MWOKX Mutual Fund

MWOKX Mutual Fund (MFS Global Growth Fund Class R5) is managed by MFS Investment Management with $346.0M in net assets. MWOKX expense ratio is 0.90%, holding 80 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2013-03-01.

MWOKX performance shows a YTD return of 1.15%. The 1-year return is 3.64% and the 5-year return is 4.02%. MWOKX dividend yield stands at 5.47%, paid annually.

MWOKX 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 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.