MUTUAL FUND EDUCATION
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This is a list of all MFS mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.
This list includes historical return information for all MFS mutual funds.
This list includes asset allocation proportions of the underlying holdings for all MFS mutual funds.
This list includes all management costs and other fee information for all MFS mutual funds.
|Symbol||Name||Net Assets ($M USD)||YTD||IRA Min||Standard Min||Dividend Yield||Exp. Ratio|
|Symbol||Name||YTD||1 Year||3 Years||5 Years||10 Years||Inception Date|
|Symbol||Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
|Symbol||Name||Exp. Ratio||Mgmt. Fee||12b-1||Admin Fee||Front Load||Def. Load||Max Redemp. Fee||Turnover|
MFS is a company that sells mutual funds with $275,366M in assets under management. The average expense ratio from all mutual funds is 1.08%. 60.03% of all the mutual funds are no load funds. The oldest fund launched was in 1924; MFS Massachusetts Investors Tr A (MITTX). The average manager tenure for all managers at MFS is 9.6 years. The company offers investors 738 mutual funds, in terms of the number of individual fund symbols.
In addition to mutual funds, the company also offers variable insurance portfolios, closed-end funds, and 529 plans. MFS has its headquarters in Boston, Massachusetts. It was founded in 1924 by L. Sherman Adams, Charles H. Learoyd and Ashton L. Carr. The company was the first to launch an open-end mutual fund in the U.S. Being a pioneer in fixed-income offerings even since launching the MFS Corporate Bond Fund in 1974, the company recently upped its game by starting to incorporate ESG principles in its fixed-income research process.
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