MGBJX Mutual Fund

MGBJX Mutual Fund (MFS Global Opportunistic Bond Fund Class I) is managed by MFS Investment Management with $15.4M in net assets. MGBJX expense ratio is 0.69%, holding 865 positions across sectors including Financials, Industrials, Energy. Inception date: 2010-06-02.

MGBJX performance shows a YTD return of -0.97%. The 1-year return is -0.94% and the 5-year return is 0.84%. MGBJX dividend yield stands at 4.64%, paid monthly.

MGBJX 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 MGBJX holdings, MGBJX sectors, or MGBJX dividends.

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