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MFS Global Growth R3 MWOHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 60.92  /  +0.63 %
  • Total Assets 959.3 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.21%
  • Turnover 24%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MWOHX

Will MWOHX 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 MWOHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.28 66.3 Mil
Technology

Visa Inc Class A

3.62 32.9 Mil
Financial Services

Accenture PLC Class A

3.29 30.0 Mil
Technology

Alphabet Inc Class A

3.06 27.9 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.67 24.4 Mil
Technology

Canadian Pacific Kansas City Ltd

2.44 22.3 Mil
Industrials

Apple Inc

2.43 22.1 Mil
Technology

Amphenol Corp Class A

2.17 19.7 Mil
Technology

Agilent Technologies Inc

2.04 18.6 Mil
Healthcare

Tencent Holdings Ltd

1.96 17.8 Mil
Communication Services