3 / 5 Stars
4 4 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#8 in World Allocation
U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.45 percent over the past year, 9.06 percent over the past three years, 12.88 percent over the past five years, and 7.50 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.6%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||7.5%|
The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in REITs, and depositary receipts for such securities. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. MFS seeks to invest between 40% and 75% of the fund's assets in equity securities and at least 25% of the fund's assets in fixed-income senior securities.
Fees are Low compared to funds in the same category.
MFS® Global Total Return Fund has an expense ratio of 1.22 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.