Morningstar

MFS Total Return Fund Class A MSFRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MSFRX

Will MSFRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced teams anchor this value-oriented balanced fund offering.

Analyst Zach Houston-Read

Zach Houston-Read

Analyst

Summary

MFS Total Return applies a disciplined but conventional structure to construct a core balanced strategy that diversifies through a largely static mix of roughly 60% equities and 40% fixed income. The strategy is implemented by an experienced management team with extensive supporting resources, but its distinctiveness rests mostly on the execution of its underlying sleeves rather than a differentiated asset allocation framework.

by Zach Houston-Read
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