Development
MFS Global Equity Fund Class R2
MEQRX
NASDAQ
| Weiss Ratings | MEQRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MEQRX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Roger M. Morley (15), Ryan P. McAllister (8) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MEQRX-NASDAQ | Click to Compare |
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| Fund Name | MFS Global Equity Fund Class R2 | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Oct 31, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MEQRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.48% | |||
| Dividend | MEQRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.88% | |||
| Asset Allocation | MEQRX-NASDAQ | Click to Compare |
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| Cash | 0.44% | |||
| Stock | 99.56% | |||
| U.S. Stock | 51.69% | |||
| Non-U.S. Stock | 47.87% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MEQRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.30% | |||
| 30-Day Total Return | -4.18% | |||
| 60-Day Total Return | -4.79% | |||
| 90-Day Total Return | 1.25% | |||
| Year to Date Total Return | 1.25% | |||
| 1-Year Total Return | 2.72% | |||
| 2-Year Total Return | 13.33% | |||
| 3-Year Total Return | 6.94% | |||
| 5-Year Total Return | 73.67% | |||
| Price | MEQRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MEQRX-NASDAQ | Click to Compare |
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| Nav | $41.92 | |||
| 1-Month Low NAV | $41.92 | |||
| 1-Month High NAV | $44.05 | |||
| 52-Week Low NAV | $41.03 | |||
| 52-Week Low NAV (Date) | Jan 10, 2025 | |||
| 52-Week High NAV | $49.92 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | MEQRX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 17.85 | |||
| Balance Sheet | MEQRX-NASDAQ | Click to Compare |
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| Total Assets | 2.15B | |||
| Operating Ratios | MEQRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.40% | |||
| Turnover Ratio | 8.00% | |||
| Performance | MEQRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.23% | |||
| Last Bear Market Total Return | -15.14% | |||