Morningstar

MFS Global Total Return Fund Class R4 MFWJX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.49  /  −0.38 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.98%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis MFWJX

Will MFWJX 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 MFWJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFWJX 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 MFWJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced teams anchor this value-oriented balanced fund offering.

Analyst Zach Houston-Read

Zach Houston-Read

Analyst

Summary

MFS Global Total Return applies a disciplined and repeatable, if industry-standard, approach to constructing a balanced, globally diversified portfolio with a largely static mix of 60% equities and 40% fixed income. The strategy is implemented by an experienced management team with extensive supporting resources, but its distinctiveness rests mostly on the execution of the underlying sleeves rather than a differentiated asset-allocation framework.

by Zach Houston-Read
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Portfolio Holdings MFWJX

More MFWJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

2.64 31M
Government

Euro Schatz Future Dec 26

2.42 29M
Government

JPY/USD FWD 20261016 Purchased

2.16 26M
Derivative

2 Year Government of Canada Bond Future Dec 26

1.71 20M
Government

Pfizer Inc

1.58 19M
Healthcare

Microsoft Corp

1.32 16M
Technology

The Cigna Group

1.32 16M
Healthcare

NatWest Group PLC

1.24 15M
Financial Services

Charles Schwab Corp

1.24 15M
Financial Services

Northern Trust Corp

1.23 15M
Financial Services

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