MRBHX Mutual Fund

MRBHX Mutual Fund (MFS Total Return Bond Fund Class R3) is managed by MFS Investment Management with $27.9M in net assets. MRBHX expense ratio is 0.70%, holding 1075 positions across various sectors. Inception date: 2005-04-01.

MRBHX performance shows a YTD return of 0.01%. The 1-year return is 1.88% and the 5-year return is -0.10%. MRBHX dividend yield stands at 3.95%, paid monthly.

MRBHX 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 MRBHX holdings, MRBHX sectors, or MRBHX dividends.

MRBHX can be compared against other funds. Use MRBHX overlap to find shared positions, or MRBHX vs another fund for a side-by-side view. MRBHX alternatives are available via the screener, along with tax-loss harvesting opportunities.