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MTRBX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Total Return B (MTRBX) Ownership - Who owns MFS Total Return B?

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
N/A
Min. Initial Investment
1000.00
Fund Existence
about 31 years
Turnover
43.00
Front Load
N/A
Net Assets
8113419000.00
Manager Tenure
N/A

Fundamentals

MTRBX
Net Assets
8.11B
Fund Existence
about 31 years
Turnover
43.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
1.55B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
19.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
1079.00
Number of Net Holdings
N/A
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
10.724
Annual Yield % from dividends
1.60
Returns for 1 year
16.58
Returns for 3 years
-5.43
Returns for 5 years
12.51
Returns for 10 years
28.69
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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