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MFS Global Growth B MWOBX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 43.38  /  1.61 %
  • Total Assets 800.4 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield
  • Turnover 20%

Morningstar’s Analysis MWOBX

Will MWOBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin MFS Global Growth B's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings MWOBX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.28
53,407,921
Technology
4.46
37,889,038
Communication Services
2.92
24,818,923
Technology
2.82
23,991,474
Financial Services
2.65
22,480,559
Technology
2.55
21,691,809
Industrials
2.26
19,217,551
Communication Services
2.18
18,520,118
Healthcare
2.08
17,657,676
Technology