A seasoned manager gives us confidence that MFS Total Return will generate compelling results with a slimmer equity portfolio. We reaffirm Morningstar Analyst Ratings of Bronze on the fund’s cheapest six share classes, while six pricier share classes remain Neutral.
MFS Total Return R1 MSFFX
NAV / 1-Day Return
19.89
/
0.25
%
Total Assets
8.0 Bil
Adj. Expense Ratio
1.470%
Expense Ratio
1.470%
Fee Level
Above Average
Longest Manager Tenure
20.57
years
Category
Allocation--50% to 70% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.48%
Turnover
112%
Morningstar’s Fund Analysis MSFFX
Will MSFFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSFFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSFFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MSFFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund's managers just shifted gears.
