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 a closer substitute for your current allocation.
Cheapest Alternatives to MSFRX
MSFRX charges 0.72% annually. There are 312 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | MSFRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MSFRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MSFRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MSFRX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MSFRX vs VTMFX |
Best Risk-Adjusted Alternatives to MSFRX
MSFRX has a PortfoliosLab risk / return rank of 32. There are 479 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | MSFRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MSFRX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | MSFRX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | MSFRX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MSFRX vs AYBLX |
Top Performing MSFRX Alternatives (YTD)
MSFRX is at 2.35% YTD. There are 503 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | MSFRX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | MSFRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | MSFRX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | MSFRX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | MSFRX vs SMIFX |
Lowest Volatility Alternatives to MSFRX
MSFRX has 6.89% 1-year volatility. There are 161 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | MSFRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | MSFRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | MSFRX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MSFRX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | MSFRX vs CSTAX |
Lowest Drawdown Alternatives to MSFRX
MSFRX has a 1-year max drawdown of -4.96%. There are 126 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | MSFRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MSFRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MSFRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MSFRX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | MSFRX vs FSRKX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 13 | 3.08% | — | Jan 1996 | MSFRX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 37 | 6.94% | — | May 2006 | MSFRX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | MSFRX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | MSFRX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | MSFRX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | MSFRX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | MSFRX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | MSFRX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | MSFRX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 7.06% | — | Jul 1924 | MSFRX vs MITTX |
Often Compared With MSFRX
Investors most often compare MSFRX with AAETX, MACIX, TRIB. These 20 comparison targets span 8 categories, 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.
Pair MSFRX with funds that move differently
MFS Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSFRX.
Explore MSFRX Diversifiers