MFS Global Growth is a compelling option thanks to veteran leadership, deep analytical support, and the consistent execution of a quality-first growth philosophy. Investors should not expect a high-octane growth portfolio here, but its patient, risk-conscious approach can serve long-term investors well.
MFS Global Growth R1 MWOGX
- NAV / 1-Day Return 47.37 / +0.06 %
- Total Assets 945.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.970%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 24%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MWOGX
Will MWOGX 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 30.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.24 | 69.0 Mil | Technology |
Visa Inc Class A | 3.58 | 34.1 Mil | Financial Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.91 | 27.7 Mil | Technology |
Alphabet Inc Class A | 2.89 | 27.6 Mil | Communication Services |
Accenture PLC Class A | 2.84 | 27.0 Mil | Technology |
Canadian Pacific Kansas City Ltd | 2.47 | 23.5 Mil | Industrials |
Apple Inc | 2.28 | 21.7 Mil | Technology |
Amphenol Corp Class A | 2.24 | 21.3 Mil | Technology |
Agilent Technologies Inc | 2.06 | 19.6 Mil | Healthcare |
Steris PLC | 1.98 | 18.9 Mil | Healthcare |