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MSFHX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Total Return R3 (MSFHX) Ownership - Who owns MFS Total Return R3?

The investment seeks total return... Show more

Profile

Category
Moderate Allocation
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.72
Min. Initial Investment
N/A
Fund Existence
over 20 years
Turnover
53.00
Front Load
N/A
Net Assets
7642005500.00
Manager Tenure
N/A

Fundamentals

MSFHX
Net Assets
7.64B
Fund Existence
over 20 years
Turnover
53.00
Total Expense Ratio
0.72
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.72
Assets in Top Ten Holdings
1.55B
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
211M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.35
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
973.00
Number of Net Holdings
974.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
19.42%
Gain YTD
5.665
Annual Yield % from dividends
2.32
Returns for 1 year
1.96
Returns for 3 years
9.24
Returns for 5 years
9.77
Returns for 10 years
32.58
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
MFS Series Trust V111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com