MFWIX Mutual Fund

MFWIX Mutual Fund (MFS Global Total Return Fund Class I) is managed by MFS Investment Management with $347.7M in net assets. MFWIX expense ratio is 1.84%, holding 870 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1997-01-02.

MFWIX performance shows a YTD return of 8.20%. The 1-year return is 12.11% and the 5-year return is 5.17%. MFWIX dividend yield stands at 3.12%, paid quarterly.

MFWIX top holdings include Cash Offset (5.0%), Pfizer Inc (1.6%), Microsoft Corp (1.3%), Cigna Corp. (1.3%), Schwab Strategic T (1.2%). 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.