Morningstar

MFS Global Total Return Fund Class R3 MFWHX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.16  /  +0.28 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.71%
  • Turnover 62%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 1:53 AM GMT+0

Morningstar’s Analysis MFWHX

Will MFWHX 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 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.

Seasoned managers drive a consistent approach.

Analyst Ben Sater

Ben Sater

Analyst

Summary

MFS Global Total Return’s seasoned managers and deep pool of talented analysts guide a consistent, fundamental research-driven approach.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFWHX

More MFWHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Euro Schatz Future June 26

3.11 39M
Government

USD/JPY FWD 20260717 Purchased

1.99 25M
Derivative

Euro Bobl Future June 26

1.51 19M
Government

USD/CNH FWD 20260717 Purchased

1.44 18M
Derivative

2 Year Treasury Note Future Sept 26

1.43 18M
Government

Pfizer Inc

1.43 18M
Healthcare

The Cigna Group

1.29 16M
Healthcare

Northern Trust Corp

1.26 16M
Financial Services

United States Treasury Notes 4%

1.19 15M
Government

Currency Cash CASH_USD

1.18 15M
Cash and Equivalents

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