MTRCX Mutual Fund

MTRCX Mutual Fund (MFS Total Return Fund C) is managed by MFS Investment Management with $138.1M in net assets. MTRCX expense ratio is 1.47%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 1994-08-01.

MTRCX performance shows a YTD return of 4.98%. The 1-year return is 11.01% and the 5-year return is 3.85%. MTRCX dividend yield stands at 7.57%, paid monthly.

MTRCX 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 MTRCX holdings, MTRCX sectors, or MTRCX dividends.

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