MFWLX Mutual Fund

MFWLX Mutual Fund (MFS Global Total Return Fund Class R6) is managed by MFS Investment Management with $193.1M in net assets. MFWLX expense ratio is 0.77%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2012-06-01.

MFWLX performance shows a YTD return of 9.04%. The 1-year return is 13.38% and the 5-year return is 5.32%. MFWLX dividend yield stands at 8.34%, paid quarterly.

MFWLX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson - Common (1.3%), Treasury Note (Otr) 4% Mar 31, 2030 (1.3%), Schwab Strategic T (1.3%). Go to all MFWLX holdings, MFWLX sectors, or MFWLX dividends.

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