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MFS Global Total Return B MFWBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.72  /  −0.23 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Low
  • Share Class Type
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Closed
  • TTM Yield 1.08%
  • Turnover 69%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MFWBX

Will MFWBX outperform in future?

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

MFS Co-CIO Bill Adams Will Retire Effective Sept. 30, 2024

null Elbie Louw

Elbie Louw

Analyst Note

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.

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Portfolio Holdings MFWBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

2.19 28.3 Mil

JPY/USD FWD 20240719 Purchased

1.51 19.5 Mil
Derivative

2 Year Treasury Note Future June 24

1.46 18.8 Mil
Government

EUR/USD FWD 20240719 Purchased

1.42 18.4 Mil
Derivative

USD/CNH FWD 20240719 Purchased

1.41 18.3 Mil
Derivative

Currency Cash CASH_USD

1.37 17.7 Mil
Cash and Equivalents

The Cigna Group

1.23 15.8 Mil
Healthcare

Italy (Republic Of) 4.1%

1.18 15.3 Mil
Government

Roche Holding AG

1.13 14.6 Mil
Healthcare

USD/KRW NDF 20240726 Purchased

1.11 14.3 Mil
Derivative