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MFS Global Opportunistic Bd R2 MGBLX

Quantitative rating as of
  • NAV / 1-Day Return 8.01  /  0.38 %
  • Total Assets 963.0 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.35%
  • Effective Duration 6.23 years

Morningstar’s Analysis MGBLX

Will MGBLX 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 R2'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 most expensive quintile among peers.

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