3 Top-Ranked MFS Mutual Funds for Outstanding Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2024
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Source: NASDAQ.COM
MFS Overview:
- MFS (Massachusetts Financial Services) was founded in 1924 and manages $598.6 billion in assets as of Dec 31, 2023.
- The company offers over 80 portfolios investing in domestic and global stocks, along with fixed-income debt securities.
- It has a team of 300 investment professionals and offices in various locations worldwide.
Top-Ranked MFS Mutual Funds:
- Three top-ranked MFS mutual funds are MFS Blended Research Core Equity MUSEX, MFS Blended Research Mid Cap Equity Fund BMSFX, and MFS Growth MFEKX.
- These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) and are expected to outperform peers.
Fund Details:
- MFS Blended Research Core Equity fund invests in equity securities with 9.7% three-year annualized returns.
- MFS Blended Research Mid Cap Equity Fund focuses on medium-market capitalization equities with 6.5% three-year annualized returns.
- MFS Growth fund invests in common stocks with above-average earnings growth potential.
Zacks Investment Research Newsletter:
- Zacks provides a free Fund Newsletter with top news, analysis, and top-performing mutual funds weekly.
- They highlight a "Single Best Pick to Double" stock chosen by experts for potential significant growth.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
