About DVRHX
MFS Global Alternative Strategy Fund Class R2 is a mutual fund that seeks total return on a long-term basis. It aims to achieve returns that meet or exceed 2-4% over the ICE BofA 0-3 Month U.S. Treasury Bill Index, net of fund expenses, across a full market cycle, with reduced dependence on favorable equity or fixed income conditions. The fund employs a flexible, multi-asset strategy that separates active security selection from tactical allocations in equity, fixed income, and currency markets, utilizing derivative overlays to adjust exposures dynamically. This approach targets lower correlation to traditional stock and bond markets, incorporating positions in U.S. large cap, small/mid cap, Europe ex-U.K., Japan, United Kingdom, emerging markets, Asia/Pacific ex-Japan, and North America ex-U.S., alongside fixed income and cash equivalents. Managed by MFS Investment Management, the fund provides diversification through its global alternative focus, blending equities, debt instruments, and derivatives for consistent return generation in varying market environments. Class R2 shares are designed for eligible investors seeking this alternative strategy within retirement plans or similar vehicles.
Fund Family MFS
Category Macro Trading
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol DVRHX
Share Class R2
Index Bloomberg U.S. Treasury 1-3 Y TR
DVRHX had a total return of 4.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.23%.
