MWOGX Mutual Fund

MWOGX Mutual Fund (MFS Global Growth Fund Class R1) is managed by MFS Investment Management with $735,553.3 in net assets. MWOGX expense ratio is 1.97%, holding 78 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2005-04-01.

MWOGX performance shows a YTD return of -0.99%. The 1-year return is 1.47% and the 5-year return is 2.82%. MWOGX dividend yield stands at 7.08%, paid annually.

MWOGX 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 MWOGX holdings, MWOGX sectors, or MWOGX dividends.

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