Morningstar

MFS Global Total Return Fund Class B MFWBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.78  /  +0.21 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level High
  • Share Class Type Deferred Load
  • Category Global Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Closed
  • TTM Yield 1.71%
  • Turnover 62%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 9:44 PM GMT+0

Morningstar’s Analysis MFWBX

Will MFWBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFWBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFWBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFWBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced teams anchor this value-oriented balanced fund offering.

Analyst Zach Houston-Read

Zach Houston-Read

Analyst

Summary

MFS Global Total Return applies a disciplined and repeatable, if industry-standard, approach to constructing a balanced, globally diversified portfolio with a largely static mix of 60% equities and 40% fixed income. The strategy is implemented by an experienced management team with extensive supporting resources, but its distinctiveness rests mostly on the execution of the underlying sleeves rather than a differentiated asset-allocation framework.

by Zach Houston-Read
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Portfolio Holdings MFWBX

More MFWBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Euro Schatz Future Sept 26

2.73 33M
Government

USD/JPY FWD 20260717 Purchased

2.00 24M
Derivative

USD/CNH FWD 20260717 Purchased

1.39 17M
Derivative

Euro Bobl Future Sept 26

1.34 16M
Government

Northern Trust Corp

1.34 16M
Financial Services

Pfizer Inc

1.32 16M
Healthcare

The Cigna Group

1.29 16M
Healthcare

NatWest Group PLC

1.23 15M
Financial Services

UBS Group AG Registered Shares

1.22 15M
Financial Services

United States Treasury Notes 4%

1.21 15M
Government

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