MFS Total Return Fund

MFS Total Return Fund is a registered fund series of MFS Series Trust V (series S000002439). Net assets $7.5B as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Charles Schwab Corp. (The)$190.8M255.57%
Pfizer, Inc.$153.4M205.41%
Medtronic plc$138.4M185.36%
Microsoft Corp.$133.5M178.84%
ConocoPhillips$130.4M174.72%
Omnicom Group, Inc.$127.7M171.08%
Becton Dickinson & Co.$127.7M170.99%
MFS Institutional Money Market Portfolio$127.6M170.90%
Bank of America Corp.$119.8M160.42%
Cigna Group (The)$115.0M154.03%
Kenvue, Inc.$112.2M150.30%
United States of America$109.6M146.86%
Aon plc$107.6M144.11%
United States of America$105.5M141.26%
Johnson & Johnson$103.5M138.64%

Net asset history

Report dateNet assets
2026-03-31$7.5B
2025-12-31$7.6B
2025-09-30$7.8B
2025-06-30$7.7B
2025-03-31$7.7B
2024-12-31$7.7B
2024-09-30$8.1B
2024-06-30$7.7B

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