MWOJX – Fund Analysis – MFS Global Growth R4 | Morningstar

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Will MWOJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWOJX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

| Jan 30, 2023

A sound investment process and strong management team underpin MFS Global Growth R4's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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