MWEFX : MFS Global Equity Fund Class A

MWEFX is a Allocation Market Total World with HIGH fees.

MWEFX

MFS Global Equity Fund Class A

FI Score

51 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

51% FI Score
  • mwefx
  • Mutual Fund
  • Allocation
  • Total World

MFS Global Equity Fund Class A

Expenses: 1.15% (Better than 0% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Largest Holdings

Amount Holding
3.59% Thermo Fisher Scientific Inc
3.38% Visa Inc Class A
3.30% Comcast Corp Class A
3.02% Nestle SA
2.98% Medtronic PLC
2.67% Accenture PLC Class A
2.61% Schneider Electric SE
2.47% Roche Holding AG Dividend Right Cert.
2.41% Essity AB Class B
2.31% LVMH Moet Hennessy Louis Vuitton SE
2.24% Honeywell International Inc
2.24% Diageo PLC
2.17% Linde PLC
2.10% Reckitt Benckiser Group PLC
2.01% Canadian National Railway Co
1.91% Stryker Corp
1.88% The Walt Disney Co
1.79% Kansas City Southern
1.76% Bayer AG
1.73% Danone SA
1.72% Abbott Laboratories
1.71% Zimmer Biomet Holdings Inc
1.57% Pernod Ricard SA
1.56% Oracle Corp
1.50% 3M Co

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