Massachusetts Financial Total Return Trust A (MSFRX)
The Massachusetts Financial Total Return Trust A (MSFRX) is a mutual fund that seeks to provide investors with a balanced and diversified portfolio of investments. It primarily invests in a mix of stocks, bonds, and other securities, with the goal of generating long-term capital appreciation and income. The fund is managed by Massachusetts Financial Services Company, a leading investment management firm with a long history of successful fund management. MSFRX is suitable for investors looking for a well-rounded investment option with a focus on total return.
MSFRX Mutual Fund Chart & Stats
$20.38
At close: 4:00 PM EST- Previous Close
- $20.38
- Sub-Category
- Diversified Bonds
- 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
- $19.17 - $22.01
MSFRX 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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