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 C MFWCX
- NAV / 1-Day Return 17.23 / +0.64 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.860%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.19%
- Turnover 69%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MFWCX
Will MFWCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Currency Cash CASH_USD | 2.34 | 31.5 Mil | Cash and Equivalents |
Itraxx Eur Ser 40 Receiver 62.50 MAY 15 24 | 2.03 | 27.4 Mil | Derivative |
Itraxx Eur Ser 40 Receiver 62.50 MAY 15 24 | 2.03 | 27.4 Mil | Derivative |
USD/JPY FWD 20240419 Purchased | 1.99 | 26.8 Mil | Derivative |
USD/CNH FWD 20240419 Purchased | 1.67 | 22.5 Mil | Derivative |
Euro Bobl Future June 24 | 1.58 | 21.3 Mil | Government |
The Cigna Group | 1.20 | 16.1 Mil | Healthcare |
Comcast Corp Class A | 1.19 | 16.0 Mil | Communication Services |
USD/NZD FWD 20240419 Purchased | 1.16 | 15.6 Mil | Derivative |
UBS Group AG | 1.13 | 15.2 Mil | Financial Services |