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MFS Total Return Fund

EATRX:US
NASDAQ GM
18.49
USD
0.01
0.05%
As of 4/25/2018
Fund Type
Open-End Fund
52Wk Range
17.86 - 19.80
1 Yr Return
4.71%
YTD Return
-2.59%
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Previous Close
18.48
52Wk Range
17.86 - 19.80
1 Yr Return
4.71%
YTD Return
-2.59%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 04/25/2018)
18.49
Total Assets (b USD) (on 04/25/2018)
7.783
Inception Date
07/31/2002
Last Dividend (on 03/29/2018)
0.0294
Dividend Indicated Gross Yield
1.91%
Fund Managers
STEVE GORHAM / WILLIAM P DOUGLAS
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.35%
Expense Ratio
0.77%

Top Fund Holdings

Name Position Value % of Fund
226.29 k 225.29 m 2.84
179.55 k 177.10 m 2.23
1.44 m 166.51 m 2.10
152.89 k 147.72 m 1.86
143.77 k 140.32 m 1.77
1.15 m 119.06 m 1.50
99.61 k 102.48 m 1.29
2.68 m 97.02 m 1.22
99.37 k 96.33 m 1.21
2.61 m 95.78 m 1.21
Profile
MFS Total Return Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide above-average income. Its secondary objective is growth of capital and income. The Fund invests at least 40%, but not more than 75%, of its net assets in common stocks and related securities. The Fund invests at least 25% of its assets in non-convertible fixed income securities.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000