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Mfs Global Growth Fd Cl A: (MF: MWOFX)

(MF) As of Aug 27, 2015 06:05 PM ET

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$32.60 USD

+0.56 (1.75%)

Zacks MF Rank : 2 - Buy [?]   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD 3.77 59
3 months -0.37 49
6 months 5.62 53
1 Year 6.05 40
3 Year 12.87 59
5 Year 11.03 52
10 Year 6.94 48

* Annual for three years and beyond.

Zacks Premium Research for MWOFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 24.53
% Yield 0.26
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 189.65
%Turnover 7/31/2015 28.00

Risk

3 Year 5 Year 10 Year
Beta 0.96 1.11 1.05
Alpha -3.32 -5.98 -0.77
R Squared 0.78 0.89 0.88
Std. Dev. 9.29 13.84 16.59
Sharpe 1.43 0.87 2.00

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
United States 62.76
Other 8.60
United Kingdom 8.16
France 5.57
Switzerland 3.64
Taiwan 1.98
Germany 1.66
Brazil 1.62
Denmark 1.48
China 1.08

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
ACCENTURE PLC 2.64 6.16
SCHLUMBERGER LTD 2.44 5.69
GOOGLE INC 2.36 5.50
VISA INC 2.20 5.14
DANONE SA 2.13 4.96
LOUIS VUITTON MOET HENNES 2.12 4.95
TAIWAN SEMICONDUCTOR MANU 1.98 4.63
COLGATE PALMOLIVE CO 1.96 4.58
NESTLE SA SPONS ADR FOR R 1.90 4.43

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues NA
Avg. P/E 28.73
Avg. P/Book 5.27
Avg. EPS Growth 10.32
Avg. Market Value (Mil $) 80,110

Allocation

% of Portfolio
Large Growth 22.65
Large Value 27.51
Small Growth 0.00
Small Value 0.00
Foreign Stock 29.98
Emerging Market 5.16
Precious Metal 0.00
Intermediate Bond 9.74
Foreign Bond 0.00
High Yield Bond 0.00