Fund Ratings



MorningStar Mutual Funds, were rated either 4 or 5 stars overall by Morningstar® as of June 30, 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 June 30, 2016:

Consistent Return - 21 funds
Total Return - 16 funds
Preservation - 15 funds