Founded in 1924, MFS (Massachusetts Financial Services) had $622.9 billion in assets under management as of Feb. 28, 2025. 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 10,000 investment professionals.
MFS is headquartered in Boston, MA, and has investment offices in Hong Kong, Sao Paulo, Singapore, Mexico City, Toronto, London, Sydney, Luxembourg and Tokyo. The company has a dedicated staff of more than 2000 worldwide, catering to 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 — MFS International Growth MGRDX, MFS Blended Research Mid Cap Equity BMSFX and MFS Blended Research Value Equity BRUHX. 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 International Growth invests most of its net assets in common stocks and other securities that represent an ownership interest in foreign (including emerging markets) companies. MGRDX advisors invest in issues of companies that they believe have above-average earnings growth potential.
MFS International Growth has three-year annualized returns of 10.2%. As of the end of November 2024, MGRDX had 4.9% of its net assets invested in SAP SE SPONSORED ADR.
MFS Blended Research Mid Cap Equity invests most of its net assets in equity securities of domestic and foreign companies or issues with medium-market capitalization. BMSFX advisors generally invest in common stocks, real estate investment trusts and other securities that represent an ownership interest.
MFS Blended Research Mid Cap Equity has three-year annualized returns of 8.9%. BMSFX has an expense ratio of 0.84%.
MFS Blended Research Value Equity invests most of its net assets in equity securities that include common stocks, equity interests in real estate investment trusts (REITs) and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. BRUHX advisors primarily invest in stocks of companies with large capitalizations.
MFS Blended Research Value Equity has three-year annualized returns of 9.3%. Matthew W. Krummell has been one of the fund managers of BRUHX since September 2015.
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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This article originally published on Zacks Investment Research (zacks.com).
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