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Mfs Total Return Fund Class R6: (MF: MSFKX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:41 PM ET

$19.41 USD

+0.03 (0.15%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.25 9
3 months 6.46 6
6 months 8.13 36
1 Year 12.73 53
3 Year 11.43 71
5 Year 7.42 52
10 Year 8.57 57

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.39
5 Year 6.63
10 Year 7.83
Since Inception 8.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.86 2.31 3.69 2.07
2024 4.49 -0.91 6.55 -2.18
2023 1.13 3.28 -2.89 9.11
2022 -4.42 -8.60 -4.09 8.24
2021 4.68 4.50 -0.18 4.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2511.397.9010.66-9.3214.2910.0820.57-5.4712.499.23
% Total Return Rel to Index 1.38-6.82-17.11-15.588.88-14.38-8.31-10.91-1.07-9.29-2.70
% Total Return Rel to Peer 1.15-1.78-3.72-3.294.431.11-1.191.810.10-0.652.88
% Perf Quintile vs Peer* 1.004.000.005.001.003.004.002.004.004.001.00
% Dividends 0.090.560.530.510.400.370.430.440.440.430.44
% Yield 0.212.602.492.612.021.521.912.062.392.052.31
Capital Gains ($) 0.001.211.170.730.641.491.050.260.470.710.25
Expense Ratio 0.000.390.400.390.390.390.400.400.400.400.41

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