MFS Total Return Fund (MSFRX) Alternatives
MFS Total Return Fund (MSFRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MSFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MSFRX
MSFRX charges 0.72% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MSFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MSFRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MSFRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MSFRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MSFRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MSFRX vs FYMIX |
Best Risk-Adjusted Alternatives to MSFRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MSFRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MSFRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MSFRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MSFRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MSFRX vs PMAIX |
Top Performing MSFRX Alternatives (YTD)
MSFRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MSFRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MSFRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MSFRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MSFRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MSFRX vs CONWX |
Lowest Volatility Alternatives to MSFRX
MSFRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MSFRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MSFRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MSFRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MSFRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MSFRX vs SICIX |
Lowest Drawdown Alternatives to MSFRX
MSFRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MSFRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MSFRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MSFRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MSFRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MSFRX vs SICIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MSFRX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MSFRX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MSFRX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MSFRX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MSFRX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MSFRX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MSFRX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MSFRX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MSFRX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MSFRX vs MEIAX |
Often Compared With MSFRX
What investors most often compare with MSFRX, based on PortfoliosLab usage data.
Compare MSFRX with Any Fund or Stock
Compare MSFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.