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Mfs Global Equity Fund - Class I: (MF: MWEIX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 05:43 PM ET

$43.64 USD

+0.23 (0.53%)

Zacks MF Rank

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.31 75
3 months 6.45 8
6 months 6.77 46
1 Year 11.04 76
3 Year 10.35 85
5 Year 4.22 76
10 Year 8.97 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 144.23
Bear Market (10/07 - 2/09) -48.01
Bull Market (2/09 - 3/21) 621.51

Load Adjusted Returns as of Aug 31, 2026

1 Year 4.86
5 Year 3.49
10 Year 8.76
Since Inception 8.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.11 8.80 NA NA
2025 1.38 6.92 1.56 3.26
2024 5.35 -2.54 8.61 -5.17
2023 7.23 3.21 -6.81 11.00
2022 -7.34 -15.03 -7.92 13.47
2021 3.81 7.74 -1.00 5.97

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.3013.695.7414.48-17.7517.3414.1630.53-9.5923.897.36
% Total Return Rel to Index -5.58-7.66-13.48-9.921.34-0.810.085.320.833.782.03
% Total Return Rel to Peer -4.22-4.78-6.64-4.151.811.14-2.505.780.431.661.78
% Perf Quintile vs Peer* 4.004.005.004.003.003.003.002.003.003.002.00
% Dividends 0.000.450.500.510.360.300.340.550.520.390.30
% Yield 0.000.850.800.760.690.450.581.071.250.810.77
Capital Gains ($) 0.008.255.373.633.832.831.000.531.750.870.29
Expense Ratio 0.910.920.910.960.900.880.900.910.900.910.96

* 1 = Top 20%, 5 = Bottom 20%