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MFS Total Return Fund Class I MTRIX

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Morningstar’s Analysis MTRIX

Will MTRIX outperform in the 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 MTRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTRIX 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 MTRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Portfolio manager addition deepens the equity bench of MFS Total Return; ratings unchanged.

null Zach Houston-Read

Zach Houston-Read

Analyst Note

The addition of Sheba Alexander to the equity sleeve of the MFS Total Return Fund adds depth to an already experienced portfolio management team. The strategy’s Above Average People rating and Average Process rating remain unchanged.

by Zach Houston-Read
Published on

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