About DVRKX
MFS Global Alternative Strategy Fund Class R4 is a mutual fund that seeks total return on a net basis meeting or exceeding 2-4% over the ICE BofA 0-3 Month U.S. Treasury Bill Index over a full market cycle. It pursues this goal through a flexible, diversified approach that separates active security selection from tactical allocations in equity, fixed income, and currency markets, aiming for consistent returns with lower correlation to traditional equity and fixed income benchmarks. The fund employs derivative overlays and positions across global regions including the U.S., Europe ex-U.K., Japan, the United Kingdom, emerging markets, Asia/Pacific ex-Japan, North America ex-U.S., and developed Middle East/Africa, providing net exposure through long and short strategies. Managed by an experienced team including portfolio managers with expertise in macroeconomic analysis and investment strategy, it offers Class R4 shares designed for eligible investors seeking alternative investment vehicles. This fund plays a key role in portfolios by providing diversification and potential stability amid varying market conditions, focusing on absolute return generation rather than directional market bets.
Fund Family MFS
Category Macro Trading
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DVRKX
Share Class R4
Index Bloomberg U.S. Treasury 1-3 Y TR
DVRKX had a total return of 5.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.73%.
