MFS Global Total Return A
500 Boylston St15th FloorBoston MA 02116
Map
Phone: 800-225-2606
| Category: | World Allocation | | Fund Family: | MFS | | Net Assets: | 954.66M | | Year-to-Date Return: | 2.91% | | Yield: | 1.66% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-1990 |
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Barnaby R. Wiener
Lead Manager since 15-Jan-2003 | | |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 0 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| Last Dividend
(27-Mar-2013)
:
| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(16-May-2013)
:
| 30.00% | | Average for Category: | 116.77% |
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| Expense | MFWTX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.25% | 1.20% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 1.30% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.75% | 5.33% | | Max Deferred Sales Load:
| N/A | 1.89% | | 3 Yr Expense Projection*: | 959 | 724 | | 5 Yr Expense Projection*: | 1,242 | 1,155 | | 10 Yr Expense Projection*: | 2,048 | 2,426 |
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0.01(0.06%) 18 May