MWEMX Mutual Fund

MWEMX Mutual Fund (MFS Global Equity Fund Class R5) is managed by MFS Investment Management with $500.7M in net assets. MWEMX expense ratio is 0.81%, holding 81 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2012-06-01.

MWEMX performance shows a YTD return of 4.89%. The 1-year return is 11.35% and the 5-year return is 4.08%. MWEMX dividend yield stands at 19.73%, paid annually.

MWEMX top holdings include Microsoft Corp (4.4%), Alphabet Inc Common Stock USD 0.001 (4.0%), Amazon.Com Inc (3.4%), Visa Inc Class A (3.2%), Schwab Strategic T (2.8%). 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.