Advertisement
Skip to Content
Morningstar

MFS Global Equity R2 MEQRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 45.82  /  1.33 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.22%
  • Turnover 8%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:12 PM GMT+0

Morningstar’s Analysis MEQRX

Will MEQRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEQRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MEQRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MEQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid choice.

Director Tim Wong

Tim Wong

Director

Summary

A simple, commonsense approach and esteemed portfolio managers help MFS Global Equity retain Morningstar Analyst Ratings of Gold and Silver, depending on share class fees.

by Tim Wong
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MEQRX

More MEQRX Holdings
  • Current Portfolio Date
  • Equity Holdings 83
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

3.04
82,762,744
Financial Services

Schneider Electric SE

2.98
80,882,980
Industrials

Linde PLC

2.80
76,178,004
Basic Materials

Medtronic PLC

2.68
72,887,876
Healthcare

Thermo Fisher Scientific Inc

2.62
71,263,587
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

2.57
69,996,844
Consumer Cyclical

Roche Holding AG

2.47
67,109,928
Healthcare

Comcast Corp Class A

2.45
66,666,597
Communication Services

Nestle SA

2.27
61,660,851
Consumer Defensive

Accenture PLC Class A

2.18
59,164,454
Technology