Fund Ratings



MorningStar Mutual Funds, were rated either 4 or 5 stars overall by Morningstar® as of September 30, 2017.   The overall rating measures risk-adjusted returns.

View funds by Morningstar Category



Lipper Leader categories included the following number of MFS funds as of September 30, 2017:

Consistent Return - 16 funds
Total Return - 19 funds
Preservation - 18 funds


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