MSFJX Mutual Fund

MSFJX Mutual Fund (MFS Total Return Fund Class R4) is managed by MFS Investment Management with $32.7M in net assets. MSFJX expense ratio is 0.47%, holding 972 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2005-04-01.

MSFJX performance shows a YTD return of 2.30%. The 1-year return is 4.99% and the 5-year return is 4.96%. MSFJX dividend yield stands at 2.83%, paid monthly.

MSFJX 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 MSFJX holdings, MSFJX sectors, or MSFJX dividends.

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