MTRBX : MFS Total Return Fund Class B

MTRBX is a Allocation Market All-In-One with HIGH fees.

MTRBX

MFS Total Return Fund Class B

FI Score

45 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

45% FI Score
  • mtrbx
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Total Return Fund Class B

Expenses: 1.47% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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 acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, U.S. government securities, securitized instruments, foreign government securities, and other obligations to repay money borrowed. It generally invests approximately 60% of its assets in equity securities and approximately 40% of its assets in debt instruments.

Largest Holdings

Amount Holding
2.38% United States Treasury Notes 1.75%
2.07% Microsoft Corp
2.01% Johnson & Johnson
1.87% Comcast Corp Class A
1.80% Cigna Corp
1.51% JPMorgan Chase & Co
1.50% United States Treasury Bonds 2.88%
1.39% Goldman Sachs Group Inc
1.20% Truist Financial Corp
1.18% Medtronic PLC
1.17% Union Pacific Corp
1.10% Danaher Corp
1.06% Philip Morris International Inc
1.01% Eaton Corp PLC
0.98% Honeywell International Inc
0.97% Accenture PLC Class A
0.96% Bank of America Corp
0.89% United States Treasury Notes 1.38%
0.87% Pfizer Inc
0.86% Target Corp
0.83% Aon PLC
0.82% Chubb Ltd
0.82% Intel Corp
0.77% Thermo Fisher Scientific Inc
0.75% Duke Energy Corp

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