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MFS Total Return 529C ECTRX

Analyst rating as of
NAV / 1-Day Return
19.28  /  0.84 %
Total Assets
7.2 Bil
Adj. Expense Ratio
1.530%
Expense Ratio
1.530%
Fee Level
Below Average
Longest Manager Tenure
18.47 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.16%
Turnover
39%
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Morningstar’s Analysis

Will ECTRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A strong balanced fund with a value bias.

Summary

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MFS Total Return is evolving amid impending manager departures, but experienced comanagers will remain at the helm, outweighing the risks. The fund retains its Morningstar Analyst Rating of Bronze.

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