MFWTX Mutual Fund

MFWTX Mutual Fund (MFS Global Total Return Fund Class A) is managed by MFS Investment Management with $614.9M in net assets. MFWTX expense ratio is 1.09%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1990-09-04.

MFWTX performance shows a YTD return of 8.83%. The 1-year return is 13.01% and the 5-year return is 5.37%. MFWTX dividend yield stands at 7.88%, paid quarterly.

MFWTX 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 MFWTX holdings, MFWTX sectors, or MFWTX dividends.

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