MFS Global Total Return Fund is a global balanced mutual fund designed to achieve total return by investing across both equity and fixed-income asset classes. Its primary function is to provide diversified exposure to a broad spectrum of markets, typically maintaining an allocation of approximately 60% in equities and 40% in bonds. The fund actively invests in domestic and international securities, including emerging markets, and seeks opportunities in both value-driven large-cap stocks and investment-grade debt instruments. Employing a blend of fundamental and quantitative research, the fund's portfolio is constructed using a bottom-up approach, with risk allocation tailored across sectors, industries, and regions. MFS integrates sustainability considerations into its investment process and may use derivatives as part of its broader strategy. With hundreds of holdings spanning at least three countries, the fund's role is to offer a comprehensive, actively managed solution for investors seeking to balance growth and income with global diversification, reflecting its significance as a core multi-asset portfolio holding in the world allocation fund category.
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