MSFKX Mutual Fund

MSFKX Mutual Fund (MFS Total Return Fund Class R6) is managed by MFS Investment Management with $1.15B in net assets. MSFKX expense ratio is 0.40%, holding 972 positions across sectors including Financials, Industrials, Health Care. Inception date: 2012-06-01.

MSFKX performance shows a YTD return of 7.52%. The 1-year return is 11.16% and the 5-year return is 5.00%. MSFKX dividend yield stands at 8.74%, paid monthly.

MSFKX top holdings include Schwab Strategic T (2.5%), Mfs Institutional Money Market Portfolio (2.0%), Microsoft Corp (2.0%), Bank of America Corp.: Financials (1.9%), Pfizer Inc (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.