MWOKX Mutual Fund

MWOKX Mutual Fund (MFS Global Growth Fund Class R5) is managed by MFS Investment Management with $370.5M in net assets. MWOKX expense ratio is 0.90%, holding 80 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2013-03-01.

MWOKX performance shows a YTD return of -0.37%. The 1-year return is 2.58% and the 5-year return is 3.94%. MWOKX dividend yield stands at 5.55%, paid annually.

MWOKX top holdings include Taiwan Semiconductor - Adr (7.4%), Alphabet Inc.Class A (4.8%), Nvidia Corp. (4.5%), Amazon.Com Inc (3.8%), Visa Inc Class A (3.4%). Go to all MWOKX holdings, MWOKX sectors, or MWOKX dividends.

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