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Fund Ratings



MorningStar Mutual Funds, were rated either 4 or 5 stars overall by Morningstar® as of March 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 March 31, 2016:

Consistent Return - 2 funds
Total Return - 13 funds
Preservation - 15 funds