MFWIX Mutual Fund

MFWIX Mutual Fund (MFS Global Total Return Fund Class I) is managed by MFS Investment Management with $364.5M in net assets. MFWIX expense ratio is 1.84%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1997-01-02.

MFWIX performance shows a YTD return of 7.81%. The 1-year return is 15.50% and the 5-year return is 5.18%. MFWIX dividend yield stands at 8.35%, paid quarterly.

MFWIX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson - Common (1.3%), Corporate Term Loan (1.3%), Schwab Strategic T (1.3%). Go to all MFWIX holdings, MFWIX sectors, or MFWIX dividends.

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