MFWGX Mutual Fund
MFWGX Mutual Fund
MFS Global Total Return Fund Class R1
MFWGX Mutual Fund Overview
MFWGX Mutual Fund (MFS Global Total Return Fund Class R1) is managed by MFS Investment Management with $3.3M in net assets. MFWGX expense ratio is 1.84%, holding 912 positions across sectors including Other, Unknown, Financials. Inception date: 2005-04-01.
MFWGX performance shows a YTD return of 4.34%. The 1-year return is 10.30% and the 5-year return is 4.30%. MFWGX dividend yield stands at 7.72%, paid quarterly.
MFWGX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson (1.3%), Treasury Note (Otr) 4% Mar 31, 2030 (1.3%), Charles Schwab Corp. (1.3%). View all MFWGX holdings, sector breakdown, or dividend history.
MFWGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFWGX alternatives are available via the screener, along with tax-loss harvesting opportunities.