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.
Will MFWHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MFWHX’s parent organization’s priorities and whether they’re in line with investors’ interests.