Mfs total return fund a.
When it comes to investing, most investors focus on stocks but know little about bonds and bond funds. These alternatives to bond funds are attractive because they sometimes offer very high returns.
SEC yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ. FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.53 0.43 0.78 Net Expense Ratio 0.45 0.36 0.60 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent ...The investment seeks favorable total return. The fund generally invests approximately 60% of its net assets in equity securities, including common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for equity securities, and approximately 40% of its net assets in fixed-income securities. Substantially all of the fund's investments in …22.45%. Weighted Average Market Cap. $928.5b. Weighted Median Market Cap. $478.4b. Number of Issues. 63. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. Target Risk and Total Return MFS® Aggressive Growth Allocation Fund MFS® Conservative Allocation Fund MFS® Global Total Return Fund MFS® Growth Allocation Fund MFS® Moderate Allocation Fund MFS Total Return Fund Purchase amount Sales charge 1 (% of offering price) Less than $50,000 5.75% $50,000 to < $100,000 4.75% …
The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
Fund Facts. Click on a mutual fund name to view the most recent Fund Facts document.
SEC yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ. FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.53 0.43 0.78 Net Expense Ratio 0.45 0.36 0.60 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent ... 1. The MFS Meridian Funds offer several share classes each with different expenses. Performance reflects the performance of a relevant older class with the same currency until the class inception date of the class detailed. Performance for periods prior to that date may have been higher or lower had the actual share class fees and expenses been ...The MFS MTRBX Total Return Fund summary. See MTRBX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
MSFKX | A complete MFS Total Return Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
The MFS MSFFX Total Return Fund summary. See MSFFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend Reinvestment at NAV is the automatic reinvestment of shareholder dividends in more shares at net asset value. Ex-Dividend Date is the date on which a fund goes ex-dividend.Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.See MFS Total Return Fund (MSFKX) mutual fund ratings from all the top fund analysts in one place. See MFS Total Return Fund performance, holdings, fees, risk and other data from Morningstar, S&P ...MFS Total Return Fund A (MSFRX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.Average annual total return (in relation to NAV) for the five years ended 10-31-2023 0.03% Annualized current distribution rate expressed as a percentage of month …
Investing in bonds requires much of the same research as CDs that mature on differing dates, which is why bond funds are chosen by many investors. Many bond funds have a myriad of benefits, including low risk and high yield. These guideline...See MFS Total Return Fund (MSFRX) mutual fund ratings from all the top fund analysts in one place. See MFS Total Return Fund performance, holdings, fees, risk and other data from Morningstar, S&P ... MTRIX - MFS Total Return I - Review the MTRIX stock price, growth, performance, sustainability and more to help you make the best investments.1. The MFS Meridian Funds offer several share classes each with different expenses. Performance reflects the performance of a relevant older class with the same currency until the class inception date of the class detailed. Performance for periods prior to that date may have been higher or lower had the actual share class fees and expenses been ...Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. The MFS MFWCX Global Total Return Fund summary. See MFWCX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total ...
Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully. Fact Sheet | Q3 | 2023 MFS ® Total Return Fund MTR-FS-10-23 14934.72
Get the latest MFS Total Return Bond Fund Class A (MRBFX) real-time quote, historical performance, charts, and other financial information to help you make more informed …The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. MRBIX - MFS Total Return Bond I - Review the MRBIX stock price, growth, performance, sustainability and more to help you make the best investments.DISCLOSURES. Effective after the close of business on September 29, 2023, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. Prospectus. Fact Sheet. Fixed Income. MRBGX. Daily Nav. $ 8.87. SEC yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ. FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.53 0.43 0.78 Net Expense Ratio 0.45 0.36 0.60 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent ... The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government securities, mortgage-backed securities and other s. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average …
MFS Total Return Fund Investing solely in MFS Total Return Fund (Class R3) Managed by MFS Investment Management. Ticker Symbol+: MSFHX. Sub Account Details. Risk/Return Category 1A Growth & Income. LOW: HIGH: Asset Class/Investment Style 5A Balanced : UNDERLYING Fund Highlights Why Consider this Fund.
The MFS MRBKX Total Return Bond Fund summary. See MRBKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
Advertisement Find the latest MFS Total Return Fund (MSFRX) stock quote, history, news and other vital information to help you with your stock trading and investing.Apr 30, 2023 · The MFS MRBIX Total Return Bond Fund summary. See MRBIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 2.30%. 2.90%. 4.01%. --. Additional Disclosures. Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. Discover historical prices for MSFRX stock on Yahoo Finance. View daily, weekly or monthly format back to when MFS Total Return Fund stock was issued.Fund Description. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) invests the fund’s assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Class Inception 10/13/71. Net Asset Value (NAV) As of 11/22/23 $54.39. Most Recent NAV Change As of 11/22/23 $0.29 | 0.54%. Fund Number 14. Maximum Sales Charge 5.75%. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.79%.SEC yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ. FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.53 0.43 0.78 Net Expense Ratio 0.45 0.36 0.60 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent ...Review the latest Morningstar rating and analysis on the MFS Total Return Bond A fund to determine if it is the right investment decision for your goals.The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
1MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. MFS Investment Management Canada Limited has appointed MFS Institutional Advisors, Inc. to provide additional sub-advisory services. 2 Source MFS: As at December 31, 2021 (unless …The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.As of 2015, customers can reach the Caesar’s Total Return program headquarters and receive immediate assistance by calling 866-666-9418 during regular business hours on weekdays. The Caesar’s Total Return program recognizes and rewards Caes...1970. MFS establishes an Investment Counsel Division to serve its institutional clients. 1970. MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund. 1969. To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).Instagram:https://instagram. maximum care ppo dental networkiphone 15 salesamp walletsnasdaq peri Review our list of all MFS Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. jet company stockbank of america private client total annual return to that of other funds in ... Fund Name Inception. Ticker. Exp. Ratio. 1 Year 3 Year 5 Year 10 Year. Since. Incep. MFS Value Fund Class R4 (04 ... sub etf Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...The MFS MRBKX Total Return Bond Fund summary. See MRBKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.22.45%. Weighted Average Market Cap. $928.5b. Weighted Median Market Cap. $478.4b. Number of Issues. 63. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.