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Mfs Global Equity Fund Class A: (MF: MWEFX)
(NASDAQ Mutual Funds) As of Apr 15, 2024 08:00 PM ET
$46.43 USD
-0.23 (-0.49%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.28 | 71 |
| 3 months | 5.28 | 71 |
| 6 months | 16.80 | 67 |
| 1 Year | 12.21 | 80 |
| 3 Year | 3.63 | 62 |
| 5 Year | 8.36 | 67 |
| 10 Year | 7.56 | 52 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 37.28 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 706.87 |
| % Turnover 3/31/2024 | 8.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.97 | 0.97 | 0.96 |
| Alpha | -6.71 | -5.45 | -4.32 |
| R Squared | 0.88 | 0.91 | 0.90 |
| Std. Dev. | 18.07 | 18.74 | 15.35 |
| Sharpe | 0.14 | 0.43 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| United States | 46.40 |
| United Kingdom | 11.19 |
| France | 9.96 |
| Switzerland | 9.12 |
| Ireland | 6.33 |
| Canada | 3.51 |
| Germany | 3.10 |
| Japan | 2.58 |
| Netherlands | 2.54 |
| Spain | 1.63 |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| VISA INC | 3.11 | 80.63 |
| SCHNEIDER ELECTRIC SE | 2.95 | 76.36 |
| ACCENTURE PLC | 2.63 | 68.18 |
| LINDE PLC | 2.61 | 67.55 |
| COMCAST CORP | 2.49 | 64.59 |
| MEDTRONIC PLC | 2.49 | 64.38 |
| THERMO FISHER SCIENTIFIC | 2.45 | 63.52 |
| ROCHE HOLDING AG | 2.17 | 56.10 |
| LVMH MOET HENNESSY LOUIS | 2.12 | 54.93 |
Stock Holding % of Net Assets
| As Of | 1/31/2024 |
| Total Issues | NA |
| Avg. P/E | 26.33 |
| Avg. P/Book | 5.62 |
| Avg. EPS Growth | 10.68 |
| Avg. Market Value (Mil $) | 134,235 |
Allocation
| % of Portfolio | |
| Large Growth | 2.16 |
| Large Value | 17.95 |
| Small Growth | 5.93 |
| Small Value | 0.00 |
| Foreign Stock | 26.51 |
| Emerging Market | 2.53 |
| Precious Metal | 0.80 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 19.12 |