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Morningstar

MFS Global Equity R3 MWEHX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 47.60  /  1.19 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.49%
  • Turnover 8%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis MWEHX

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

People Pillar

The People Pillar is our evaluation of the MWEHX 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 MWEHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid choice.

Director

Summary

| by Tim Wong

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.

Unlock our full analysis with Morningstar Investor