Mfs Global Alternative Fund Quote
| DVRFX Fund | USD 13.27 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Mfs Global is trading at 13.27 as of the 22nd of July 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 13.26. Mfs Global has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2 percent to 4, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long andor short exposure to foreign securities and foreign currencies. More on Mfs Global Alternative
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, MFS (View all Sectors) |
| Update Date | 30th of June 2025 |
Mfs Global Alternative [DVRFX] is traded in USA and was established 22nd of July 2025. Mfs Global is listed under MFS category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of MFS family. This fund currently has accumulated 220.66 M in assets under management (AUM) with no minimum investment requirementsMfs Global Alternative is currently producing year-to-date (YTD) return of 7.02% with the current yeild of 0.01%, while the total return for the last 3 years was 8.69%.
Check Mfs Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Global Alternative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Global Alternative Mutual Fund Constituents
| DXC | DXC Technology Co | Stock | Information Technology | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| AMS | American Shared Hospital | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| KBYPF | Kobayashi Pharmaceutical Co | Pink Sheet | Household & Personal Products | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Mfs Global Alternative Risk Profiles
| Mean Deviation | 0.148 | |||
| Standard Deviation | 0.1888 | |||
| Variance | 0.0356 | |||
| Downside Variance | 0.0411 |
Mfs Global Against Markets
Other Information on Investing in Mfs Mutual Fund
Mfs Global financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Global security.
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