MGBMX Mutual Fund

MGBMX Mutual Fund (MFS Global Opportunistic Bond Fund Class R3) is managed by MFS Investment Management with $1.1M in net assets. MGBMX expense ratio is 0.94%, holding 865 positions across sectors including Financials, Industrials, Energy. Inception date: 2010-06-02.

MGBMX performance shows a YTD return of -0.83%. The 1-year return is -0.84% and the 5-year return is 0.64%. MGBMX dividend yield stands at 4.41%, paid monthly.

MGBMX 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 MGBMX holdings, MGBMX sectors, or MGBMX dividends.

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