Congress Holdings

Most held

MRBIX

MFS Total Return Bond Fund Class I

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Julia Brownley CA-26 Member Merrill Lynch ⇒ MFS Total Return Bond Fund Class I (MRBIX) MF $100,001 - $250,000 August 6, 2026
filing 10075256, p. 3
Julia Brownley CA-26 Member IRA ⇒ MFS Total Return Bond Fund Class I (MRBIX) MF $15,001 - $50,000 August 6, 2026
filing 10075256, p. 2

How the count is made: see Most held.