MFWGX Mutual Fund

MFWGX Mutual Fund (MFS Global Total Return Fund Class R1) is managed by MFS Investment Management with $3.4M in net assets. MFWGX expense ratio is 1.84%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2005-04-01.

MFWGX performance shows a YTD return of 7.25%. The 1-year return is 14.36% and the 5-year return is 4.67%. MFWGX dividend yield stands at 7.32%, paid quarterly.

MFWGX 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 MFWGX holdings, MFWGX sectors, or MFWGX dividends.

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