MWEMX Mutual Fund
MWEMX Mutual Fund
MWEMX Mutual Fund
MFS Global Equity Fund Class R5
MWEMX Mutual Fund Overview
MWEMX Mutual Fund (MFS Global Equity Fund Class R5) is managed by MFS Investment Management with $452.2M in net assets. MWEMX expense ratio is 0.81%, holding 89 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2012-06-01.
MWEMX performance shows a YTD return of 7.25%. The 1-year return is 11.13% and the 5-year return is 4.31%. MWEMX dividend yield stands at 19.30%, paid annually.
MWEMX 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 MWEMX holdings, MWEMX sectors, or MWEMX dividends.
MWEMX can be compared against other funds. Use MWEMX overlap to find shared positions, or MWEMX vs another fund for a side-by-side view. MWEMX alternatives are available via the screener, along with tax-loss harvesting opportunities.