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MFS Global Opportunistic Bd B MGBBX

Quantitative rating as of
  • NAV / 1-Day Return 7.98  /  0.50 %
  • Total Assets 957.4 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.700%
  • Distribution Fee Level High
  • Share Class Type
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.83%
  • Effective Duration 6.23 years

Morningstar’s Analysis MGBBX

Will MGBBX outperform in future?

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

Summary

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

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