MFS Global Total Return Fund Class R4 MFWJX Strategy
Strategy
The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40% of the fund's assets in debt instruments.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MFWIX
| MFS Global Total Return Fund Class I | Institutional | Open | $342.66M | 0.840% | Above Average | $0 | −$44.73M | |||
MFWTX
| MFS Global Total Return Fund Class A | Front Load | Open | $610.13M | 1.090% | Above Average | $1,000 | −$59.04M | |||
MFWBX
| MFS Global Total Return Fund Class B | Deferred Load | Closed | $469,148.00 | 1.840% | High | $1,000 | −$1.41M | |||
MFWCX
| MFS Global Total Return Fund Class C | Level Load | Open | $22.36M | 1.840% | Above Average | $1,000 | −$4.19M | |||
MFWJX
| MFS Global Total Return Fund Class R4 | Retirement, Large | Open | $468,740.00 | 0.840% | High | $0 | −$2.92M | |||
MFWLX
| MFS Global Total Return Fund Class R6 | Retirement, Large | Open | $191.26M | 0.770% | Above Average | $0 | −$33.30M | |||
MGBRX
| MFS Global Total Return Fund Class R2 | Retirement, Medium | Limited | $2.70M | 1.340% | Above Average | $0 | −$575,829.25 | |||
MFWHX
| MFS Global Total Return Fund Class R3 | Retirement, Medium | Open | $9.45M | 1.090% | Below Average | $0 | −$4.61M | |||
MFWGX
| MFS Global Total Return Fund Class R1 | Retirement, Small | Open | $2.80M | 1.840% | High | $0 | −$332,152.63 |