Morningstar Ratings

MFS Funds Highly Rated By Morningstar

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As of 12/31/16


Morningstar Category: Allocation--30% to 50% Equity
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 529B
MFS® Conservative Allocation Fund 529C
MFS® Conservative Allocation Fund A
MFS® Conservative Allocation Fund B
MFS® Conservative Allocation Fund C
MFS® Conservative Allocation Fund I
MFS® Conservative Allocation Fund R1
MFS® Conservative Allocation Fund R2
MFS® Conservative Allocation Fund R3
MFS® Conservative Allocation Fund R4
MFS® Diversified Income Fund 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 R6
Number of funds in Allocation--30% to 50% Equity: 413 413 362 234
Morningstar Category: Allocation--50% to 70% Equity
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 529B
MFS® Moderate Allocation Fund 529C
MFS® Moderate Allocation Fund A
MFS® Moderate Allocation Fund B
MFS® Moderate Allocation Fund C
MFS® Moderate Allocation Fund I
MFS® Moderate Allocation Fund R1
MFS® Moderate Allocation Fund R2
MFS® Moderate Allocation Fund R3
MFS® Moderate Allocation Fund R4
MFS® Total Return Fund 529A
MFS® Total Return Fund 529B
MFS® Total Return Fund 529C
MFS® Total Return Fund A
MFS® Total Return Fund B
MFS® Total Return Fund C
MFS® Total Return Fund I
MFS® Total Return Fund R1
MFS® Total Return Fund R2
MFS® Total Return Fund R3
MFS® Total Return Fund R4
MFS® Total Return Fund R6
Number of funds in Allocation--50% to 70% Equity: 710 710 606 419
Morningstar Category: Allocation--70% to 85% Equity
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 529B
MFS® Growth Allocation Fund 529C
MFS® Growth Allocation Fund A
MFS® Growth Allocation Fund B
MFS® Growth Allocation Fund C
MFS® Growth Allocation Fund I
MFS® Growth Allocation Fund R1
MFS® Growth Allocation Fund R2
MFS® Growth Allocation Fund R3
MFS® Growth Allocation Fund R4
Number of funds in Allocation--70% to 85% Equity: 352 352 293 210
Morningstar Category: Allocation--85%+ Equity
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 529B
MFS® Aggressive Growth Allocation Fund 529C
MFS® Aggressive Growth Allocation Fund A
MFS® Aggressive Growth Allocation Fund B
MFS® Aggressive Growth Allocation Fund C
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
Number of funds in Allocation--85%+ Equity: 138 138 125 91
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 I
MFS® Commodity Strategy Fund R6
Number of funds in Commodities Broad Basket: 107 107 73
Morningstar Category: Corporate Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Corporate Bond Fund A
MFS® Corporate Bond Fund B
MFS® Corporate Bond Fund C
MFS® Corporate Bond Fund I
MFS® Corporate Bond Fund R1
MFS® Corporate Bond Fund R2
MFS® Corporate Bond Fund R3
MFS® Corporate Bond Fund R4
MFS® Corporate Bond Fund R6
Number of funds in Corporate Bond: 169 169 134 77
Morningstar Category: Diversified Emerging Mkts
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Emerging Markets Equity Fund A
MFS® Emerging Markets Equity Fund I
MFS® Emerging Markets Equity Fund R6
Number of funds in Diversified Emerging Mkts: 606 606 425 173
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 B
MFS® Emerging Markets Debt Fund C
MFS® Emerging Markets Debt Fund I
MFS® Emerging Markets Debt Fund R1
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: 220 220 115 48
Morningstar Category: Emerging-Markets Local-Currency Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Emerging Markets Debt Local Currency Fund I
MFS® Emerging Markets Debt Local Currency Fund R4
MFS® Emerging Markets Debt Local Currency Fund R6
Number of funds in Emerging-Markets Local-Currency Bond: 77 77 60
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 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 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 529A
MFS® Research International Fund A
MFS® Research International Fund I
MFS® Research International Fund R2
MFS® Research International Fund R3
MFS® Research International Fund R4
Number of funds in Foreign Large Blend: 606 606 542 329
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 B
MFS® International Growth Fund C
MFS® International Growth Fund I
MFS® International Growth Fund R3
MFS® International Growth Fund R4
Number of funds in Foreign Large Growth: 312 312 260 182
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 529B
MFS® International New Discovery Fund 529C
MFS® International New Discovery Fund A
MFS® International New Discovery Fund B
MFS® International New Discovery Fund C
MFS® International New Discovery Fund I
MFS® International New Discovery Fund R1
MFS® International New Discovery Fund R2
MFS® International New Discovery Fund R3
MFS® International New Discovery Fund R4
MFS® International New Discovery Fund R6
Number of funds in Foreign Small/Mid Growth: 107 107 97 55
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 A
MFS® Global Real Estate Fund B
MFS® Global Real Estate Fund C
MFS® Global Real Estate Fund I
MFS® Global Real Estate Fund R1
MFS® Global Real Estate Fund R2
MFS® Global Real Estate Fund R3
MFS® Global Real Estate Fund R4
MFS® Global Real Estate Fund R6
Number of funds in Global Real Estate: 186 186 150
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 A
MFS® Global High Yield Fund I
MFS® Global High Yield Fund R2
MFS® Global High Yield Fund R3
MFS® Global High Yield Fund R4
MFS® High Income Fund 529A
MFS® High Income Fund A
MFS® High Income Fund I
MFS® High Income Fund R2
MFS® High Income Fund R3
MFS® High Income Fund R4
MFS® High Income Fund R6
Number of funds in High Yield Bond: 602 602 477 319
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 B
MFS® Municipal High Income Fund C
MFS® Municipal High Income Fund I
Number of funds in High Yield Muni: 142 142 119 84
Morningstar Category: Inflation-Protected Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Inflation-Adjusted Bond Fund A
MFS® Inflation-Adjusted Bond Fund I
MFS® Inflation-Adjusted Bond Fund R4
MFS® Inflation-Adjusted Bond Fund R6
Number of funds in Inflation-Protected Bond: 191 191 165 106
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 A
MFS® Government Securities Fund I
MFS® Government Securities Fund R3
MFS® Government Securities Fund R4
MFS® Government Securities Fund R6
Number of funds in Intermediate Government: 255 255 240 176
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 A
MFS® Total Return Bond Fund I
MFS® Total Return Bond Fund R2
MFS® Total Return Bond Fund R3
MFS® Total Return Bond Fund R4
Number of funds in Intermediate-Term Bond: 869 869 759 541
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 B
MFS® Blended Research® Core Equity Fund C
MFS® Blended Research® Core Equity Fund I
MFS® Blended Research® Core Equity Fund R1
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 R6
MFS® Core Equity Fund A
MFS® Core Equity Fund B
MFS® Core Equity Fund C
MFS® Core Equity Fund I
MFS® Core Equity Fund R1
MFS® Core Equity Fund R2
MFS® Core Equity Fund R3
MFS® Core Equity Fund R4
MFS® Core Equity Fund R6
MFS® Equity Opportunities Fund A
MFS® Equity Opportunities Fund B
MFS® Equity Opportunities Fund C
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
MFS® Low Volatility Equity Fund A
MFS® Low Volatility Equity Fund B
MFS® Low Volatility Equity Fund C
MFS® Low Volatility Equity Fund I
MFS® Low Volatility Equity Fund R1
MFS® Low Volatility Equity Fund R2
MFS® Low Volatility Equity Fund R3
MFS® Low Volatility Equity Fund R4
MFS® Low Volatility Equity Fund R6
MFS® Research Fund A
MFS® Research Fund B
MFS® Research Fund C
MFS® Research Fund I
MFS® Research Fund R1
MFS® Research Fund R2
MFS® Research Fund R3
MFS® Research Fund R4
Massachusetts Investors Trust 529A
Massachusetts Investors Trust 529B
Massachusetts Investors Trust 529C
Massachusetts Investors Trust A
Massachusetts Investors Trust B
Massachusetts Investors Trust C
Massachusetts Investors Trust I
Massachusetts Investors Trust R1
Massachusetts Investors Trust R2
Massachusetts Investors Trust R3
Massachusetts Investors Trust R4
Massachusetts Investors Trust R6
Number of funds in Large Blend: 1255 1255 1106 814
Morningstar Category: Large Growth
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Growth Fund A
MFS® Growth Fund B
MFS® Growth Fund C
MFS® Growth Fund I
MFS® Growth Fund R1
MFS® Growth Fund R2
MFS® Growth Fund R3
MFS® Growth Fund R4
Massachusetts Investors Growth Stock Fund 529A
Massachusetts Investors Growth Stock Fund 529B
Massachusetts Investors Growth Stock Fund 529C
Massachusetts Investors Growth Stock Fund A
Massachusetts Investors Growth Stock Fund B
Massachusetts Investors Growth Stock Fund C
Massachusetts Investors Growth Stock Fund I
Massachusetts Investors Growth Stock Fund R1
Massachusetts Investors Growth Stock Fund R2
Massachusetts Investors Growth Stock Fund R3
Massachusetts Investors Growth Stock Fund R4
Massachusetts Investors Growth Stock Fund R6
Number of funds in Large Growth: 1315 1315 1154 809
Morningstar Category: Large Value
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Equity Income Fund I
MFS® Equity Income Fund R4
MFS® Equity Income Fund R6
MFS® Value Fund 529A
MFS® Value Fund 529B
MFS® Value Fund 529C
MFS® Value Fund A
MFS® Value Fund B
MFS® Value Fund C
MFS® Value Fund I
MFS® Value Fund R1
MFS® Value Fund R2
MFS® Value Fund R3
MFS® Value Fund R4
Number of funds in Large Value: 1088 1088 934 680
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 529A
MFS® Mid Cap Growth Fund 529B
MFS® Mid Cap Growth Fund 529C
MFS® Mid Cap Growth Fund A
MFS® Mid Cap Growth Fund B
MFS® Mid Cap Growth Fund C
MFS® Mid Cap Growth Fund I
MFS® Mid Cap Growth Fund R1
MFS® Mid Cap Growth Fund R2
MFS® Mid Cap Growth Fund R3
MFS® Mid Cap Growth Fund R4
MFS® Mid Cap Growth Fund R6
Number of funds in Mid-Cap Growth: 588 588 504 368
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 529B
MFS® Mid Cap Value Fund 529C
MFS® Mid Cap Value Fund A
MFS® Mid Cap Value Fund B
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 R6
Number of funds in Mid-Cap Value: 337 337 301 207
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 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: 239 239 141
Morningstar Category: Multisector Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Strategic Income Fund A
MFS® Strategic Income Fund I
Number of funds in Multisector Bond: 213 213 175 92
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 I
Number of funds in Muni California Long: 87 87 74 63
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 B
MFS® Massachusetts Municipal Bond Fund I
Number of funds in Muni Massachusetts: 50 50 47 42
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 A1
MFS® Municipal Income Fund B
MFS® Municipal Income Fund B1
MFS® Municipal Income Fund C
MFS® Municipal Income Fund I
Number of funds in Muni National Long: 144 144 130 102
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 B
MFS® Municipal Limited Maturity Fund C
MFS® Municipal Limited Maturity Fund I
Number of funds in Muni National Short: 172 172 147 94
Morningstar Category: Muni New York Long
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® New York Municipal Bond Fund A
MFS® New York Municipal Bond Fund I
Number of funds in Muni New York Long: 72 72 63 48
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 I
Number of funds in Muni Pennsylvania: 58 58 55 48
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 I
MFS® Arkansas Municipal Bond Fund A
MFS® Arkansas Municipal Bond Fund I
MFS® Georgia Municipal Bond Fund A
MFS® Georgia Municipal Bond Fund I
MFS® Maryland Municipal Bond Fund A
MFS® Maryland Municipal Bond Fund I
MFS® Mississippi Municipal Bond Fund A
MFS® Mississippi Municipal Bond Fund I
MFS® North Carolina Municipal Bond Fund A
MFS® North Carolina Municipal Bond Fund I
MFS® South Carolina Municipal Bond Fund A
MFS® South Carolina Municipal Bond Fund I
MFS® Tennessee Municipal Bond Fund A
MFS® Tennessee Municipal Bond Fund I
MFS® Virginia Municipal Bond Fund A
MFS® Virginia Municipal Bond Fund I
MFS® West Virginia Municipal Bond Fund A
MFS® West Virginia Municipal Bond Fund I
Number of funds in Muni Single State Long: 210 210 196 169
Morningstar Category: Short-Term Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Limited Maturity Fund I
MFS® Limited Maturity Fund R4
MFS® Limited Maturity Fund R6
Number of funds in Short-Term Bond: 445 445 357 252
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 529A
MFS® New Discovery Fund A
MFS® New Discovery Fund I
MFS® New Discovery Fund R3
MFS® New Discovery Fund R4
Number of funds in Small Growth: 599 599 531 389
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 B
MFS® New Discovery Value Fund C
MFS® New Discovery Value Fund I
MFS® New Discovery Value Fund R1
MFS® New Discovery Value Fund R2
MFS® New Discovery Value Fund R3
MFS® New Discovery Value Fund R4
MFS® New Discovery Value Fund R6
Number of funds in Small Value: 347 347 308
Morningstar Category: Target-Date 2020
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2020 Fund A
MFS® Lifetime® 2020 Fund B
MFS® Lifetime® 2020 Fund C
MFS® Lifetime® 2020 Fund I
MFS® Lifetime® 2020 Fund R1
MFS® Lifetime® 2020 Fund R2
MFS® Lifetime® 2020 Fund R3
MFS® Lifetime® 2020 Fund R4
MFS® Lifetime® 2020 Fund R6
Number of funds in Target-Date 2020: 176 176 146 67
Morningstar Category: Target-Date 2025
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2025 Fund A
MFS® Lifetime® 2025 Fund I
MFS® Lifetime® 2025 Fund R2
MFS® Lifetime® 2025 Fund R3
MFS® Lifetime® 2025 Fund R4
MFS® Lifetime® 2025 Fund R6
Number of funds in Target-Date 2025: 149 149
Morningstar Category: Target-Date 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 B
MFS® Lifetime® 2030 Fund C
MFS® Lifetime® 2030 Fund I
MFS® Lifetime® 2030 Fund R1
MFS® Lifetime® 2030 Fund R2
MFS® Lifetime® 2030 Fund R3
MFS® Lifetime® 2030 Fund R4
MFS® Lifetime® 2030 Fund R6
Number of funds in Target-Date 2030: 176 176 146 67
Morningstar Category: Target-Date 2035
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2035 Fund A
MFS® Lifetime® 2035 Fund I
MFS® Lifetime® 2035 Fund R2
MFS® Lifetime® 2035 Fund R3
MFS® Lifetime® 2035 Fund R4
MFS® Lifetime® 2035 Fund R6
Number of funds in Target-Date 2035: 149 149
Morningstar Category: Target-Date 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 B
MFS® Lifetime® 2040 Fund C
MFS® Lifetime® 2040 Fund I
MFS® Lifetime® 2040 Fund R1
MFS® Lifetime® 2040 Fund R2
MFS® Lifetime® 2040 Fund R3
MFS® Lifetime® 2040 Fund R4
MFS® Lifetime® 2040 Fund R6
Number of funds in Target-Date 2040: 176 176 146 67
Morningstar Category: Target-Date 2045
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2045 Fund A
MFS® Lifetime® 2045 Fund I
MFS® Lifetime® 2045 Fund R2
MFS® Lifetime® 2045 Fund R3
MFS® Lifetime® 2045 Fund R4
MFS® Lifetime® 2045 Fund R6
Number of funds in Target-Date 2045: 149 149
Morningstar Category: Target-Date 2050
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2050 Fund A
MFS® Lifetime® 2050 Fund B
MFS® Lifetime® 2050 Fund C
MFS® Lifetime® 2050 Fund I
MFS® Lifetime® 2050 Fund R1
MFS® Lifetime® 2050 Fund R2
MFS® Lifetime® 2050 Fund R3
MFS® Lifetime® 2050 Fund R4
MFS® Lifetime® 2050 Fund R6
Number of funds in Target-Date 2050: 168 168 129
Morningstar Category: Target-Date 2055
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® 2055 Fund A
MFS® Lifetime® 2055 Fund I
MFS® Lifetime® 2055 Fund R2
MFS® Lifetime® 2055 Fund R3
MFS® Lifetime® 2055 Fund R4
MFS® Lifetime® 2055 Fund R6
Number of funds in Target-Date 2055: 121 121
Morningstar Category: Target-Date Retirement
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Lifetime® Income Fund 529A
MFS® Lifetime® Income Fund 529B
MFS® Lifetime® Income Fund 529C
MFS® Lifetime® Income Fund A
MFS® Lifetime® Income Fund B
MFS® Lifetime® Income Fund C
MFS® Lifetime® Income Fund I
MFS® Lifetime® Income Fund R1
MFS® Lifetime® Income Fund R2
MFS® Lifetime® Income Fund R3
MFS® Lifetime® Income Fund R4
MFS® Lifetime® Income Fund R6
Number of funds in Target-Date Retirement: 133 133 113 58
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 B
MFS® Technology Fund C
MFS® Technology Fund I
MFS® Technology Fund R1
MFS® Technology Fund R2
MFS® Technology Fund R3
MFS® Technology Fund R4
MFS® Technology Fund R6
Number of funds in Technology: 196 196 186 143
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 I
MFS® Utilities Fund R2
MFS® Utilities Fund R3
MFS® Utilities Fund R4
Number of funds in Utilities: 60 60 56 50
Morningstar Category: World Allocation
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Multi-Asset Fund R6
MFS® Global Total Return Fund A
MFS® Global Total Return Fund B
MFS® Global Total Return Fund C
MFS® Global Total Return Fund I
MFS® Global Total Return Fund R1
MFS® Global Total Return Fund R2
MFS® Global Total Return Fund R3
MFS® Global Total Return Fund R4
MFS® Global Total Return Fund R6
Number of funds in World Allocation: 409 409 322 152
Morningstar Category: World Bond
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Bond Fund R6
Number of funds in World Bond: 318 318 241
Morningstar Category: World Stock
Fund Name Class Overall
Morningstar
RatingTM
3 yr
Morningstar
RatingTM
5 yr
Morningstar
RatingTM
10 yr
Morningstar
RatingTM
MFS® Global Equity Fund 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 R6
MFS® Global Growth Fund A
MFS® Global Growth Fund B
MFS® Global Growth Fund C
MFS® Global Growth Fund I
MFS® Global Growth Fund R1
MFS® Global Growth Fund R2
MFS® Global Growth Fund R3
MFS® Global Growth Fund R4
MFS® Global Growth Fund R6
MFS® Global New Discovery Fund A
MFS® Global New Discovery Fund B
MFS® Global New Discovery Fund C
MFS® Global New Discovery Fund I
MFS® Global New Discovery Fund R1
MFS® Global New Discovery Fund R2
MFS® Global New Discovery Fund R3
MFS® Global New Discovery Fund R4
MFS® Low Volatility Global Equity Fund A
MFS® Low Volatility Global Equity Fund B
MFS® Low Volatility Global Equity Fund C
MFS® Low Volatility Global Equity Fund I
MFS® Low Volatility Global Equity Fund R1
MFS® Low Volatility Global Equity Fund R2
MFS® Low Volatility Global Equity Fund R3
MFS® Low Volatility Global Equity Fund R4
MFS® Low Volatility Global Equity Fund R6
Number of funds in World Stock: 848 848 669 372

The Morningstar Rating for funds, or "star rating", is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar rankings may vary among share classes and are based on historical total returns, which are not indicative of future results.

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). 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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