2 / 5 Stars
4 4 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#11 in World Allocation
U.S. News evaluated 129 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 9.88 percent over the past year, 8.30 percent over the past three years, 11.38 percent over the past five years, and 7.27 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||11.4%|
|10 Years (Annualized)||7.3%|
The investment seeks total return. The fund invests its assets in equity securities and debt instruments. Equity securities include common stocks, preferred stocks, securities convertible into stocks, 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. The adviser 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 High 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.