MSFHX Mutual Fund (MFS Total Return Fund Class R3) is managed by MFS Investment Management with $169.8M in net assets. MSFHX expense ratio is 0.72%, holding 961 positions across sectors including Financials, Other, Unknown. Inception date: 2005-04-01.

MSFHX performance shows a YTD return of 2.69%. The 1-year return is 9.12% and the 5-year return is 4.34%. MSFHX dividend yield stands at 8.76%, paid monthly.

MSFHX 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 Common Stock USD 0.01 (1.8%). View all MSFHX holdings, sector breakdown, or dividend history.

MSFHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSFHX alternatives are available via the screener, along with tax-loss harvesting opportunities.