Patience and a risk-first approach set MFS Global Growth apart. In periods where the market chases momentum, lower quality, or mega-cap technology companies continue to outperform, this strategy can look like a laggard, as it has recently. Over a full market cycle, though, this strategy’s focus on owning durable—but still growing—businesses should pay off for investors, as it should prove resilient when markets get jittery.
MFS Global Growth Fund Class R4 MWOJX
- NAV / 1-Day Return 60.34 / +0.82 %
- Total Assets 800.1M
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Global Large-Stock Growth
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.33%
- Turnover 22%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:35 AM GMT+0
Morningstar’s Analysis MWOJX
Will MWOJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | 6.63 | 56M | Technology |
Alphabet Inc Class A | 4.60 | 39M | Communication Services |
NVIDIA Corp | 4.53 | 38M | Technology |
Microsoft Corp | 3.90 | 33M | Technology |
Visa Inc Class A | 3.23 | 27M | Financial Services |
Amazon.com Inc | 2.74 | 23M | Consumer Cyclical |
Apple Inc | 2.58 | 22M | Technology |
Tencent Holdings Ltd | 2.52 | 21M | Communication Services |
L'Oreal SA | 2.34 | 20M | Consumer Defensive |
Schneider Electric SE | 2.23 | 19M | Industrials |
United States