Morningstar

MFS Global Total Return Fund Class C MFWCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.05  /  +0.33 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.840%
  • Net Expense Ratio 1.840%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.02%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis MFWCX

Will MFWCX 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 MFWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFWCX 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 MFWCX’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 MFWCX

More MFWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Euro Schatz Future Sept 26

2.71 34M
Government

JPY/USD FWD 20261016 Purchased

2.08 26M
Derivative

Currency Cash CASH_USD

1.63 20M
Cash and Equivalents

Pfizer Inc

1.50 19M
Healthcare

Charles Schwab Corp

1.33 16M
Financial Services

Northern Trust Corp

1.29 16M
Financial Services

The Cigna Group

1.28 16M
Healthcare

Microsoft Corp

1.25 16M
Technology

NatWest Group PLC

1.19 15M
Financial Services

Eni SpA

1.15 14M
Energy

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