Morningstar Rating™ for Funds The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis. Percentile Rank Percentile rank is how an investment’s return, risk, or other metric compares with ...
Morningstar Manager Research Process Above Average MFS Municipal Intermediate Fund earns an Above Average Process Pillar rating. The most significant contributor to the rating is the firm's retention rate of the firm's portfolio managers, which is 90% over the timeframe for which data is available...
Always pick the best opportunities.(MFS Investment Management is named the Morningstar International Equities Fund Manager of the Year)(Brief Article)Kahler, Alison
MFS® Inflation-Adjusted Bond Fund 4.68 MFS® Growth Fund 4.68 MFS® Blended Research Core Equity Fund 4.68 MFS® Research Fund 4.66 MFS® Mid Cap Value Fund 4.60 MFS® Mid Cap Growth Fund 4.52 MFS® Commodity Strategy Fund 4.08 MFS® Global Real Estate Fund 4.02 MFS® High ...
OVERALL MORNINGSTAR RATING THREE YEAR Out Of402Funds FIVE YEAR Out Of365Funds TEN YEAR NA Important Performance Information Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance ...
MFS Global Equity Fund has an expense ratio of 0.90 percent. Net Expense Ratio 0.9 Category Average: 0.98%* Management 0.76 Category Average: 0.62%* SEE MORE MWEIX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. Volatility ...
MTCAX MFS Technology Fund 25.4% 1-YEAR Technology MEMAX MFS Emerging Markets Equity Fund 18.9% 1-YEAR Diversified Emerging Mkts MFEGX MFS Growth Fund 18.43% 1-YEAR Large Growth Search Funds Highest Returns in Muni National Interm 1 YEAR 4.69% BlackRock National Municipal Fund MDNLX 4.55% Bair...
(MEIHX) is a Large Value fund started on 04/1/2005 and has $19.00 billion in assets under management. The current manager has been running MFS Value R3 since 02/13/2002. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees ...
*On April 2, 2012 the Sun Life MFS Global Growth Fund was renamed Sun Life MFS McLean Budden Global Growth Fund. *Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS McLean Budden Global Growth Fund on November 16, 2012. ©2013 Morningstar Research Inc. All ...
(a UK meat producer). The mutual fund version of the strategy has an 11.9% stake in the sector, versus 5.8% for the average foreign small/mid-growth fund and 8.3% for MSCI All Country World Index ex USA SMID Growth Index (the Morningstar Category benchmark). Conversely, it still has...