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Mfs Total Return Fund Class B (MTRBX)

US Funds

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19.06 +0.03 +0.16%

09/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 11.96M

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

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MTRBX Overview

Find basic information about the Mfs Total Return Fund Class B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MTRBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 3.4%

Prev. Close19.03

Risk Rating

TTM Yield1.41%

ROE16.07%

IssuerMFS

Turnover53%

ROA5.46%

Inception Date34204

Total Assets11.96M

Expenses1.47%

Min. Investment1,000

Market Cap82.34B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1122	1031	1177	1136	1381	1797
Fund Return	12.16%	3.07%	17.66%	4.35%	6.66%	6.04%
Place in category	574	371	541	393	472	345
% in Category	80	55	74	57	75	72

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	23.88B	1.12	8.10	8.80
MFS Instl International Equity	18.97B	10.05	10.36	7.09
MFS Value R6	18.89B	1.15	8.21	8.92
MFS Growth R6	16.92B	-7.65	13.92	13.98
MFS Intl Diversification I	15.18B	8.89	8.73	6.52

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.52B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	54.81B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.63B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future Dec 24	-	2.85	-	-
Charles Schwab	US8085131055	2.23	84.47	+0.12%
Goldman Sachs	US38141G1040	2.01	567.10	+0.25%
Medtronic	IE00BTN1Y115	1.73	83.48	-0.17%
Comcast	US20030N1019	1.67	34.25	+0.09%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Strong Sell
Technical Indicators	Strong Buy	Sell	Strong Sell
Summary	Strong Buy	Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	MFS Total Return .	19.06	+0.03	+0.16%