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MFS Total Return A (MSFRX) Fund Ranking and Research

Ranking, Research and Recommendation of MFS Total Return A (MSFRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of MFS Total Return A Fund (MSFRX) ManagerFund Manager - Brooks A. Taylor

Fund Manager Information

Fund Manager Tenure: 13.8 years
Similar Funds: MSFFX  MSFHX  MSFJX  MSFKX 
Fund Family: MFS
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Graph of MFS Total Return A Fund (MSFRX) ProfileMFS Total Return A Fund (MSFRX) Profile

Fund Profile and Description

MFS Total Return A Fund seeks total return. MFS Total Return A Fund invests assets in equity securities and debt instruments. It invests between 40% and 75% of net assets in equity securities and at least 25% of the total assets in fixed-income senior securities. MFS Total Return A Fund may invest in foreign securities. It focuses on investing assets in the stock of value companies. MFS Total Return A Fund generally invests substantially all of its investments in debt instruments in investment-grade debt instruments. It may invest in mortgage dollar rolls and derivatives.

 

MFS Total Return A (MSFRX) Fund Strength What we like about MFS Total Return A (MSFRX) Fund

Data for MFS Total Return A Fund (MSFRX) as of May 30, 2016

  • MFS Total Return A Fund (MSFRX) management has been with MFS Total Return A Fund for 13.8 years
  • MFS Total Return A Fund (MSFRX) has good short-term performance (1-year return 1.70% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • MFS Total Return A Fund (MSFRX) has good mid-term performance (3-year return 6.98% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • MFS Total Return A Fund (MSFRX) has good Long-term performance (5-year return 7.55% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • MFS Total Return A Fund (MSFRX) ratio of up-years vs down years is greater than 2
  • Asset base in MFS Total Return A Fund (MSFRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • MFS Total Return A Fund (MSFRX) has an annual stock turnover rate of 45.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that MFS Total Return A management does not trade extensively for its return.
  • MFS Total Return A Fund (MSFRX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.82, lower than category average of 7.71
  • MFS Total Return A Fund (MSFRX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.74% vs 0.85%

MFS Total Return A Fund (MSFRX) Weakness What we are cautious about MFS Total Return A (MSFRX) Fund

Data for MFS Total Return A Fund (MSFRX) as of May 30, 2016

  • MFS Total Return A Fund (MSFRX) has a Morningstar rating of 3 and below
  • MFS Total Return A Fund (MSFRX) carries a 5.75% load
See MFS Total Return A Fund (MSFRX) performance details as of May 30, 2016

 

What do you think?

 

Compare MFS Total Return A Fund (MSFRX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
MFS Total Return A4.631.706.987.55
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare MFS Total Return A Fund (MSFRX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of MFS Total Return A Fund (MSFRX) Net Asset TrackingMFS Total Return A (MSFRX) Fund Net Asset

Track net asset change of MFS Total Return A fund (MSFRX)

DateNet Asset
05/2016$7.23B
03/2016$7.02B
02/2016$6.70B
More historic net asset information on MFS Total Return A Fund (MSFRX)

  

Graph of MFS Total Return A Fund (MSFRX) Portfolio TrackingMFS Total Return A (MSFRX) Fund Portfolio Allocation

Track portfolio allocation change of MFS Total Return A fund (MSFRX)

DateCashStockBondOther
04/20164.73%60.76%34.14%0.24%
02/20165.06%59.18%34.87%0.73%
01/20164.79%59.57%34.82%0.65%
Click here to see more historic asset allocation information on MFS Total Return A Fund (MSFRX)

 

graph of MFS Total Return A Fund (MSFRX) Top 10 Position TrackingTop 10 Holdings in MFS Total Return A (MSFRX) Fund

Discover what MFS Total Return A Fund (MSFRX) manager is buying

Apr 29, 2016
JP Morgan Chase & Co. Common St [2.41%]
US Treasury Bond 2.875% [2.31%]
US Treasury Note 1% [1.95%]
Philip Morris International Inc [1.67%]
Wells Fargo & Company Common St [1.55%]
US Treasury Note 3.125% [1.54%]
Johnson & Johnson Common Stock [1.23%]
Verizon Communications Inc. Com [1.12%]
Merck & Company, Inc. Common St [1.09%]
CVS Health Corporation Common S [1.03%]

Feb 28, 2016
US Treasury Bond 2.875% [2.48%]
JP Morgan Chase & Co. Common St [2.26%]
US Treasury Note 1% [2.07%]
Philip Morris International Inc [1.69%]
US Treasury Note 3.125% [1.64%]
Wells Fargo & Company Common St [1.54%]
Johnson & Johnson Common Stock [1.23%]
Verizon Communications Inc. Com [1.18%]
Merck & Company, Inc. Common St [1.05%]
CVS Health Corporation Common S [1.05%]

Jan 30, 2016
US Treasury Bond 2.875% [2.41%]
JP Morgan Chase & Co. Common St [2.4%]
US Treasury Note 1% [2.07%]
Philip Morris International Inc [1.71%]
Wells Fargo & Company Common St [1.65%]
US Treasury Note 3.125% [1.63%]
Johnson & Johnson Common Stock [1.24%]
Verizon Communications Inc. Com [1.2%]
Merck & Company, Inc. Common St [1.06%]
CVS Health Corporation Common S [1.05%]
Click here for Stock Holding Change Map in MFS Total Return A Fund (MSFRX)

  

Latest News on MFS Total Return A (MSFRX) Fund

See what is happening with MFS Total Return A Fund (MSFRX)

 

MFS Total Return A Fund (MSFRX) Related ResourcesSee more information on MFS Total Return A (MSFRX) Fund

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