MGBOX Mutual Fund

MGBOX Mutual Fund (MFS Global Opportunistic Bond Fund Class R6) is managed by MFS Investment Management with $946.8M in net assets. MGBOX expense ratio is 0.61%, holding 865 positions across sectors including Financials, Industrials, Energy. Inception date: 2012-10-01.

MGBOX performance shows a YTD return of -0.56%. The 1-year return is -0.87% and the 5-year return is 0.93%. MGBOX dividend yield stands at 4.72%, paid monthly.

MGBOX 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 MGBOX holdings, MGBOX sectors, or MGBOX dividends.

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