|500 Boylston St , Boston, MA 02116|
|Fund Manager||Team Managed|
MFS Total Return Fund seeks above-average income with growth of capital and income by investing at least 40%, but not more than 75%, of its net assets in common stocks and related securities. The Fund invests at least 25% of its assets in non-convertible fixed income securities.
|Asset Type||% Of Allocation|
|Total Net Assets||303.35 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|GS||GOLDMAN SACHS GROUP INC||2.26%|
|JPM||JPMORGAN CHASE & CO||1.68%|
|JNJ||JOHNSON & JOHNSON||1.67%|
|SCHW||CHARLES SCHWAB CORP||1.56%|
|ETN||EATON CORP PLC||1.34%|
|BAC||BANK OF AMERICA CORPORATION||1.33%|
|MRK||MERCK & CO INC||1.25%|
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