MSFRX Mutual Fund

MSFRX Mutual Fund (MFS Total Return Fund Class A) is managed by MFS Investment Management with $4.83B in net assets. MSFRX expense ratio is 0.72%, holding 924 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1970-10-06.

MSFRX performance shows a YTD return of 7.37%. The 1-year return is 11.48% and the 5-year return is 5.37%. MSFRX dividend yield stands at 2.23%, paid monthly.

MSFRX 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 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.