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MFS Total Return Fund

EBTRX:US
NASDAQ GM
19.56
USD
0.06
0.31%
As of 10/20/2017
Fund Type
Open-End Fund
52Wk Range
17.56 - 19.56
1 Yr Return
11.46%
YTD Return
9.21%
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Previous Close
19.50
52Wk Range
17.56 - 19.56
1 Yr Return
11.40%
YTD Return
9.21%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 10/20/2017)
19.56
Total Assets (b USD) (on 10/20/2017)
7.999
Inception Date
07/31/2002
Last Dividend (on 09/29/2017)
0.0177
Dividend Indicated Gross Yield
1.09%
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 228.13 m 2.93
211.37 k 210.56 m 2.70
152.89 k 159.40 m 2.05
1.69 m 153.66 m 1.97
1.20 m 140.15 m 1.80
137.77 k 139.00 m 1.78
135.10 m 135.23 m 1.74
99.61 k 106.14 m 1.36
2.56 m 104.13 m 1.34
684.78 k 91.22 m 1.17
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