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Morningstar

MFS Global Growth R4 MWOJX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 53.95  /  0.22 %
  • Total Assets 787.4 Mil
  • 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 Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MWOJX

Will MWOJX 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 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.

A strong management team and sound investment process underpin MFS Global Growth R4's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MWOJX

More MWOJX Holdings
  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alphabet Inc Class A

4.46
37,889,038
Communication Services

Accenture PLC Class A

2.92
24,818,923
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Visa Inc Class A

2.82
23,991,474
Financial Services

Apple Inc

2.65
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Canadian Pacific Kansas City Ltd

2.55
21,691,809
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.40
20,367,096
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Tencent Holdings Ltd

2.26
19,217,551
Communication Services

Icon PLC

2.18
18,520,118
Healthcare

Adobe Inc

2.08
17,657,676
Technology