MFS Global Equity retains the qualities we admire: a pair of insightful portfolio managers who actively look to harness the firm’s extensive research staff while patiently implementing their well-trodden process. Comanagers Roger Morley and Ryan McAllister uphold a long-standing tradition of investing in reasonably priced companies with a steady growth outlook. Morley has strong bona fides over his lengthy involvement here while McAllister’s transition to comanager in 2016 has been as smooth as could be hoped; he’s steadily broadened his knowledge across industries and worked cohesively with Morley. Further, we think the duo utilizes MFS’ broader analyst team very effectively. Their long-term perspective remains paramount in gauging their colleagues’ insights on company and industry-level views, and the portfolio managers’ clear recall of how their historic views have evolved reinforces the consistency of the approach taken.
MFS Global Equity R1 MWEGX
- NAV / 1-Day Return 40.16 / +0.93 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.15%
- Turnover 8%
USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0
Morningstar’s Analysis MWEGX
Will MWEGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Visa Inc Class A | 2.92 | 77.8 Mil | Financial Services |
Schneider Electric SE | 2.70 | 71.9 Mil | Industrials |
Thermo Fisher Scientific Inc | 2.52 | 67.2 Mil | Healthcare |
Medtronic PLC | 2.36 | 62.9 Mil | Healthcare |
Charles Schwab Corp | 2.22 | 59.1 Mil | Financial Services |
Lvmh Moet Hennessy Louis Vuitton SE | 2.19 | 58.3 Mil | Consumer Cyclical |
Comcast Corp Class A | 2.18 | 58.1 Mil | Communication Services |
Linde PLC | 2.16 | 57.5 Mil | Basic Materials |
Willis Towers Watson PLC | 2.15 | 57.3 Mil | Financial Services |
Alphabet Inc Class A | 2.14 | 57.2 Mil | Communication Services |