MFS Global Equity Fund Class R4
MWELX
NASDAQ
| Weiss Ratings | MWELX-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 | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Roger M. Morley (15), Ryan P. McAllister (8) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Global Equity Fund Class R4 | |||
| 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 | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.97% | |||
| Dividend | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.53% | |||
| 30-Day Total Return | 0.87% | |||
| 60-Day Total Return | 6.62% | |||
| 90-Day Total Return | 5.03% | |||
| Year to Date Total Return | 6.82% | |||
| 1-Year Total Return | 9.77% | |||
| 2-Year Total Return | 18.56% | |||
| 3-Year Total Return | 32.19% | |||
| 5-Year Total Return | 57.97% | |||
| Price | MWELX-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 | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $46.33 | |||
| 1-Month Low NAV | $45.43 | |||
| 1-Month High NAV | $46.85 | |||
| 52-Week Low NAV | $39.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $52.24 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 17.40 | |||
| Balance Sheet | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.18B | |||
| Operating Ratios | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.90% | |||
| Turnover Ratio | 18.00% | |||
| Performance | MWELX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.57% | |||
| Last Bear Market Total Return | -15.04% | |||