Fund Ratings



MorningStar Mutual Funds, were rated either 4 or 5 stars overall by Morningstar® as of December 31, 2016.   The overall rating measures risk-adjusted returns.

View funds by Morningstar Category



Lipper Leader categories included the following number of MFS funds as of December 31, 2016:

Consistent Return - 14 funds
Total Return - 10 funds
Preservation - 16 funds