MFS® Global Bond Fund

Fixed Income | MGBAX
Without Waiver 0.84 %
With Waiver 0.95 %
$ 8.95
$0.0 As of 12/11/17
$647M
As of 11/30/17

MFS® Global Bond Fund

Fixed Income
MGBAX
$0.0 As of 12/11/17
As of 11/30/17
Fixed Income | MGBAX
$ 8.95
$0.0 As of 12/11/17
$647M
As of 11/30/17
INVESTMENT OBJECTIVE

Seeks total return with an emphasis on current income, but also considering capital appreciation.

INVESTMENT FOCUS

The Portfolio primarily invests in investment-grade bonds from across the globe.

An integrated research approach identifies inefficiencies in global risk markets.

A flexible and adaptable approach to risk allocation seeks to generate attractive long-term risk-adjusted returns.

Fund Information

Fund Commencement
06/02/10
Net Assets ($ M)
As of 11/30/17
$647.86
Fiscal Year End
NOVEMBER
Benchmark

Bloomberg Barclays Global Aggregate Bond Index provides a broad-based measure of the global investment-grade fixed income markets.

Bloomberg Barclays Global Aggregate Bond Index

Top 10 Holdings

As of 11/30/17
  • Italy Buoni Poliennali Del Tesoro 2.5% DEC 01 24
  • Japan Government Twenty Year Bond 1.5% MAR 20 34
  • Japan Government Twenty Year Bond 2.2% SEP 20 27
  • Italy Buoni Poliennali Del Tesoro 3.75% MAR 01 21
  • FNMA 30YR 4.5
  • US Treasury Bond 4.5% FEB 15 36
  • US Treasury Bond 3.625% FEB 15 44
  • Italy Buoni Poliennali Del Tesoro 5.5% SEP 01 22
  • Ust 10yr Ultra Bond Future Mar 20 18*
  • Ust Bond 10yr Future Mar 20 18*
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall). Therefore the Fund's share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price. The price of an instrument trading at a negative interest rate responds to interest rate changes like other debt instruments; however, an instrument purchased at a negative interest rate is expected to produce a negative return if held to maturity.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

Investments in derivatives can be used to take both long and short positions, be highly volatile, involve leverage (which can magnify losses), and involve risks in addition to the risks of the underlying indicator(s) on which the derivative is based, such as counterparty and liquidity risk.

Investments in below investment grade quality debt instruments can be more volatile and have greater risk of default, or already be in default, than higher-quality debt instruments.

The fund's performance could be more volatile than the performance of more diversified funds.

Please see the prospectus for further information on these and other risk considerations.

Performance

Collapse Expand
Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/08/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar World Bond

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 10/31/17 Class A Shares

    Morningstar World Bond

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Performance information reflects time periods when the fund had (i) a policy of focusing its investments on debt instruments of U.S. and foreign governments and (ii) a policy permitting the fund to invest up to 100% of its assets in less than investment grade quality debt instruments (lower quality debt instruments). The fund's investment policies and strategies changed effective December 1, 2014.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions