MGBRX Mutual Fund

MGBRX Mutual Fund (MFS Global Total Return Fund Class R2) is managed by MFS Investment Management with $2.7M in net assets. MGBRX expense ratio is 1.34%, holding 870 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2003-10-31.

MGBRX performance shows a YTD return of 7.74%. The 1-year return is 11.54% and the 5-year return is 5.20%. MGBRX dividend yield stands at 2.62%, paid quarterly.

MGBRX top holdings include Cash Offset (5.0%), Pfizer Inc (1.6%), Microsoft Corp (1.3%), Cigna Corp. (1.3%), NatWest Group PLC (1.2%). Go to all MGBRX holdings, MGBRX sectors, or MGBRX dividends.

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