Mfs Total Return Fund Quote
| MSFRX Fund | USD 20.80 0.12 0.57% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Mfs Total is trading at 20.80 as of the 11th of December 2024; that is 0.57% down since the beginning of the trading day. The fund's open price was 20.92. Mfs Total has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of June 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. More on Mfs Total Return
Moving against Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MFS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Mfs Total Return [MSFRX] is traded in USA and was established 11th of December 2024. Mfs Total is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. This fund now has accumulated 7.74 B in assets with no minimum investment requirementsMfs Total Return is currently producing year-to-date (YTD) return of 11.79% with the current yeild of 0.02%, while the total return for the last 3 years was 4.21%.
Check Mfs Total Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Total Return Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| CI | Cigna Corp | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| ETN | Eaton PLC | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care |
Mfs Total Return Risk Profiles
| Mean Deviation | 0.3149 | |||
| Semi Deviation | 0.2386 | |||
| Standard Deviation | 0.3982 | |||
| Variance | 0.1586 |
Mfs Total Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Total financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Total security.
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