• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.26% Nasdaq Up 0.23%

    MFS Total Return C (MTRCX)

    18.57 Up 0.04(0.22%) May 4
    Prev Close:18.53
    YTD Return*:0.86%
    Net Assets*:7.05B
    Yield*:1.38%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MTRCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 0.875%2.89-2.92
    US Treasury Bond 4.5%2.56-0.97
    JPM2.33-5.38
    US Treasury Note 3.125%2.27-4.51
    FNMA 4%1.776.54

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.05B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.48%

    Performance & Risk

    YTD Return:0.86%
    5y Avg Return:8.57%
    Rank in Category (ytd):86
    % Rank in Category (ytd):9.01%
    Beta (3y):0.94
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks total return. The fund invests its assets in equity securities and debt instruments. It invests between 40% and 75% of net assets in equity securities and at least 25% of its assets in fixed-income senior securities. The fund may invest in foreign securities. It focuses on investing its assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies). The fund generally invests substantially all of its investments in debt instruments in investment-grade debt instruments. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback