MWEGX Mutual Fund

MWEGX Mutual Fund (MFS Global Equity Fund Class R1) is managed by MFS Investment Management with $685,571.19 in net assets. MWEGX expense ratio is 1.90%, holding 81 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MWEGX performance shows a YTD return of 4.27%. The 1-year return is 10.15% and the 5-year return is 2.94%. MWEGX dividend yield stands at 24.61%, paid annually.

MWEGX top holdings include Microsoft Corp (4.4%), Alphabet Inc Common Stock USD 0.001 (4.0%), Amazon.Com Inc (3.4%), Visa Inc Class A (3.2%), Schwab Strategic T (2.8%). Go to all MWEGX holdings, MWEGX sectors, or MWEGX dividends.

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