MWOFX Mutual Fund

MWOFX Mutual Fund (MFS Global Growth Fund Class A) is managed by MFS Investment Management with $325.3M in net assets. MWOFX expense ratio is 1.22%, holding 78 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 1993-11-18.

MWOFX performance shows a YTD return of -0.56%. The 1-year return is 2.24% and the 5-year return is 3.59%. MWOFX dividend yield stands at 5.45%, paid annually.

MWOFX top holdings include Microsoft Corp (6.2%), Taiwan Semiconductor - Adr (5.8%), Nvidia Corp. (3.3%), Accenture Plc (3.3%), Tencent Holdings Ltd Ordinary Shares (3.1%). Go to all MWOFX holdings, MWOFX sectors, or MWOFX dividends.

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