MSFJX Mutual Fund

MSFJX Mutual Fund (MFS Total Return Fund Class R4) is managed by MFS Investment Management with $34.9M in net assets. MSFJX expense ratio is 0.47%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 2005-04-01.

MSFJX performance shows a YTD return of 5.55%. The 1-year return is 12.05% and the 5-year return is 4.88%. MSFJX dividend yield stands at 8.58%, paid monthly.

MSFJX 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 MSFJX holdings, MSFJX sectors, or MSFJX dividends.

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