MFS Total Return Fund Class R1
MFS Total Return Fund Class R1 (MSFFX)
The MFS Total Return Fund Class R1 (MSFFX) is a mutual fund that aims to provide investors with a balanced and diversified portfolio of stocks, bonds, and other securities. It focuses on generating long-term capital growth and income for its investors. The fund is managed by MFS Investment Management, a leading global investment firm with a strong track record of delivering consistent returns. With a focus on total return, this fund seeks to provide investors with a combination of capital appreciation and income through a mix of high-quality investments. The R1 class of this fund is designed for retail investors and has a lower expense ratio compared to other classes, making it an attractive option for those looking for a well-managed, diversified mutual fund.
MSFFX Mutual Fund Chart & Stats
- Previous Close
- $20.35
- Sub-Category
- Income
- Total Liabilities
- $147.18M
- Expense Ratio
- 1.47%
- Holding Count
- 963
- Brand
- Mfs Series Trust V
- Category
- Fixed-Income
- Total Assets
- 7.51B
- Shares Outstanding
- N/A
- 52-Week Range
- $19.13 - $20.71
Top 10 Holdings
| Name | Weight % |
|---|---|
| SCHWCharles Schwab Corp. | 2.51% |
| USD_CASHMFS Institutional Money Market Portfolio | 2.05% |
| MSFTMicrosoft | 2.01% |
| BACBank of America | 1.87% |
| PFEPfizer Inc | 1.76% |
| MDTMedtronic | 1.73% |
| KVUEKenvue, Inc. | 1.66% |
| OMCOmnicom Group Inc | 1.65% |
| BDXBecton, Dickinson and Co | 1.64% |
| NTRSNorthern Trust Corporation | 1.61% |
| Total | 18.50% |
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