Morningstar

MFS Global Equity Fund Class R4 MWELX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $42.11  /  −0.80 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.94%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis MWELX

Will MWELX outperform in the 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 MWELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Change of portfolio manager to come in December 2026; the strategy retains its rating for now.

Director Eva Cook

Eva Cook

Director

Summary

Roger Morley will exit the strategy at the end of 2026 after a nine-month crossover with incoming co-portfolio manager Colin Moore, sourced internally in line with MFS tradition. Moore, a sector lead with strong philosophical alignment and meaningful portfolio overlap, should provide solid continuity. With Morley remaining through 2026 and a well-structured transition in place, we see no need to adjust the People rating for now and will reassess as Moore steps in.

by Eva Cook
Rated on Published on

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Portfolio Holdings MWELX

More MWELX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.10 68M
Technology

Alphabet Inc Class A

4.61 62M
Communication Services

NVIDIA Corp

4.58 61M
Technology

Amazon.com Inc

4.05 54M
Consumer Cyclical

Visa Inc Class A

3.43 46M
Financial Services

Broadcom Inc

2.73 37M
Technology

Schneider Electric SE

2.50 33M
Industrials

Thermo Fisher Scientific Inc

2.42 32M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.05 27M
Technology

Arista Networks Inc

1.93 26M
Technology

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