MSFFX Mutual Fund
MSFFX Mutual Fund
MFS Total Return Fund Class R1
MSFFX Mutual Fund Overview
MSFFX Mutual Fund (MFS Total Return Fund Class R1) is managed by MFS Investment Management with $6.6M in net assets. MSFFX expense ratio is 1.47%, holding 961 positions across sectors including Financials, Other, Unknown. Inception date: 2005-04-01.
MSFFX performance shows a YTD return of 4.29%. The 1-year return is 8.28% and the 5-year return is 3.53%. MSFFX dividend yield stands at 8.04%, paid monthly.
MSFFX 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 MSFFX holdings, sector breakdown, or dividend history.
MSFFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.