Finantrix Atlas · Fund family
MFS Funds
133 funds with $471 billion in average net assets on their latest N-CEN reports; 0 adviser or service-provider changes reported in the year to Q3 2026.
133
funds
$471 billion
average net assets
0
changes reported, year to Q3 2026
Service providers
The three largest in each role, at each fund's latest N-CEN report; a fund can name more than one. Share is of the family's $471 billion in average net assets, summed over its funds as each reports them, so a fund that holds the family's other funds is counted with them.
| Role | Provider | Funds | Share of assets |
|---|---|---|---|
| Administrator | Massachusetts Financial Services Company | 133 | 100% |
| Custodian | State Street Bank and Trust Company | 88 | 58% |
| Custodian | JPMorgan Chase Bank, N.A. | 43 | 41% |
| Custodian | The Goldman Sachs Group, Inc. | 37 | 6% |
| Transfer agent | MFS Service Center, Inc. | 125 | 100% |
| Transfer agent | State Street Bank and Trust Company | 8 | 0% |
| Auditor | Deloitte & Touche LLP | 103 | 92% |
| Auditor | Ernst & Young LLP | 71 | 70% |
From public regulatory filings, as filed; no figure is estimated. Updated 2026-10-28. Not investment advice.