MWEHX Mutual Fund

MWEHX Mutual Fund (MFS Global Equity Fund Class R3) is managed by MFS Investment Management with $18.2M in net assets. MWEHX expense ratio is 1.15%, holding 89 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MWEHX performance shows a YTD return of 7.02%. The 1-year return is 10.76% and the 5-year return is 3.96%. MWEHX dividend yield stands at 20.17%, paid annually.

MWEHX top holdings include Microsoft Corp (4.8%), Alphabet Inc,class A (4.3%), Amazon.Com Inc (4.3%), Nvidia Corp (3.8%), Visa Inc Class A (3.4%). 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.