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 $476.3M in net assets. MWEMX expense ratio is 0.81%, holding 81 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2012-06-01.
MWEMX performance shows a YTD return of -0.07%. The 1-year return is 4.97% and the 5-year return is 2.09%. MWEMX dividend yield stands at 20.71%, paid annually.
MWEMX top holdings include Microsoft Corp 4.100 Feb 06 37 (4.4%), 'alphabet Inc., Class 'a'' (4.0%), Amazon.Com Inc (3.4%), Visa Inc. Class A ( V ) (3.2%), Charles Schwab Corp. (2.8%). View all MWEMX holdings, sector breakdown, or dividend history.
MWEMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MWEMX alternatives are available via the screener, along with tax-loss harvesting opportunities.