Morningstar Rating™ for Funds The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis. Percentile Rank Percentile rank is how an investment’s return, risk, or other metric compares with ...
Morningstar Manager Research People Above Average The main contributor to the rating is the firm's five-year retention rate of 90%. The stability of the management team also supports the rating. Specifically, the fund has not seen a manager change in the last 19 years. Lastly, the rating...
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. The asset allocation of the fund will change over time....
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. The asset allocation of the fund will change over time....
See MFS Global Opportunistic Bond Fd (MGBJX) mutual fund ratings from all the top fund analysts in one place. See MFS Global Opportunistic Bond Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
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% ...
Year 0.8 1.1 14.6 8.9 12.1 10.0 14.0 12.5 Total Assets $ Fund Return % Category % Benchmark % 0.11 — 0.11 ——— Distribut.($/unit) Total Income Capital Gains 2 Yr 3 Yr 7.6 — 4.7 6.4 9.3 10.0 5 Yr 10 Yr —— 0.5 3.7 2.4 5.1 810-3792-04-13 ©2013 Morningstar Research ...
Overall, the fund’s 32% October 2023 stake in stocks with wide Morningstar Economic Moat Ratings was down from 44% a year ago and in the middle of the foreign large-growth fund pack. The managers still profess to prefer companies with hard-to-assail competitive positions, sound financials,...
USD| NAV as of Nov 13, 2024| 1-Day Return as of Nov 13, 2024, 7:21 AM GMT+8 Morningstar’s AnalysisMQLKX Medalist rating as ofAug 1, 2024. This fund stays true to character. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the...
OVERALL MORNINGSTAR RATING THREE YEAR Out Of402Funds FIVE YEAR Out Of365Funds TEN YEAR 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 ...