MTRRX Mutual Fund

MTRRX Mutual Fund (MFS Total Return Fund Cl R2) is managed by MFS Investment Management with $70.6M in net assets. MTRRX expense ratio is 0.97%, holding 961 positions across sectors including Financials, Health Care, Industrials. Inception date: 2003-10-31.

MTRRX performance shows a YTD return of 5.22%. The 1-year return is 11.50% and the 5-year return is 5.16%. MTRRX dividend yield stands at 7.96%, paid monthly.

MTRRX top holdings include Charles Schwab Corp. (2.6%), Pfizer, Inc. (2.0%), Medtronic Plc Ordinary Shares (1.9%), Microsoft Corp 4.100 Feb 06 37 (1.8%), Conocophillips Co (1.8%). Go to all MTRRX holdings, MTRRX sectors, or MTRRX dividends.

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