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MFS Total Return C MTRCX

Analyst rating as of
NAV / 1-Day Return
22.96  /  0.04 %
Total Assets
8.8 Bil
Adj. Expense Ratio
1.480%
Expense Ratio
1.480%
Fee Level
Below Average
Longest Manager Tenure
19.75 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.71%
Turnover
92%
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Morningstar’s Analysis

Will MTRCX outperform in future?

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

This fund's managers just shifted gears.

Senior Analyst

Summary

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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.

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