MSFKX Mutual Fund

MSFKX Mutual Fund (MFS Total Return Fund Class R6) is managed by MFS Investment Management with $1.23B in net assets. MSFKX expense ratio is 0.40%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 2012-06-01.

MSFKX performance shows a YTD return of 5.55%. The 1-year return is 12.15% and the 5-year return is 4.91%. MSFKX dividend yield stands at 8.66%, paid monthly.

MSFKX 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 MSFKX holdings, MSFKX sectors, or MSFKX dividends.

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