MTRCX Mutual Fund (MFS Total Return Fund C) is managed by MFS Investment Management with $135.3M in net assets. MTRCX expense ratio is 1.47%, holding 961 positions across sectors including Financials, Other, Unknown. Inception date: 1994-08-01.

MTRCX performance shows a YTD return of 4.39%. The 1-year return is 8.30% and the 5-year return is 3.54%. MTRCX dividend yield stands at 7.76%, paid monthly.

MTRCX 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 MTRCX holdings, sector breakdown, or dividend history.

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