Morningstar

MFS Total Return A MSFRX Fund Analysis

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

Morningstar’s Analysis MSFRX

Will MSFRX outperform in 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.

Seasoned managers drive a consistent approach.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Despite some roster changes, MFS Total Return's seasoned managers and deep pool of talented analysts ensure consistency in the fund's fundamental research-driven approach.

by Ben Sater
Rated on Published on

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