MFS Total Return R3 (MSFHX) - Allocation--50% to 70% Equity fund with $7.79 Billion in assets. The fund allocates 18.40% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is MFS Institutional Money Market Portfolio, Class A at 2.05% of total assets. This is followed by Goldman Sachs Group, Inc. (The) (1.63%) and JPMorgan Chase Co. (2.13%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| MFS Institutional Money Market Portfolio, Class A | 2.05% | - | - |
| Goldman Sachs Group, Inc. (The) | 1.63% | - | - |
| JPMorgan Chase Co. | 2.13% | - | - |
| U.S. Treasury Notes | 1.63% | - | - |
| Charles Schwab Corp. (The) | 2.51% | - | - |
| Microsoft Corp. | 2.01% | - | - |
| Cigna Group (The) | 1.54% | - | - |
| Bank of America Corp. | 1.87% | - | - |
| Comcast Corp., Class A | 1.54% | - | - |
| Johnson Controls International plc | 1.49% | - | - |
| Medtronic plc | 1.73% | - | - |
| Johnson Johnson | 1.93% | - | - |
| Hess Corp. | 1.63% | - | - |
| Kenvue, Inc. | 1.66% | - | - |
| Becton Dickinson Co. | 1.64% | - | - |
| Aon plc, Class A | 1.57% | - | - |
| Pfizer, Inc. | 1.76% | - | - |
| Omnicom Group, Inc. | 1.65% | - | - |
| U.S. Treasury Bonds | 1.40% | - | - |
| ConocoPhillips | 1.75% | - | - |
| Northern Trust Corp. | 1.61% | - | - |