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.
Will MTRBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTRBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MTRBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MTRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.