MFS Global Equity Fund Class R1
MWEGX
NASDAQ
| Weiss Ratings | MWEGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MWEGX-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 | MWEGX-NASDAQ | Click to Compare |
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| Fund Name | MFS Global Equity Fund Class R1 | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Apr 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MWEGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.15% | |||
| Dividend | MWEGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.93% | |||
| Asset Allocation | MWEGX-NASDAQ | Click to Compare |
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| Cash | 1.05% | |||
| Stock | 98.95% | |||
| U.S. Stock | 55.26% | |||
| Non-U.S. Stock | 43.69% | |||
| 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 | MWEGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.22% | |||
| 30-Day Total Return | -1.09% | |||
| 60-Day Total Return | 2.69% | |||
| 90-Day Total Return | 3.49% | |||
| Year to Date Total Return | 9.16% | |||
| 1-Year Total Return | 6.31% | |||
| 2-Year Total Return | 20.96% | |||
| 3-Year Total Return | 30.75% | |||
| 5-Year Total Return | 37.89% | |||
| Price | MWEGX-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 | MWEGX-NASDAQ | Click to Compare |
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| Nav | $39.68 | |||
| 1-Month Low NAV | $38.39 | |||
| 1-Month High NAV | $40.15 | |||
| 52-Week Low NAV | $33.02 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $44.45 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | MWEGX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 16.05 | |||
| Balance Sheet | MWEGX-NASDAQ | Click to Compare |
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| Total Assets | 2.15B | |||
| Operating Ratios | MWEGX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.90% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MWEGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.94% | |||
| Last Bear Market Total Return | -15.23% | |||