MWEGX Mutual Fund

MWEGX Mutual Fund (MFS Global Equity Fund Class R1) is managed by MFS Investment Management with $686,285.68 in net assets. MWEGX expense ratio is 1.90%, holding 89 positions across sectors including Information Technology, Health Care, Industrials. 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 Alphabet Inc. Class A (4.5%), Microsoft Corp 4.100 Feb 06 37 (4.1%), Amazon.Com Inc (4.0%), Nvidia Corp. (3.6%), 'visa Inc., Class 'a'' (3.4%). 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.