MFS® Total Return Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.06 0.1 1.96
Stocks 49.84 0.0 49.84
Bonds 35.25 0.0 35.25
Other 1.04 0.0 1.04
Foreign Bonds 3.65 0.0 3.65
Foreign Stocks 7.97 0.0 7.97
Convertible 0.0 0.0 0.0
Preferred 0.29 0.0 0.29

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
US Treasury Note 2.125% --- --- 3.58
US Treasury Note 0.875% --- --- 3.19
US Treasury Bond 4.5% --- --- 2.56
JPMorgan Chase & Co JPM -3.23 2.11
Philip Morris International, Inc. PM -7.67 1.58
Pfizer Inc PFE 5.26 1.58
Exxon Mobil Corporation XOM -5.01 1.56
US Treasury Note 0.375% --- --- 1.49
Wells Fargo & Co WFC 2.31 1.48
Johnson & Johnson JNJ 0.69 1.42

Bond Ratings (%)

Updated 01.31.2014

Sector MSFRX
AAA 68.93
AA 5.48
A 12.2
BBB 16.03
BB 0.57
B 0.0
Below B 0.45
Other -3.66