Products & Performance

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

Fund Ratings Morningstar ratings for all MFS funds.

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 Holdings information about the MFS portfolios offered as underlying investment options through multi-manager variable products. Specific variable product information can be obtained from your investment professional.

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

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

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' closed-end funds.

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.