MFS Global Equity B
500 Boylston St 15th Floor Boston MA 02116
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Phone: 800-225-2606
| Category: | World Stock | | Fund Family: | MFS | | Net Assets: | 31.01M | | Year-to-Date Return: | 27.33% | | Yield: | 0.17% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-86 |
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David R. Mannheim
Lead Manager since
01-Apr-92 | | | ? Investment Officer ? Global Equity Portfolio Manager ? Serves on: MFS Non-U.S. Equity Management Committee ? Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. ? Joined MFS in 1988 as an Equity Research Analyst following non-U.S. securities; named Portfolio Manager in 1992 ? Previous experience includes: four years as a Lending Officer for Midlantic National Bank |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It generally focuses on companies with large capitalizations. The fund may invest in U.S. and foreign securities, including emerging-market securities. |
| Last Dividend
(16-Dec-08):
| 0.04 | | Last Cap Gain
(16-Dec-08):
| 1.11 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | MWEBX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 4.00%
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.11% Nasdaq 0.00%
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