MFS Global Equity Fund Class B
MWEBX
NASDAQ
Weiss Ratings | MWEBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | MWEBX-NASDAQ | Click to Compare |
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Provider | MFS | |||
Manager/Tenure (Years) | Roger M. Morley (15), Ryan P. McAllister (8) | |||
Website | http://www.mfs.com | |||
Fund Information | MWEBX-NASDAQ | Click to Compare |
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Fund Name | MFS Global Equity Fund Class B | |||
Category | Global Large-Stock Blend | |||
Sub-Category | Global Equity Large Cap | |||
Prospectus Objective | World Stock | |||
Inception Date | Dec 29, 1986 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | 0.04 | |||
Dividends and Shares | MWEBX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | MWEBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.99% | |||
Asset Allocation | MWEBX-NASDAQ | Click to Compare |
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Cash | 0.43% | |||
Stock | 99.58% | |||
U.S. Stock | 54.08% | |||
Non-U.S. Stock | 45.50% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | MWEBX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.51% | |||
30-Day Total Return | 0.80% | |||
60-Day Total Return | 6.44% | |||
90-Day Total Return | 4.77% | |||
Year to Date Total Return | 6.30% | |||
1-Year Total Return | 8.70% | |||
2-Year Total Return | 16.23% | |||
3-Year Total Return | 28.30% | |||
5-Year Total Return | 50.32% | |||
Price | MWEBX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | MWEBX-NASDAQ | Click to Compare |
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Nav | $40.13 | |||
1-Month Low NAV | $39.35 | |||
1-Month High NAV | $40.59 | |||
52-Week Low NAV | $34.29 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $45.86 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
Beta / Standard Deviation | MWEBX-NASDAQ | Click to Compare |
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Beta | 1.04 | |||
Standard Deviation | 17.38 | |||
Balance Sheet | MWEBX-NASDAQ | Click to Compare |
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Total Assets | 2.18B | |||
Operating Ratios | MWEBX-NASDAQ | Click to Compare |
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Expense Ratio | 1.90% | |||
Turnover Ratio | 18.00% | |||
Performance | MWEBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 8.93% | |||
Last Bear Market Total Return | -15.24% | |||