MGBAX Mutual Fund

MGBAX Mutual Fund (MFS Global Opportunistic Bond Fund Class A) is managed by MFS Investment Management with $15.9M in net assets. MGBAX expense ratio is 0.94%, holding 927 positions across sectors including Financials, Utilities, Industrials. Inception date: 2010-06-02.

MGBAX performance shows a YTD return of -0.26%. The 1-year return is 2.16% and the 5-year return is 0.43%. MGBAX dividend yield stands at 4.30%, paid monthly.

MGBAX top holdings include Chs / Community Health Systems, Inc. 6.00% 1/15/2029 (2.2%), Brazil Nota Do Tesouro Nacional 10% 01/01/2035 (1.7%), Australia Government Bond 2.75 05-21-2041 (1.7%), China Government Bond 2033-02-25 (1.6%), Navient Private Education Refi Loan Trust 1.220 07/15/2069 1.22 2069-07-15 (1.5%). Go to all MGBAX holdings, MGBAX sectors, or MGBAX dividends.

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