MFWJX Mutual Fund

MFWJX Mutual Fund (MFS Global Total Return Fund Class R4) is managed by MFS Investment Management with $494,163.49 in net assets. MFWJX expense ratio is 0.84%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2005-04-01.

MFWJX performance shows a YTD return of 7.83%. The 1-year return is 15.51% and the 5-year return is 5.18%. MFWJX dividend yield stands at 8.19%, paid quarterly.

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

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