Nasdaq - Delayed Quote USD

MFS Global Equity A (MWEFX)

46.94 +0.22 (+0.47%)
At close: 8:01 PM EDT
Key Events
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DELL
  • Previous Close 46.72
  • YTD Return 5.28%
  • Expense Ratio 0.95%
  • Category World Large-Stock Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.67B
  • Beta (5Y Monthly) 1.06
  • Yield 0.75%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.39
  • Inception Date Jan 2, 1997

The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

MFS

Fund Family

World Large-Stock Blend

Fund Category

2.67B

Net Assets

1997-01-02

Inception Date

Performance Overview: MWEFX

Trailing returns as of 4/25/2024. Category is World Large-Stock Blend.

YTD Return

MWEFX
5.28%
Category
12.08%
 

1-Year Return

MWEFX
12.21%
Category
38.01%
 

3-Year Return

MWEFX
3.63%
Category
12.74%
 

5-Year Return

MWEFX
8.36%
Category
12.82%
 

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Holdings: MWEFX

Top 10 Holdings (23.52% of Total Assets)

SymbolCompany% Assets
V
Visa Inc. 2.92%
SU.PA
Schneider Electric S.E. 2.70%
TMO
Thermo Fisher Scientific Inc. 2.52%
MDT
Medtronic plc 2.36%
SCHW
The Charles Schwab Corporation 2.22%
MC.PA
LVMH Moët Hennessy - Louis Vuitton, Société Européenne 2.19%
CMCSA
Comcast Corporation 2.18%
LIN
Linde plc 2.16%
WTW
Willis Towers Watson Public Limited Company 2.15%
GOOGL
Alphabet Inc. 2.14%

Sector Weightings

SectorMWEFX
Industrials   19.28%
Healthcare   18.11%
Technology   13.55%
Real Estate   0.99%
Utilities   0.00%
Energy   0.00%

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