Mfs Total Return Fund Quote
| MSFHX Fund | USD 19.34 0.02 0.10% |
PerformanceOK
| Odds Of DistressLow
|
Mfs Total is trading at 19.34 as of the 19th of March 2025; that is 0.10% up since the beginning of the trading day. The fund's open price was 19.32. Mfs Total has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest in a company or other issuer. Debt instruments include corporate bonds, U.S. More on Mfs Total Return
Moving together with Mfs Mutual Fund
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
Mfs Total Return [MSFHX] is traded in USA and was established 19th of March 2025. Mfs Total is listed under MFS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of MFS family. This fund now has accumulated 7.79 B in assets with no minimum investment requirementsMfs Total Return is currently producing year-to-date (YTD) return of 1.72% with the current yeild of 0.02%, while the total return for the last 3 years was 5.51%.
Check Mfs Total Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Total Return Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| CI | Cigna Corp | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| ETN | Eaton PLC | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Mfs Total Return Risk Profiles
| Mean Deviation | 0.5005 | |||
| Standard Deviation | 0.9152 | |||
| Variance | 0.8375 | |||
| Risk Adjusted Performance | (0.1) |
Mfs Total Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Total financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Total security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |