Simple Moving Average 9.52 9.68 9.49 Last Price vs SMA +0.20% -1.45% +0.49% More On Moving Averages » MFS Total Return Bond Fund Retirement (MRBGX) Frequently Asked Questions ETFs Holding MRBGX Sorry, this data cannot be displayed at the moment....
Ticker Morningstar Category Morningstar Rating for Funds Overall Morningstar Sustainability Rating Total Return YTD Total Return Rank in Category YTD Adjusted Expense Ratio Fee Level Distribution Share Class Type Minimum Initial Investment MFS Blended Research Intl Eq ABRXAXForeign Large Blend14.27%30.890%...
The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital appreciation. The fund invests, normally, at least 80% of its net assets in municipal instruments, the interest on which is exempt from federal income tax. MFS (Massachusetts...
MFS Series Trust XII - MFS Lifetime 2035 Fund was formed in November 2, 2012 and is domiciled in the United States.The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2035; thereafter, the fund will seek total return...
The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests at least 80% of the fund's net assets in high income debt instruments. It may invest the fund's assets in other types of debt instruments. Debt ...
prove anomalous, the managers said. Stocks like France’s TotalEnergies and precious metals royalty collector Franco-Nevada Corp., while more variable, offer better valuations and unappreciated growth prospects. Neither meet traditional quality definitions but have climbed into this fund’s top 10 ...
USD| NAV as of Nov 13, 2024| 1-Day Return as of Nov 13, 2024, 7:21 AM GMT+8 Morningstar’s AnalysisMQLKX Medalist rating as ofAug 1, 2024. This fund stays true to character. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the...
Total 54.97% # of Holdings 68 *Holdings as of 2024-09-30 MEGBX Dividends MEGBX does not currently pay a dividend. MEGBX Dividend Growth HistoryMomentum Trading Data Volume - Average Volume (3 months) - Previous Close 143.41 Open - Shares Outstanding (Ticker) - ...
The strategy has tended to lag in rallies—particularly those led by aggressive growth stocks—but the institutional share class of the mutual fund has posted similar total returns to those of its typical rival and both indexes over the past 10 years and better ones over the past 15 years. ...
Investment NameTickerFront LoadDeferred LoadExpense RatioMinimum Initial Purchase12b-1 ActualPurchase ConstraintShareclass AttributesInception MFS International Intrinsic Value AMGIAX5.75–1.031.0 k0.25C/L—Oct 24, 1995 MFS International Intrinsic Value BMGIBX–4.001.781.0 k1.00C/L—Oct 24, 1995 ...