MWEHX Mutual Fund

MWEHX Mutual Fund (MFS Global Equity Fund Class R3) is managed by MFS Investment Management with $19.7M in net assets. MWEHX expense ratio is 1.15%, holding 81 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MWEHX performance shows a YTD return of 4.69%. The 1-year return is 10.94% and the 5-year return is 3.72%. MWEHX dividend yield stands at 20.62%, paid annually.

MWEHX 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 MWEHX holdings, MWEHX sectors, or MWEHX dividends.

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