MTRBX Mutual Fund (MFS Total Return Fund Class B) is managed by MFS Investment Management with $4.8M in net assets. MTRBX expense ratio is 1.47%, holding 961 positions across sectors including Financials, Other, Health Care. Inception date: 1993-08-23.

MTRBX performance shows a YTD return of 4.52%. The 1-year return is 8.33% and the 5-year return is 3.54%. MTRBX dividend yield stands at 7.79%, paid monthly.

MTRBX 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 MTRBX holdings, sector breakdown, or dividend history.

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