Edward Jones/MFS

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Jan 19, 2010 6:22 pm

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

Jan 19, 2010 6:25 pm
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

 
retard
Jan 19, 2010 6:25 pm

wow i hope thats not the case since they invented the mutual fund!!

If they have a negative lifetime return on the fund that started in the 20's that would suck!!


Jan 19, 2010 7:18 pm

This table was based off of fund family rankings from a year ago, but MFS was the 4th ranked fund family over the trailing 5 years.  I doubt 2009 hindered their rankings, and I doubt that their bond funds are the sole purpose that MFS as a whole is ranked 4th:


http://s.wsj.net/public/resources/documents/BA-Waddell020209.pdf
 
Over the past decade they are #5:
 
http://s.wsj.net/public/resources/documents/BA-FrnkTmpltn020209.pdf
 
Jan 19, 2010 7:19 pm

It's a damn question hotair. I'm reading it right off the packet. Grow up already. I was just curious if anyone else noticed it. And yes ABOM I know that they invented the mutual fund, thats why I was a little shocked. Almost everyone is at a negative return. STOCK funds though....Their bond funds did quite well.

Jan 19, 2010 7:21 pm

Oh 3rd - I know they are ranked high on the list, thats my question. Why ranked so high, if the packet I received showed nothing but negative returns?

Jan 19, 2010 7:22 pm

Did it have specific funds, or a plethora?  I'm surprised that such bad info came in a packet that MFS themselves gave you.

Jan 19, 2010 7:25 pm

It has specific funds. I'll have to take a look at it again tomorrow at my office. I just looked at their website and it's not showing the funds the same way on the booklet I was sent. I was pretty shocked at those numbers. Like I said though, their bond funds did fantastic.

Jan 19, 2010 7:29 pm

Actually if you click this site and look at "Stock Funds" on the lifetime it's pretty similar to what I saw at the office. Mostly negative returns on the lifetime. Kinda disappointing.



https://www.mfs.com/wps/FileServerServlet?servletCommand=serveUnprotectedFileAsset&fileAssetPath=/files/documents/products/performance/perfmfd.pdf





9 out of 15 negative. I mean seriously?

Jan 19, 2010 7:38 pm
5 years annualized - From Google Finance:
 
MFS Growth - MFEGX - 5.04%
MFS Utilities - MMUFX - 10.94%
MFS Research - MFRFX - 3.12%
MFS Value - MEIAX - 3.07%
MFS Core Equity - MRGAX - 2.47%
MFS Core Growth - MFCAX - 1.89%
MFS Sector Rotational - SRFAX - 0.08% (Weak)
MFS Mid Cap Value - MVCAX - 1.02%
MFS Massachussetts Investors Trust - MITTX - 3.78%
MFS Mid Cap Growth - OTCAX - -3.13%
 
This is based off of current day's numbers.  I wonder if the research you got was based off of end of Q3 from 2009 which would make it look a little worse than numbers based off of end of Q4.
Jan 19, 2010 7:41 pm
Ronnie Dobbs:

Actually if you click this site and look at "Stock Funds" on the lifetime it's pretty similar to what I saw at the office. Mostly negative returns on the lifetime. Kinda disappointing.

https://www.mfs.com/wps/FileServerServlet?servletCommand=serveUnprotectedFileAsset&fileAssetPath=/files/documents/products/performance/perfmfd.pdf


9 out of 15 negative. I mean seriously?

 
Ahhhh...that chart is giving all 10 year numbers, unless the fund was incepted in like 2002 or 2005, in which case they can only give lifetime numbers.
Jan 19, 2010 7:43 pm

Nonetheless...their bond funds are the bomb.  We've been throwing heavily into the Municipal Income and Emerging Markets Debt.

Jan 19, 2010 7:48 pm

Thats what I said before. It looks like their bond funds have done quite well. I haven't studied their funds until now, that was the purpose of this thread. To ask ya'lls opinion. However, the stats I see on the Stock side.....Blow more than "hotair"

Jan 19, 2010 8:31 pm
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.



They must pay good revenue sharing
Jan 19, 2010 11:45 pm
iceco1d:
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

I call b.s. You know everything. Plus, it figures you'd make this post all about yourself! Seriously, just kidding. It was kinda funny though, right?





Dude...Come on! I've been trying to participate in good convo here. I don't know anything about MFS, that's why I was asking. You have to admit though....Those stock numbers look like sh*t.

Jan 19, 2010 11:47 pm
iceco1d:

It was just a joke man.





I know, but i'm just sayin lol. I can't even be serious anymore without SOMEONE being a d***. But i seriously know your joking...

Jan 20, 2010 10:33 am
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

 
Wind, I have never seen the info you are referring to, so not sure the time period, but if I look at their current numbers through 12/31, every single 5-year number is positive (of the 25 or so funds on the Jones focus list).  The info you have is probably through like Q1 2009 or something.
 
I don't use them much at all, but their fixed income, their two Total Return funds (Global and domestic), and their allocation funds are actually VERY good.  Actually, the funds mentioend above mostly have positive THREE year numbers also.
Jan 20, 2010 10:40 am
B24:
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

 
Wind, I have never seen the info you are referring to, so not sure the time period, but if I look at their current numbers through 12/31, every single 5-year number is positive (of the 25 or so funds on the Jones focus list).  The info you have is probably through like Q1 2009 or something.
 
I don't use them much at all, but their fixed income, their two Total Return funds (Global and domestic), and their allocation funds are actually VERY good.  Actually, the funds mentioend above mostly have positive THREE year numbers also.
 
B24 - The numbers above are what I saw at my office, after checking the book that came. The numbers are through Dec 31st 09. The 3 year looks worse. 15 of 15 are negative. Terrible. I was impressed with their bond funds though.
Jan 20, 2010 10:49 am
Ronnie Dobbs:

So i get this packet today about MFS funds. I haven't studied them very much so i know not alot about them. I saw that they are now a new preferred product partner, but when I started studying their funds I noticed that everyone of their stock funds are at a negative return for the lifetime and most a negative at 5 year. Whats the deal with that? I've never seen that at ANY other fund company.

 
 what a moron! and yeah bond funds over the last 3 years look impressive when compared to equity funds AT ANY FUND COMPANY.
Jan 20, 2010 11:38 am

The 10yr/life stat is kind of confusing.  What it means is that if the fund has at least a 10 year track record, they're showing you the 10 year number.  If it doesn't, they're giving you the lifetime of the fund.  So, any fund with a track record over 5 years is going to have a number show up in that 10yr/life column. 



 
For instance, MITTX has been around since 1924 and has a lifetime return of about 8.8%, but it's 10 yr number is -.37%. 
 
I don't use MFS, unless it shows up in Advisory, but from what I've read so far they're a decent/good fund company.