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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 60.64  /  −0.38 %
  • Total Assets 946.8 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 0.25%
  • Turnover 24%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 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 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.

by Michael Dobson
Rated on Published on

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Portfolio Holdings MWOJX

More MWOJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Financial Services

Alphabet Inc Class A

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Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.03 29.6 Mil
Technology

Accenture PLC Class A

2.58 25.2 Mil
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Canadian Pacific Kansas City Ltd

2.52 24.6 Mil
Industrials

Tencent Holdings Ltd

2.47 24.1 Mil
Communication Services

NVIDIA Corp

2.16 21.1 Mil
Technology

Agilent Technologies Inc

2.15 21.0 Mil
Healthcare

Apple Inc

2.13 20.8 Mil
Technology