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.
MFS Total Return I MTRIX
NAV / 1-Day Return
22.29
/
0.32
%
Total Assets
8.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.480%
Expense Ratio
0.480%
Fee Level
Low
Longest Manager Tenure
19.50
years
Category
Allocation--50% to 70% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.83%
Turnover
92%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MTRIX 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 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.
A solid choice for value-biased investors.
