Mfs total return fund a.

Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...The MFS MSFKX Total Return Fund summary. See MSFKX 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 ...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.MFS Total Return Bond A MRBFX. MFS Total Return Bond A. MRBFX. Morningstar Medalist Rating. | Medalist Rating as of Aug 30, 2023 | See MFS Investment Hub. Quote. Chart. Fund Analysis. Performance.

The MFS MSFRX Total Return Fund summary. See MSFRX 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.

Nov 22, 2023 · MFS Total Return Fund Class R6: 2.49: Monarch ProCap ETF: 2.53: FT Balanced Income Equity & ETF 55 F CA: 2.54: FT Balanced Income Equity & ETF 55 F RE: 2.54: FT Balanced Income Equity & ETF 55 RE: The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 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.MFS Total Return Fund Class A Follow Share $19.13 Dec 1 · USD · MUTF · Disclaimer search Compare to Baron Emerging Markets Fund Retail Shares $13.52 BEXFX0.074% …

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

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 MSFKX Total Return Fund summary. See MSFKX 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 ...The Fund seeks total return. The Fund normally invests at least 80% its net assets in securities of issuers in the utilities industry. The utilities industry is defined as issuers engaged in ...The MFS MRBIX Total Return Bond Fund summary. See MRBIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.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)

The MFS MTRIX 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 ... 1. The MFS Meridian Funds offer several share classes each with different expenses. Performance reflects the performance of a relevant older class with the same currency until the class inception date of the class detailed. Performance for periods prior to that date may have been higher or lower had the actual share class fees and expenses been ...1MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. MFS Investment Management Canada Limited has appointed MFS Institutional Advisors, Inc. to provide additional sub-advisory services. 2 Source MFS: As at December 31, 2021 (unless …Total Amount/ Share. MFS® Charter Income Trust (NYSE: MCR)^ $0.0000 $0.043950 $0.043950 MFS® Government Markets Income Trust (NYSE ... when some …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; …

Nov 20, 2017 · The MFS MSFRX Total Return Fund summary. See MSFRX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

Analyst Note. MFS has announced that co-CIO of fixed income Bill Adams will retire from the firm effective Sept. 30, 2024. Adams was sole fixed-income CIO at …Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...The MFS MTRRX Total Return Fund summary. See MTRRX 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; …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.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.Target Risk and Total Return MFS® Aggressive Growth Allocation Fund MFS® Conservative Allocation Fund MFS® Global Total Return Fund MFS® Growth Allocation Fund MFS® Moderate Allocation Fund MFS Total Return Fund Purchase amount Sales charge 1 (% of offering price) Less than $50,000 5.75% $50,000 to < $100,000 4.75% …Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...The MFS MFWLX Global Total Return Fund summary. See MFWLX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

The MFS LU0219441499 Global Total Return Fund summary. See LU0219441499 pricing, performance snapshot, ratings, historical returns, risk considerations, and more.

The Fund’s objective is total return, measured in U.S. dollars. The Fund invests primarily (at least 70%) in investment grade U.S. debt instruments, including U.S. government securities, mortgage-backed securities and other s. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average …

The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.The MFS MSFFX Total Return Fund summary. See MSFFX 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. The MFS MFWGX Global Total Return Fund summary. See MFWGX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 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 ...The MFS MTRCX Total Return Fund summary. See MTRCX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or summary prospectus, containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully. Fact Sheet | Q3 | 2023 MFS ® Global Total Return Fund MWT-FS-10-23 14935.69Key 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 ...MFWTX | A complete MFS Global Total Return Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.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 ...

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.This is for persons in the US only. Analyze the Fund MFS Total Return Fund Class I having Symbol MTRIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.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 summaryInstagram:https://instagram. analyst researchrenters insurance like lemonadelow cost options tradingapple watch body fat Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy ...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%. workers comp companies in californiatslvf stock Fund Name Short - Term Long-Term Total Record Date Ex Date Payable ... MFS® Global Total Return Fund 0% 2% ... 7% 12/18 12/19 12/20 MFS® High Income Fund 0% 0% 0% 12/11 12/12 12/13 MFS® Income Fund 0% 0% 0% 12/20 12/21 12/22 MFS® Inflation-Adjusted Bond Fund 0% 0% 0% 12/13 12/14 12/15 MFS® ...The MFS MSFHX Total Return Fund summary. See MSFHX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. gaaex The MFS MSFRX Total Return Fund summary. See MSFRX 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.The MFS MTRIX Total Return Fund summary. See MTRIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.