3 / 5 Stars
4 4 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#66 in Moderate Allocation
U.S. News evaluated 279 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.81 percent over the past year, 9.09 percent over the past three years, 5.02 percent over the past five years, and 6.72 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||5.0%|
|10 Years (Annualized)||6.7%|
The investment seeks total return. The fund invests its assets in equity securities and debt instruments. It invests between 40% and 75% of net assets in equity securities and at least 25% of its assets in fixed-income senior securities. The fund may invest in foreign securities. It focuses on investing its assets in the stocks of companies it believes are undervalued compared to their perceived worth (value companies). The fund generally invests substantially all of its investments in debt instruments in investment-grade debt instruments. It may invest in mortgage dollar rolls and derivatives.
Fees are Above Average compared to funds in the same category.
MFS Total Return Fund has an expense ratio of 0.77 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.