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Mfs Global Equity Fund Class R4: (MF: MWELX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:43 PM ET

$43.58 USD

+0.34 (0.79%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.93 78
3 months 6.64 7
6 months 3.83 71
1 Year 11.24 76
3 Year 8.60 86
5 Year 3.98 77
10 Year 8.84 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.03
Bull Market (2/09 - 3/21) 577.76

Load Adjusted Returns as of Jul 31, 2026

1 Year 4.88
5 Year 3.49
10 Year 8.76
Since Inception 8.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.14 8.83 NA NA
2025 1.38 6.91 1.57 3.27
2024 5.36 -2.54 8.61 -5.19
2023 7.24 3.19 -6.80 11.00
2022 -7.33 -15.04 -7.93 13.47
2021 3.81 7.75 -1.01 5.97

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9313.705.7314.48-17.7517.3414.1530.55-9.5923.907.36
% Total Return Rel to Index -9.96-7.64-13.48-9.921.34-0.820.075.350.823.782.03
% Total Return Rel to Peer -9.65-4.77-6.64-4.151.811.13-2.515.810.431.671.78
% Perf Quintile vs Peer* 5.004.005.004.003.003.003.002.003.003.002.00
% Dividends 0.000.470.490.500.360.300.330.540.530.390.30
% Yield 0.000.930.990.830.730.470.601.081.320.850.79
Capital Gains ($) 0.008.255.373.633.832.831.000.531.750.870.29
Expense Ratio 0.910.920.910.950.900.880.900.910.900.910.96

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