MSFFX Mutual Fund

MSFFX Mutual Fund (MFS Total Return Fund Class R1) is managed by MFS Investment Management with $6.6M in net assets. MSFFX expense ratio is 1.47%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-04-01.

MSFFX performance shows a YTD return of 4.91%. The 1-year return is 10.98% and the 5-year return is 3.83%. MSFFX dividend yield stands at 7.71%, paid monthly.

MSFFX top holdings include Schwab Strategic T (2.6%), Pfizer Inc (2.0%), Medtronic Plc Ordinary Shares (1.9%), Microsoft Corp (1.8%), Conocophillips Common Stock USD 0.01 (1.8%). Go to all MSFFX holdings, MSFFX sectors, or MSFFX dividends.

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