Morningstar

MFS Global High Yield Fund Class A MHOAX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $5.49  /  −0.18 %
  • Fund Size $169.2M
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.030%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 5.21%
  • Average Effective Duration 2.90 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MHOAX

Will MHOAX outperform in the 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 MHOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Global High Yield A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings MHOAX

More MHOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS High Yield Pooled

64.18 113M
—

EUR/USD FWD 20261016 Purchased

14.04 25M
Derivative

Currency Cash CASH_USD

1.94 3M
Cash and Equivalents

GBP/USD FWD 20261016 Purchased

1.75 3M
Derivative

USD/GBP FWD 20261016 Purchased

1.12 2M
Derivative

iShares Euro High Yld Corp Bd USD HdgETF

0.97 2M
—

EUR/USD FWD 20261016 Purchased

0.93 2M
Derivative

USD/EUR FWD 20261016 Purchased

0.71 1M
Derivative

Samarco Mineracao SA 4%

0.65 1M
Corporate

CAD/USD FWD 20261016 Purchased

0.64 1M
Derivative

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