MGWRX Mutual Fund

MGWRX Mutual Fund (MFS Global Growth Fund Cl R2) is managed by MFS Investment Management with $1.8M in net assets. MGWRX expense ratio is 1.47%, holding 78 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2003-10-31.

MGWRX performance shows a YTD return of -0.70%. The 1-year return is 2.00% and the 5-year return is 3.33%. MGWRX dividend yield stands at 5.68%, paid annually.

MGWRX top holdings include Microsoft Corp (6.2%), Taiwan Semiconductor - Adr (5.8%), Nvidia Corp. (3.3%), Accenture Plc (3.3%), Tencent Holdings Ltd Ordinary Shares (3.1%). Go to all MGWRX holdings, MGWRX sectors, or MGWRX dividends.

MGWRX can be compared against other funds. Use MGWRX overlap to find shared positions, or MGWRX vs another fund for a side-by-side view. MGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.