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Morningstar Ratings

MFS Funds Highly Rated By Morningstar

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As of 3/31/15


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 A
MFS® Growth Allocation Fund LW A
MFS® Growth Allocation Fund I
MFS® Growth Allocation Fund R3
MFS® Growth Allocation Fund R4
Number of funds in Aggressive Allocation: 349 349 310 198
Morningstar Category: Commodities Broad Basket
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Commodity Strategy Fund A
MFS® Commodity Strategy Fund LW A
MFS® Commodity Strategy Fund I
MFS® Commodity Strategy Fund R5
Number of funds in Commodities Broad Basket: 95 95
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 I
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 I
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: 632 632 521 262
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 I
MFS® Bond Fund R2
MFS® Bond Fund R5
Number of funds in Corporate Bond: 153 153 127 86
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
MFS® Emerging Markets Debt Fund I
MFS® Emerging Markets Debt Fund R2
MFS® Emerging Markets Debt Fund R3
MFS® Emerging Markets Debt Fund R4
Number of funds in Emerging Markets Bond: 220 220 108 47
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 Diversification Fund 529A
MFS® International Diversification Fund LW 529A
MFS® International Diversification Fund 529B
MFS® International Diversification Fund 529C
MFS® International Diversification Fund A
MFS® International Diversification Fund LW A
MFS® International Diversification Fund B
MFS® International Diversification Fund C
MFS® International Diversification Fund I
MFS® International Diversification Fund R1
MFS® International Diversification Fund R2
MFS® International Diversification Fund R3
MFS® International Diversification Fund R4
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 I
MFS® International Value Fund R1
MFS® International Value Fund R2
MFS® International Value Fund R3
MFS® International Value Fund R4
MFS® Research International Fund A
MFS® Research International Fund LW A
MFS® Research International Fund I
MFS® Research International Fund R4
Number of funds in Foreign Large Blend: 635 635 566 308
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 I
MFS® International New Discovery Fund R2
MFS® International New Discovery Fund R5
Number of funds in Foreign Small/Mid Growth: 127 127 103 62
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 I
MFS® Global Real Estate Fund R5
Number of funds in Global Real Estate: 181 181 154
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 R4
MFS® High Income Fund I
MFS® High Income Fund R3
MFS® High Income Fund R4
MFS® High Income Fund R5
Number of funds in High Yield Bond: 595 595 501 350
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
MFS® Municipal High Income Fund I
Number of funds in High Yield Muni: 155 155 149 95
Morningstar Category: Intermediate Government
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Government Securities Fund I
Number of funds in Intermediate Government: 300 300 273 217
Morningstar Category: Intermediate-Term Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Total Return Bond Fund 529A
MFS® Total Return Bond Fund LW 529A
MFS® Total Return Bond Fund A
MFS® Total Return Bond Fund LW A
MFS® Total Return Bond Fund I
MFS® Total Return Bond Fund R4
Number of funds in Intermediate-Term Bond: 905 905 803 584
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 I
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 B
MFS® Equity Opportunities Fund I
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: 1333 1333 1184 808
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 I
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 I
MFS® Growth Fund R2
MFS® Growth Fund R4
MFS® Research Fund I
Massachusetts Investors Growth Stock Fund A
Massachusetts Investors Growth Stock Fund LW A
Massachusetts Investors Growth Stock Fund I
Massachusetts Investors Growth Stock Fund R5
Massachusetts Investors Trust I
Massachusetts Investors Trust R5
Number of funds in Large Growth: 1551 1551 1328 915
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 529B
MFS® Value Fund A
MFS® Value Fund LW A
MFS® Value Fund B
MFS® Value Fund C
MFS® Value Fund I
MFS® Value Fund R2
MFS® Value Fund R3
MFS® Value Fund R4
Number of funds in Large Value: 1125 1125 991 689
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: 655 655 586 436
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 529A
MFS® Mid Cap Value Fund LW 529A
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 I
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: 415 415 349 232
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 I
MFS® Total Return Fund 529A
MFS® Total Return Fund LW 529A
MFS® Total Return Fund A
MFS® Total Return Fund LW A
MFS® Total Return Fund I
MFS® Total Return Fund R3
MFS® Total Return Fund R4
MFS® Total Return Fund R5
Number of funds in Moderate Allocation: 787 787 697 444
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 I
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: 200 200 129
Morningstar Category: Muni California Long
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® California Municipal Bond Fund A
MFS® California Municipal Bond Fund LW A
Number of funds in Muni California Long: 131 131 128 106
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: 61 61 59 51
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
MFS® Municipal Income Fund I
Number of funds in Muni National Long: 198 198 182 144
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
MFS® Municipal Limited Maturity Fund I
Number of funds in Muni National Short: 179 179 154 109
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: 73 73 71 60
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
Number of funds in Muni Single State Long: 274 274 262 214
Morningstar Category: Retirement Income
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® Income Fund I
MFS® Lifetime® Income Fund R4
Number of funds in Retirement Income: 150 150 136
Morningstar Category: Small Value
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® New Discovery Value Fund A
MFS® New Discovery Value Fund LW A
MFS® New Discovery Value Fund I
MFS® New Discovery Value Fund R2
MFS® New Discovery Value Fund R3
MFS® New Discovery Value Fund R4
MFS® New Discovery Value Fund R5
Number of funds in Small Value: 362 362
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 I
MFS® Lifetime® 2020 Fund R4
Number of funds in Target Date 2016-2020: 194 194 165
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 I
MFS® Lifetime® 2030 Fund R2
MFS® Lifetime® 2030 Fund R3
MFS® Lifetime® 2030 Fund R4
Number of funds in Target Date 2026-2030: 194 194 165
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 I
MFS® Lifetime® 2040 Fund R2
MFS® Lifetime® 2040 Fund R3
MFS® Lifetime® 2040 Fund R4
Number of funds in Target Date 2036-2040: 193 193 164
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 I
MFS® Lifetime® 2050 Fund R4
Number of funds in Target Date 2046-2050: 173 173
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 I
MFS® Technology Fund R2
MFS® Technology Fund R3
MFS® Technology Fund R4
MFS® Technology Fund R5
Number of funds in Technology: 194 194 186 147
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 I
MFS® Utilities Fund R2
MFS® Utilities Fund R4
MFS® Utilities Fund R5
Number of funds in Utilities: 63 63 58 52
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 I
MFS® Global Total Return Fund R2
MFS® Global Total Return Fund R3
MFS® Global Total Return Fund R4
MFS® Global Total Return Fund R5
Number of funds in World Allocation: 459 459 327 166
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 I
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 I
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 I
MFS® Global Growth Fund R5
Number of funds in World Stock: 903 903 702 350

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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