MFS has announced that co-CIO of fixed income Bill Adams will retire from the firm effective Sept. 30, 2024. Adams was sole fixed-income CIO at MFS until March 1, 2023, when Pilar Gomez-Bravo and Alexander Mackey joined him as co-CIOs and the trio started to share responsibilities. The shift to a co-CIO structure was intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. At that stage, Adams had not shared any retirement plans.
MFS Global Total Return R3 MFWHX
- NAV / 1-Day Return 16.80 / 0.00
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
1.110%
- Expense Ratio 1.110%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.91%
- Turnover 69%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis MFWHX
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 4.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
USD/JPY FWD 20240419 Purchased | 2.06 | 27.2 Mil | Derivative |
USD/CNH FWD 20240419 Purchased | 1.72 | 22.7 Mil | Derivative |
Currency Cash CASH_USD | 1.62 | 21.4 Mil | Cash and Equivalents |
Euro Bobl Future Mar 24 | 1.59 | 21.0 Mil | Government |
Itraxx Eur Ser 40 Receiver 62.50 MAY 15 24 | 1.55 | 20.5 Mil | Derivative |
Itraxx Eur Ser 40 Receiver 62.50 MAY 15 24 | 1.55 | 20.5 Mil | Derivative |
Comcast Corp Class A | 1.24 | 16.3 Mil | Communication Services |
USD/NZD FWD 20240419 Purchased | 1.20 | 15.9 Mil | Derivative |
The Cigna Group | 1.17 | 15.5 Mil | Healthcare |
Roche Holding AG | 1.13 | 14.9 Mil | Healthcare |