MFWIX Mutual Fund
MFWIX Mutual Fund
MFS Global Total Return Fund Class I
MFWIX Mutual Fund Overview
MFWIX Mutual Fund (MFS Global Total Return Fund Class I) is managed by MFS Investment Management with $358.3M in net assets. MFWIX expense ratio is 1.84%, holding 912 positions across sectors including Other, Unknown, Financials. Inception date: 1997-01-02.
MFWIX performance shows a YTD return of 6.72%. The 1-year return is 11.44% and the 5-year return is 4.81%. MFWIX dividend yield stands at 8.59%, paid quarterly.
MFWIX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson (1.3%), Corporate Term Loan (1.3%), Charles Schwab Corp. (1.3%). View all MFWIX holdings, sector breakdown, or dividend history.
MFWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.