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Stay Balanced With This Bronze-Rated Fund

For investors looking for a traditional balanced fund, MFS Total Return shines with steady leadership and a low price.


Jesse Dashefsky: For investors seeking a balanced fund, MFS Total Return remains a solid choice. The fund earns a Morningstar Analyst Rating of Bronze for its seasoned leadership and attractive price.

MFS Total Return takes a straightforward, conservative approach. As a traditional balanced fund, Total Return maintains a 60/40 split between stocks and bonds. On the stock side, two sleeves pick stocks with a value-leaning fundamental approach, while a third blends fundamental and quantitative research. A single bond sleeve acts as ballast, with no interest-rate bets and nearly all investment-grade corporates.

Jesse Dashefsky does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.