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MFS Global Total Return R3 MFWHX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
19.70  /  0.25 %
Total Assets
1.9 Bil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
Low
Longest Manager Tenure
20.98 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.57%
Turnover
89%

USD | NAV as of Jun 23, 2021 | 1-Day Return as of Jun 23, 2021, 10:01 PM GMT+00:00

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Morningstar’s Analysis

Will MFWHX outperform in future?

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

Process Pillar

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

People Pillar

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The People Pillar is our evaluation of the MFWHX 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

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

An Impending Manager Retirement at MFS Global Total Return; Ratings Maintained

Analyst

Analyst Note

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An announcement of personnel changes on MFS Global Total Return doesn't alter our conviction in the strategy's people or process, though we will continue to monitor the situation through the transitions. All of the strategy's share classes retain their Morningstar Analyst Ratings of Bronze and Neutral.

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