About MGBAX
MFS Global Opportunistic Bond Fund Class A is a mutual fund designed to deliver total return with a strong emphasis on current income while considering capital appreciation. The fund primarily invests in a diversified portfolio of investment-grade debt instruments from issuers around the globe, including both developed and emerging markets. Notable features include a flexible, adaptive approach to risk allocation and an integrated research process, enabling the fund to take advantage of inefficiencies in global fixed income markets. Its portfolio typically includes a mix of U.S. Treasuries, non-U.S. sovereign bonds, investment-grade corporates, high yield corporates, mortgage-backed securities, and emerging markets debt. The fund’s benchmark, the Bloomberg Global Aggregate Bond Index, reflects its broad international focus. Suitable for investors seeking diversified bond exposure with an emphasis on income, MFS Global Opportunistic Bond Fund Class A plays a key role in the global bond fund sector by seeking to balance risk and return in changing market environments, facilitated by the manager’s ability to adjust allocations dynamically and incorporate multiple fixed income sectors.
Fund Family MFS
Category World Bond-USD Hedged
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MGBAX
Share Class A
Index Bloomberg Global Aggregate TR USD Hedged
MGBAX had a total return of -0.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.58%.
