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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare MTRBX vs JABAX

61% FI Score
  • jabax
  • Mutual Fund
  • Allocation
  • All-In-One

Janus Henderson Balanced Fund Class T

Expenses: 0.82% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs FASAX

61% FI Score
  • fasax
  • Mutual Fund
  • Allocation
  • All-In-One

AIG Multi-Asset Allocation Fund Class A

Expenses: 0.22% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs BAICX

61% FI Score
  • baicx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock Multi-Asset Income Portfolio Investor A Shares

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs BAGPX

61% FI Score
  • bagpx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock 60/40 Target Allocation Fund Investor A Shares

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs SAIPX

61% FI Score
  • saipx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Conservative Balanced Fund Class A

Expenses: 0.63% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs TSMLX

61% FI Score
  • tsmlx
  • Mutual Fund
  • Allocation
  • All-In-One

TIAA-CREF Lifestyle Moderate Fund Retail Class

Expenses: 0.37% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs FMTIX

61% FI Score
  • fmtix
  • Mutual Fund
  • Allocation
  • All-In-One

Franklin Moderate Allocation Fund Class A

Expenses: 0.63% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs SWEGX

61% FI Score
  • swegx
  • Mutual Fund
  • Allocation
  • All-In-One

Schwab MarketTrack All Equity Portfolio™

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs FBKFX

61% FI Score
  • fbkfx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Balanced K6 Fund

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare MTRBX vs SACAX

61% FI Score
  • sacax
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Strategic Growth Fund Class A

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo