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MFS Global Growth A (MWOFX)

31.72 Down 0.01(0.03%) May 24


Profile as of Feb 27, 2013Get Profile for:
MFS Global Growth A
500 Boylston St15th STBoston MA 02116
Map
Phone: 800-225-2606
Fund Overview 
Category:World Stock
Fund Family:MFS
Net Assets:208.91M
Year-to-Date Return:4.35%
Yield:0.24%
Morningstar Rating:3 stars
Fund Inception Date:Nov 17, 1993
Morningstar Style Box 
World Stock
[View Category Definition]
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About the Morningstar Style Box
Management Information 
David A. Antonelli
Lead Manager since Jan 12, 2010
Jeffrey Constantino est gestionnaire de portefeuille et a été analyste de recherche des actions pendant 5 ans jusqu'à sa promotion au poste actuel à MFS en 2005. Avant de se joindre à MFS en 2000, il a été employé comme conseiller financier dans le service des fusions et acquisitions de Arthur Andersen LLP. M. Constantino détient le titre de Chartered Financial Analyst et de Certified Public Accountant.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:0
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MWOFX can be purchased from 110 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest a large percentage of its assets in issuers in a single country, a small number of countries, or a particular geographic region.

Fund Operations 
Last Dividend (Dec 12, 2012) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (May 19, 2013) : 37.00%
Average for Category:59.11%
Fees & Expenses 
ExpenseMWOFXCategory Avg
Annual Report Expense Ratio (net):1.53%1.35%
Prospectus Net Expense Ratio:1.53%N/A
Prospectus Gross Expense Ratio:1.53%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.43%
Max Deferred Sales Load: N/A2.17%
3 Yr Expense Projection*:1,031744
5 Yr Expense Projection*:1,3611,113
10 Yr Expense Projection*:2,2942,235
* Per $10,000 invested