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Morningstar

MFS Global Equity R4 MWELX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 48.28  /  0.00
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.70%
  • Turnover 8%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis MWELX

Will MWELX 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 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.

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 MWELX

More MWELX Holdings
  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

3.09
71,644,844
Financial Services

Linde PLC

2.88
66,776,728
Basic Materials

Schneider Electric SE

2.69
62,492,973
Industrials

Comcast Corp Class A

2.55
59,182,402
Communication Services

Accenture PLC Class A

2.48
57,488,400
Technology

Thermo Fisher Scientific Inc

2.33
54,135,181
Healthcare

Medtronic PLC

2.31
53,592,366
Healthcare

Willis Towers Watson PLC

2.26
52,485,525
Financial Services

Roche Holding AG

2.26
52,389,747
Healthcare

Alphabet Inc Class A

2.13
49,439,056
Communication Services