Mfs total return fund a.
Fund Description. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) invests the fund’s assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.
DISCLOSURES. Effective after the close of business on September 29, 2023, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. Prospectus. Fact Sheet. Fixed Income. MRBGX. Daily Nav. $ 9.15. $0.04 As of 11/24/23.The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Fund Facts. Click on a mutual fund name to view the most recent Fund Facts document.1970. MFS establishes an Investment Counsel Division to serve its institutional clients. 1970. MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund. 1969. To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).
The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Dec 1, 2023 · The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquir e an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government ... Mar 4, 2023 · The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership ...
The MFS MTRBX Total Return Fund summary. See MTRBX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Aug 11, 2023 · MSFRX - MFS Total Return A - Review the MSFRX stock price, growth, performance, sustainability and more to help you make the best investments. As of October 31, 2023, MFS manages US$538.9 billion in assets on behalf of individual and institutional investors worldwide. Please visit mfs.com for more …Fund Description. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) invests the fund’s assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total ...
Objective. The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government securities, mortgage-backed securities and other s. The performance data shown in tables and graphs on this page is calculated in GBX of the …
The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is …
22.45%. Weighted Average Market Cap. $928.5b. Weighted Median Market Cap. $478.4b. Number of Issues. 63. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.Nov 20, 2017 · Share Class Information. Class Inception 01/03/95. Net Asset Value (NAV) As of 11/22/23 $21.97. Most Recent NAV Change As of 11/22/23 $0.05 | 0.23%. CUSIP 55273F506. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.70%. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation. Learn more about MFS sales charges, fees and flexible pricing alternatives. Consider client's needs, goals, and ...Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...Cost of funds is calculated by taking the total annualized interest expense divided by average interest bearing deposits and other interest bearing borrowings, plus non-interest bearing deposits.Don't worry, your mutual fund may have seized the opportunity. Several domestic mutual funds (MFs) capitalised on Tata Tech IPO's opportunity, collectively …MACFX - MFS Conservative Allocation A - Review the MACFX stock price, growth, performance, sustainability and more to help you make the best investments.
See MFS Total Return Bond Fund (MRBFX) mutual fund ratings from all the top fund analysts in one place. See MFS Total Return Bond Fund performance, holdings, fees, risk and other data from ...MTRCX | A complete MFS Total Return Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.MFWIX - MFS Global Total Return I - Review the MFWIX stock price, growth, performance, sustainability and more to help you make the best investments.The MFS MTRRX Total Return Fund summary. See MTRRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.DISCLOSURES. Effective after the close of business on September 29, 2023, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. Prospectus. Fact Sheet. Fixed Income. MRBGX. Daily Nav. $ 8.87.The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFJX Total Return Fund summary. See MSFJX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Dec 1, 2023 · The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquir e an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government ...
The MFS MFWCX Global Total Return Fund summary. See MFWCX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.See MFS Total Return Fund (MTRCX) mutual fund ratings from all the top fund analysts in one place. See MFS Total Return Fund performance, holdings, fees, risk and other data from Morningstar, S&P ...Get the latest MFS Total Return Fund Class B (MTRBX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. MFWTX - MFS Global Total Return A - Review the MFWTX stock price, growth, performance, sustainability and more to help you make the best investments.The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other …
The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
Mfs Total Return Fund Class A (MSFRX) US Funds 18.85 0.01 (0%) 24/11 Delayed Data USD Disclaimer Morningstar Rating: Total Assets: 4.76B Overview Profile Chart News & …
MFS Total Return Fund Class A Follow Share $19.13 Dec 1 · USD · MUTF · Disclaimer search Compare to Baron Emerging Markets Fund Retail Shares $13.52 BEXFX0.074% …The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Exchange Traded Funds, or ETFs, have been getting a lot of attention lately. At first glance, they seem very similar to mutual funds; they contain a variety of investments, and the returns are based on how that mix does. However, there are ...Share Class Information. Class Inception 01/03/95. Net Asset Value (NAV) As of 12/01/23 $22.36. Most Recent NAV Change As of 12/01/23 $0.21 | 0.95%. CUSIP 55273F506. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.70%.The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Objective. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.22.45%. Weighted Average Market Cap. $928.5b. Weighted Median Market Cap. $478.4b. Number of Issues. 63. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.Review our list of all MFS Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!Investing in bonds requires much of the same research as CDs that mature on differing dates, which is why bond funds are chosen by many investors. Many bond funds have a myriad of benefits, including low risk and high yield. These guideline...
The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.60 0.51 0.85 Net Expense Ratio 0.59 0.50 0.84 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements.The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government securities, mortgage-backed securities and other s. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average …Instagram:https://instagram. dow jones gainers loserstoday gainerneed 1000 nowtrade funding companies The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. largest stock gainers todaytherealreal stock The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total ... double eagle gold coin value Average annual total return (in relation to NAV) for the five years ended 9-30-2023. 2.78%. Annualized current distribution rate expressed as a percentage of month end NAV as of 9-30-2023This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. MFS Total Return Bond Fund Class R6 (05/06) MRBKX 0.36 1.74 -4.83 0.59 1.32 3.27 Voya Intermediate Bond Fund Class I (01/02) IICIX 0.36 1.23 -5.25 0.21 1.45 3.53