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MFS Total Return Fund

EBTRX:US
NASDAQ GM
19.12
USD
0.01
0.05%
As of 2/16/2018
Fund Type
Open-End Fund
52Wk Range
17.81 - 19.86
1 Yr Return
7.89%
YTD Return
-0.07%
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Previous Close
19.11
52Wk Range
17.81 - 19.86
1 Yr Return
8.01%
YTD Return
-0.07%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 02/16/2018)
19.12
Total Assets (b USD) (on 02/16/2018)
8.035
Inception Date
07/31/2002
Last Dividend (on 01/31/2018)
0.0171
Dividend Indicated Gross Yield
1.07%
Fund Managers
STEVE GORHAM / WILLIAM P DOUGLAS
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.35%
Expense Ratio
1.54%

Top Fund Holdings

Name Position Value % of Fund
226.29 k 225.49 m 2.79
196.37 k 193.92 m 2.40
1.61 m 171.71 m 2.13
152.89 k 157.61 m 1.95
143.77 k 141.98 m 1.76
1.15 m 122.70 m 1.52
2.68 m 107.31 m 1.33
99.61 k 103.46 m 1.28
99.37 k 97.82 m 1.21
1.28 m 94.95 m 1.18
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