MWEHX Mutual Fund
MWEHX Mutual Fund
MFS Global Equity Fund Class R3
MWEHX Mutual Fund Overview
MWEHX Mutual Fund (MFS Global Equity Fund Class R3) is managed by MFS Investment Management with $18.5M in net assets. MWEHX expense ratio is 1.15%, holding 81 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2005-04-01.
MWEHX performance shows a YTD return of -0.23%. The 1-year return is 4.62% and the 5-year return is 1.68%. MWEHX dividend yield stands at 21.63%, paid annually.
MWEHX top holdings include Microsoft Corp 4.100 Feb 06 37 (4.4%), 'alphabet Inc., Class 'a'' (4.0%), Amazon.Com Inc (3.4%), Visa Inc. Class A ( V ) (3.2%), Charles Schwab Corp. (2.8%). View all MWEHX holdings, sector breakdown, or dividend history.
MWEHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MWEHX alternatives are available via the screener, along with tax-loss harvesting opportunities.