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MFS Global Total Return I MFWIX

Analyst rating as of
NAV / 1-Day Return
18.77  /  0.97 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Below Average
Longest Manager Tenure
20.68 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.89%
Turnover
89%
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Morningstar’s Analysis

Will MFWIX outperform in future?

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

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

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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