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

(MF) As of Apr 17, 2014 06:05 PM ET

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$34.08 USD

+0.06 (0.18%)

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, 2014

% Yield 0.24
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 0.23
Objective* Equity - Global
Peer* GL LG

*Key

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)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 19.93
Net Assets (Mil $) 3/31/2014 186.82
%Turnover 3/31/2014 31.00

Allocation

% of Portfolio
Large Growth 7.01
Large Value 16.66
Small Growth 0.00
Small Value 0.00
Foreign Stock 37.88
Emerging Market 11.80
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 22.34

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
United States 66.63
Other 8.21
United Kingdom 7.78
France 3.67
Germany 2.58
Taiwan 1.84
Brazil 1.71
Switzerland 1.70
Luxembourg 1.21
Spain 0.93

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
GOOGLE INC 2.61 5.81
LVMH 2.57 5.72
ACCENTURE PLC 2.39 5.30
COMPASS GROUP PLC 2.22 4.94
GROUPE DANONE 2.16 4.81
SCHLUMBERGER LTD 2.14 4.76
PERNOD RICARD SA 2.07 4.60
NESTLE SA SPONS ADR FOR R 2.02 4.49
TAIWAN SEMICONDUCTOR MANU 1.84 4.10

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues NA
Avg. P/E 27.66
Avg. P/Book 4.68
Avg. EPS Growth 10.93
Avg. Market Value (Mil $) 93,044

Risk

3 Year 5 Year 10 Year
Beta 1.13 1.12 1.06
Alpha -5.73 -4.71 0.04
R Squared 0.89 0.90 0.89
Std. Dev. 15.04 16.61 16.76
Sharpe 0.73 1.17 2.00