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MFS Global Growth B (MWOBX)

48.70 +0.45 (+0.93%)
At close: 8:00 PM EDT

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).

MFS Global Growth B

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category World Large-Stock Growth
Fund Family MFS
Net Assets 976.25M
YTD Return 6.07%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Operations

Last Dividend 0.05
Last Cap Gain 26.00
Holdings Turnover 24.00%
Average for Category --

Fees & Expenses

Expense MWOBX Category Average
Annual Report Expense Ratio (net) 0.97% 1.12%
Prospectus Net Expense Ratio 0.97% --
Prospectus Gross Expense Ratio 1.08% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.26%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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