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Morningstar

MFS Global Opportunistic Bd I MGBJX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.96  /  0.12 %
  • Total Assets 959.6 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.88%
  • Effective Duration 6.23 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MGBJX

Will MGBJX 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 MGBJX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MGBJX 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 MGBJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in MFS Global Opportunistic Bd I's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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