Nasdaq - Delayed Quote USD

MFS Global Total Return B (MFWBX)

18.61 -0.18 (-0.96%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 18.79
  • YTD Return 8.89%
  • Expense Ratio 1.86%
  • Category World Allocation
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.35B
  • Beta (5Y Monthly) 0.96
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend 0.07
  • 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

1.35B

Net Assets

2005-04-01

Inception Date

Performance Overview: MFWBX

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Trailing returns as of 10/21/2024. Category is World Allocation.

YTD Return

MFWBX
8.89%
Category
8.60%
?

1-Year Return

MFWBX
18.96%
Category
25.33%
?

3-Year Return

MFWBX
2.80%
Category
8.02%
?

5-Year Return

MFWBX
5.14%
Category
8.06%
?

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Holdings: MFWBX

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Top 5 Holdings (6.63% of Total Assets)

SymbolCompany% Assets
FGBSU24
FGBSU24 2.02%
ROG.SW
Roche Holding AG 1.25%
JNJ
Johnson & Johnson 1.15%
UBSG.SW
UBS Group AG 1.12%
CI
The Cigna Group 1.09%

Sector Weightings

Recent News: MFWBX

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Research Reports: MFWBX

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