MFS� Global Alternative Strategy Fund Class C

 (MUTF:DVRCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.10%  
1 week   +0.00%  
4 week
   
-0.50%  
3 month
   
-0.40%  
YTD   +6.07%
   
1 year   +3.50%
   
3 years*
   
-0.52%  
5 years*   +1.66%
   
*annualized
Best 3 month return+15.80%  
Worst 3 month return-20.28%  

Morningstar statistics

Morningstar category: Multialternative
  Return Risk Rating
3 years Below Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets321.99M 
Front load-  
Deferred load1.00%  
Expense ratio2.22%  
Management fee-  
Fund familyMFS 

Asset allocation

Cash12.35%  
Stocks69.27%  
Bonds18.19%  
Preferred0.18%  
Other0.00%  

Purchase information

Initial$1,000  
IRA Initial$250  
9.97+0.01(0.10%)
Sep 21, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser), in conjunction with UBS, Inc., the sub-adviser to the fund), seeks to achieve a total rate of return for the fund that meets or exceeds the Citigroup 1-Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle.
Fund filings (PDF) »
Asset managers:
Benjamin Nastou (Started: Apr 30, 2014)
Natalie Shapiro (Started: Nov 7, 2007)
Jos� Andr�s (Started: Mar 1, 2017)
Nathan Shetty (Started: Mar 1, 2017)
Advisor Company:
Massachusetts Financial Services Company
Fund family reports on Morningstar »
MFS, 111 Huntington Avenue, Boston, MA 02199, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.63 -2.26 -1.18     -
Beta* 0.54 0.39 0.43     -
Mean annual return 0.33 -0.02 0.18     -
R-squared* 18.30 31.38 36.53     -
Standard deviation 3.96 4.38 4.23     -
Sharpe ratio 0.82 -0.12 0.46     -
* Against standard index

Top 10 holdings

Security Net Assets  
Citigroup Inc (C) 0.89%  
The Priceline Group Inc (PCLN) 0.88%  
Electronic Arts Inc (EA) 0.84%  
Nestle SA (NSRGF) 0.83%  
Facebook Inc A (FB) 0.81%  
Cdx Na Hy 28 (Clr Brk Citi Clr Hse Ice) 5.000 Jun 20 22 0.77%  
Comcast Corp Class A (CMCSA) 0.69%  
Accenture PLC A (ACN) 0.69%  
Amadeus IT Group SA A (AMADF) 0.67%  
Kobayashi Pharmaceutical Co Ltd (KBYPF) 0.62%