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MFS Total Return Fund;A

NAS: MSFRX

GO
/zigman2/quotes/206021438/realtime

$

19.86

Change

+0.09 +0.46%

Aug 7, 2020

YTD return

0.06%

5 yr avg return

6.26%

Total net assets

4.46B

52 week low

52 week high

$15.33

$21.63

Yield

1.94%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.72%

12 b-1

0.24%

Turnover

39.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.03

Dividend freq.

Monthly

Capital gain (2019)

0.26

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.14

Beta

0.62

Standard deviation

3.10

R. squared

0.96

Min. Investment

Standard (taxable)

1000

IRA

250

Compare:
Indexes
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/news/latest/company/us/msfrx

MarketWatch News on MSFRX

  1. Places to save for a house down payment

    1:27 a.m. March 25, 2002

    - Justin Wiser

  2. Straining At The Bit

    1:01 a.m. Jan. 24, 2000

    - Barron's Online

  3. Investors Are Going It Alone

    12:01 a.m. May 3, 1999

    - Barron's Online

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 4 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 4 (66th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 0.06% 1.52% 4.80% 66% 4
1yr 7.53% 8.15% 18.50% 61% 4
3yr 5.80% 5.49% 12.80% 46% 3
5yr 6.26% 5.63% 12.20% 34% 2
10yr 7.92% 6.86% 13.9% 23% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$29,690

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mixed-Asset Trgt Alloc Mod Fds

Fund family

MFS Funds Class A

Fund status

Open

Fund inception

October 6, 1970

Manager

Team Managed

Investment Policy

The Fund seeks current income and future capital growth primarily through investment in stocks and bonds. The Fund's primary investment objective is to obtain above average income consistent with prudent employment of capital.

/news/nonmarketwatch/company/us/msfrx

Other News on MSFRX

  1. Brief Study of MFS Total Return A Fund (MSFRX)

    6:39 a.m. Jan. 16, 2017

    - Zacks.com

  2. How is MFS Total Return A Fund (MSFRX) Performing?

    11:38 a.m. June 17, 2016

    - Zacks.com

  3. MFS Total Return A Fund (MSFRX) in Focus

    9:40 a.m. Aug. 20, 2015

    - Zacks.com

  4. SEC Says MFS Allowed Timing

    1:01 a.m. Dec. 9, 2003

    - The Wall Street Journal Interactive Edition

  5. Beware the Balanced Fund

    12:01 a.m. Aug. 22, 2003

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.