Mfs Total Return Fund Holdings Turnover
MRBJX Fund | USD 9.19 0.03 0.33% |
Mfs Total Return fundamentals help investors to digest information that contributes to Mfs Total's financial success or failures. It also enables traders to predict the movement of Mfs Mutual Fund. The fundamental analysis module provides a way to measure Mfs Total's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Mfs Total mutual fund.
Mfs |
Mfs Total Return Mutual Fund Holdings Turnover Analysis
Mfs Total's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Competition |
According to the company disclosure, Mfs Total Return has a Holdings Turnover of 0.0%. This indicator is about the same for the MFS average (which is currently at 0.0) family and about the same as Intermediate Core-Plus Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Did you try this?
Run Earnings Calls Now
Earnings CallsCheck upcoming earnings announcements updated hourly across public exchanges |
All Next | Launch Module |
Mfs Fundamentals
Total Asset | 7.3 B | ||||
Annual Yield | 0.0008 % | ||||
Year To Date Return | 6.92 % | ||||
One Year Return | 0.86 % | ||||
Three Year Return | (3.10) % | ||||
Five Year Return | 0.61 % | ||||
Ten Year Return | 4.29 % | ||||
Net Asset | 5.47 B | ||||
Last Dividend Paid | 0.02 | ||||
Cash Position Weight | (14.28) % | ||||
Bond Positions Weight | 12.21 % |
About Mfs Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mfs Total Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mfs Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mfs Total Return based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mfs Total Return. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Stocks Directory module to find actively traded stocks across global markets.