MFWBX Mutual Fund

MFWBX Mutual Fund (MFS Global Total Return Fund Class B) is managed by MFS Investment Management with $474,186.81 in net assets. MFWBX expense ratio is 1.84%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1993-09-07.

MFWBX performance shows a YTD return of 4.19%. The 1-year return is 6.95% and the 5-year return is 4.59%. MFWBX dividend yield stands at 1.83%, paid monthly.

MFWBX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson - Common (1.3%), Treasury Note (Otr) 4% Mar 31, 2030 (1.3%), Schwab Strategic T (1.3%). Go to all MFWBX holdings, MFWBX sectors, or MFWBX dividends.

MFWBX can be compared against other funds. Use MFWBX overlap to find shared positions, or MFWBX vs another fund for a side-by-side view. MFWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.