2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 98 World Bond 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 5.08 percent over the past year, and 0.71 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.0%|
|3 Years (Annualized)||0.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of net assets in debt instruments of U.S. and foreign issuers, including emerging markets issuers. While the adviser may invest the fund's assets in debt instruments of any type, it generally focuses on debt instruments of U.S. and foreign governments. The fund is non-diversified.
Fees are Low compared to funds in the same category.
MFS® Global Bond Fund has an expense ratio of 1.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.