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MFS Global Growth C MWOCX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 47.62  /  −1.61 %
  • Total Assets 943.3 Mil
  • 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 Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 24%

USD | NAV as of Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:22 AM GMT+0

Morningstar’s Analysis MWOCX

Will MWOCX outperform in future?

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

A demonstrated commitment to quality.

Associate Analyst Michael Dobson

Michael Dobson

Associate Analyst

Summary

MFS Global Growth is a compelling option thanks to veteran leadership, deep analytical support, and the consistent execution of a quality-first growth philosophy. Investors should not expect a high-octane growth portfolio here, but its patient, risk-conscious approach can serve long-term investors well.

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Portfolio Holdings MWOCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.24 69.0 Mil
Technology

Visa Inc Class A

3.58 34.1 Mil
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.91 27.7 Mil
Technology

Alphabet Inc Class A

2.89 27.6 Mil
Communication Services

Accenture PLC Class A

2.84 27.0 Mil
Technology

Canadian Pacific Kansas City Ltd

2.47 23.5 Mil
Industrials

Apple Inc

2.28 21.7 Mil
Technology

Amphenol Corp Class A

2.24 21.3 Mil
Technology

Agilent Technologies Inc

2.06 19.6 Mil
Healthcare

Steris PLC

1.98 18.9 Mil
Healthcare