MSFRX Mutual Fund (MFS Total Return Fund Class A) is managed by MFS Investment Management with $4.88B in net assets. MSFRX expense ratio is 0.72%, holding 961 positions across sectors including Financials, Other, Health Care. Inception date: 1970-10-06.

MSFRX performance shows a YTD return of 4.55%. The 1-year return is 9.14% and the 5-year return is 4.32%. MSFRX dividend yield stands at 8.58%, paid monthly.

MSFRX 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 MSFRX holdings, sector breakdown, or dividend history.

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