Mfs total return fund a.

MFS Total Return Fund A (MSFRX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.

Mfs total return fund a. Things To Know About Mfs total return fund a.

MFS Total Return A. MSFRX. Morningstar Medalist Rating. | Medalist Rating as of Aug 11, 2023 | See MFS Investment Hub. Quote. Chart. Fund Analysis. Performance. Sustainability.MTRIX | A complete MFS Total Return Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.The MFS MFWJX Global Total Return Fund summary. See MFWJX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.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 summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, and management has consistently carried out a long-term strategy that is competitive with industry peers ...The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is …

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. 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 ...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 ...MSFFX - MFS Total Return R1 - Review the MSFFX stock price, growth, performance, sustainability and more to help you make the best investments.

DISCLOSURES. Effective after the close of business on September 29, 2023, Class R1 and R2 shares of applicable MFS funds will be closed to purchases from new eligible investors. Prospectus. Fact Sheet. Fixed Income. MRBGX. Daily Nav. $ 9.19. $0.01 As of 11/22/23.

Don't worry, your mutual fund may have seized the opportunity. Several domestic mutual funds (MFs) capitalised on Tata Tech IPO's opportunity, collectively …

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.The MFS MTRIX Total Return Fund summary. See MTRIX 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. MFS Total Return Fund Class A + Add to watchlist + Add to portfolio. MSFRX. MFS Total Return Fund Class A. Actions. Add to watchlist; Add to portfolio; …The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

MSFKX | A complete MFS Total Return Fund;R6 mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.F1 Included in all fund classes’ total returns for the year ended December 31, 2017, are proceeds received from a non-recurring litigation settlement against Household International Inc. Had these proceeds not been included, all total returns within calendar year 2017 would have been lower by 0.89%.The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. MSFRX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.MFS® Inflation-Adjusted Bond Fund: 2.49: MFS® Total Return Bond Fund: 2.24: MFS® New Discovery Fund: 1.26: MFS® New Discovery Value Fund: 1.25: MFS® Blended Research Emerging Markets Equity Fund: 1.00: MFS® Emerging Markets Equity Fund: 1.00: Cash & Cash Equivalents: 0.95See 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 ...

Exchange Traded Funds, or ETFs, have been getting a lot of attention lately. At first glance, they seem very similar to mutual funds; they contain a variety of investments, and the returns are based on how that mix does. However, there are ...

This section compares the fund to its benchmark and alternatives from our Mutual Fund OneSource Select List. Fund Name Inception Ticker Exp Ratio 1 Year 3 Year 5 Year10 Year Since Incep. MFS Total Return Bond Fund Class R6 (05/06) MRBKX 0.36 1.74 -4.83 0.59 1.32 3.27 Voya Intermediate Bond Fund Class I (01/02) IICIX 0.36 1.23 -5.25 0.21 1.45 3.531970. MFS establishes an Investment Counsel Division to serve its institutional clients. 1970. MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund. 1969. To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).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.The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. MSFRX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...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 ...Address. 500 Boylston St. Boston, MA 02116. Phone. 800 225-2606. MSFJX: MFS Total Return Fund Class R4 - Class Information. Get the lastest Class Information for MFS Total Return Fund Class R4 ...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)

Dec 31, 2005. 16.42. 16.4%. Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst.

The MFS MFWBX Global Total Return Fund summary. See MFWBX 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.The MFS LU0219441499 Global Total Return Fund summary. See LU0219441499 pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.MFS Total Return Fund Class A + Add to watchlist MSFRX Actions Price (USD) 18.85 Today's Change 0.01 / 0.05% 1 Year change -3.68% Data delayed at least …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.The MFS MFWHX Global Total Return Fund summary. See MFWHX 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 MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MFWTX Global Total Return Fund summary. See MFWTX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. ... Underlying Funds: MFS' strategy of investing in underlying funds exposes the fund to the risks of the ...

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.See MFS Total Return Fund (MSFRX) 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 ... 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.Instagram:https://instagram. bocelli operahow do you check if something is goldwhat is the average cost of health insurance in pennsylvaniashare trading simulator risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Strategy from underlying investment's prospectus The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. quarters valuablebest dollar stocks to buy An overview of the management, performance and expenses, investment characteristics, and other information about the MFS Value Fund. instacart stocks Jul 28, 2023 · MFWTX - MFS Global Total Return A - Review the MFWTX stock price, growth, performance, sustainability and more to help you make the best investments. The MFS MTRIX MFS ® Total Return Fund summary. See MTRIX 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 ...