MFWIX

About MFWIX

MFS Global Total Return Fund Class I is a multi-asset mutual fund with a primary objective of seeking total return through a diversified mix of global investments. The fund strategically allocates its assets across both equity and fixed-income securities, typically maintaining an approximate 60% allocation to global large-cap stocks and 40% to global bonds. This balanced approach aims to provide exposure to growth opportunities in developed and emerging markets while seeking income and stability from a carefully managed bond portfolio. The fund invests in multiple countries, including the United States, and is managed with a conservative investment philosophy, which focuses on risk management and broad diversification. Key features include quarterly distributions, a competitive expense ratio, and a long track record since its inception in 1997. The MFS Global Total Return Fund Class I plays a significant role in the market by offering investors access to a globally diversified, actively managed portfolio designed to achieve total return through a blend of capital appreciation and income generation.