MSFRX Mutual Fund

MSFRX Mutual Fund (MFS Total Return Fund Class A) is managed by MFS Investment Management with $4.68B in net assets. MSFRX expense ratio is 0.72%, holding 972 positions across sectors including Financials, Industrials, Health Care. Inception date: 1970-10-06.

MSFRX performance shows a YTD return of 7.29%. The 1-year return is 10.80% and the 5-year return is 4.70%. MSFRX dividend yield stands at 8.42%, paid monthly.

MSFRX 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 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.