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

(MF) As of Dec 1, 2016 06:05 PM ET

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$32.11 USD

-0.30 (-0.93%)

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 Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 5.82 21
3 months -3.09 82
6 months 1.92 58
1 Year 1.90 39
3 Year 3.67 33
5 Year 8.29 48
10 Year 4.93 38

* 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 24.44
% Yield 0.26
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 173.64
%Turnover 10/31/2016 28.00

Risk

3 Year 5 Year 10 Year
Beta 1.05 1.06 1.05
Alpha -5.06 -5.34 -1.68
R Squared 0.93 0.87 0.90
Std. Dev. 11.64 11.77 17.05
Sharpe 0.36 0.76 3.00

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
United States 71.42
Other 6.84
United Kingdom 5.78
France 4.62
Taiwan 2.02
Switzerland 1.92
Germany 1.15
Brazil 1.04
Hong Kong 0.96
Denmark 0.96

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 3.31 7.42
ACCENTURE PLC 3.13 7.02
THERMO FISHER SCIENTIFIC 2.38 5.34
NESTLE SA SPONS ADR FOR R 2.13 4.77
ABBOTT LABORATORIES 2.08 4.65
NIKE INC 2.03 4.56
LVMH 2.03 4.54
TAIWAN SEMICONDUCTOR MANU 2.02 4.53
VISA INC 1.88 4.21

Stock Holding % of Net Assets

As Of 7/31/2016
Total Issues NA
Avg. P/E 27.26
Avg. P/Book 5.42
Avg. EPS Growth 10.4
Avg. Market Value (Mil $) 89,536

Allocation

% of Portfolio
Large Growth 47.81
Large Value 0.00
Small Growth 13.82
Small Value 0.00
Foreign Stock 34.25
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00