Calculators

All investment portfolios have costs that are paid by investors. The Investor Cost Calculators can help you estimate and compare how these costs affect the returns on your investments.

Cost Calculator
Estimates the cost of an investment in an MFS portfolio, based on information you provide. Past performance is no guarantee of future results. Please see the prospectus for more information on the portfolio's expenses.

Hypothetical Cost Calculator
Calculates costs and expenses of any portfolio over a 1- to 10-year period, based on general information you provide. The calculations do not represent an investment in any particular portfolio and are not a promotion, endorsement, or recommendation of any specific portfolio.

As you generate your calculations, please remember that portfolio expenses may fluctuate over time, and the costs and expenses shown may change in the future.