MFS Total Return Fund Class R4 (MSFJX)

The MFS Total Return Fund Class R4 (MSFJX) 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 by investing in a mix of high-quality, large-cap companies and fixed-income securities. This fund is suitable for investors seeking a moderate level of risk and potential for steady returns.

MSFJX Mutual Fund Chart & Stats

$20.42

At close: Nov 06 4:00 PM EST

Previous Close: $20.42
Sub-Category: Income
Total Liabilities: $147.18M
Expense Ratio: 0.47%
Holding Count: 963
Brand: Mfs Series Trust V
Category: Fixed-Income
Total Assets: 7.51B
Shares Outstanding: N/A
52-Week Range: $19.21 - $20.78

MSFJX Mutual Fund News

Anthropic IPO May Exceed $1.5 Trillion After Strong Investor Demand

Anthropic‘s ($ANT) upcoming IPO could value the Claude AI maker at $1.5 trillion or more, as strong investor demand pushes bankers to consider raising the offering price. According to the

18m agoAMD ANT

Graco enters into $600M ASR agreement with Bank of America

Graco (GGG) announced that it has entered into an accelerated share repurchase, or ASR, agreement with Bank of America (BAC), to repurchase $600M of the Company’s shares of common stock.

11h agoBAC GGG

Northern Trust Issues $2 Billion in Senior Notes

An announcement from Northern ( ($NTRS) ) is now available. On November 10, 2026, Northern Trust Corporation issued $1 billion of 5.300% senior notes due 2031 and $1 billion of

11h ago8K NTRS

U.S. Stocks End Lower as Inflation Fears Grip Market

The Fed is expected to raise interest rates on Dec. 9.

12h agoGPN NKE

3 ETFs AI Analyst Says Are Worth Watching for 11% or More Gains

Exchange-traded funds (ETFs) offer investors a way to capture growth opportunities in financial markets. Investors looking for where to start can look to the following ETFs: the Vanguard Russell 1000

13h agoMU ACN

Top 10 Holdings

The fund's ten largest positions
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%

Go to Holdings >