What is MFS Total Return fund?

What is MFS Total Return fund?

The Fund seeks current income and future capital growth primarily through investment in stocks and bonds. The Fund’s primary investment objective is to obtain above average income consistent with prudent employment of capital.

Is MFS A Good Investment?

Overall, MFS Growth Fund A ( MFEGX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, MFS Growth Fund A ( MFEGX ) looks like a good potential choice for investors right now.

How accurate is Morningstar rating?

A study performed by Vanguard found that Morningstar’s ratings were not a good method to predict performance when measured against a benchmark. Morningstar itself acknowledges its rating system as a quantitative measure of a fund’s past performance that is not intended to accurately predict future performance.

Is mFS total return Bond a core-plus investment?

Steady. MFS Total Return Bond is a well-run core-plus offering. It earns a Morningstar Analyst Rating of Silver on its cheapest share classes, while the remaining share classes earn Bronze or Neutral ratings depending on fees. Alex Mackey was added to the roster here at the end of 2019, joining longtime managers Josh Marston and Robert Persons.

What’s new at MFS global total return?

Effective Jan. 3, 2022, David Shindler will join the current nine-person portfolio management team of MFS Global Total Return. As a contributor focused on the fundamental equity sleeve (roughly 30% of the portfolio), he’ll work alongside Steve Gorham, Johnathan Munko, and Vipin Narula.

Who is running MFS total return bond mrbix?

Remaining comanager Joshua Marston has helped run MFS Total Return Bond MRBIX since 2009, and now leans on fresh faces Alexander Mackey and Henry Peabody, portfolio managers at MFS since 2017 and 2019, respectively. Although the fund’s process is straightforward, its home bias and taste for value can shape results relative to peers.