• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.82% Nasdaq Up 2.46%

    MFS Global Alternative Strategy I (DVRIX)

    10.39 Up 0.06(0.58%) Sep 2
    Prev Close:10.33
    YTD Return*:2.84%
    Net Assets*:716.21M
    Yield*:1.06%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for DVRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Gbp Irs 10y Rec (Clr Brk Cit-Clr Hse Cme 0.707 May 15 254.65N/A
    Gbp Irs 10y Rec (Clr Brk Cit-Clr Hse Cme 1.980 May 15 254.60N/A
    Gbp Irs 10y Rec (Clr Brk Cit-Clr Hse Cme 0.705 May 11 251.69N/A
    Gbp Irs 10y Rec (Clr Brk Cit-Clr Hse Cme 1.993 May 11 251.67N/A
    Gbp Irs 10yr Receiver (Jpm) 2.433 Jul 30 231.51N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:716.21M
    Category:Multialternative
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:2.84%
    5y Avg Return:6.25%
    Rank in Category (ytd):17
    % Rank in Category (ytd):3.56%
    Beta (3y):0.40
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser), in conjunction with UBS (UBS Global Asset Management (Americas), Inc., the sub-adviser to the fund), seeks to achieve a total rate of return for the fund that meets or exceeds the Citigroup 1-Month T-Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback