Nasdaq - Delayed Quote USD

MFS Global Total Return C (MFWCX)

16.74
-0.20
(-1.18%)
At close: 8:06:37 AM EDT
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  • Previous Close 16.94
  • YTD Return 3.54%
  • Expense Ratio 1.84%
  • Category World Allocation
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.22B
  • Beta (5Y Monthly) 0.97
  • Yield 1.13%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend 0.01
  • Inception Date Jan 2, 1997

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

1.22B

Net Assets

1997-01-02

Inception Date

Performance Overview: MFWCX

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Trailing returns as of 4/2/2025. Category is World Allocation.

YTD Return

MFWCX
3.54%
Category
8.60%
 

1-Year Return

MFWCX
3.76%
Category
25.33%
 

3-Year Return

MFWCX
2.75%
Category
8.02%
 

5-Year Return

MFWCX
7.07%
Category
8.06%
 

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Holdings: MFWCX

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Sector Weightings

SectorMFWCX
Industrials   13.60%
Healthcare   13.23%
Technology   9.81%
Energy   6.90%
Utilities   4.55%
Real Estate   0.59%

Recent News: MFWCX

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Research Reports: MFWCX

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