MFS® Global Alternative Strategy Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C- (Hold)

U.S. News evaluated 113 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.63 percent over the past year, 6.60 percent over the past three years, and 10.32 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date -0.2%
1 Year 4.6%
3 Years (Annualized) 6.6%
5 Years (Annualized) 10.3%
10 Years (Annualized) N/A

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Summary

The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser), in conjunction with UBS (UBS Global Asset Management (Americas), Inc., the sub-adviser to the fund), seeks to achieve a total rate of return for the fund that meets or exceeds the Citigroup 1-Month T-Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle. There is no assurance that the fund will meet this target over the long term or for any year or period of years.

Fees

Fees are Low compared to funds in the same category.
MFS® Global Alternative Strategy Fund has an expense ratio of 1.39 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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