Mutual Funds - Latest Summary ( 32 Funds, 304 Classes )


MFS Equity Income Fund

NA > NA

EQNAX rank - 224 of 359

The fund seeks total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing equity securities, such as dividend-paying common sto

YTD
4.11%
2024
6.03%

MFS New Discovery Value Fund

Small-Cap > Value

NDVAX rank - 288 of 340

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that include common stocks, equit

YTD
-0.44%
2024
2.86%

MFS New Discovery Fund

Small-Cap > Growth

MNDAX rank - 306 of 425

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that include common stocks and ot

YTD
3.29%
2024
6.05%

MFS Blended Research Small Cap Equity Fund

Small-Cap > Core

BRSBX rank - 0 of 433

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The research process is driven by fundamental analysis of one stock at a time. In sele

YTD
-100%
2024
3.12%

MFS Low Volatility Global Equity Fund

Multi-Cap > Core

MVGAX rank - 34 of 220

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities which include common st

YTD
0.06%
2024
4.62%

MFS Global Real Estate Fund

NA > NA

MGLAX rank - 118 of 126

The fund seeks total return by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. and foreign real estate-related investments.

YTD
-100%
2024
-5.15%

MFS Global New Discovery Fund

Mid-Cap > Core

GLNAX rank - 19 of 23

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. and foreign equity securities, inclu

YTD
-100%
2024
2.67%

MFS Global Growth Fund

Multi-Cap > Growth

MWOFX rank - 0 of 136

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. and foreign equity securities, inclu

YTD
-100%
2024
14.01%

MFS Global Equity Fund

Large-Cap > Core

MWEFX rank - 43 of 64

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities which include common st

YTD
-100%
2024
-6.32%

MFS Emerging Markets Equity Fund

NA > NA

MEMAX rank - 164 of 446

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of issuers that are tied econo

YTD
-100%
2024
14.17%

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of issuers that are tied econo

YTD
-0.8%
2024
11.38%

MFS Research International Fund

Multi-Cap > Core

EARSX rank - 100 of 508

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging ma

YTD
0%
2024
0%

MFS International Intrinsic Value Fund

Multi-Cap > Core

MGIAX rank - 474 of 508

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging ma

YTD
-0.03%
2024
-4.76%

MFS International New Discovery Fund

Mid-Cap > Growth

EAIDX rank - 6 of 40

The fund seeks capital appreciation by investing in small-and mid-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging

YTD
0%
2024
0%

MFS International Growth Fund

Large-Cap > Growth

MGRAX rank - 14 of 116

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging ma

YTD
-1.34%
2024
2.85%

MFS Institutional International Equity Fund

Large-Cap > Core

MIEIX rank - 45 of 111

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy employs a growth-at-a-reasonable price style with a quality bia

YTD
-100%
2024
2.91%

MFS Blended Research International Equity Fund

Multi-Cap > Core

BRXAX rank - 102 of 508

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging ma

YTD
0.92%
2024
6.77%

MFS Utilities Fund

NA > NA

MMUFX rank - 24 of 35

The fund seeks total return by investing in companies across any size in the United States.

The investment process is designed to invest in securities of issuers in the utilities industry.

The investment team considers a company to be in the utilities industry if at least 50%of the company’s assets or revenues are derived from one or more utilities.

The inves

YTD
2.09%
2024
7.36%

MFS Technology Fund

NA > NA

MTCAX rank - 35 of 95

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements.

The investment team considers issuers i

YTD
2.97%
2024
18.85%

MFS Low Volatility Equity Fund

Multi-Cap > Core

MLVAX rank - 36 of 313

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.

The research team combines fund

YTD
-100%
2024
14.48%

MFS Core Equity Fund

Multi-Cap > Core

MRGAX rank - 108 of 313

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their estimated intrinsic value.

The research team combines fundamental and quant

YTD
2.97%
2024
11.2%

MFS Blended Research Core Equity Fund

Large-Cap > Core

MUEAX rank - 126 of 527

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative an

YTD
1.05%
2024
13.43%

MFS Research Fund

Large-Cap > Core

MFRFX rank - 240 of 527

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysi

YTD
0.62%
2024
8.28%

MFS Value Fund

Large-Cap > Value

MEIKX rank - 259 of 377

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process employs a flexible valuation approach to identify companies that are undervalued relative to their estimated intrinsic value.

Next, the research team relies on fundamental analysis to look for potential investment opportunities. The team with the hel

YTD
3.76%
2024
2.43%

MFS Growth Fund

Large-Cap > Growth

MEGBX rank - 355 of 639

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to identify companies with growth potential that maybe misunderstood or underappreciated by investors.

The process focuses on strong businesses with pricing power, free cash flow growth and cross-cycle growth characteristics.

Next, the r

YTD
4.26%
2024
9.08%

MFS Massachusetts Investors Growth Stock Fund

Large-Cap > Growth

EISTX rank - 83 of 639

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process utilizes a growth at a reasonable price strategy to look for efficient businesses poised for growth.

Next, the research team focuses on companies with strong fundamentals, superior management, and a sustainable competitive advantage. In addition, the team loo

YTD
0%
2024
0%

MFS Massachusetts Investors Trust

Large-Cap > Core

EAMTX rank - 391 of 527

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average earnings growth potential. The process also focuses on undervalued companies that are trading at a discount to their intrinsic value.

The research team combines fundamental and quantitative analysi

YTD
0%
2024
0%

MFS Blended Research Growth Equity Fund

Large-Cap > Growth

BRWAX rank - 153 of 639

The fund seeks capital appreciation by investing in large-size companies in the United States.

The investment process starts with companies in the benchmark index and the research team narrows the list to include high-quality companies that are trading at favorable valuations.

The research process is driven by fundamental analysis of one stock at a time. The fund combines fu

YTD
2.65%
2024
29.3%

MFS Blended Research Value Equity Fund

Large-Cap > Value

BRUDX rank - 87 of 377

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to identify companies that are undervalued relative to their estimated intrinsic value.

Then the research team blends fundamental and quantitative research to identify investment opportunities.

The team employs fundamental analy

YTD
-100%
2024
14.51%

MFS Mid Cap Growth Fund

Mid-Cap > Growth

EAMCX rank - 0 of 326

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index. The investment process is designed to identify companies that maybe misunderstood or underappreciated by investors.

The research team uses a bottom-up approach stock selection process and fundamental analysis t

YTD
0%
2024
0%
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