MFS Total Return Fund Class R6 is a balanced mutual fund designed to generate a total return by investing primarily in a diversified portfolio of large-cap equities and investment-grade fixed income securities. The fund seeks to provide above-average income with prudent capital management and is oriented toward investors seeking both income and growth from a single vehicle. Its investment approach typically allocates around 60% to equities and 40% to fixed income, focusing on attractively valued stocks and high-quality bonds. The fund's fixed income portion emphasizes generally investment-grade debt instruments, further supporting its conservative risk profile and relatively stable income generation. With over 900 individual holdings and a historically below average risk rating, it strives for broad diversification across sectors and issuers. The fund distributes income monthly and is structured to have a low expense ratio, enhancing cost efficiency for eligible retirement investors. MFS Total Return Fund Class R6 offers access without a sales charge, making it well-suited for retirement plans and institutional platforms seeking a moderate, income-focused allocation within diversified portfolios.
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