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 Dow Up 0.13% Nasdaq Down 0.10%

MFS Global Multi-Asset R2 (GLMSX)

10.44 Down 0.01(0.10%) Jul 28
Prev Close:10.45
YTD Return*:4.91%
Net Assets*:32.10M
Yield*:0.26%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for GLMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Commodity Strategy R514.51N/A
MFS® Global Real Estate R55.58N/A
Japan(Govt Of) 1.1%1.43N/A
Italy(Rep Of) 3.75%1.13N/A
Japan(Govt Of) 2.1%1.13N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:32.1M
Category:World Allocation
Annual Report Expense Ratio (net):1.52%

Performance & Risk

YTD Return:4.91%
5y Avg Return:N/A
Rank in Category (ytd):63
% Rank in Category (ytd):11.98%
Beta (3y):1.07
Morningstar Risk Rating:3

Fund Summary

The investment seeks total return. The fund seeks to achieve its objective by generating returns from (1) a strategic allocation to a mix of asset classes, (2) individual security selection of U.S. and foreign issuers within those asset classes, and (3) a tactical asset allocation overlay to manage the fund's exposure to asset classes, markets, and currencies primarily using derivative instruments. Derivatives include futures, forward contracts, options, structured securities, inverse floating rate instruments, and swaps. View More
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