Mfs total return fund a.

The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Key reasons to invest in Sun Life MFS Global Total Return Fund. An actively managed global balanced fund seeking a blend of growth and income. A typical mix of 60% equities and 40% fixed income, designed to remove market timing. Takes a value-based approach, with a tilt to global large-cap stocks. Global fixed income exposure is focused on ...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.The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks and ... MFS Total Return A. Fees and Expensesas of01-27-23 Prospectus Gross Expense Ratio 0.72 % Total Annual Operating Exp per $1000 $ 7.20 Maximum Sales Charge 5.75%

The MFS MFWJX Global Total Return Fund summary. See MFWJX 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: 0.95The MFS MRBFX Total Return Bond Fund summary. See MRBFX 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.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 MFWLX Global Total Return Fund summary. See MFWLX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.You buy 100 shares at £10 per share; the initial value of your investment is therefore £1,000. If the company pays a 5% dividend, you’ll receive £50, enabling you to acquire five additional shares. 12 months later, the share price rises from £10 to £11. Based solely on the share price, your return is 10%.

The MFS MFWLX Global Total Return Fund summary. See MFWLX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

See MFS Total Return Fund (MTRCX) 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 ...

Share Class Information. Class Inception 01/03/95. Net Asset Value (NAV) As of 12/01/23 $22.36. Most Recent NAV Change As of 12/01/23 $0.21 | 0.95%. CUSIP 55273F506. 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. 0.70%.The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.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 3.53The federal taxes you pay each year are based on the total amount of income you earned the previous year — that includes all the money you earn from a variety of different sources, such as wages, interest on bank accounts and profits earned...The MFS MSFJX Total Return Fund summary. See MSFJX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Using the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. Investing up to 20% of assets in lower-quality debt securities. Managing the fund to have similar overall interest rate risk to the index. Investing in domestic and foreign issuers.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.

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 interest (or right to acquir e an ownership interest) in a company or other issuer.22.45%. Weighted Average Market Cap. $928.5b. Weighted Median Market Cap. $478.4b. Number of Issues. 63. 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 MTRIX MFS ® Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Nov 30, 2023DISCLOSURES. 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.

MFS Total Return Fund A (MSFRX) dividend yield: annual payout, 4 year average yield, yield chart and 10 year yield history.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 ...

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. $ 8.87. The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Day End. There is no data available. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News.The MFS MFWTX Global Total Return Fund summary. See MFWTX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.View the latest MFS Total Return Fund;A (MSFRX) stock price, news, historical charts, analyst ratings and financial information from WSJ.The MFS MTRRX Total Return Fund summary. See MTRRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MRBIX Total Return Bond Fund summary. See MRBIX 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.

Objective. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

The MFS MRBFX Total Return Bond Fund summary. See MRBFX 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.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 ...Find the latest MFS Total Return Fund (MSFKX) stock quote, history, news and other vital information to help you with your stock trading and investing.The MFS MRBHX Total Return Bond Fund summary. See MRBHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.MFS' Proxy Voting Policy and Procedures. Sub-Funds Offering Currency-Hedged Share Classes. 2023 Holidays - MFS SICAV. MFS Meridian Funds Registered Share Class Report. MFS Investment Management Company (Luxembourg) S.à.r.l Engagement Policy Information – Shareholder Rights Directive II. UK Reporting Fund Regime - Report to …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 MSFFX Total Return Fund summary. See MSFFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Fund (ticker) Income/ Share Other Sources/ Share* Total Amount/ Share MFS® Charter Income Trust (NYSE: MCR)^ $0.0000 $0.043950 $0.043950 MFS® …Get the latest MFS Total Return Fund Class B (MTRBX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.MFS Total Return Fund;A | historical charts and prices, financials, and today’s real-time MSFRX stock price.

Parent. NAV / 1-Day Return 8.55 / 0.33 %. Total Assets 3.2 Bil. Adj. Expense Ratio 0.350%. Expense Ratio 0.350%. Distribution Fee Level Below Average. Share Class Type Retirement, Large. Category ...The MFS MFWTX Global Total Return Fund summary. See MFWTX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Muni National Long-Term Bond Funds. Transparency is our policy. Learn how it impacts everything we do. MRBKX - MFS Total Return Bond R6 - Review the MRBKX stock price, growth, performance ...Instagram:https://instagram. cpxixunlocked phones black fridaystock xxwhat is the best real estate investing course The investment seeks favorable total return. The fund generally invests approximately 60% of its net assets in equity securities, including common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for equity securities, and approximately 40% of its net assets in fixed-income securities. Substantially all of the fund's investments in … mortgage companies that work with bankruptciesfha home loans ohio Fund Type: Net Assets: Return: MSFRX | A complete MFS Total Return Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and …0.41. 0.41. * 1 = Top 20%, 5 = Bottom 20%. MSFKX: MFS Total Return Fund Class R6 - Fund Performance Chart. Get the lastest Fund Performance for MFS Total Return Fund Class R6 from Zacks Investment ... priority gold The MFS MSFJX Total Return Fund summary. See MSFJX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. Get the latest MFS Total Return Fund Class A (MSFRX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.