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

(MF) As of Apr 30, 2015 06:05 PM ET

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$35.05 USD

-0.20 (-0.57%)

Zacks MF Rank : 3 - Hold [?]     3    

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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General Information as of Mar 31, 2015

% Yield 0.26
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 2.02
Category Global - Equity
Peer GL LG

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 [?] Rank Change Trend Hold 3
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 21.31
Net Assets (Mil $) 3/31/2015 185.25
%Turnover 3/31/2015 27.00

Allocation

% of Portfolio
Large Growth 25.99
Large Value 22.67
Small Growth 0.00
Small Value 0.00
Foreign Stock 39.10
Emerging Market 6.18
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
United States 66.84
United Kingdom 7.99
Other 7.98
France 5.99
Germany 3.02
Taiwan 1.95
Brazil 1.49
China 1.02
Switzerland 0.95
Luxembourg 0.94

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2015)
% of Portfolio Value (Mil$)
ACCENTURE PLC 2.53 5.65
GOOGLE INC 2.44 5.45
LVMH 2.37 5.28
SCHLUMBERGER LTD 2.25 5.01
VISA INC 2.25 5.01
PERNOD RICARD SA 2.15 4.79
DANONE SA 2.10 4.68
COLGATE PALMOLIVE CO 2.09 4.65
NESTLE SA SPONS ADR FOR R 1.98 4.41

Stock Holding % of Net Assets

As Of 1/31/2015
Total Issues NA
Avg. P/E 27.27
Avg. P/Book 5.16
Avg. EPS Growth 10.81
Avg. Market Value (Mil $) 74,908

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.09 1.05
Alpha -5.48 -5.57 -0.83
R Squared 0.83 0.89 0.88
Std. Dev. 10.76 15.02 16.67
Sharpe 0.99 0.69 2.00