MFS Global Total Return Fund (MFWTX) Alternatives
MFS Global Total Return Fund (MFWTX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFWTX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MFWTX
MFWTX charges 1.09% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among MFWTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | MFWTX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | MFWTX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | MFWTX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | MFWTX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | MFWTX vs JNSMX |
Best Risk-Adjusted Alternatives to MFWTX
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | MFWTX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | MFWTX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | MFWTX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | MFWTX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | MFWTX vs GIMFX |
Top Performing MFWTX Alternatives (YTD)
MFWTX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | MFWTX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | MFWTX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | MFWTX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | MFWTX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | MFWTX vs PDRDX |
Lowest Volatility Alternatives to MFWTX
MFWTX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | MFWTX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | MFWTX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | MFWTX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | MFWTX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | MFWTX vs NRIIX |
Lowest Drawdown Alternatives to MFWTX
MFWTX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | MFWTX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | MFWTX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | MFWTX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | MFWTX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | MFWTX vs PDSYX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MFWTX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MFWTX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MFWTX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MFWTX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MFWTX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MFWTX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MFWTX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MFWTX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MFWTX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MFWTX vs MEIAX |
Often Compared With MFWTX
What investors most often compare with MFWTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 87 | 0.28% | Mar 30, 2008 | MFWTX vs COSZX | |
| BlackRock Global Allocation Fund | Global Allocation | 75 | -4.22% | Feb 2, 1989 | MFWTX vs MALOX | |
| American Funds Capital Income Builder Class A | Diversified Portfolio | 80 | 0.14% | Jul 30, 1987 | MFWTX vs CAIBX | |
| American Funds The Income Fund of America Class A | Diversified Portfolio, Dividend, Actively Managed | 81 | 1.48% | Dec 1, 1973 | MFWTX vs AMECX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | MFWTX vs SGENX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MFWTX vs VOO |
Compare MFWTX with Any Fund or Stock
Compare MFWTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.