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Mfs Global Growth Fund Class A: (MF: MWOFX)

(NASDAQ Mutual Funds) As of Jan 23, 2018 10:00 PM ET

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$42.99 USD

+0.27 (0.63%)

Zacks MF Rank 1-Strong Buy 1        

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 Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 31.35 12
3 months 6.73 12
6 months 11.58 26
1 Year 31.36 12
3 Year 10.58 21
5 Year 11.20 43
10 Year 6.00 34

* 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 Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 28.63
% Yield 0.15
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 206.89
%Turnover 12/31/2017 30.00

Risk

3 Year 5 Year 10 Year
Beta 0.99 0.99 1.06
Alpha -0.57 -3.71 -2.53
R Squared 0.82 0.80 0.89
Std. Dev. 11.04 10.43 16.93
Sharpe 0.97 1.10 3.00

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
United States 69.22
Other 6.97
United Kingdom 6.58
France 3.73
Switzerland 3.70
Taiwan 1.93
Germany 1.71
Ireland 1.18
Hong Kong 1.16
Korea, South 0.86

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 3.53 9.80
ACCENTURE PLC 2.45 6.82
NESTLE SA SPONS ADR FOR R 2.20 6.12
NIKE INC 2.15 5.98
TAIWAN SEMICONDUCTOR MANU 1.93 5.37
ESTEE LAUDER CO 1.87 5.20
THERMO FISHER SCIENTIFIC 1.81 5.04
COGNIZANT TECH SOLUTIONS 1.71 4.74
STARBUCK'S CORP 1.70 4.73

Stock Holding % of Net Assets

As Of 7/31/2017
Total Issues NA
Avg. P/E 28.63
Avg. P/Book 5.40
Avg. EPS Growth 11.04
Avg. Market Value (Mil $) 123,228

Allocation

% of Portfolio
Large Growth 19.61
Large Value 10.56
Small Growth 5.14
Small Value 0.00
Foreign Stock 29.15
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 20.16
Foreign Bond 0.00
High Yield Bond 0.00