View Overall Morningstar Ratings Information INVESTMENT OBJECTIVE Seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation...
Virtus Newfleet Short Duration High Income Fund Retirement 0.00% ZXM:CA $0.00 CI Morningstar International Momentum Index ETF Common Units (CAD Hedged) 0.00% WFPMBX $0.00 Wilmington Trust Retirement & Institutional Services Co. - Flexpath Index Plus Moderate 2025 Fund ...
The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year ...
Fund data provided by Xignite and Morningstar. See Disclaimer. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. See Also: MTCAX MFS Technology Fund 25.4% 1-YEAR Technology MEMAX MFS Emerging Markets Equity Fund 18.9% ...
MFS Global Real Estate Fund has an expense ratio of 1.19 percent. Net Expense Ratio 1.19 Category Average: 1.21%* Management 0.79 Category Average: 0.77%* SEE MORE MGLLX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. Volatility ...
XCGOX $12.12 Calamos Global Total Return Fund+0.08% RTNAX $12.16 Russell Investment Tax-Managed International Equity Fund A+0.09% PRGEX $19.57 Pioneer Global Sustainable Equity Fund Retirement+0.20% MSTGX $9.64 Morningstar Global Income Fund Inst+0.04% SP500-3520TR $2,539.33 S&P 500 Pharmaceut...
And you can go to look them up at Morningstar. But the MFS Total Return Bond Fund has outperformed its category in recent years. So that’s a good sign to us. Old firm, new ETF makes sense in this environment. Chuck Jaffe: It’s worth noting that they got their first ETFs out in...
The MFS Massachusetts Investors Tr R3 fund (MITHX) is a Large Blend fund started on 04/1/2005 and has $3.20 billion in assets under management. The current manager has been running MFS Massachusetts Investors Tr R3 since 07/23/2004. The fund is rated by Morningstar. In addition to tradi...
The MFS Core Equity R4 fund (MRGJX) is a Large Blend fund started on 04/1/2005 and has $839.30 million in assets under management. The current manager has been running MFS Core Equity R4 since 05/25/2008. The fund is rated by Morningstar. This fund does not charge 12b-1 fees. ...
And yet, even though this is a new ETF, it’s just two months old. The team that’s behind this ETF has been running mutual funds for years. And you can go to look them up at Morningstar. But theMFS Total Return Bond Fundhas outperformed its category in recent years. So that’s...