MFS Global Growth C 500 Boylston St 15th ST Boston MA 02116 Map
Phone: 800-225-2606
| Category: | World Stock | | Fund Family: | MFS | | Net Assets: | 14.34M | | Year-to-Date Return: | 35.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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Barry P. Dargan
Lead Manager since
31-Oct-03 | | | Dargan responsible for final buy and sell decisions, portfolio construction, risk control and cash management. He also participates in the research process and strategy discussions. He joined MFS in 1996 as an Equity Research Analyst following Japan (all Japan); Asia telecommunication, transport, and technology (software/business services); named Portfolio Manager in 2001 |
| 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 primarily in U.S. and foreign equity securities, including emerging-market equity securities. It may invest a relatively high percentage of assets in a single country, a small number of countries, or a particular geographic region. The fund focuses on investing in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). It may invest the funds assets in companies of any size. |
| Last Dividend
(13-Dec-07):
| 0.00 | | Last Cap Gain
(18-Dec-00):
| 5.80 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.16% |
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| Expense | MWOCX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 1.00%
| 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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