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Morningstar

MFS Global Growth R1 MWOGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 43.79  /  0.27 %
  • Total Assets 790.0 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:24 PM GMT+0

Morningstar’s Analysis MWOGX

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

People Pillar

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

A sound investment process and strong management team underpin MFS Global Growth R1'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MWOGX

More MWOGX Holdings
  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.43
41,994,760
Technology

Alphabet Inc Class A

4.96
38,288,607
Communication Services

Visa Inc Class A

2.98
23,030,030
Financial Services

Accenture PLC Class A

2.79
21,561,869
Technology

Church & Dwight Co Inc

2.78
21,510,040
Consumer Defensive

Canadian Pacific Kansas City Ltd

2.64
20,378,011
Industrials

Apple Inc

2.46
19,039,284
Technology

Tencent Holdings Ltd

2.37
18,340,758
Communication Services

LVMH Moet Hennessy Louis Vuitton SE

2.17
16,759,240
Consumer Cyclical

Boston Scientific Corp

2.11
16,322,056
Healthcare