MFS Global Equity Fund Class R6 MWEMX

Morningstar Medalist Rating
  • NAV / 1-Day Return$44.63  /  −0.20%
  • Fund Size$1.3B
  • Adjusted Expense Ratio0.830%
  • Net Expense Ratio0.830%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Large
  • Morningstar CategoryGlobal Large-Stock Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.98%
  • Turnover Ratio17%

Morningstar’s Analysis MWEMX

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A Big Capital Gains Distribution Is On Its Way for MFS Global Equity

null Andrew Daniels

Andrew Daniels

Analyst Note

MFS Global Equity is set to make a large capital gains distribution in December 2026. As of Sept. 30, 2026, MFS projected that this US-domiciled fund will distribute 33% to 47% of its net asset value (depending on the share class) to shareholders of record on Dec. 16. Nearly all of that is expected to be long-term capital gains, but investors who hold the fund in taxable accounts should take notice.

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Portfolio Holdings MWEMX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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1.9326M
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