MWELX Mutual Fund

MWELX Mutual Fund (MFS Global Equity Fund Class R4) is managed by MFS Investment Management with $5.2M in net assets. MWELX expense ratio is 0.90%, holding 89 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2005-04-01.

MWELX performance shows a YTD return of 4.83%. The 1-year return is 11.24% and the 5-year return is 3.98%. MWELX dividend yield stands at 20.50%, paid annually.

MWELX 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 MWELX holdings, MWELX sectors, or MWELX dividends.

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