MTRCX Mutual Fund

MTRCX Mutual Fund (MFS Total Return Fund C) is managed by MFS Investment Management with $124.9M in net assets. MTRCX expense ratio is 1.47%, holding 972 positions across sectors including Financials, Industrials, Health Care. Inception date: 1994-08-01.

MTRCX performance shows a YTD return of 6.81%. The 1-year return is 9.97% and the 5-year return is 3.93%. MTRCX dividend yield stands at 7.57%, paid monthly.

MTRCX 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 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.