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MFWHX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Global Total Return R3 (MFWHX) Ownership - Who owns MFS Global Total Return R3?

The investment seeks total return... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Global Moderate Allocation
Address
MFS Series Trust VI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.09
Min. Initial Investment
N/A
Fund Existence
about 20 years
Turnover
69.00
Front Load
N/A
Net Assets
1214764800.00
Manager Tenure
N/A

Fundamentals

MFWHX
Net Assets
1.22B
Fund Existence
about 20 years
Turnover
69.00
Total Expense Ratio
1.09
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.19
Assets in Top Ten Holdings
56M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
9.03
Fund of Funds
No
Fund Share Class Net Assets
12.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.77
Modified Duration
6.84
No Load Fund
Yes
Number of Long Holdings
901.00
Number of Net Holdings
985.00
Number of Short Holdings
84.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
16.47%
Gain YTD
4.792
Annual Yield % from dividends
1.95
Returns for 1 year
-0.53
Returns for 3 years
8.13
Returns for 5 years
9.01
Returns for 10 years
15.32
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
MFS Series Trust VI111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com