Returns Chart

Key Stats

Customize
Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.45% 475.60M 0.00% --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
44.38M 0.02% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks current income consistent with preservation of capital and liquidity. The fund normally invests at least 99.5% of the fund's total assets in cash, U.S. government money market instruments, and/or repurchase agreements collateralized by cash or U.S. government securities. MFS normally invests at least 80% of the fund's net assets in U.S. government money market instruments and repurchase agreements collateralized by U.S. government securities.
General
Security Type Money Market Fund
Oldest Share Symbol MCMXX
Equity Style --
Fixed Income Style --
Broad Asset Class Money Market
Broad Category Money Market
Category Name Money Market-Taxable
Category Index ICE BofA USD 3M Dep OR CM TR USD
Prospectus Objective Money Mkt - Government
Fund Owner Firm Name MFS
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%
Manager Tenure
Management Team 15.34 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 44
44.38M
-22.20B Category Low
45.27B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of April 30, 2022

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Loading chart...
Name
2015
2016
2017
2018
2019
2020
2021
YTD
0.00%
0.07%
0.25%
1.20%
1.59%
0.19%
0.01%
0.00%
0.03%
0.26%
0.82%
1.82%
2.21%
0.54%
0.04%
0.09%
0.00%
0.00%
0.33%
1.38%
1.74%
0.25%
0.00%
0.01%
0.06%
0.01%
0.20%
1.06%
1.47%
0.19%
0.01%
0.00%
0.02%
0.29%
0.77%
1.74%
2.12%
0.40%
0.03%
0.08%
0.00%
0.04%
0.50%
1.55%
1.96%
0.34%
0.00%
0.04%
As of May 23, 2022.

Fund Details

Key Dates
Inception Date 12/19/1975
Last Annual Report Date 8/31/2021
Last Prospectus Date 12/29/2021
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of March 31, 2022.
Type % Net % Long % Short
Cash 100.0% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
United States Treasury Bills 0%
9.59% -- --
JP MORGAN REPO 0.280% APR 01 22
9.51% -- --
BOFA SECURITIES INC REPO 0.270% APR 01 22
9.49% -- --
United States Treasury Bills 0%
8.74% -- --
Federal Farm Credit Banks 0%
6.30% -- --
Federal Home Loan Banks 0%
6.09% -- --
United States Treasury Bills 0%
6.08% -- --
United States Treasury Bills 0%
6.08% -- --
United States Treasury Bills 0%
5.98% -- --
Federal Home Loan Mortgage Corporation 0%
5.54% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors No
Open to Existing Investors No
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks current income consistent with preservation of capital and liquidity. The fund normally invests at least 99.5% of the fund's total assets in cash, U.S. government money market instruments, and/or repurchase agreements collateralized by cash or U.S. government securities. MFS normally invests at least 80% of the fund's net assets in U.S. government money market instruments and repurchase agreements collateralized by U.S. government securities.
General
Security Type Money Market Fund
Oldest Share Symbol MCMXX
Equity Style --
Fixed Income Style --
Broad Asset Class Money Market
Broad Category Money Market
Category Name Money Market-Taxable
Category Index ICE BofA USD 3M Dep OR CM TR USD
Prospectus Objective Money Mkt - Government
Fund Owner Firm Name MFS
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%
Manager Tenure
Management Team 15.34 yrs

Fund Details

Key Dates
Inception Date 12/19/1975
Last Annual Report Date 8/31/2021
Last Prospectus Date 12/29/2021
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

0 of 0