MSFHX
MFS Total Return Fund Class R3
$20.41
MFS Total Return Fund Class R3 (MSFHX)
The MFS Total Return Fund Class R3 (ticker: MSFHX) is a mutual fund that aims to provide investors with a balanced and diversified portfolio of stocks, bonds, and other securities. It is managed by MFS Investment Management, a leading global investment firm. The fund seeks to generate long-term capital appreciation and income for its investors by investing in a mix of high-quality, growth-oriented companies and fixed income securities. With a focus on risk management and a long-term investment approach, the MFS Total Return Fund Class R3 offers investors a potential for steady returns and a lower level of volatility compared to other mutual funds.
MSFHX Mutual Fund Chart & Stats
$20.41
At close: 4:00 PM EST- Previous Close
- $20.41
- Sub-Category
- Income
- Total Liabilities
- $147.18M
- Expense Ratio
- 0.72%
- Holding Count
- 963
- Brand
- Mfs Series Trust V
- Category
- Fixed-Income
- Total Assets
- 7.51B
- Shares Outstanding
- N/A
- 52-Week Range
- $19.19 - $20.77
MSFHX Mutual Fund News
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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