MTRRX Mutual Fund

MTRRX Mutual Fund (MFS Total Return Fund Cl R2) is managed by MFS Investment Management with $65.8M in net assets. MTRRX expense ratio is 0.97%, holding 972 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2003-10-31.

MTRRX performance shows a YTD return of 1.91%. The 1-year return is 4.50% and the 5-year return is 4.44%. MTRRX dividend yield stands at 2.30%, paid monthly.

MTRRX 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 MTRRX holdings, MTRRX sectors, or MTRRX dividends.

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