3 Mutual Funds From MFS Portfolio

By Zacks Investment ResearchStock MarketsMar 04, 2020 07:22AM ET

www.investing.com/analysis/3-mutual-funds-from-mfs-portfolio-200513087

3 Mutual Funds From MFS Portfolio

By Zacks Investment Research | Mar 04, 2020 07:22AM ET

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Renowned global asset manager, MFS aims to provide an array of financial products and services to fulfill the needs of investors as well as 10,000 investment professionals. Based on assets raised in the country or region, the company managed assets worth over $528.4 billion (as of Jan 31, 2020).

The company has 1,900 employees dedicated to addressing clients’ needs. MFS deals in more than 80 portfolios investing in not only domestic and global stocks but also fixed-income securities. It has investment offices in Boston, Hong Kong, São Paulo, Singapore, Toronto, London, Mexico City, Sydney and Tokyo. The company was founded in 1924 and is headquartered in Boston, MA.

Below we share with you four top-rated MFS mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform peers in the future. Investors can click here to see the complete list of funds.

MFS Growth Fund Class R3 MFEHX focuses on capital appreciation by investing primarily in equity securities. The fund’s advisor invests MFEHX’s assets in stocks of companies that the advisor believes have the potential for more-than-average earnings growth against other growth companies. MFEHX has three-year annualized returns of 22.2%.

MFEHX has an expense ratio of 0.92% compared with the category average of 1.06%.

MFS Research International Fund Class R6 MRSKX aims for capital growth. The fund mostly invests its assets in non-U.S. equity securities, which may include emerging market equity securities. These equity securities comprise common stocks and other securities that signify an ownership interest in a company or other issuers. MRSKX has three-year annualized returns of 10.5%.

Victoria J. Higley is the fund manager of MRSKX since 2016.

MFS Mid Cap Value Fund Class R4 MVCJX aims to invest in medium-capitalization companies that have attractive valuations. The fund chooses to invest in high-quality companies that have strong business models, better-than-average returns and solid balance sheets. MVCJX has three-year annualized returns of 8.1%.

As of the end of January 2020, MVCJX held 149 issues with 1.34% of its assets invested in L3Harris Technologies Inc.

To view the Zacks Rank and past performance of all MFS mutual funds, investors can click here to see the complete list of funds.

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Central Banks

Interest Rates

Next Meeting

FED

4.50%

Mar 19, 2025

ECB

2.65%

Apr 17, 2025

BOE

4.50%

Mar 20, 2025

SNB

0.50%

Mar 20, 2025

RBA

4.10%

Apr 01, 2025

BOC

3.00%

Mar 12, 2025

RBNZ

3.75%

Apr 09, 2025

BOJ

0.50%

Mar 19, 2025

CBR

21.00%

Mar 21, 2025

RBI

6.25%

Mar 10, 2025

PBOC

3.10%

BCB

13.25%

Mar 19, 2025

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3 Mutual Funds From MFS Portfolio

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