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Morningstar

MFS Global Equity A MWEFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
48.78  /  1.59 %
Total Assets
2.8 Bil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Below Average
Longest Manager Tenure
13.16 years
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.36%
Turnover
10%

USD | NAV as of Nov 28, 2022 | 1-Day Return as of Nov 28, 2022, 11:08 PM GMT+00:00

Morningstar’s Fund Analysis MWEFX

Will MWEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWEFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MWEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MWEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Repeatable approach, accomplished team.

Director

Summary

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MFS Global Equity’s redoubtable, high-quality decision-makers, and sensible, measured approach earn it Morningstar Analyst Ratings of Gold and Silver, depending on share class expenses.

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