MFS Global Alternative Strategy Fund Class C DVRCX Strategy
Strategy
The investment seeks total return. The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long and/or short exposure to foreign securities and foreign currencies. The fund generally invests approximately 20% of the fund's assets in debt instruments and the remainder of the fund's assets in equity securities and cash and/or cash equivalents.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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DVRIX
| MFS Global Alternative Strategy Fund Class I | Institutional | Open | — | $156.21M | 1.050% | Below Average | $0 | −$8.42M | ||
DVRAX
| MFS Global Alternative Strategy Fund Class A | Front Load | Open | — | $25.54M | 1.300% | Below Average | $1,000 | −$2.13M | ||
DVRBX
| MFS Global Alternative Strategy Fund Class B | Deferred Load | Closed | — | $48,915.00 | 2.050% | Low | $1,000 | −$69,249.55 | ||
DVRCX
| MFS Global Alternative Strategy Fund Class C | Level Load | Open | — | $1.62M | 2.050% | Below Average | $1,000 | −$161,296.43 | ||
DVRKX
| MFS Global Alternative Strategy Fund Class R4 | Retirement, Large | Open | — | $642,159.00 | 1.050% | Above Average | $0 | $388,025.61 | ||
DVRLX
| MFS Global Alternative Strategy Fund Class R6 | Retirement, Large | Open | — | $18.00M | 0.970% | Average | $0 | $2.43M | ||
DVRJX
| MFS Global Alternative Strategy Fund Class R3 | Retirement, Medium | Open | — | $819,489.00 | 1.300% | Low | $0 | −$75,151.65 | ||
DVRHX
| MFS Global Alternative Strategy Fund Class R2 | Retirement, Medium | Open | — | $71,282.00 | 1.550% | High | $0 | −$5,421.92 | ||
DVRFX
| MFS Global Alternative Strategy Fund Class R1 | Retirement, Small | Open | — | $219,210.00 | 2.050% | Low | $0 | $59,429.18 |