MGBAX Mutual Fund

MGBAX Mutual Fund (MFS Global Opportunistic Bond Fund Class A) is managed by MFS Investment Management with $14.4M in net assets. MGBAX expense ratio is 0.94%, holding 865 positions across sectors including Financials, Industrials, Energy. Inception date: 2010-06-02.

MGBAX performance shows a YTD return of -1.14%. The 1-year return is -1.14% and the 5-year return is 0.61%. MGBAX dividend yield stands at 4.40%, paid monthly.

MGBAX top holdings include Cash Offset (12.3%), United Kingdom Gilt 4.5 03/07/2035 (2.6%), Italy Buoni Poliennali Del Tesoro 1.45 03/01/2036 (2.3%), China Government Bond 2033-02-25 (2.3%), United Kingdom Gilt 4 10/22/2031 (2.1%). 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.