MFS® Total Return Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.0 0.1 1.9
Stocks 51.06 0.0 51.06
Bonds 34.72 0.0 34.72
Other 0.47 0.0 0.47
Foreign Bonds 3.37 0.0 3.37
Foreign Stocks 8.03 0.0 8.03
Convertible 0.0 0.0 0.0
Preferred 0.45 0.0 0.45

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
US Treasury Note 0.875% --- --- 3.04
US Treasury Note 2.125% --- --- 2.7
US Treasury Bond 4.5% --- --- 2.54
US Treasury Note 3.125% --- --- 2.34
JPMorgan Chase & Co JPM 0.43 2.16
Wells Fargo & Co WFC 17.56 1.62
Philip Morris International Inc PM -1.19 1.6
Johnson & Johnson JNJ 17.08 1.45
Exxon Mobil Corporation XOM 1.46 1.44
Pfizer Inc PFE -0.1 1.44

Bond Ratings (%)

Updated 05.31.2014

Sector MSFRX
AAA 69.75
AA 5.67
A 12.44
BBB 15.73
BB 0.33
B 0.0
Below B 0.45
Other -4.37

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