MSFFX Mutual Fund

MSFFX Mutual Fund (MFS Total Return Fund Class R1) is managed by MFS Investment Management with $6.3M in net assets. MSFFX expense ratio is 1.47%, holding 972 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2005-04-01.

MSFFX performance shows a YTD return of 1.49%. The 1-year return is 3.91% and the 5-year return is 3.92%. MSFFX dividend yield stands at 1.82%, paid monthly.

MSFFX top holdings include Schwab Strategic T (2.9%), Microsoft Corp (2.8%), Pfizer Inc (2.0%), Becton Dickinson And Co. (2.0%), Bank of America Corp.: Financials (2.0%). Go to all MSFFX holdings, MSFFX sectors, or MSFFX dividends.

MSFFX can be compared against other funds. Use MSFFX overlap to find shared positions, or MSFFX vs another fund for a side-by-side view. MSFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.