MFS Global High Yield R1 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.
MFS Global High Yield Fund Class R1 MHORX
- NAV / 1-Day Return 5.69 / +0.18 %
- Total Assets 180.3M
-
Adj. Expense Ratio
1.770%
- Expense Ratio 1.780%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity Low/Limited
- Min. Initial Investment 0
- Status Open
- TTM Yield 4.25%
- Effective Duration 2.88 years
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 2:14 AM GMT+0
Morningstar’s Analysis MHORX
Will MHORX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MHORX 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 MHORX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS High Yield Pooled | 65.38 | 119M | — |
USD/EUR FWD 20260717 Purchased | 14.61 | 26M | Derivative |
Currency Cash CASH_USD | 2.00 | 4M | Cash and Equivalents |
GBP/USD FWD 20260717 Purchased | 1.45 | 3M | Derivative |
GBP/USD FWD 20260717 Purchased | 1.13 | 2M | Derivative |
CAD/USD FWD 20260717 Purchased | 0.64 | 1M | Derivative |
Samarco Mineracao SA 4% | 0.62 | 1M | Corporate |
Bulgarian Energy Holding EAD 2.45% | 0.62 | 1M | Government |
Grupo Nutresa Sa 8% | 0.54 | 978,715 | Corporate |
Sasol Financing USA LLC 5.5% | 0.53 | 967,272 | Corporate |
United States