Effective Jan. 3, 2022, David Shindler will join the current nine-person portfolio management team of MFS Global Total Return. As a contributor focused on the fundamental equity sleeve (roughly 30% of the portfolio), he'll work alongside Steve Gorham, Johnathan Munko, and Vipin Narula. The announcement does not alter our view of the team or the strategy's Morningstar Analyst Ratings of Bronze and Neutral across share classes.
Will MGBRX outperform in future?
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The People Pillar is our evaluation of the MGBRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MGBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.