MFS Global Total Return A
500 Boylston St 15th Floor Boston MA 02116
Map
Phone: 800-225-2606
| Category: | World Allocation | | Fund Family: | MFS | | Net Assets: | 435.90M | | Year-to-Date Return: | 13.38% | | Yield: | 2.92% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-90 |
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Steven R. Gorham
Lead Manager since
01-Jul-00 | | | 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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund invests between 40% and 75% of net assets in equity securities and at least 25% of total assets in fixed-income senior securities. It generally focuses on companies with large capitalizations. The fund may invest in U.S. and foreign securities, including emerging-market securities. It generally invests substantially all of the fund's investments in debt instruments in investment-grade debt instruments. The fund may invest in mortgage dollar rolls and derivatives. |
| Last Dividend
(28-Sep-09):
| 0.03 | | Last Cap Gain
(11-Dec-08):
| 0.10 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 65.49% |
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| Expense | MFWTX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.17% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 4.95% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 963 | $718 | | 5 Yr Expense Projection*: |
$ 1,251 | $1,129 | | 10 Yr Expense Projection*: |
$ 2,068 | $2,251 |
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1.94% Nasdaq 
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