MTRBX Mutual Fund

MTRBX Mutual Fund (MFS Total Return Fund Class B) is managed by MFS Investment Management with $3.9M in net assets. MTRBX expense ratio is 1.47%, holding 972 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1993-08-23.

MTRBX performance shows a YTD return of 1.53%. The 1-year return is 3.98% and the 5-year return is 3.91%. MTRBX dividend yield stands at 1.74%, paid monthly.

MTRBX 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 MTRBX holdings, MTRBX sectors, or MTRBX dividends.

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