MFS Global Alternative Strategy Fund Class R2 DVRHX
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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
DVRIX | MFS Global Alternative Strategy Fund Class I | Institutional | Open | — | $155.23M | 1.050% | Low | $0 | −$12.72M | ||
DVRAX | MFS Global Alternative Strategy Fund Class A | Front Load | Open | — | $25.34M | 1.300% | Below Average | $1,000 | −$2.29M | ||
DVRBX | MFS Global Alternative Strategy Fund Class B | Deferred Load | Closed | — | $47,557.00 | 2.050% | Low | $1,000 | −$67,261.59 | ||
DVRCX | MFS Global Alternative Strategy Fund Class C | Level Load | Open | — | $1.70M | 2.050% | Below Average | $1,000 | −$25,478.92 | ||
DVRKX | MFS Global Alternative Strategy Fund Class R4 | Retirement, Large | Open | — | $651,030.00 | 1.050% | Above Average | $0 | $387,892.95 | ||
DVRLX | MFS Global Alternative Strategy Fund Class R6 | Retirement, Large | Open | — | $18.09M | 0.970% | Average | $0 | $992,176.08 | ||
DVRJX | MFS Global Alternative Strategy Fund Class R3 | Retirement, Medium | Open | — | $832,091.00 | 1.300% | Low | $0 | −$65,892.33 | ||
DVRHX | MFS Global Alternative Strategy Fund Class R2 | Retirement, Medium | Open | — | $72,559.00 | 1.550% | High | $0 | −$5,843.52 | ||
DVRFX | MFS Global Alternative Strategy Fund Class R1 | Retirement, Small | Open | — | $222,638.00 | 2.050% | Low | $0 | $59,754.84 |
United States