MFWBX

About MFWBX

MFS Global Total Return Fund Class B is a diversified mutual fund designed to seek total return by investing in a balanced mix of global equity and fixed income securities. Managed by MFS Investment Management, the fund typically allocates its assets between domestic and international stocks as well as a broad range of debt instruments, which may include corporate bonds, foreign and U.S. government securities, and securitized instruments. This integrated approach aims to provide both above-average income and opportunities for capital appreciation, making the fund relevant for investors pursuing balanced global exposure and risk diversification. With a history dating back to its inception in 1990, the fund is classified within the world allocation sector and has a long-standing record of active management. The fund charges a deferred sales load and an annual expense ratio, and distributes dividends quarterly. Its global, multi-asset composition gives it a meaningful role in portfolio strategies seeking resilience under varying market conditions and economic cycles.