• MFS Global Equity Fund

MFS
GL, Large-Cap Core

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MFS Global Equity Fund

MWEFX

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities which include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities More

Price

Last Close

$61.53 ( +0 )

52 Week HL

$61.7 - $44.15

Net Assets

$3700 M

Expense Ratio

0.82 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 25, 2021

Company Name

  • Comcast Corporation
  • Visa Inc
  • Thermo Fisher
  • Medtronic PLC
  • Schneider Electric

Holding

Company Name

  • LVMH Moet
  • Accenture PLC
  • Honeywell International
  • Nestle SA
  • Walt Disney
  • Total

Holding

  • 0%

Manager

Name

Ryan P. McAllister

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Prospectus

Summary

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

16.9 %

3 Year

65.82%

5 Year

81.26%

Best

31.17%
2009

Worst

-33.77%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.8% -21.9% 14.6% -2.1% 7.8% 2% 2.9% 0.6% 8.7% 14.6% -
Q2 7.7% 17.3% 4.5% 1.6% 7.1% 0.6% -0.2% 4% 0.8% -6.3% -
Q3 4.7% 8.3% - 5.1% 2.7% 5% -7.8% -4% 7.1% 7% -
Q4 - 12% 5.1% -12.6% 4.1% -0.7% 3.9% 3.3% 7.9% 5.1% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -3.2% 3% 4.1% 5.8% 2.5% -0.7% 2.5% 1.1% 1% - - -
2020 -1.5% -8.7% -13.1% 9.7% 5.5% 1.4% 5% 5% -1.8% -4% 13.8% 2.5%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MWEFX 17%11%28%-10%24%7%-2%4%28%23%-5%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 17%-4%-1%-4%5%-1%-1%-10%-2%10%-5%

MWEFX S&P 500

Chart +