MFS Total Return Fund Class R2 (MTRRX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.22% | 5.85% | -3.63% |
Year-to-Date | 0.89% | 5.07% | -4.18% |
1 Year | 3.09% | 0.00% | 3.09% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
20%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 20% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.00%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,258
Real cost (fees + lost compounding)
$1,558
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-1.54%