MTRRX Mutual Fund (MFS Total Return Fund Cl R2) is managed by MFS Investment Management with $69.5M in net assets. MTRRX expense ratio is 0.97%, holding 961 positions across sectors including Financials, Other, Health Care. Inception date: 2003-10-31.

MTRRX performance shows a YTD return of 4.52%. The 1-year return is 8.87% and the 5-year return is 4.06%. MTRRX dividend yield stands at 8.30%, paid monthly.

MTRRX 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 MTRRX holdings, sector breakdown, or dividend history.

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