Mfs total return fund a.
Weighted Average Market Cap. $6.2b. Weighted Median Market Cap. $3.8b. Number of Issues. 367. 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 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 …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 ...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 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 ...
MFS Total Return Fund A (MSFRX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, ...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. The MFS MTRRX Total Return Fund summary. See MTRRX 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 LU0219441499 Global Total Return Fund summary. See LU0219441499 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 MSFFX Total Return Fund summary. See MSFFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.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% …MSFJX - MFS Total Return R4 - Review the MSFJX stock price, growth, performance, sustainability and more to help you make the best investments.
The MFS MFWLX Global Total Return Fund summary. See MFWLX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
The MFS MFWIX Global Total Return Fund summary. See MFWIX 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. The MFS MTRCX Total Return Fund summary. See MTRCX 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. 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 14935.691970. MFS establishes an Investment Counsel Division to serve its institutional clients. 1970. MFS establishes a Fixed Income Group and offers its first balanced fund, MFS® Total Return Fund. 1969. To broaden the firm’s scope of products and services, MIT is reorganized as Massachusetts Financial Services (MFS).
Discover historical prices for MSFRX stock on Yahoo Finance. View daily, weekly or monthly format back to when MFS Total Return Fund stock was issued.The MFS MTRCX Total Return Fund summary. See MTRCX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.An overview of the management, performance and expenses, investment characteristics, and other information about the MFS Value Fund.The MFS MTRIX MFS ® Total Return Fund summary. See MTRIX 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 …
Performance. Price. Investment Objective: MFS Meridian Funds - Global Total Return Fund A1 USD. The Fund’s objective is total return, measured in U.S. dollars. The Fund invests in a combination ...
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.MFS Meridian Funds - Global Total Return Fund A2 USD. Actions. Add to watchlist; Add to portfolio; Price (USD) 29.20; Today's Change 0.01 / 0.03%; 1 Year change +0.45%; Data delayed at least 15 minutes, as of Nov 22 2023. ... The Fund’s objective is total return, measured in U.S. dollars. The Fund invests in a combination of equity …Review the latest Morningstar rating and analysis on the MFS Total Return A fund to determine if it is the right ... MFS has announced that co-CIO of fixed income Bill Adams will retire from the ...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:Get the latest MFS Total Return Fund Class I (MTRIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.The MFS MFWTX Global Total Return Fund summary. See MFWTX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is …
The MFS MFWBX Global Total Return Fund summary. See MFWBX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.
MFS Total Return Fund Investing solely in MFS Total Return Fund (Class R3) Managed by MFS Investment Management. Ticker Symbol+: MSFHX. Sub Account Details. Risk/Return Category 1A Growth & Income. LOW: HIGH: Asset Class/Investment Style 5A Balanced : UNDERLYING Fund Highlights Why Consider this Fund.The MFS MFWLX Global Total Return Fund summary. See MFWLX 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 MRRRX Total Return Bond Fund summary. See MRRRX 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 MFS MSFRX Total Return Fund summary. See MSFRX 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: 0.95Fact Sheet MFS® Total Return Fund Objective Seeks total return. Investment team Portfolio Managers Steven Gorham, CFA 34 years with MFS 34 years in industry …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. Updated NAV Pricing for Sun Life MFS Global Total Return Fund A - FE (CADFUNDS: SUN102.CF). Charting, Tear Sheets, Fund Holdings & more.The fund’s investment objective is to seek total return through a combination of current income and capital appreciation. Investment team Lead Portfolio Manager Jonathan Sage, CFA ALPHABET INC23 years with MFS 28 years in industry Portfolio Managers Jim Fallon 24 years with MFS 25 years in industry Matt Krummell, CFA 22 years with MFSMRBFX | A complete MFS Total Return Bond Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
The MFS MRBFX Total Return Bond Fund summary. See MRBFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more.Fund performance. ¹Returns for periods longer than one year are annualized. Data as of September 30, 2023. Inception date September 30, 2010. ²Sun Life MFS Global Return Blended Benchmark (60% MSCI World Index C$, 40% Bloomberg Barclays Global Aggregate Bond Index Hedged C$) Views expressed are those of MFS Investment …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 ...Instagram:https://instagram. vanguard federal money market fund rateni sourceoxsqr stockfed funds rate projection MFS® Blended Research Mid Cap Equity Fund. 2.99. MFS® Blended Research International Equity Fund. 2.50. MFS® Blended Research Value Equity Fund. 2.01. MFS® Global Real Estate Fund. 2.01. MFS® Commodity Strategy Fund.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 … dilar treebest stock under dollar20 The MFS MSFKX Total Return Fund summary. See MSFKX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. jewelers mutual vs lavalier Discover historical prices for MSFRX stock on Yahoo Finance. View daily, weekly or monthly format back to when MFS Total Return Fund stock was issued.Dec 31, 2005. 16.42. 16.4%. Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst.