MFS® EXCHANGE-TRADED FUNDS

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performance Table
performance Table
 
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pricing Table
pricing Table
 
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holdings Table
holdings Table
 
Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.
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portfolioAnalysis Table
portfolioAnalysis Table
 
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prospectusAndReports Table
prospectusAndReports Table
 
Click here to access the following:
  • Semiannual Report
  • Annual Report
  • Financial and Other information
  • First Quarter Holdings
  • Third Quarter Holdings

Click here for access to Dividend Source Information

Click here for access to a list of all Benchmark definitions and index provider disclosure

Click here for access to the 2025 ETF Dividend and Capital Gain Schedule

Important Performance Information

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

 

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YTD (year-to-date return): For the period from January 1 of the current year to the date shown, or from inception date if first offered after January 1 of the current year. 

When applicable, returns for less than one year are not annualized, but calculated as cumulative total returns. 

All results are historical and assume the reinvestment of dividends and capital gains.

Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results assume the reinvestment of dividends and capital gains.

Fund Information

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online at MFS.com. Read it carefully.

MFS registered investment products are offered through MFS® Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199.

Other disclosure:
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