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MFS Global Total Return A MFWTX

Analyst rating as of
NAV / 1-Day Return
16.46  /  0.96 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
Below Average
Longest Manager Tenure
22.41 years
Category
Global Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.51%
Turnover
94%

Morningstar’s Fund Analysis MFWTX

Will MFWTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MFS Announces Joined CIOs of Fixed Income

Analyst Note

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From 1 March 2023, Pilar Gomez-Bravo and Alexander Mackey will join current CIO of fixed income Bill Adams as global co-CIOs of fixed income. The shift is intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. That being said, Adams has not shared any retirement plans to date. In terms of workload and division of responsibilities for the trio, these details will be shared by MFS in the coming months.

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