Nasdaq - Delayed Quote USD
MFS Total Return R4 (MSFJX)
18.22
-0.37
(-1.99%)
As of 8:06:40 AM EDT. Market Open.
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18.59 - YTD Return 2.84%
- Expense Ratio 0.47%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 7.74B
- Beta (5Y Monthly) 0.93
- Yield 2.54%
- 5y Average Return --
- Holdings Turnover 53.00%
- Last Dividend 0.13
- Inception Date Apr 1, 2005
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. Government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund’s assets in equity securities and approximately 40% of the fund's assets in debt instruments.
MFS
Fund Family
Allocation--50% to 70% Equity
Fund Category
7.74B
Net Assets
2005-04-01
Inception Date
Performance Overview: MSFJX
View MoreTrailing returns as of 4/9/2025. Category is Allocation--50% to 70% Equity.
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Holdings: MSFJX
View MoreSector Weightings
SectorMSFJX
Financial Services 26.30%
Healthcare 17.73%
Industrials 11.63%
Technology 9.42%
Consumer Defensive 8.17%
Communication Services 7.03%
Energy 6.78%
Utilities 5.24%
Consumer Cyclical 4.04%
Basic Materials 3.65%
Real Estate 0.00%
Recent News: MSFJX
View MoreResearch Reports: MSFJX
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