MFWBX Mutual Fund

MFWBX Mutual Fund (MFS Global Total Return Fund Class B) is managed by MFS Investment Management with $459,008.03 in net assets. MFWBX expense ratio is 1.84%, holding 870 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1993-09-07.

MFWBX performance shows a YTD return of 7.28%. The 1-year return is 11.02% and the 5-year return is 4.14%. MFWBX dividend yield stands at 1.78%, paid monthly.

MFWBX top holdings include Cash Offset (5.0%), Pfizer Inc (1.6%), Microsoft Corp (1.3%), Cigna Corp. (1.3%), NatWest Group PLC (1.2%). 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.