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MFS Global Total Return A MFWTX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.05  /  +0.35 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.77%
  • Turnover 69%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MFWTX

Will MFWTX outperform in future?

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

MFS Co-CIO Bill Adams Will Retire Effective Sept. 30, 2024

null Elbie Louw

Elbie Louw

Analyst Note

MFS has announced that co-CIO of fixed income Bill Adams will retire from the firm effective Sept. 30, 2024. Adams was sole fixed-income CIO at MFS until March 1, 2023, when Pilar Gomez-Bravo and Alexander Mackey joined him as co-CIOs and the trio started to share responsibilities. The shift to a co-CIO structure was intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. At that stage, Adams had not shared any retirement plans.

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Portfolio Holdings MFWTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

2.37 31.5 Mil
Cash and Equivalents

JPY/USD FWD 20240419 Purchased

2.07 27.4 Mil
Derivative

Euro Bobl Future Mar 24

2.06 27.3 Mil
Government

CNH/USD FWD 20240419 Purchased

1.67 22.2 Mil
Derivative

Comcast Corp Class A

1.36 18.1 Mil
Communication Services

Roche Holding AG

1.25 16.6 Mil
Healthcare

USD/NZD FWD 20240419 Purchased

1.12 14.9 Mil
Derivative

USD/KRW NDF 20240426 Purchased

1.12 14.8 Mil
Derivative

UBS Group AG

1.11 14.7 Mil
Financial Services

Johnson & Johnson

1.07 14.2 Mil
Healthcare