Nasdaq - Delayed Quote USD

MFS Global Equity B (MWEBX)

41.61 +0.19 (+0.46%)
At close: 5:42 PM EDT

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

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

Overall Portfolio Composition (%)

Cash 1.07%
Stocks 98.93%
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 MWEBX Category Average
Price/Earnings 0.05 23.34
Price/Book 0.29 3.03
Price/Sales 0.32 2.29
Price/Cashflow 0.06 14.01
Median Market Cap 87,857.77 101,867.42
3 Year Earnings Growth 14.57 14.06

Bond Holdings

Average MWEBX Category Average
Maturity -- --
Duration -- 0.08
Credit Quality -- --

Performance & Risk

YTD Return 0.51%
5y Average Return 6.20%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family MFS
Net Assets 2.67B
YTD Return 5.10%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

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.

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