MSFHX Mutual Fund

MSFHX Mutual Fund (MFS Total Return Fund Class R3) is managed by MFS Investment Management with $155.0M in net assets. MSFHX expense ratio is 0.72%, holding 972 positions across sectors including Financials, Industrials, Health Care. Inception date: 2005-04-01.

MSFHX performance shows a YTD return of 7.34%. The 1-year return is 10.83% and the 5-year return is 4.72%. MSFHX dividend yield stands at 8.41%, paid monthly.

MSFHX top holdings include Schwab Strategic T (2.5%), Mfs Institutional Money Market Portfolio (2.0%), Microsoft Corp (2.0%), Bank of America Corp.: Financials (1.9%), Pfizer Inc (1.8%). Go to all MSFHX holdings, MSFHX sectors, or MSFHX dividends.

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