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Mfs Global Growth Fund A: (MF: MWOFX)

(MF) As of Mar 24, 2017 06:05 PM ET

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$35.18 USD

+0.02 (0.06%)

Zacks MF Rank 5-Strong Sell         5

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 Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 7.75 9
3 months 8.57 9
6 months 3.37 73
1 Year 17.61 57
3 Year 4.83 25
5 Year 8.15 48
10 Year 5.13 36

* 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 Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.35
% Yield 0.05
% SEC Yield NA
Net Assets (Mil $) 2/28/2017 175.27
%Turnover 2/28/2017 28.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.01 1.04
Alpha -5.21 -5.24 -2.36
R Squared 0.85 0.84 0.89
Std. Dev. 11.28 11.32 17.10
Sharpe 0.47 0.77 3.00

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
United States 67.72
Other 9.76
United Kingdom 5.16
France 4.30
Switzerland 3.62
Taiwan 1.94
Germany 1.19
Hong Kong 1.08
Korea, South 1.05
Denmark 0.90

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 3.51 7.93
ACCENTURE PLC 2.74 6.17
THERMO FISHER SCIENTIFIC 2.29 5.16
LOUIS VUITTON MOET HENNES 2.23 5.02
VISA INC 2.06 4.65
NESTLE SA SPONS ADR FOR R 1.99 4.50
TAIWAN SEMICONDUCTOR MANU 1.94 4.38
NIKE INC 1.91 4.30
ABBOTT LABORATORIES 1.89 4.26

Stock Holding % of Net Assets

As Of 10/31/2016
Total Issues NA
Avg. P/E 27.23
Avg. P/Book 5.41
Avg. EPS Growth 10.08
Avg. Market Value (Mil $) 89,473

Allocation

% of Portfolio
Large Growth 34.96
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 18.71
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 7.80
Foreign Bond 11.40
High Yield Bond 10.69