MGBOX Mutual Fund

MGBOX Mutual Fund (MFS Global Opportunistic Bond Fund Class R6) is managed by MFS Investment Management with $985.0M in net assets. MGBOX expense ratio is 0.61%, holding 927 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-10-01.

MGBOX performance shows a YTD return of 0.05%. The 1-year return is 2.61% and the 5-year return is 0.78%. MGBOX dividend yield stands at 4.61%, paid monthly.

MGBOX top holdings include Energy Transfer Operating Lp 3.75 05/15/2030 (2.2%), Brazil Nota Do Tesouro Nacional 10% 01/01/2035 (1.7%), Australia Government Bond 2.75 05-21-2041 (1.7%), Bought COP Sold USD 20260617 (1.6%), Buoni Poliennali Del Tesoro (1.5%). 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.