Morningstar

MFS Global Growth Fund Class C MWOCX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 48.54  /  +0.58 %
  • Total Assets 843.1M
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 1:13 AM GMT+0

Morningstar’s Analysis MWOCX

Will MWOCX 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 MWOCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Continues to face challenging environment.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Patience and a risk-first approach set MFS Global Growth apart. In periods where the market chases momentum, lower quality, or mega-cap technology companies continue to outperform, this strategy can look like a laggard, as it has recently. Over a full market cycle, though, this strategy’s focus on owning durable—but still growing—businesses should pay off for investors, as it should prove resilient when markets get jittery.

by Jack Shannon
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Portfolio Holdings MWOCX

More MWOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

7.40 60M
Technology

Alphabet Inc Class A

4.79 39M
Communication Services

NVIDIA Corp

4.53 37M
Technology

Amazon.com Inc

3.79 31M
Consumer Cyclical

Visa Inc Class A

3.35 27M
Financial Services

Amphenol Corp Class A

2.47 20M
Technology

L'Oreal SA

2.38 19M
Consumer Defensive

Schneider Electric SE

2.31 19M
Industrials

Aon PLC Class A

2.29 18M
Financial Services

Tencent Holdings Ltd

2.28 18M
Communication Services

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