MFWHX Mutual Fund
MFWHX Mutual Fund
MFWHX Mutual Fund
MFS Global Total Return Fund Class R3
MFWHX Mutual Fund Overview
MFWHX Mutual Fund (MFS Global Total Return Fund Class R3) is managed by MFS Investment Management with $9.6M in net assets. MFWHX expense ratio is 1.09%, holding 870 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2005-04-01.
MFWHX performance shows a YTD return of 7.95%. The 1-year return is 11.79% and the 5-year return is 4.90%. MFWHX dividend yield stands at 2.83%, paid monthly.
MFWHX 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 MFWHX holdings, MFWHX sectors, or MFWHX dividends.
MFWHX can be compared against other funds. Use MFWHX overlap to find shared positions, or MFWHX vs another fund for a side-by-side view. MFWHX alternatives are available via the screener, along with tax-loss harvesting opportunities.