Nasdaq - Delayed Quote USD

MFS Global Growth R2 (MGWRX)

56.09 -0.18 (-0.32%)
At close: 8:00 PM EDT

Top 10 Holdings (30.48% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 7.24%
V
Visa Inc. 3.58%
TSM
Taiwan Semiconductor Manufacturing Company Limited 2.91%
GOOGL
Alphabet Inc. 2.89%
ACN
Accenture plc 2.84%
CP.TO
Canadian Pacific Kansas City Limited 2.47%
AAPL
Apple Inc. 2.28%
APH
Amphenol Corporation 2.24%
A
Agilent Technologies, Inc. 2.06%
STE
STERIS plc 1.98%

Sector Weightings

SectorMGWRX
Technology   29.82%
Healthcare   12.60%
Industrials   12.28%
Real Estate   2.34%
Utilities   1.17%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 1.15%
Stocks 98.84%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MGWRX Category Average
Price/Earnings 0.04 33.46
Price/Book 0.21 5.38
Price/Sales 0.23 3.97
Price/Cashflow 0.05 21.99
Median Market Cap 132,973.59 139,280.73
3 Year Earnings Growth 15.97 20.56

Bond Holdings

Performance & Risk

YTD Return 1.39%
5y Average Return 9.76%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family MFS
Net Assets 976.25M
YTD Return 6.18%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market 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. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).

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