MGBRX Mutual Fund

MGBRX Mutual Fund (MFS Global Total Return Fund Class R2) is managed by MFS Investment Management with $3.0M in net assets. MGBRX expense ratio is 1.34%, holding 912 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2003-10-31.

MGBRX performance shows a YTD return of 7.50%. The 1-year return is 14.93% and the 5-year return is 5.19%. MGBRX dividend yield stands at 7.87%, paid quarterly.

MGBRX top holdings include Mfs Institutional Money Market Portfolio (1.8%), NatWest Group PLC (1.5%), Johnson & Johnson - Common (1.3%), European Union 0 2035-07-04 (1.3%), Schwab Strategic T (1.3%). 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.