-
-0.10
-
-
-
-
-
-
-
-
-
-
-
-
-
87.98
-
89
-
-
-
1.32
-
0.72
-
81.69
-
8.18
-
1.06
-
4.52
-
-0.37
-
74.31
-
61.94
-
OTCIX
-
549 Rated
-
Mid-Cap Growth
-
8.29
-
24.57
-
11.22
-
14.30
-
9.16
-
7.16
-
24.57
19.74
11.22
9.17
14.30
13.31
9.16
10.61
7.16
-
01/02/97
-
0.96
-
0.96
-
-
-
18.12
-
-0.93
-
-0.17
-
-
-
-
-
-
-
-
-
-
-
-
-
2794.42
-
102
-
-
-
2.45
-
0.91
-
88.60
-
10.63
-
0.99
-
3.72
-
0.48
-
99.25
-
82.84
-
MCVIX
-
361 Rated
-
Mid-Cap Value
-
0.17
-
7.62
-
6.76
-
10.88
-
9.82
-
9.78
-
7.62
6.50
6.76
7.23
10.88
11.11
9.82
9.81
9.78
-
11/01/01
-
0.86
-
0.86
-
-
-
23.75
-
-0.38
-
-0.09
-
-
-
-
-
-
-
-
-
-
-
-
-
7195.35
-
144
-
-
-
-0.39
-
0.96
-
96.25
-
10.52
-
0.58
-
2.08
-
-0.34
-
91.57
-
92.58
-
MNDIX
-
592 Rated
-
Small Growth
-
8.04
-
23.98
-
9.95
-
10.04
-
11.60
-
10.29
-
23.98
18.63
9.95
8.77
10.04
12.90
11.60
10.95
10.29
-
01/02/97
-
1.10
-
1.10
-
-
-
32.29
-
-0.68
-
-0.22
-
-
-
-
-
-
-
-
-
-
-
-
-
1145.38
-
121
-
-
-
2.48
-
0.80
-
89.37
-
12.23
-
0.75
-
4.94
-
0.18
-
87.62
-
75.88
-
NDVIX
-
348 Rated
-
Small Value
-
-0.76
-
7.81
-
9.43
-
11.63
-
-
-
12.08
-
7.81
5.13
9.43
7.87
11.63
9.96
-
-
12.08
-
05/26/11
-
1.12
-
1.12
-
-
-
15.65
-
-0.25
-
-0.04
-
-
-
-
-
-
-
-
-
-
-
-
-
1345.22
-
107
-
-
-
2.59
-
0.81
-
92.70
-
11.89
-
0.73
-
4.16
-
0.32
-
86.47
-
71.23
-
MRFIX
-
1204 Rated
-
Large Blend
-
2.57
-
15.71
-
10.33
-
12.65
-
9.58
-
7.57
-
15.71
13.99
10.33
10.78
12.65
13.31
9.58
9.49
7.57
-
01/02/97
-
0.58
-
0.58
-
-
-
44.07
-
-0.50
-
-0.22
-
-
-
-
-
-
-
-
-
-
-
-
-
5570.21
-
112
-
-
-
0.11
-
0.92
-
96.09
-
9.68
-
0.99
-
2.06
-
-0.35
-
95.98
-
98.84
-
MEIIX
-
1086 Rated
-