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MFS Global Equity R6 MWEMX Fund Analysis

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Morningstar’s Analysis MWEMX

Will MWEMX 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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