MRBGX Mutual Fund

MRBGX Mutual Fund (MFS Total Return Bond Fund Class R1) is managed by MFS Investment Management with $962,089.94 in net assets. MRBGX expense ratio is 1.45%, holding 1075 positions across various sectors. Inception date: 2005-04-01.

MRBGX performance shows a YTD return of -0.49%. The 1-year return is 1.12% and the 5-year return is -0.84%. MRBGX dividend yield stands at 3.18%, paid monthly.

MRBGX top holdings include Ust Bond 2Yr Future Sep 30 26 (5.6%), Ust Bond 5Yr Future Sep 30 26 (5.5%), Ust Ultra Bond Future Sep 21 26 (2.4%), Us Treasury Bond 4.75% Nov 15 43 (2.1%), Us Treasury Note 4.25% Jun 30 29 (2.1%). 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.