MFS Global Equity retains the qualities we admire: a pair of insightful portfolio managers who actively look to harness the firm’s extensive research staff while patiently implementing their well-trodden process. Comanagers Roger Morley and Ryan McAllister uphold a long-standing tradition of investing in reasonably priced companies with a steady growth outlook. Morley has strong bona fides over his lengthy involvement here while McAllister’s transition to comanager in 2016 has been as smooth as could be hoped; he’s steadily broadened his knowledge across industries and worked cohesively with Morley. Further, we think the duo utilizes MFS’ broader analyst team very effectively. Their long-term perspective remains paramount in gauging their colleagues’ insights on company and industry-level views, and the portfolio managers’ clear recall of how their historic views have evolved reinforces the consistency of the approach taken.
MFS Global Equity B MWEBX
- NAV / 1-Day Return 42.63 / +1.11 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level Average
- Share Class Type —
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield —
- Turnover 8%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0
Morningstar’s Analysis MWEBX
Will MWEBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Visa Inc Class A | 2.97 | 74.3 Mil | Financial Services |
Schneider Electric SE | 2.83 | 70.9 Mil | Industrials |
Thermo Fisher Scientific Inc | 2.61 | 65.2 Mil | Healthcare |
Charles Schwab Corp | 2.39 | 59.9 Mil | Financial Services |
Medtronic PLC | 2.30 | 57.4 Mil | Healthcare |
Alphabet Inc Class A | 2.26 | 56.4 Mil | Communication Services |
Willis Towers Watson PLC | 2.07 | 51.9 Mil | Financial Services |
Lvmh Moet Hennessy Louis Vuitton SE | 2.07 | 51.7 Mil | Consumer Cyclical |
Linde PLC | 2.06 | 51.6 Mil | Basic Materials |
Comcast Corp Class A | 2.02 | 50.6 Mil | Communication Services |