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Mfs Global Growth Fund A: (MF: MWOFX)

(MF) As of Aug 18, 2017 06:25 PM ET

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$38.29 USD

-0.05 (-0.13%)

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, 2017

Total Return %* Percentile Rank Objective
YTD 20.20 15
3 months 6.01 35
6 months 15.63 14
1 Year 15.67 49
3 Year 8.14 21
5 Year 11.39 44
10 Year 5.61 31

* 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 27.64
% Yield 0.04
% SEC Yield NA
Net Assets (Mil $) 7/31/2017 195.19
%Turnover 7/31/2017 30.00

Risk

3 Year 5 Year 10 Year
Beta -25.36 -14.90 9.31
Alpha 1.17 8.67 10.87
R Squared 0.04 0.01 0.02
Std. Dev. 11.36 10.57 17.09
Sharpe 0.75 1.11 3.00

Sector / Country Weightings

As of 7/31/2017 % of Portfolio
United States 67.48
Other 8.41
United Kingdom 6.32
Switzerland 3.81
France 3.60
Ireland 2.70
Taiwan 1.86
Hong Kong 1.33
Germany 0.93
Spain 0.91

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 3.60 9.22
ACCENTURE PLC 2.41 6.17
THERMO FISHER SCIENTIFIC 2.19 5.61
NESTLE SA 2.10 5.37
LVMH 1.97 5.05
NIKE INC 1.89 4.84
TAIWAN SEMICONDUCTOR MANU 1.86 4.75
ABBOTT LABORATORIES 1.79 4.59
VISA INC 1.75 4.49

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues NA
Avg. P/E 28.12
Avg. P/Book 5.47
Avg. EPS Growth 10.53
Avg. Market Value (Mil $) 107,089

Allocation

% of Portfolio
Large Growth 22.90
Large Value 5.92
Small Growth 0.00
Small Value 0.00
Foreign Stock 26.06
Emerging Market 6.09
Precious Metal 0.00
Intermediate Bond 11.43
Foreign Bond 0.00
High Yield Bond 14.29