MFS Global Equity Fund Class A
MWEFX
NASDAQ
| Weiss Ratings | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Roger M. Morley (16), Ryan P. McAllister (9) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Global Equity Fund Class A | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Sep 07, 1993 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.76% | |||
| Dividend | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.58% | |||
| Stock | 99.42% | |||
| U.S. Stock | 53.39% | |||
| Non-U.S. Stock | 46.03% | |||
| 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 | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.64% | |||
| 30-Day Total Return | -8.93% | |||
| 60-Day Total Return | -9.93% | |||
| 90-Day Total Return | -8.48% | |||
| Year to Date Total Return | -8.12% | |||
| 1-Year Total Return | 0.61% | |||
| 2-Year Total Return | 5.06% | |||
| 3-Year Total Return | 21.51% | |||
| 5-Year Total Return | 17.80% | |||
| Price | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $36.98 | |||
| 1-Month Low NAV | $36.52 | |||
| 1-Month High NAV | $40.51 | |||
| 52-Week Low NAV | $36.52 | |||
| 52-Week Low NAV (Date) | Mar 20, 2026 | |||
| 52-Week High NAV | $48.68 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.01 | |||
| Standard Deviation | 11.92 | |||
| Balance Sheet | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.66B | |||
| Operating Ratios | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.17% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MWEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.43% | |||
| Last Bear Market Total Return | -15.09% | |||