Nasdaq - Delayed Quote USD
MFS Global Total Return R6 (MFWLX)
16.63
-0.07
(-0.42%)
At close: 8:06:37 AM EDT
Fund Summary
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 Global Total Return R6
Boston, MA 02199
111 Huntington Avenue 24th Floor
Fund Overview
| Category | World Allocation |
| Fund Family | MFS |
| Net Assets | 1.22B |
| YTD Return | 3.80% |
| Yield | 2.32% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2005 |
Fund Operations
| Last Dividend | 0.05 |
| Last Cap Gain | 10.00 |
| Holdings Turnover | 69.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MFWLX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.77% | 1.00% |
| Prospectus Net Expense Ratio | 0.77% | -- |
| Prospectus Gross Expense Ratio | 0.85% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.06% |
| Max Deferred Sales Load | -- | 1.35% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Steven R. Gorham, Lead Manager since July 01, 2000
Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products.
Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. Morningstar Style Box
Morningstar Category
Related Tickers
NEAGX Needham Aggressive Growth Retail
42.55
+3.38%
NEAIX Needham Aggressive Growth Institutional
45.00
+3.38%
MXXIX Marsico Midcap Growth Focus Fund
52.55
+3.22%
MGLBX Marsico Global
27.37
+3.21%
GIUIX NAA Mid Growth Institutional
35.67
+2.83%
SUFCX NAA Mid Growth C
36.53
+2.81%
SECUX NAA Mid Growth A
35.67
+2.80%
MIOFX Marsico International Opportunities
26.63
+2.66%
WSMRX William Blair Small-Mid Cap Growth R6
24.77
+2.48%
WGMCX Wasatch Ultra Growth Institutional
29.35
+2.48%
VSCNX Natixis Vaughan Nelson Small Cap Value N
19.42
+2.37%
NEFJX Natixis Vaughan Nelson Small Cap Value A
18.16
+2.37%
GSXCX abrdn US Small Cap Equity C
25.11
+2.36%
WBSNX William Blair Small Cap Growth N
25.60
+2.36%
WBSIX William Blair Small Cap Growth I
31.27
+2.36%
GSXAX abrdn US Small Cap Equity A
34.77
+2.36%
GSCIX abrdn US Small Cap Equity Inst
39.20
+2.35%
WBSRX William Blair Small Cap Growth R6
31.41
+2.35%
GSXIX abrdn US Small Cap Equity Inst Svc
38.93
+2.34%
NRGEX Neuberger Berman Genesis Fund
60.45
+2.34%
GNSRX abrdn US Small Cap Equity R
29.37
+2.33%
SMFAX American Beacon Stephens Mid-Cap Gr A
29.37
+2.33%
SMFYX American Beacon Stephens Mid-Cap Gr Y
36.90
+2.33%
SFMIX American Beacon Stephens Mid-Cap Gr R5
37.37
+2.33%
NEJYX Natixis Vaughan Nelson Small Cap Value Y
19.38
+2.32%
STMGX American Beacon Stephens Mid-Cap Growth Fund
29.59
+2.32%
NRGSX Neuberger Berman Genesis Fund
60.14
+2.31%
LKSCX LKCM Small Cap Equity Instl
19.46
+2.31%
NBGIX Neuberger Berman Genesis Instl
60.16
+2.31%
BUFIX Buffalo International
23.02
+2.31%
BUIIX Buffalo International Institutional
23.04
+2.31%
GOODX GoodHaven
48.61
+2.29%
INPIX ProFunds Internet UltraSector Inv
51.32
+2.29%
OSSIX Invesco Main Street Small Cap R6
21.43
+2.29%
OSCAX Invesco Main Street Small Cap A
21.01
+2.29%
NSMCX Nuveen Small/Mid Cap Value Fund
23.73
+2.28%
NWQFX Nuveen Small/Mid Cap Value R6
31.40
+2.28%
RMBBX RMB Small Cap I
15.70
+2.28%
LFSFX Lord Abbett Focused Small Cap Value F
26.54
+2.27%
NSMRX Nuveen Small/Mid Cap Value Fund
31.08
+2.27%
LFVAX Lord Abbett Focused Small Cap Value A
23.94
+2.26%
MNSQX Invesco Main Street Small Cap R5
21.23
+2.26%
INPSX ProFunds Internet UltraSector Svc
32.55
+2.26%
OSCNX Invesco Main Street Small Cap R
20.35
+2.26%
UOPSX ProFunds UltraNASDAQ-100 Fund
65.74
+2.26%
OSCYX Invesco Main Street Small Cap Y
21.33
+2.25%
NSMAX Nuveen Small/Mid Cap Value Fund
29.98
+2.25%
HWSIX Hotchkis & Wiley Small Cap Value I
66.32
+2.25%
UOPIX ProFunds UltraNASDAQ-100 Fund
95.87
+2.25%
HWSZX Hotchkis & Wiley Small Cap Value Z
66.35
+2.25%
LMVVX Lord Abbett Focused Small Cap Value R5
26.38
+2.25%
RYVLX Rydex NASDAQ-100 2x Strategy A
461.16
+2.24%
RYVYX Rydex NASDAQ-100 2x Strategy H
461.01
+2.24%
LFVCX Lord Abbett Focused Small Cap Value C
25.09
+2.24%
RYCCX Rydex NASDAQ-100 2x Strategy C
323.50
+2.24%
LMVOX Lord Abbett Focused Small Cap Value F3
26.47
+2.24%
LMVWX Lord Abbett Focused Small Cap Value R6
26.47
+2.24%
FAMFX FAM Small Cap Investor
25.35
+2.22%
ALAFX Alger Focus Equity A
74.07
+2.19%
ALCFX Alger Focus Equity C
66.20
+2.19%
FAMDX FAM Small Cap Institutional
25.67
+2.19%
ALGRX Alger Focus Equity I
74.70
+2.19%
ALGYX Alger Focus Equity Y
77.66
+2.18%
ALZFX Alger Focus Equity Z
77.35
+2.18%
MLNCX Morgan Stanley Instl Glbl Concntr C
22.59
+2.17%
LYRAX Lyrical U.S. Value Equity Fund
26.00
+2.16%
LYRCX Lyrical U.S. Value Equity Fund
25.56
+2.16%
MLNAX Morgan Stanley Instl Glbl Concntr A
23.71
+2.15%
LYRIX Lyrical U.S. Value Equity Fund
26.11
+2.15%
HSWTX Hartford Schroders International Stk R5
19.48
+2.15%
WBVRX William Blair Small Cap Value R6
26.65
+2.15%
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
20.94
+2.15%
SCVNX Allspring Small Company Value Inst
33.79
+2.15%
MGRIX Marsico Growth
24.84
+2.14%
LYRBX Lyrical U.S. Value Equity Fund
25.90
+2.13%
MLNIX Morgan Stanley Instl Glbl Concntr I
24.02
+2.13%
HNRGX Hennessy Energy Transition Investor
25.98
+2.12%
MLNSX Morgan Stanley Instl Glbl Concntr R6
24.06
+2.12%
HNRIX Hennessy Energy Transition Instl
26.59
+2.11%
HFMDX Hennessy Cornerstone Mid Cap 30 Inv
19.85
+2.11%
WBVNX William Blair Small Cap Value N
26.67
+2.11%
HSWSX Hartford Schroders International Stk R4
19.44
+2.10%
SCIEX Hartford Schroders International Stk I
19.46
+2.10%
SCIJX Hartford Schroders International Stk SDR
19.47
+2.10%
HSWFX Hartford Schroders International Stk F
19.49
+2.10%
JVMAX JHancock Disciplined Value Mid Cap A
24.87
+2.09%
HSWYX Hartford Schroders International Stk Y
19.53
+2.09%
DEOPX Davenport Equity Opportunities
24.00
+2.08%
SCVEX Hartford Schroders International Stk A
20.15
+2.08%
FSPTX Fidelity Select Technology
31.63
+2.07%
HSWRX Hartford Schroders International Stk R3
19.31
+2.06%
JVMTX JHancock Disciplined Value Mid Cap R4
26.34
+2.05%
JVMIX JHancock Disciplined Value Mid Cap I
26.38
+2.05%
JVMRX JHancock Disciplined Value Mid Cap R6
26.38
+2.05%
MFOCX Marsico Focus
28.38
+2.05%
SVUIX NAA SMid Cap Value Institutional
36.86
+2.05%
FATIX Fidelity Advisor Technology Fund
120.12
+2.05%
FIKHX Fidelity Advisor Technology Z
120.12
+2.05%
FADTX Fidelity Advisor Technology A
105.34
+2.04%
FTHCX Fidelity Advisor Technology C
74.43
+2.04%