MSFHX Mutual Fund

MSFHX Mutual Fund (MFS Total Return Fund Class R3) is managed by MFS Investment Management with $158.9M in net assets. MSFHX expense ratio is 0.72%, holding 924 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2005-04-01.

MSFHX performance shows a YTD return of 7.42%. The 1-year return is 11.46% and the 5-year return is 5.36%. MSFHX dividend yield stands at 2.22%, paid monthly.

MSFHX top holdings include Schwab Strategic T (2.9%), Microsoft Corp (2.8%), Pfizer Inc (2.0%), Becton Dickinson And Co. (2.0%), Bank of America Corp.: Financials (2.0%). 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.