Founded in 1924, MFS or Massachusetts Financial Services had $615.1 billion in assets under management as of Feb 29, 2024. The company deals in more than 80 portfolios, which invest in domestic and global stocks along with fixed-income debt securities. It focuses on providing a wide variety of financial products and services to fulfill the needs of investors as well as 300 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide who efficiently address clients' needs. Its investment approach includes integrated study, international cooperation and expertise in risk management.
Below, we share with you three top-ranked MFS mutual funds, viz., MFS Blended Research Value Equity Fund (BRUNX - Free Report) , MFS Blended Research Core Equity Fund (MUEVX - Free Report) and MFS Massachusetts Investors Growth Stock Fund (MGTIX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds.
MFS Blended Research Value Equity Fund invests most of its net assets in equity securities, which include common stocks, equity interests in real estate investment trusts and other securities that represent an ownership interest in a company. BRUNX advisors may also invest in issues of foreign companies.
MFS Blended Research Value Equity Fund has three-year annualized returns of 11.5%. As of November 2023, BRUNX held 109 issues, with 3.4% of its net assets invested in JPMorgan Chase & Co.
MFS Blended Research Core Equity Fund invests most of its net assets in equity securities. MUEVX advisors generally invest in securities that represent an ownership interest in a company or other issuer.
MFS Blended Research Core Equity Fund has three-year annualized returns of 13.8%. MUEVX has an expense ratio of 0.39%.
MFS Massachusetts Investors Growth Stock Fund invests the majority of its assets in common stocks and other securities that represent an ownership interest in a company or other issuers. MGTIX advisors focus on investing in stocks of companies they believe have above-average earnings growth potential compared to other growth companies.
MFS Massachusetts Investors Growth Stock Fund has three-year annualized returns of 10.3%. Joseph Skorski has been one of the fund managers of MGTIX since June 2019.
To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds.
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Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Founded in 1924, MFS or Massachusetts Financial Services had $615.1 billion in assets under management as of Feb 29, 2024. The company deals in more than 80 portfolios, which invest in domestic and global stocks along with fixed-income debt securities. It focuses on providing a wide variety of financial products and services to fulfill the needs of investors as well as 300 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide who efficiently address clients' needs. Its investment approach includes integrated study, international cooperation and expertise in risk management.
Below, we share with you three top-ranked MFS mutual funds, viz., MFS Blended Research Value Equity Fund (BRUNX - Free Report) , MFS Blended Research Core Equity Fund (MUEVX - Free Report) and MFS Massachusetts Investors Growth Stock Fund (MGTIX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of MFS mutual funds.
MFS Blended Research Value Equity Fund invests most of its net assets in equity securities, which include common stocks, equity interests in real estate investment trusts and other securities that represent an ownership interest in a company. BRUNX advisors may also invest in issues of foreign companies.
MFS Blended Research Value Equity Fund has three-year annualized returns of 11.5%. As of November 2023, BRUNX held 109 issues, with 3.4% of its net assets invested in JPMorgan Chase & Co.
MFS Blended Research Core Equity Fund invests most of its net assets in equity securities. MUEVX advisors generally invest in securities that represent an ownership interest in a company or other issuer.
MFS Blended Research Core Equity Fund has three-year annualized returns of 13.8%. MUEVX has an expense ratio of 0.39%.
MFS Massachusetts Investors Growth Stock Fund invests the majority of its assets in common stocks and other securities that represent an ownership interest in a company or other issuers. MGTIX advisors focus on investing in stocks of companies they believe have above-average earnings growth potential compared to other growth companies.
MFS Massachusetts Investors Growth Stock Fund has three-year annualized returns of 10.3%. Joseph Skorski has been one of the fund managers of MGTIX since June 2019.
To view the Zacks Rank and the past performance of all MFS mutual funds, investors can click here to see the complete list of MFS mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
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