Products & Performance

Mutual Funds A comprehensive performance summary of all our mutual funds.

Fund Ratings Morningstar and Lipper ratings for all MFS funds.

Dealer Payments MFS offers four distinct pricing programs: front-end loaded A shares, B shares with contingent deferred sales charge, level-loaded C shares and R1 shares for retirement plans.

529 Funds 529 plan options available at MFS, including the MFS® 529 Savings Plan and the MFS® Group/Workplace 529 Savings Plan.

Closed-End Funds Fund information and literature on MFS’ six closed-end funds.

Prospectuses, Fact Sheets & Reports Download fund literature for all MFS funds across the following product lines: Mutual Funds, 401(k)/Workplace Retirement Funds, Closed-End Funds, and Variable Insurance Trust.

Sales Charges & Fees Information on how you and your investment professional can reduce your sales charges when purchasing shares.

Separately Managed Accounts Private Portfolio funds targeted to the needs of high-net-worth individuals, trusts, corporations, not-for-profits, and Taft-Hartley Plans. Managed by MFS® Private Portfolio Services.

Asset Allocation Strategies Add balance to your portfolio with an MFS Asset Allocation Fund. Choose from our four basic asset allocation strategies: Conservative, Moderate, Growth, Aggressive Growth.

Variable Insurance Portfolios A comprehensive performance summary of all of our variable insurance trust series.