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MFS Global Total Return A MFWTX

Analyst rating as of
NAV / 1-Day Return
19.88  /  0.76 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
Below Average
Longest Manager Tenure
21.43 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.71%
Turnover
89%
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Morningstar’s Analysis

Will MFWTX outperform in future?

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

New Manager Joins MFS Global Total Return; Ratings Unchanged

Senior Analyst

Analyst Note

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Effective Jan. 3, 2022, David Shindler will join the current nine-person portfolio management team of MFS Global Total Return. As a contributor focused on the fundamental equity sleeve (roughly 30% of the portfolio), he'll work alongside Steve Gorham, Johnathan Munko, and Vipin Narula. The announcement does not alter our view of the team or the strategy's Morningstar Analyst Ratings of Bronze and Neutral across share classes.

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