MGBRX Mutual Fund
MGBRX Mutual Fund
MFS Global Total Return Fund Class R2
MGBRX Mutual Fund Overview
MGBRX Mutual Fund (MFS Global Total Return Fund Class R2) is managed by MFS Investment Management with $3.0M in net assets. MGBRX expense ratio is 1.34%, holding 912 positions across sectors including Other, Unknown, Financials. Inception date: 2003-10-31.
MGBRX performance shows a YTD return of 6.66%. The 1-year return is 10.88% and the 5-year return is 4.83%. MGBRX dividend yield stands at 8.09%, paid quarterly.
MGBRX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson (1.3%), European Union 0 2035-07-04 (1.3%), Charles Schwab Corp. (1.3%). View all MGBRX holdings, sector breakdown, or dividend history.
MGBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MGBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.