Advertisement
Skip to Content

MFS Global Opportunistic Bd A MGBAX

Quantitative rating as of
  • NAV / 1-Day Return 7.98  /  0.00 %
  • Total Assets 958.6 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.62%
  • Effective Duration 6.23 years

Morningstar’s Analysis MGBAX

Will MGBAX outperform in future?

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

Summary

|

Strength in MFS Global Opportunistic Bd A's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor