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MFS Total Return 529A EATRX

Analyst rating as of
NAV / 1-Day Return
20.81  /  0.29 %
Total Assets
8.2 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Low
Longest Manager Tenure
19.11 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.69%
Turnover
92%
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Morningstar’s Analysis

Will EATRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid choice for value-biased investors.

Summary

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MFS Total Return will soon acquire a more streamlined profile, and through the transition longtime comanager Steve Gorham lends a steadying hand. The fund retains its Morningstar Analyst Rating of Bronze on its cheapest six share classes, while six pricier share classes have been downgraded to Neutral.

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