MSFRX Mutual Fund

MSFRX Mutual Fund (MFS Total Return Fund Class A) is managed by MFS Investment Management with $5.01B in net assets. MSFRX expense ratio is 0.72%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 1970-10-06.

MSFRX performance shows a YTD return of 5.41%. The 1-year return is 11.85% and the 5-year return is 4.62%. MSFRX dividend yield stands at 8.37%, paid monthly.

MSFRX 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 MSFRX holdings, MSFRX sectors, or MSFRX dividends.

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