MFS Global Total Return benefits from a straightforward asset-allocation process and robust analyst cohorts. Despite leadership turnover, which is somewhat mitigated by smooth and thoughtful transitions, this offering remains compelling. Its three cheapest share classes (I, R4, R6) maintain Morningstar Analyst Ratings of Bronze, while the rest stay at Neutral.
MFS Global Total Return R4 MFWJX
NAV / 1-Day Return
20.07
/
0.15
%
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.
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
21.31
years
Category
World Allocation
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Open
TTM Yield
1.94%
Turnover
89%
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 MFWJX 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 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.
Still a worthy strategy.
