MWOJX Mutual Fund

MWOJX Mutual Fund (MFS Global Growth Fund Class R4) is managed by MFS Investment Management with $3.5M in net assets. MWOJX expense ratio is 0.97%, holding 80 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2005-04-01.

MWOJX performance shows a YTD return of 1.09%. The 1-year return is 3.56% and the 5-year return is 3.93%. MWOJX dividend yield stands at 5.53%, paid annually.

MWOJX 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 MWOJX holdings, MWOJX sectors, or MWOJX dividends.

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