MFWHX Mutual Fund

MFWHX Mutual Fund (MFS Global Total Return Fund Class R3) is managed by MFS Investment Management with $8.9M in net assets. MFWHX expense ratio is 1.09%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2005-04-01.

MFWHX performance shows a YTD return of 7.70%. The 1-year return is 15.20% and the 5-year return is 5.32%. MFWHX dividend yield stands at 7.91%, paid quarterly.

MFWHX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson (1.3%), Treasury Note (Otr) 4% Mar 31, 2030 (1.3%), Charles Schwab Corp. (1.3%). 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.