MSFHX Mutual Fund

MSFHX Mutual Fund (MFS Total Return Fund Class R3) is managed by MFS Investment Management with $168.1M in net assets. MSFHX expense ratio is 0.72%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-04-01.

MSFHX performance shows a YTD return of 5.40%. The 1-year return is 11.77% and the 5-year return is 4.64%. MSFHX dividend yield stands at 8.36%, paid monthly.

MSFHX 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 MSFHX holdings, MSFHX sectors, or MSFHX dividends.

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