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MFS Global Opportunistic Bd I MGBJX

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

Morningstar’s Analysis MGBJX

Will MGBJX 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 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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