MRBGX Mutual Fund
MRBGX Mutual Fund
MRBGX Mutual Fund
MFS Total Return Bond Fund Class R1
MRBGX Mutual Fund Overview
MRBGX Mutual Fund (MFS Total Return Bond Fund Class R1) is managed by MFS Investment Management with $998,281.01 in net assets. MRBGX expense ratio is 1.45%, holding 1089 positions across sectors including Financials, Energy, Industrials. Inception date: 2005-04-01.
MRBGX performance shows a YTD return of -1.25%. The 1-year return is -1.22% and the 5-year return is -0.80%. MRBGX dividend yield stands at 2.95%, paid monthly.
MRBGX top holdings include 5 Year Treasury Note Future Dec 26 (4.8%), 2 Year Treasury Note Future Dec 26 (4.4%), Ultra Us Treasury Bond Future Dec 26 (2.0%), Us Treas Bds 4.75% 11/15/43 (1.8%), United States Treasuryu.S. Treasury Notes (1.8%). Go to all MRBGX holdings, MRBGX sectors, or MRBGX dividends.
MRBGX can be compared against other funds. Use MRBGX overlap to find shared positions, or MRBGX vs another fund for a side-by-side view. MRBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.