MSFKX Mutual Fund
MSFKX Mutual Fund
MFS Total Return Fund Class R6
MSFKX Mutual Fund Overview
MSFKX Mutual Fund (MFS Total Return Fund Class R6) is managed by MFS Investment Management with $1.25B in net assets. MSFKX expense ratio is 0.40%, holding 961 positions across sectors including Financials, Other, Health Care. Inception date: 2012-06-01.
MSFKX performance shows a YTD return of 4.55%. The 1-year return is 9.49% and the 5-year return is 4.61%. MSFKX dividend yield stands at 8.88%, paid monthly.
MSFKX 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 MSFKX holdings, sector breakdown, or dividend history.
MSFKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSFKX alternatives are available via the screener, along with tax-loss harvesting opportunities.