該基金的主要投資目標是總回報率，來衡量美元。這個團隊管理的基金投資組合交融混合的大型價值股的股本證券及投資級政府債務證券的全球發行人，與歷史撥款大約60 ％的股本證券及40 ％的債務證券。該基金的嘗試，為產品增值，主要是通過自底向上的股本證券選擇在股票部分，並通過自頂向下的國家選擇和貨幣管理方面的債務安全配置。
HENRY L. PEABODY, CFA, AVP, Research Analyst, B.A. Trinity College. Mr. Peabody is a Vice President and investment grade credit analyst in Eaton Vance’s investment grade fixed income group. Prior to joining Eaton Vance in 2013, Mr. Peabody served as a credit research analyst with Merganser Capital Management (2010 - 2013) and as an analyst and trader with Emerson Investment Management (2004 - 2010). Mr. Turgel is a Vice President and senior credit analyst and has been a member of Eaton Vance’s bank loan group for more than five years. Henry joined Merganser in 2010 and is a research analyst working with the credit sector team. Prior to joining Merganser, Henry worked at Emerson Investment Management as a Senior Analyst/Trader. He covered high grade and high yield credit and led the Core Investment Grade management team. In addition to credit research and portfolio management responsibilities, Henry also traded fixed income securities. Henry is currently pursuing his M.B.A. at Boston College. Henry holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Securities Analyst Society.
Li joined MFS in 2018 as a fixed income portfolio manager primarily focused on non–US dollar credit securities. His prior experience includes four years as a portfolio manager at Man GLG, six years as a portfolio manager at ECM Asset Management and two years as a management consultant at Accenture. He earned a Bachelor of Engineering degree with honors in computer science from Imperial College, London.