MFS Global Alternative Strategy Fund Class R1 DVRFX Strategy

| Rating as of | See MFS Investment Hub

Strategy

The investment seeks total return. The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long and/or short exposure to foreign securities and foreign currencies. The fund generally invests approximately 20% of the fund's assets in debt instruments and the remainder of the fund's assets in equity securities and cash and/or cash equivalents.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
DVRIX
MFS Global Alternative Strategy Fund Class IInstitutionalOpen—$156.21M1.050%Below Average$0−$8.42M
DVRAX
MFS Global Alternative Strategy Fund Class AFront LoadOpen—$25.54M1.300%Below Average$1,000−$2.13M
DVRBX
MFS Global Alternative Strategy Fund Class BDeferred LoadClosed—$48,915.002.050%Low$1,000−$69,249.55
DVRCX
MFS Global Alternative Strategy Fund Class CLevel LoadOpen—$1.62M2.050%Below Average$1,000−$161,296.43
DVRKX
MFS Global Alternative Strategy Fund Class R4Retirement, LargeOpen—$642,159.001.050%Above Average$0$388,025.61
DVRLX
MFS Global Alternative Strategy Fund Class R6Retirement, LargeOpen—$18.00M0.970%Average$0$2.43M
DVRJX
MFS Global Alternative Strategy Fund Class R3Retirement, MediumOpen—$819,489.001.300%Low$0−$75,151.65
DVRHX
MFS Global Alternative Strategy Fund Class R2Retirement, MediumOpen—$71,282.001.550%High$0−$5,421.92
DVRFX
MFS Global Alternative Strategy Fund Class R1Retirement, SmallOpen—$219,210.002.050%Low$0$59,429.18

Sponsor Center