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.
MFS Global Equity I MWEIX
- NAV / 1-Day Return 50.41 / +1.61 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.97%
- Turnover 8%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MWEIX
Will MWEIX 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 23.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Visa Inc Class A | 2.82 | 69.5 Mil | Financial Services |
Schneider Electric SE | 2.58 | 63.6 Mil | Industrials |
Thermo Fisher Scientific Inc | 2.47 | 60.8 Mil | Healthcare |
Alphabet Inc Class A | 2.46 | 60.5 Mil | Communication Services |
Charles Schwab Corp | 2.32 | 57.2 Mil | Financial Services |
Medtronic PLC | 2.19 | 54.0 Mil | Healthcare |
Oracle Corp | 2.18 | 53.6 Mil | Technology |
Microsoft Corp | 2.14 | 52.6 Mil | Technology |
Willis Towers Watson PLC | 2.11 | 51.9 Mil | Financial Services |
Honeywell International Inc | 2.11 | 51.9 Mil | Industrials |