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MFWTX
Mutual Fund ticker: NASDAQ
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MFS Global Total Return A (MFWTX) Ownership - Who owns MFS Global Total Return A?

The investment seeks total return... Show more

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
1000.00
Fund Existence
almost 35 years
Turnover
69.00
Front Load
5.75
Net Assets
1232499700.00
Manager Tenure
N/A

Fundamentals

MFWTX
Net Assets
1.23B
Fund Existence
almost 35 years
Turnover
69.00
Total Expense Ratio
1.09
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
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
615M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.77
Modified Duration
6.84
No Load Fund
No
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
7.109
Annual Yield % from dividends
1.90
Returns for 1 year
1.17
Returns for 3 years
7.75
Returns for 5 years
3.84
Returns for 10 years
19.88
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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