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MFS® Total Return Fund


Fact Sheet

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Symbol: MSFRX   CUSIP:  552981300   Newspaper Abbreviation: TotRA   Fund number: 15  
Daily NAV:  $17.85  (as of 4/24/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Portfolio Management

Manager Years in Industry Years with Portfolio
Brooks Taylor   20     10  
Nevin Chitkara   21     7  
William Douglas   26     9  
Steven Gorham   24     12  
Richard Hawkins   32     8  
Joshua Marston   21     5  
Jonathan Sage   18     less than 1  

Portfolio Management

The fund is managed by portfolio managers Brooks A. Taylor (lead/equity securities), Nevin P. Chitkara (equity securities), Steven R. Gorham (equity securities) and Jonathan Sage (equity securities), William P. Douglas (mortgage-backed debt securities), and Richard O. Hawkins and Joshua P. Marston (debt securities).

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.