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Morningstar

MFS Total Return I MTRIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.27  /  0.52 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.07%
  • Turnover 88%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MTRIX

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.

MFS Announces Joined CIOs of Fixed Income

Analyst

Analyst Note

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