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MFS Global Total Return R1 MFWGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MFWGX

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

People Pillar

The People Pillar is our evaluation of the MFWGX 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 MFWGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Elbie Louw
Published on

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