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Fund Intelligence | Best Managers | MFWTX Insights | MFWTX Score | MFWTX Performance | MFWTX Manager | MFWTX News | MFWTX Allocation | MFWTX Holdings Change

Mutual Fund Insights: MFS Global Total Return A Fund (MFWTX)

In-depth Analysis of MFS Global Total Return A Fund (MFWTX)

Mutual fund chart: MFS Global Total Return A Fund (MFWTX)

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See MFS Global Total Return A Fund (MFWTX) performance details as of January 31, 2010

  

    Last Trade: $12.84 on 3/19/2010, Change: -0.05 (-0.39%)

  

Fund Manager - Steven R. Gorham

Fund Manager Tenure: 9.7 years   [Similar Funds: MFWBX  MFWCX  MFWGX  MFWHX  MFWIX  MFWJX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
investment officer; value equity portfolio manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. Joined MFS in 1989 as a Teleservices Representative; promoted to a Marketing Representative in 1991; promoted to Equity Research Analyst in 1992 following U.S. media, paper and forest products, and cellular telephones.  Get more insights on Steven R. Gorham

  

What we like about MFS Global Total Return A Fund (MFWTX) What we like about MFS Global Total Return A Fund (MFWTX)

Data for MFS Global Total Return A Fund (MFWTX) as of January 31, 2010

  • MFS Global Total Return A Fund (MFWTX) management has been with MFS Global Total Return A Fund for 9.7 years
  • MFS Global Total Return A Fund (MFWTX) has good mid-term performance (3-year return 0.93% vs -1.24% World Allocation category average)
  • MFS Global Total Return A Fund (MFWTX) has good Long-term performance (5-year return 4.63% vs 4.38% World Allocation category average)
  • MFS Global Total Return A Fund (MFWTX) ratio of up-years vs down years is greater than 2
  • MFS Global Total Return A Fund (MFWTX) has an annual stock turnover rate of 75.00% vs World Allocation average of 105.43%. It is good that MFS Global Total Return A management does not trade extensively for its return.
  • MFS Global Total Return A Fund (MFWTX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.14, lower than category average of 15.61

  

What we are cautious about MFS Global Total Return A Fund (MFWTX) What we are cautious about MFS Global Total Return A Fund (MFWTX)

Data for MFS Global Total Return A Fund (MFWTX) as of January 31, 2010

  • MFS Global Total Return A Fund (MFWTX) has a less-than-ideal short-term performance (1-year return 21.66% vs 27.59% World Allocation category average)
  • MFS Global Total Return A Fund (MFWTX) has a Morningstar rating of 3 and below
  • MFS Global Total Return A Fund (MFWTX) has a higher management fee of 1.25% than its World Allocation average of 1.24%
  • MFS Global Total Return A Fund (MFWTX) carries a 5.75% load
See MFS Global Total Return A Fund (MFWTX) performance details as of January 31, 2010

  

  

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MFS Global Total Return A Fund (MFWTX) Net Asset

Track net asset change of MFS Global Total Return A fund (MFWTX)

DateNet Asset
01/2010$448.55M
11/2009$451.74M
10/2009$434.32M
More historic net asset information on MFS Global Total Return A Fund (MFWTX)

  

MFS Global Total Return A Fund (MFWTX) Portfolio Allocation

Track portfolio allocation change of MFS Global Total Return A fund (MFWTX)

DateCashStockBondOther
10/20094.07%57.86%38.02%0.05%
09/20094.17%60.25%35.54%0.05%
08/20095.44%59.61%34.9%0.05%
Click here to see more historic asset allocation information on MFS Global Total Return A Fund (MFWTX)

  

Most Recent Top 10 Holdings in MFS Global Total Return A Fund (MFWTX)

Discover what MFS Global Total Return A Fund (MFWTX) manager is buying

31-Oct-09
Japan(Govt Of) 1.7% [4.76%]
Italy (Republic Of) 4.75% [3.36%]
Italy (Republic Of) 5.25% [2.29%]
NESTLE N ORD [1.88%]
Spain (Kingdom Of) 5% [1.65%]
Vodafone Group PLC [1.61%]
Japan(Govt Of) 2.1% [1.51%]
BANCO SANTANDER CHI [1.42%]
LOCKHEED MARTIN CP [1.33%]
Ireland (Republic Of) 4.6% [1.31%]

30-Sep-09
Japan(Govt Of) 1.7% [4.64%]
Italy (Republic Of) 4.75% [3.19%]
Italy (Republic Of) 5.25% [2.12%]
NESTLE N ORD [1.77%]
Spain (Kingdom Of) 5% [1.49%]
TOTAL SA [1.49%]
Japan(Govt Of) 2.1% [1.47%]
BANCO SANTANDER CHI [1.46%]
Vodafone Group PLC [1.45%]
LOCKHEED MARTIN CP [1.38%]

31-Aug-09
Japan(Govt Of) 1.7% [4.58%]
Italy (Republic Of) 4.75% [3.01%]
Italy (Republic Of) 5.25% [1.94%]
NESTLE N ORD [1.78%]
Spain (Kingdom Of) 5% [1.51%]
TOTAL SA [1.47%]
Vodafone Group PLC [1.42%]
Japan(Govt Of) 2.1% [1.42%]
Roche Holding AG [1.31%]
LOCKHEED MARTIN CP [1.3%]
Click here for Stock Holding Change Map in MFS Global Total Return A Fund (MFWTX)

  

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Latest News on MFS Global Total Return A (MFWTX)

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