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Mfs Total Return Fund Class C (MTRCX)
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19/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 169.27M
MFS Total Return C
20.23
+0.08
+0.40%
- Overview
- Profile
- Historical Data
- Holdings
MTRCX Overview
Find basic information about the Mfs Total Return Fund Class C 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 MTRCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change - 1.9%
Prev. Close20.15
Risk Rating
TTM Yield1.41%
ROE16.07%
IssuerMFS
Turnover53%
ROA5.46%
Inception Date34547
Total Assets169.27M
Expenses1.47%
Min. Investment1,000
Market Cap82.34B
CategoryAllocation - - 50% to 70% Equity
What is your sentiment on MFS Total Return C?
Members' Sentiments:
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1121 | 1031 | 1177 | 1136 | 1381 | 1796 |
| Fund Return | 12.14% | 3.1% | 17.67% | 4.35% | 6.67% | 6.03% |
| Place in category | 575 | 368 | 538 | 394 | 466 | 342 |
| % in Category | 80 | 55 | 74 | 58 | 74 | 72 |
Top Equity Funds by MFS
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Value I | 24.71B | 6.10 | 9.37 | 9.11 | ||
| MFS Instl International Equity | 21.39B | 14.43 | 12.61 | 7.62 | ||
| MFS Value R6 | 19.18B | 6.17 | 9.49 | 9.22 | ||
| MFS Growth R6 | 19B | 11.18 | 20.67 | 15.50 | ||
| MFS Intl Diversification I | 16.46B | 16.46 | 12.01 | 7.38 |
Top Funds for Allocation--50% to 70% Equity Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 118.2B | 9.08 | 11.61 | 8.84 | ||
| Vanguard Wellington Admiral | 102.53B | 8.48 | 11.30 | 9.10 | ||
| American Funds American Balanced R6 | 60.05B | 9.30 | 11.97 | 9.17 | ||
| Vanguard Balanced Index Adm | 47.53B | 6.79 | 10.62 | 8.62 | ||
| 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 | 95.76 | -0.43% | |
| Goldman Sachs | US38141G1040 | 2.01 | 721.38 | -1.31% | |
| Medtronic | IE00BTN1Y115 | 1.73 | 89.90 | -3.14% | |
| Comcast | US20030N1019 | 1.67 | 33.89 | +1.38% |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | BUY |
| Summary | Strong Buy | Strong Buy | Buy |
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