MWEFX Mutual Fund

MWEFX Mutual Fund (MFS Global Equity Fund Class A) is managed by MFS Investment Management with $544.9M in net assets. MWEFX expense ratio is 1.15%, holding 89 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1993-09-07.

MWEFX performance shows a YTD return of 4.69%. The 1-year return is 10.97% and the 5-year return is 3.72%. MWEFX dividend yield stands at 20.44%, paid annually.

MWEFX top holdings include Alphabet Inc,class A (4.5%), Microsoft Corp (4.1%), Amazon.Com Inc (4.0%), Nvidia Corp (3.6%), Visa Inc Class A (3.4%). Go to all MWEFX holdings, MWEFX sectors, or MWEFX dividends.

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