Mfs total return fund a.
The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.60 0.51 0.85 Net Expense Ratio 0.59 0.50 0.84 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. Net Expense Ratio reflects the reduction of expenses from contractual fee waivers and reimbursements.13.77%. Weighted Average Market Cap. $604.4b. Weighted Median Market Cap. $142.3b. Number of Issues. 70. Active Share. Active share is calculated by taking the absolute value of the difference between each issuer's weighting in the index and its weighting in the portfolio, summing, then dividing by two.0.64575. 18.71. Data table of holding characteristics. characterstics. Equity Earning. Weighted Average Price/Earnings (next 12 months) 13.33x. Weighted Average Price/Cash Flow. 10.86x.The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
NAV / 1-Day Return 8.37 / 0.33 % Total Assets 2.1 ... MFS Government Securities, also sold in the cross-border market under MFS Meridian US Government Bond, boasts an experienced and knowledgeable ...
Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFFX Total Return Fund summary. See MSFFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Fact Sheet MFS® Total Return Fund Objective Seeks total return. Investment team Portfolio Managers Steven Gorham, CFA 34 years with MFS 34 years in industry …The MFS MFWTX Global Total Return Fund summary. See MFWTX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
As of 2015, customers can reach the Caesar’s Total Return program headquarters and receive immediate assistance by calling 866-666-9418 during regular business hours on weekdays. The Caesar’s Total Return program recognizes and rewards Caes...
Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
Class Inception 10/13/71. Net Asset Value (NAV) As of 11/22/23 $54.39. Most Recent NAV Change As of 11/22/23 $0.29 | 0.54%. Fund Number 14. Maximum Sales Charge 5.75%. Gross Expense Ratio. Gross Expense Ratio: The Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus. 0.79%.Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...Analyze the Fund MFS Total Return Fund Class A having Symbol MSFRX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully. Fact Sheet | Q3 | 2023 MFS ® Total Return Fund MTR-FS-10-23 14934.72 The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.This is for persons in the US only. Analyze the Fund MFS Total Return Fund Class C having Symbol MTRCX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
The Fund, under normal circumstances, pursues its objective by investing at least 80% of its net assets in common stocks and other equity securities. Although ...Latest MFS Total Return Fund Class A (MSFRX) share price with interactive charts, historical prices, comparative analysis, forecasts, ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex …Dividends for MFS® Equity Income Fund, MFS ® Global Total Return Fund, MFS® Inflation-Adjusted Bond Fund, MFS® Low Volatility Equity Fund, MFS® Low Volatility Global Equity Fund, MFS® Utilities Fund and MFS ® Value Fund are declared on ex- date 3/23, 6/2 2, 9/2 1 and 12/1 4 (record date is one business day prior)The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Latest MFS Total Return Fund Class A (MSFRX) share price with interactive charts, historical prices, comparative analysis, forecasts, ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex …The MFS MSFFX Total Return Fund summary. See MSFFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation. Learn more about MFS sales charges, fees and flexible pricing alternatives. Consider client's needs, goals, and ...
The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acqu ire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, foreign …Get the latest MFS Total Return Fund Class I (MTRIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.
Seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. Investment team Portfolio Managers ... MFS Fund Distributors, Inc., Member SIPC, 1-800-225-2606 mfs.com Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summaryTarget Risk and Total Return MFS® Aggressive Growth Allocation Fund MFS® Conservative Allocation Fund MFS® Global Total Return Fund MFS® Growth Allocation Fund MFS® Moderate Allocation Fund MFS Total Return Fund Purchase amount Sales charge 1 (% of offering price) Less than $50,000 5.75% $50,000 to < $100,000 4.75% …The fund’s investment objective is to seek total return through a combination of current income and capital appreciation. Investment team Lead Portfolio Manager Jonathan Sage, CFA ALPHABET INC23 years with MFS 28 years in industry Portfolio Managers Jim Fallon 24 years with MFS 25 years in industry Matt Krummell, CFA 22 years with MFSThe MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Review our list of all MFS Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Cost of funds is calculated by taking the total annualized interest expense divided by average interest bearing deposits and other interest bearing borrowings, plus non-interest bearing deposits.Fund Description. MFS (Massachusetts Financial Services Company, the fund’s investment adviser) invests the fund’s assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.
m MFS® Total Return Fund 10/06/70 ... E1 Gross Expense Ratio is the fund’s total operating expense ratio from the fund’s most recent prospectus. Net Expense ...
MFS Total Return Fund seeks above-average income with growth of capital and income by investing at least 40%, but not more than 75%, of its net assets in common stocks and related securities. The ...
Apr 30, 2023 · The MFS MRBIX Total Return Bond Fund summary. See MRBIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password.The Lord Abbett Total Return Fund has a track record of generating above-average returns with below-average risk in a variety of market environments. Quick links; order lit (0) track funds (0) Tracked Funds. You have 0 funds on your mutual fund watch list. Begin by selecting funds to create a personalized watch list. ...SEC yield is based on the yield of a fund's investments over a 30-day period and not on the dividend paid by the fund, which may differ. FUND EXPENSES (%) Class I Class R6 Class A Gross Expense Ratio 0.53 0.43 0.78 Net Expense Ratio 0.45 0.36 0.60 Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent ...The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments.View the latest MFS Total Return Fund;A (MSFRX) stock price, news, historical charts, analyst ratings and financial information from WSJ.When it comes to investing, most investors focus on stocks but know little about bonds and bond funds. These alternatives to bond funds are attractive because they sometimes offer very high returns.This is for persons in the US only. Analyze the Fund MFS Total Return Fund Class C having Symbol MTRCX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
See MFS Total Return Fund (MSFKX) mutual fund ratings from all the top fund analysts in one place. See MFS Total Return Fund performance, holdings, fees, risk and other data from Morningstar, S&P ...The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total ...Instagram:https://instagram. best crowdfunding sites real estatebuy funded accountfcpvxhow to trade canadian stocks in us Nov 30, 2023 · The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership ... The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. pre ipo brokersenbridge stock forecast Nov 22, 2023 · MFS Total Return Fund Class R6: 2.49: Monarch ProCap ETF: 2.53: FT Balanced Income Equity & ETF 55 F CA: 2.54: FT Balanced Income Equity & ETF 55 F RE: 2.54: FT Balanced Income Equity & ETF 55 RE: warby parker reviews 2023 The MFS MTRCX Total Return Fund summary. See MTRCX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The MFS MTRRX Total Return Fund summary. See MTRRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.