Morningstar

MFS Global Growth Fund Class A MWOFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 60.91  /  −1.22 %
  • Total Assets 807.5M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.12%
  • Turnover 22%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:31 AM GMT+0

Morningstar’s Analysis MWOFX

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

  • People Pillar

    The People Pillar is our evaluation of the MWOFX 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 MWOFX’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
Rated on Published on

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Portfolio Holdings MWOFX

More MWOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.43 53M
Technology

Alphabet Inc Class A

5.06 42M
Communication Services

NVIDIA Corp

4.74 39M
Technology

Amazon.com Inc

4.27 35M
Consumer Cyclical

Visa Inc Class A

3.16 26M
Financial Services

Microsoft Corp

3.00 25M
Technology

Apple Inc

2.93 24M
Technology

L'Oreal SA

2.41 20M
Consumer Defensive

Waters Corp

2.27 19M
Healthcare

Tencent Holdings Ltd

2.24 19M
Communication Services

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