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MFS Global Total Return R4 MFWJX

Analyst rating as of
NAV / 1-Day Return
20.07  /  0.15 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
21.31 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.94%
Turnover
89%
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Morningstar’s Analysis

Will MFWJX outperform in future?

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

Still a worthy strategy.

Senior Analyst

Summary

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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.

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