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Morningstar Ratings

MFS Funds Highly Rated By Morningstar

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As of 3/31/14


Morningstar Category: Aggressive Allocation
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Growth Allocation Fund 529A
MFS® Growth Allocation Fund LW 529A
MFS® Growth Allocation Fund A
MFS® Growth Allocation Fund LW A
MFS® Growth Allocation Fund R1
MFS® Growth Allocation Fund R2
MFS® Growth Allocation Fund R3
MFS® Growth Allocation Fund R4
Number of funds in Aggressive Allocation: 324 324 295 164
Morningstar Category: Conservative Allocation
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Conservative Allocation Fund 529A
MFS® Conservative Allocation Fund LW 529A
MFS® Conservative Allocation Fund A
MFS® Conservative Allocation Fund LW A
MFS® Conservative Allocation Fund B
MFS® Conservative Allocation Fund C
MFS® Conservative Allocation Fund R2
MFS® Conservative Allocation Fund R3
MFS® Conservative Allocation Fund R4
MFS® Diversified Income Fund A
MFS® Diversified Income Fund LW A
MFS® Diversified Income Fund C
MFS® Diversified Income Fund R1
MFS® Diversified Income Fund R2
MFS® Diversified Income Fund R3
MFS® Diversified Income Fund R4
MFS® Diversified Income Fund R5
Number of funds in Conservative Allocation: 562 562 488 244
Morningstar Category: Corporate Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Bond Fund A
MFS® Bond Fund LW A
MFS® Bond Fund R2
MFS® Bond Fund R3
MFS® Bond Fund R4
MFS® Bond Fund R5
Number of funds in Corporate Bond: 127 127 97 70
Morningstar Category: Emerging Markets Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Emerging Markets Debt Fund A
MFS® Emerging Markets Debt Fund LW A
Number of funds in Emerging Markets Bond: 144 144 99 48
Morningstar Category: Foreign Large Blend
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® International DiversificationSM Fund 529A
MFS® International DiversificationSM Fund LW 529A
MFS® International DiversificationSM Fund 529B
MFS® International DiversificationSM Fund 529C
MFS® International DiversificationSM Fund A
MFS® International DiversificationSM Fund LW A
MFS® International DiversificationSM Fund B
MFS® International DiversificationSM Fund C
MFS® International DiversificationSM Fund R1
MFS® International DiversificationSM Fund R2
MFS® International DiversificationSM Fund R3
MFS® International DiversificationSM Fund R4
MFS® Research International Fund A
MFS® Research International Fund LW A
MFS® Research International Fund R4
Number of funds in Foreign Large Blend: 701 701 625 332
Morningstar Category: Foreign Large Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® International Growth Fund A
MFS® International Growth Fund LW A
Number of funds in Foreign Large Growth: 239 239 208 115
Morningstar Category: Foreign Large Value
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® International Value Fund A
MFS® International Value Fund LW A
MFS® International Value Fund B
MFS® International Value Fund C
MFS® International Value Fund R1
MFS® International Value Fund R2
MFS® International Value Fund R3
MFS® International Value Fund R4
Number of funds in Foreign Large Value: 306 306 267 140
Morningstar Category: Foreign Small/Mid Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® International New Discovery Fund 529A
MFS® International New Discovery Fund LW 529A
MFS® International New Discovery Fund A
MFS® International New Discovery Fund LW A
MFS® International New Discovery Fund R5
Number of funds in Foreign Small/Mid Growth: 123 123 89 59
Morningstar Category: Global Real Estate
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Real Estate Fund R5
Number of funds in Global Real Estate: 169 169 151
Morningstar Category: High Yield Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global High Yield Fund R3
MFS® Global High Yield Fund R4
MFS® High Income Fund R4
Number of funds in High Yield Bond: 550 550 469 332
Morningstar Category: High Yield Muni
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Municipal High Income Fund A
MFS® Municipal High Income Fund LW A
Number of funds in High Yield Muni: 153 153 123 91
Morningstar Category: Intermediate-Term Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Research Bond Fund 529A
MFS® Research Bond Fund LW 529A
MFS® Research Bond Fund A
MFS® Research Bond Fund LW A
MFS® Research Bond Fund R1
MFS® Research Bond Fund R3
MFS® Research Bond Fund R4
Number of funds in Intermediate-Term Bond: 942 942 808 581
Morningstar Category: Large Blend
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Blended Research Core Equity Fund A
MFS® Blended Research Core Equity Fund LW A
MFS® Blended Research Core Equity Fund B
MFS® Blended Research Core Equity Fund C
MFS® Blended Research Core Equity Fund R2
MFS® Blended Research Core Equity Fund R3
MFS® Blended Research Core Equity Fund R4
MFS® Blended Research Core Equity Fund R5
MFS® Equity Opportunities Fund A
MFS® Equity Opportunities Fund LW A
MFS® Equity Opportunities Fund C
MFS® Equity Opportunities Fund R1
MFS® Equity Opportunities Fund R2
MFS® Equity Opportunities Fund R3
MFS® Equity Opportunities Fund R4
Number of funds in Large Blend: 1361 1361 1219 806
Morningstar Category: Large Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Core Equity Fund A
MFS® Core Equity Fund LW A
MFS® Core Equity Fund R1
MFS® Core Equity Fund R2
MFS® Core Equity Fund R3
MFS® Core Equity Fund R4
MFS® Core Equity Fund R5
MFS® Growth Fund A
MFS® Growth Fund LW A
MFS® Growth Fund B
MFS® Growth Fund C
MFS® Growth Fund R2
MFS® Growth Fund R3
MFS® Growth Fund R4
MFS® Research Fund A
MFS® Research Fund LW A
MFS® Research Fund R2
MFS® Research Fund R4
Massachusetts Investors Growth Stock Fund 529A
Massachusetts Investors Growth Stock Fund LW 529A
Massachusetts Investors Growth Stock Fund A
Massachusetts Investors Growth Stock Fund LW A
Massachusetts Investors Growth Stock Fund R2
Massachusetts Investors Growth Stock Fund R3
Massachusetts Investors Growth Stock Fund R4
Massachusetts Investors Growth Stock Fund R5
Massachusetts Investors Trust 529A
Massachusetts Investors Trust LW 529A
Massachusetts Investors Trust A
Massachusetts Investors Trust LW A
Massachusetts Investors Trust R2
Massachusetts Investors Trust R5
Number of funds in Large Growth: 1491 1491 1305 911
Morningstar Category: Large Value
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Value Fund 529A
MFS® Value Fund LW 529A
MFS® Value Fund A
MFS® Value Fund LW A
MFS® Value Fund R2
Number of funds in Large Value: 1068 1068 951 626
Morningstar Category: Latin America Stock
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Latin American Equity Fund C
Number of funds in Latin America Stock: 31 31
Morningstar Category: Mid-Cap Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Mid Cap Growth Fund R3
MFS® Mid Cap Growth Fund R4
Number of funds in Mid-Cap Growth: 641 641 556 420
Morningstar Category: Mid-Cap Value
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Mid Cap Value Fund 529C
MFS® Mid Cap Value Fund A
MFS® Mid Cap Value Fund LW A
MFS® Mid Cap Value Fund C
MFS® Mid Cap Value Fund R1
MFS® Mid Cap Value Fund R2
MFS® Mid Cap Value Fund R3
MFS® Mid Cap Value Fund R4
MFS® Mid Cap Value Fund R5
Number of funds in Mid-Cap Value: 365 365 307 191
Morningstar Category: Moderate Allocation
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Moderate Allocation Fund 529A
MFS® Moderate Allocation Fund LW 529A
MFS® Moderate Allocation Fund A
MFS® Moderate Allocation Fund LW A
MFS® Moderate Allocation Fund R2
MFS® Moderate Allocation Fund R3
MFS® Moderate Allocation Fund R4
MFS® Total Return Fund R5
Number of funds in Moderate Allocation: 742 742 666 437
Morningstar Category: Multialternative
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Alternative Strategy Fund A
MFS® Global Alternative Strategy Fund LW A
MFS® Global Alternative Strategy Fund B
MFS® Global Alternative Strategy Fund C
MFS® Global Alternative Strategy Fund R1
MFS® Global Alternative Strategy Fund R2
MFS® Global Alternative Strategy Fund R3
MFS® Global Alternative Strategy Fund R4
Number of funds in Multialternative: 160 160 92
Morningstar Category: Muni Massachusetts
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Massachusetts Municipal Bond Fund A
MFS® Massachusetts Municipal Bond Fund LW A
Number of funds in Muni Massachusetts: 64 64 62 54
Morningstar Category: Muni National Long
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Municipal Income Fund A
MFS® Municipal Income Fund LW A
Number of funds in Muni National Long: 227 227 209 171
Morningstar Category: Muni National Short
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Municipal Limited Maturity Fund A
MFS® Municipal Limited Maturity Fund LW A
Number of funds in Muni National Short: 152 152 126 101
Morningstar Category: Muni Pennsylvania
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Pennsylvania Municipal Bond Fund A
MFS® Pennsylvania Municipal Bond Fund LW A
Number of funds in Muni Pennsylvania: 82 82 78 68
Morningstar Category: Muni Single State Long
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Alabama Municipal Bond Fund A
MFS® Alabama Municipal Bond Fund LW A
MFS® Georgia Municipal Bond Fund A
MFS® Georgia Municipal Bond Fund LW A
MFS® Mississippi Municipal Bond Fund A
MFS® Mississippi Municipal Bond Fund LW A
MFS® North Carolina Municipal Bond Fund A
MFS® North Carolina Municipal Bond Fund LW A
MFS® Virginia Municipal Bond Fund A
MFS® Virginia Municipal Bond Fund LW A
Number of funds in Muni Single State Long: 293 293 277 230
Morningstar Category: Small Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® New Discovery Fund R4
Number of funds in Small Growth: 633 633 555 373
Morningstar Category: Target Date 2016-2020
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2020 Fund R3
MFS® Lifetime® 2020 Fund R4
Number of funds in Target Date 2016-2020: 186 186 169
Morningstar Category: Target Date 2026-2030
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2030 Fund A
MFS® Lifetime® 2030 Fund LW A
MFS® Lifetime® 2030 Fund B
MFS® Lifetime® 2030 Fund C
MFS® Lifetime® 2030 Fund R1
MFS® Lifetime® 2030 Fund R2
MFS® Lifetime® 2030 Fund R3
MFS® Lifetime® 2030 Fund R4
Number of funds in Target Date 2026-2030: 186 186 169
Morningstar Category: Target Date 2036-2040
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2040 Fund A
MFS® Lifetime® 2040 Fund LW A
MFS® Lifetime® 2040 Fund B
MFS® Lifetime® 2040 Fund C
MFS® Lifetime® 2040 Fund R1
MFS® Lifetime® 2040 Fund R2
MFS® Lifetime® 2040 Fund R3
MFS® Lifetime® 2040 Fund R4
Number of funds in Target Date 2036-2040: 182 182 165
Morningstar Category: Target Date 2046-2050
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2050 Fund R2
MFS® Lifetime® 2050 Fund R3
MFS® Lifetime® 2050 Fund R4
Number of funds in Target Date 2046-2050: 154 154
Morningstar Category: Technology
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Technology Fund A
MFS® Technology Fund LW A
MFS® Technology Fund C
MFS® Technology Fund R1
MFS® Technology Fund R2
MFS® Technology Fund R3
MFS® Technology Fund R4
MFS® Technology Fund R5
Number of funds in Technology: 195 195 174 140
Morningstar Category: Utilities
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Utilities Fund A
MFS® Utilities Fund LW A
MFS® Utilities Fund B
MFS® Utilities Fund C
MFS® Utilities Fund R1
MFS® Utilities Fund R2
MFS® Utilities Fund R3
MFS® Utilities Fund R4
MFS® Utilities Fund R5
Number of funds in Utilities: 66 66 62 46
Morningstar Category: World Allocation
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Total Return Fund A
MFS® Global Total Return Fund LW A
MFS® Global Total Return Fund R4
MFS® Global Total Return Fund R5
Number of funds in World Allocation: 319 319 219 126
Morningstar Category: World Stock
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Aggressive Growth Allocation Fund 529A
MFS® Aggressive Growth Allocation Fund LW 529A
MFS® Aggressive Growth Allocation Fund A
MFS® Aggressive Growth Allocation Fund LW A
MFS® Aggressive Growth Allocation Fund R1
MFS® Aggressive Growth Allocation Fund R2
MFS® Aggressive Growth Allocation Fund R3
MFS® Aggressive Growth Allocation Fund R4
MFS® Global Equity Fund A
MFS® Global Equity Fund LW A
MFS® Global Equity Fund B
MFS® Global Equity Fund C
MFS® Global Equity Fund R1
MFS® Global Equity Fund R2
MFS® Global Equity Fund R3
MFS® Global Equity Fund R4
MFS® Global Equity Fund R5
MFS® Global Growth Fund A
MFS® Global Growth Fund LW A
MFS® Global Growth Fund R5
Number of funds in World Stock: 804 804 642 323

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2, or 1 star, respectively. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Each fund is rated exclusively against U.S. domiciled funds. The Overall Morningstar Rating™ is based on the weighted average of the number of stars assigned to the fund's applicable time periods. In cases where the fund has changed investment categories, its historical information is given less weight. If the fund has been in existence at least 10 years, the 10-year rating accounts for 50%, the 5-year for 30%, and the 3-year for 20%. If the fund has been in existence at least 5 years, but less than 10 years, the 5-year rating accounts for 60% and the 3-year for 40%. If the fund has been in existence for 3 years, but less than 5 years, the 3-year rating accounts for 100%. Morningstar rankings may vary among share classes and are based on historical total returns, which are not indicative of future results.

Load-waived (LW) Class A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load.

MorningStar.

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