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.
Will MTRCX 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 MTRCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MTRCX 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 MTRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.