MGBDX Mutual Fund

MGBDX Mutual Fund (MFS Global Opportunistic Bond Fund Class C) is managed by MFS Investment Management with $257,279.34 in net assets. MGBDX expense ratio is 1.69%, holding 927 positions across sectors including Financials, Utilities, Industrials. Inception date: 2010-06-02.

MGBDX performance shows a YTD return of -0.58%. The 1-year return is 1.50% and the 5-year return is -0.31%. MGBDX dividend yield stands at 3.59%, paid monthly.

MGBDX top holdings include Korea Treasury Bond Bonds 09/30 2.5 (2.2%), Us 2Yr Note (Cbt) Jun26 Xcbt 20260630 (1.7%), Australia Government Bond 2.75 05-21-2041 (1.7%), China Government Bond 2033-02-25 (1.6%), Forward Foreign Currency Contract (1.5%). Go to all MGBDX holdings, MGBDX sectors, or MGBDX dividends.

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