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MFS Global Total Return A (MFWTX)
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9/21 12:03 PM
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18.03 - YTD Return 6.63%
- Expense Ratio 1.11%
- Category World Allocation
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.31B
- Beta (5Y Monthly) 0.97
- Yield 1.78%
- 5y Average Return --
- Holdings Turnover 69.00%
- Last Dividend 0.19
- Inception Date Apr 1, 2005
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.
MFS
Fund Family
World Allocation
Fund Category
1.31B
Net Assets
2005-04-01
Inception Date
Performance Overview: MFWTX
View MoreTrailing returns as of 11/6/2024. Category is World Allocation.
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MSFRX MFS Total Return A
20.89
+0.10%
MFBFX MFS Corporate Bond A
12.34
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MWEFX MFS Global Equity A
50.22
-0.34%
MITTX MFS Massachusetts Investors Tr A
41.75
-0.07%
MRGAX MFS Core Equity A
56.11
+0.07%
MRBFX MFS Total Return Bond A
9.46
-0.11%
MVCAX MFS Mid Cap Value A
35.72
-0.20%
MWOFX MFS Global Growth A
66.11
-0.35%
MIDAX MFS International New Discovery A
31.41
-1.23%
MFEGX MFS Growth A
208.88
+0.22%
MEIAX MFS Value A
55.00
-0.07%
MMUFX MFS Utilities A
23.70
-0.17%
MGIAX MFS International Intrinsic Value A
40.37
-0.86%
MFGSX MFS Government Securities A
8.52
0.00%
MHITX MFS High Income A
3.1100
0.00%
MRSAX MFS Research International A
23.30
-0.64%
Holdings: MFWTX
View MoreTop 8 Holdings (11.45% of Total Assets)
Sector Weightings
SectorMFWTX
Financial Services 22.81%
Industrials 14.35%
Consumer Defensive 12.94%
Healthcare 12.29%
Technology 9.77%
Energy 7.81%
Communication Services 5.93%
Utilities 4.77%
Basic Materials 4.56%
Consumer Cyclical 4.25%
Real Estate 0.51%
Recent News: MFWTX
View MoreResearch Reports: MFWTX
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