MWELX Mutual Fund
MWELX Mutual Fund
MWELX Mutual Fund
MFS Global Equity Fund Class R4
MWELX Mutual Fund Overview
MWELX Mutual Fund (MFS Global Equity Fund Class R4) is managed by MFS Investment Management with $5.1M in net assets. MWELX expense ratio is 0.90%, holding 89 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.
MWELX performance shows a YTD return of 7.17%. The 1-year return is 11.03% and the 5-year return is 4.21%. MWELX dividend yield stands at 20.05%, paid annually.
MWELX 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 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.