MFWTX : MFS Global Total Return Fund Class A

MFWTX is a Allocation Market Total World with MODERATE fees.

MFWTX

MFS Global Total Return Fund Class A

FI Score

51 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

51% FI Score
  • mfwtx
  • Mutual Fund
  • Allocation
  • Total World

MFS Global Total Return Fund Class A

Expenses: 1.09% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
1.96% United States Treasury Notes 2.38%
1.85% Roche Holding AG Dividend Right Cert.
1.63% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.38% KDDI Corp
1.37% United States Treasury Bonds 3.5%
1.27% Schneider Electric SE
1.26% Johnson & Johnson
1.23% Japan (Government Of) 1.8%
1.17% Nestle SA
0.96% Aon PLC
0.89% Comcast Corp Class A
0.86% JPMorgan Chase & Co
0.85% Eaton Corp PLC
0.85% Accenture PLC Class A
0.85% United States Treasury Notes 2.25%
0.82% Novartis AG
0.79% Bayer AG
0.76% Japan (Government Of) 1.8%
0.75% Lockheed Martin Corp
0.74% Honeywell International Inc

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