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Mfs Global Growth Fund A: (MF: MWOFX)

(MF) As of Apr 26, 2017 06:05 PM ET

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$36.40 USD

+0.09 (0.25%)

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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Latest Performance as of Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 9.93 12
3 months 9.93 12
6 months 5.40 62
1 Year 11.46 63
3 Year 5.52 26
5 Year 8.15 52
10 Year 5.18 35

* 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 Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 21.74
% Yield 0.05
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 175.27
%Turnover 3/31/2017 28.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.01 1.04
Alpha -4.30 -4.62 -2.20
R Squared 0.84 0.83 0.89
Std. Dev. 11.31 11.31 17.11
Sharpe 0.53 0.77 3.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
United States 67.62
Other 6.44
United Kingdom 6.30
Switzerland 3.74
France 3.59
Ireland 2.50
Taiwan 1.89
India 1.58
Hong Kong 1.27
Germany 0.92

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 3.48 8.10
THERMO FISHER SCIENTIFIC 2.53 5.88
ACCENTURE PLC 2.26 5.27
ABBOTT LABORATORIES 2.16 5.04
NIKE INC 1.96 4.58
NESTLE SA 1.96 4.58
TAIWAN SEMICONDUCTOR MANU 1.89 4.40
LVMH 1.77 4.12
VISA INC 1.73 4.03

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues NA
Avg. P/E 27.19
Avg. P/Book 5.31
Avg. EPS Growth 9.73
Avg. Market Value (Mil $) 95,014

Allocation

% of Portfolio
Large Growth 40.07
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 13.17
Emerging Market 4.73
Precious Metal 0.00
Intermediate Bond 12.69
Foreign Bond 0.00
High Yield Bond 14.77