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.
MFS Global Growth R3 MWOHX
- NAV / 1-Day Return 62.66 / +1.44 %
- Total Assets 961.8 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.68 | 74.9 Mil | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.86 | 37.6 Mil | Technology |
Alphabet Inc Class A | 3.73 | 36.4 Mil | Communication Services |
Visa Inc Class A | 3.26 | 31.8 Mil | Financial Services |
NVIDIA Corp | 2.94 | 28.7 Mil | Technology |
Apple Inc | 2.60 | 25.4 Mil | Technology |
Accenture PLC Class A | 2.58 | 25.1 Mil | Technology |
HDFC Bank Ltd | 2.27 | 22.2 Mil | Financial Services |
Canadian Pacific Kansas City Ltd | 2.24 | 21.9 Mil | Industrials |
Tencent Holdings Ltd | 2.12 | 20.6 Mil | Communication Services |