MFWCX Mutual Fund

MFWCX Mutual Fund (MFS Global Total Return Fund Class C) is managed by MFS Investment Management with $23.0M in net assets. MFWCX expense ratio is 1.84%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1994-01-03.

MFWCX performance shows a YTD return of 7.25%. The 1-year return is 14.39% and the 5-year return is 4.13%. MFWCX dividend yield stands at 7.20%, paid quarterly.

MFWCX 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 MFWCX holdings, MFWCX sectors, or MFWCX dividends.

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