Back to top
more

Mfs Total Return Fund Class R4: (MF: MSFJX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:41 PM ET

$20.32 USD

-0.13 (-0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.88 89
3 months -0.50 37
6 months 1.46 95
1 Year 4.99 84
3 Year 10.46 85
5 Year 5.30 70
10 Year 7.25 64

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -33.09
Bull Market (2/09 - 3/21) 397.84

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.99
5 Year 5.30
10 Year 7.25
Since Inception 6.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.40 1.97 -0.50 NA
2025 2.84 2.29 3.66 2.04
2024 4.46 -0.93 6.52 -2.14
2023 1.11 3.25 -2.91 9.13
2022 -4.43 -8.66 -4.05 8.15
2021 4.66 4.47 -0.15 4.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8811.297.8610.62-9.4214.249.9220.51-5.4912.339.13
% Total Return Rel to Index -9.86-6.92-17.15-15.628.77-14.43-8.47-10.97-1.10-9.46-2.80
% Total Return Rel to Peer -2.78-1.88-3.76-3.334.321.05-1.341.750.07-0.822.78
% Perf Quintile vs Peer* 3.004.005.005.001.003.004.002.004.004.001.00
% Dividends 0.390.540.510.490.390.350.410.420.430.410.43
% Yield 2.552.562.452.611.981.471.862.022.342.002.27
Capital Gains ($) 0.001.211.170.730.641.491.050.260.470.710.25
Expense Ratio 0.470.470.470.470.470.470.480.480.480.490.49

* 1 = Top 20%, 5 = Bottom 20%