Nasdaq - Delayed Quote USD

MFS Global Equity R4 (MWELX)

45.53
+0.92
+(2.06%)
At close: 8:01:41 PM EDT
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  • Previous Close 44.61
  • YTD Return 1.29%
  • Expense Ratio 0.90%
  • Category World Large-Stock Blend
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.12B
  • Beta (5Y Monthly) 1.08
  • Yield 1.01%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.50
  • Inception Date Jan 2, 1997

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.

MFS

Fund Family

World Large-Stock Blend

Fund Category

2.12B

Net Assets

1997-01-02

Inception Date

More about MFS Global Equity R4

Performance Overview: MWELX

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Trailing returns as of 5/9/2025. Category is World Large-Stock Blend.

YTD Return

MWELX
1.29%
Category
12.08%
 

1-Year Return

MWELX
7.13%
Category
38.01%
 

3-Year Return

MWELX
5.50%
Category
12.74%
 

5-Year Return

MWELX
9.52%
Category
12.82%
 

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Holdings: MWELX

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Sector Weightings

SectorMWELX
Financial Services   19.44%
Industrials   18.31%
Healthcare   16.76%
Technology   15.36%
Consumer Defensive   9.11%
Consumer Cyclical   7.29%
Basic Materials   7.01%
Communication Services   5.62%
Real Estate   1.10%
Utilities   0.00%
Energy   0.00%
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Recent News: MWELX

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Research Reports: MWELX

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