MFS Global Total Return Fund Class C MFWCX Strategy

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Strategy

The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40% of the fund's assets in debt instruments.

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
MFWIX
MFS Global Total Return Fund Class IInstitutionalOpen $342.66M0.840%Above Average$0−$44.73M
MFWTX
MFS Global Total Return Fund Class AFront LoadOpen $610.13M1.090%Above Average$1,000−$59.04M
MFWBX
MFS Global Total Return Fund Class BDeferred LoadClosed $469,148.001.840%High$1,000−$1.41M
MFWCX
MFS Global Total Return Fund Class CLevel LoadOpen $22.36M1.840%Above Average$1,000−$4.19M
MFWJX
MFS Global Total Return Fund Class R4Retirement, LargeOpen $468,740.000.840%High$0−$2.92M
MFWLX
MFS Global Total Return Fund Class R6Retirement, LargeOpen $191.26M0.770%Above Average$0−$33.30M
MGBRX
MFS Global Total Return Fund Class R2Retirement, MediumLimited $2.70M1.340%Above Average$0−$575,829.25
MFWHX
MFS Global Total Return Fund Class R3Retirement, MediumOpen $9.45M1.090%Below Average$0−$4.61M
MFWGX
MFS Global Total Return Fund Class R1Retirement, SmallOpen $2.80M1.840%High$0−$332,152.63

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