MWELX Mutual Fund (MFS Global Equity Fund Class R4) is managed by MFS Investment Management with $9.0M in net assets. MWELX expense ratio is 0.90%, holding 81 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2005-04-01.

MWELX performance shows a YTD return of -0.12%. The 1-year return is 4.88% and the 5-year return is 1.95%. MWELX dividend yield stands at 21.52%, paid annually.

MWELX 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 MWELX holdings, sector breakdown, or dividend history.

MWELX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MWELX alternatives are available via the screener, along with tax-loss harvesting opportunities.