- MFS Global Equity Fund
MFS
GL,
Large-Cap Core
- Recently Viewed
-
Symbol Price FEKAX 12.87 DMCAX 128.29 BHHEX 23.7 FEKIX 12.41 DPDEX 19.69 DMCCX 9.39 USLUX 23.63 GVDIX 9.42 SSGMX 8.85 GVDSX 51.33
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, 2021Top 10 Holdings
Mar 25, 2021Company 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
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% |