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 R2 MGWRX
- NAV / 1-Day Return 56.94 / −0.37 %
- Total Assets 943.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.470%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- 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 MGWRX
Will MGWRX 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 30.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.25 | 70.7 Mil | Technology |
Visa Inc Class A | 3.47 | 33.9 Mil | Financial Services |
Alphabet Inc Class A | 3.10 | 30.3 Mil | Communication Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.03 | 29.6 Mil | Technology |
Accenture PLC Class A | 2.58 | 25.2 Mil | Technology |
Canadian Pacific Kansas City Ltd | 2.52 | 24.6 Mil | Industrials |
Tencent Holdings Ltd | 2.47 | 24.1 Mil | Communication Services |
NVIDIA Corp | 2.16 | 21.1 Mil | Technology |
Agilent Technologies Inc | 2.15 | 21.0 Mil | Healthcare |
Apple Inc | 2.13 | 20.8 Mil | Technology |