Morningstar

MFS Global High Yield Fund Class R4 MHOUX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 5.72  /  0.00
  • Total Assets 178.7M
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.780%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.24%
  • Effective Duration 2.88 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:31 AM GMT+0

Morningstar’s Analysis MHOUX

Will MHOUX 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 MHOUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MHOUX 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 MHOUX’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 R4 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MHOUX

More MHOUX Holdings
  • 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

65.32 118M
—

USD/EUR FWD 20260717 Purchased

15.00 27M
Derivative

Currency Cash CASH_USD

2.36 4M
Cash and Equivalents

GBP/USD FWD 20260717 Purchased

1.45 3M
Derivative

GBP/USD FWD 20260717 Purchased

1.14 2M
Derivative

CAD/USD FWD 20260717 Purchased

0.64 1M
Derivative

Samarco Mineracao SA 4%

0.63 1M
Corporate

Bulgarian Energy Holding EAD 2.45%

0.62 1M
Government

EUR/USD FWD 20260717 Purchased

0.58 1M
Derivative

Petroleos Mexicanos Sa De CV 6.5%

0.54 982,261
Corporate

Sponsor Center