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Morningstar

MFS Global Growth A MWOFX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 59.38  /  −0.17 %
  • Total Assets 934.5 Mil
  • 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 Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.03%
  • Turnover 24%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MWOFX

Will MWOFX outperform in 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.

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.

by Michael Dobson
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 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Visa Inc Class A

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Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

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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