MGBRX

About MGBRX

MFS Global Total Return Fund Class R2 is an open-end mutual fund designed with a balanced, global approach to asset allocation. The fund primarily seeks total return by investing approximately 60% of its assets in equity securities—such as common stocks and depositary receipts—of large-cap companies from both domestic and international markets. The remaining 40% is allocated to debt instruments, including corporate, U.S. government, and foreign government bonds, as well as securitized and other fixed-income securities. This mix offers broad diversification across developed markets and asset classes, aiming for consistent performance through varying market cycles. The fund is actively managed, combining both fundamental and quantitative research in its investment process, and tends to appeal to investors looking for moderate risk and international diversification within a single portfolio. Managed by Massachusetts Financial Services Company and launched in 2003, MFS Global Total Return Fund Class R2 maintains a significant presence in global multi-asset investment strategies, with net assets exceeding $1.2 billion as of mid-2025. Its benchmark is the MSCI World Index, reflecting its emphasis on developed market equities and bonds.