MFS Global Equity Fund Class R3
MWEHX
NASDAQ
Weiss Ratings | MWEHX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | MWEHX-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 | MWEHX-NASDAQ | Click to Compare |
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Fund Name | MFS Global Equity Fund Class R3 | |||
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 | MWEHX-NASDAQ | Click to Compare |
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Dividend Yield | 0.67% | |||
Dividend | MWEHX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.99% | |||
Asset Allocation | MWEHX-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 | MWEHX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.97% | |||
30-Day Total Return | 2.53% | |||
60-Day Total Return | 7.49% | |||
90-Day Total Return | 5.98% | |||
Year to Date Total Return | 7.71% | |||
1-Year Total Return | 10.80% | |||
2-Year Total Return | 19.15% | |||
3-Year Total Return | 34.21% | |||
5-Year Total Return | 57.51% | |||
Price | MWEHX-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 | MWEHX-NASDAQ | Click to Compare |
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Nav | $46.06 | |||
1-Month Low NAV | $44.73 | |||
1-Month High NAV | $46.13 | |||
52-Week Low NAV | $38.92 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $51.45 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
Beta / Standard Deviation | MWEHX-NASDAQ | Click to Compare |
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Beta | 1.04 | |||
Standard Deviation | 17.39 | |||
Balance Sheet | MWEHX-NASDAQ | Click to Compare |
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Total Assets | 2.18B | |||
Operating Ratios | MWEHX-NASDAQ | Click to Compare |
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Expense Ratio | 1.15% | |||
Turnover Ratio | 18.00% | |||
Performance | MWEHX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.40% | |||
Last Bear Market Total Return | -15.07% | |||