Effective Jan. 3, 2022, David Shindler will join the current nine-person portfolio management team of MFS Global Total Return. As a contributor focused on the fundamental equity sleeve (roughly 30% of the portfolio), he'll work alongside Steve Gorham, Johnathan Munko, and Vipin Narula. The announcement does not alter our view of the team or the strategy's Morningstar Analyst Ratings of Bronze and Neutral across share classes.
MFS Global Total Return R3 MFWHX
NAV / 1-Day Return
18.06
/
0.28
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.090%
Expense Ratio
1.090%
Fee Level
Low
Longest Manager Tenure
21.57
years
Category
World Allocation
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Open
TTM Yield
1.37%
Turnover
94%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MFWHX 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 MFWHX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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
The Parent Pillar is our rating of MFWHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
New Manager Joins MFS Global Total Return; Ratings Unchanged
