MSFJX Mutual Fund
MSFJX Mutual Fund
MFS Total Return Fund Class R4
MSFJX Mutual Fund Overview
MSFJX Mutual Fund (MFS Total Return Fund Class R4) is managed by MFS Investment Management with $34.3M in net assets. MSFJX expense ratio is 0.47%, holding 961 positions across sectors including Financials, Other, Health Care. Inception date: 2005-04-01.
MSFJX performance shows a YTD return of 4.59%. The 1-year return is 9.39% and the 5-year return is 4.58%. MSFJX dividend yield stands at 8.79%, paid monthly.
MSFJX top holdings include Charles Schwab Corp. (2.6%), Pfizer, Inc. (2.0%), Medtronic PLC (1.9%), Microsoft Corp (1.8%), Conocophillips Common Stock USD 0.01 (1.8%). View all MSFJX holdings, sector breakdown, or dividend history.
MSFJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.