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Morningstar

MFS Global Equity A MWEFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 45.46  /  0.11 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 8%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MWEFX

Will MWEFX 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 MWEFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MWEFX 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 MWEFX’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 MWEFX

More MWEFX Holdings
  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

2.99
82,038,246
Financial Services

Schneider Electric SE

2.84
77,925,281
Industrials

Linde PLC

2.73
75,114,902
Basic Materials

Comcast Corp Class A

2.58
70,818,503
Communication Services

Thermo Fisher Scientific Inc

2.54
69,883,373
Healthcare

Medtronic PLC

2.54
69,753,666
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

2.42
66,564,577
Consumer Cyclical

Roche Holding AG

2.40
65,849,775
Healthcare

Accenture PLC Class A

2.33
64,059,926
Technology

Nestle SA

2.13
58,459,763
Consumer Defensive