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MFS Global Equity R1 MWEGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 41.63  /  +0.43 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.950%
  • 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 0.16%
  • Turnover 8%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 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.

We remain highly confident in this strategy’s merits despite some bumpy performance.

Director Tim Wong

Tim Wong

Director

Summary

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.

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Portfolio Holdings MWEGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

2.97 74.3 Mil
Financial Services

Schneider Electric SE

2.83 70.9 Mil
Industrials

Thermo Fisher Scientific Inc

2.61 65.2 Mil
Healthcare

Charles Schwab Corp

2.39 59.9 Mil
Financial Services

Medtronic PLC

2.30 57.4 Mil
Healthcare

Alphabet Inc Class A

2.26 56.4 Mil
Communication Services

Willis Towers Watson PLC

2.07 51.9 Mil
Financial Services

Lvmh Moet Hennessy Louis Vuitton SE

2.07 51.7 Mil
Consumer Cyclical

Linde PLC

2.06 51.6 Mil
Basic Materials

Comcast Corp Class A

2.02 50.6 Mil
Communication Services