MRBJX Mutual Fund

MRBJX Mutual Fund (MFS Total Return Bond Fund Class R4) is managed by MFS Investment Management with $39.8M in net assets. MRBJX expense ratio is 0.45%, holding 1075 positions across various sectors. Inception date: 2005-04-01.

MRBJX performance shows a YTD return of 0.18%. The 1-year return is 2.13% and the 5-year return is 0.15%. MRBJX dividend yield stands at 4.20%, paid monthly.

MRBJX 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 MRBJX holdings, MRBJX sectors, or MRBJX dividends.

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