MWOBX Mutual Fund

MWOBX Mutual Fund

NAV$47.59
See how much of MWOBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$315,846.06
Expense Ratio
1.97%
Dividend Yield (Current)
6.83%
Holdings
80
Inception Date
Nov 18, 1993
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.45%
1 Year+2.54%
3 Year+7.09%
5 Year+2.91%
10 Year+9.58%

Asset Allocation

Stocks: 98.75%
Cash: 1.25%
See how much of MWOBX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
TSM:TWTaiwan Semiconductor - Adr6.09%
GOOGLAlphabet Inc,class A4.65%
NVDANvidia Corp4.42%
AMZNAmazon.Com Inc4.21%
VVisa Inc Class A3.48%
Top 10 Concentration: 34.73%Report Date: Jul 31, 2026
Download all 80 holdings for MWOBX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
6.83%
Frequency
Annually
Latest Distribution
$3.97
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MWOBX Mutual Fund Overview

MWOBX Mutual Fund (MFS Global Growth Fund Class B) is managed by MFS Investment Management with $315,846.06 in net assets. MWOBX expense ratio is 1.97%, holding 80 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1993-11-18.

MWOBX performance shows a YTD return of 0.45%. The 1-year return is 2.54% and the 5-year return is 2.91%. MWOBX dividend yield stands at 6.83%, paid annually.

MWOBX top holdings include Taiwan Semiconductor - Adr (6.1%), Alphabet Inc,class A (4.7%), Nvidia Corp (4.4%), Amazon.Com Inc (4.2%), Visa Inc Class A (3.5%). Go to all MWOBX holdings, MWOBX sectors, or MWOBX dividends.

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