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Mfs Total Return Fund Class R3: (MF: MSFHX)

(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET

$20.07 USD

-0.10 (-0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for MSFHX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
MFS Total Return R3 MSFHX NA NA 0.00 0.25 0.35 0.72

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
MFS Total Return Fund B MTRBX 19.83 10/6/1970 0.70 8.57 1.68 5.75
MFS Total Return Fund A MSFRX 19.76 10/6/1970 1.06 9.34 2.43 6.54
MFS Total Return Fund C MTRCX 19.97 10/6/1970 0.71 8.57 1.68 5.75
MFS Total Return Fund I MTRIX 19.64 1/2/1997 1.18 9.67 2.71 6.82
MFS Total Return R2 MTRRX 19.74 10/31/2003 0.95 9.13 2.19 6.28
MFS Total Return R1 MSFFX 19.73 4/1/2005 0.73 8.58 1.68 5.76
MFS Total Return R3 MSFHX 20.07 4/1/2005 1.07 9.38 2.45 6.55
MFS Total Return R4 MSFJX 19.79 4/1/2005 1.19 9.65 2.70 6.81
MFS Total Return R5 MSFKX 19.76 6/1/2012 1.21 9.69 2.77 6.89

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
MFS Total Return R3 MSFHX 0 0 0 M

Contact Information

Family MFS
Address 500 Boylston St
Boston, MA 02116
Phone 800 225-2606