Development
MFS Global Growth Fund Class R2
MGWRX
NASDAQ
| Weiss Ratings | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Jeffrey C. Constantino (16), Joseph Skorski (6) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Global Growth Fund Class R2 | |||
| Category | Global Large-Stock Growth | |||
| 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 | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.87% | |||
| Stock | 99.13% | |||
| U.S. Stock | 71.13% | |||
| Non-U.S. Stock | 28.00% | |||
| 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 | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.98% | |||
| 30-Day Total Return | -4.65% | |||
| 60-Day Total Return | -6.31% | |||
| 90-Day Total Return | -3.32% | |||
| Year to Date Total Return | -3.32% | |||
| 1-Year Total Return | 1.41% | |||
| 2-Year Total Return | 18.35% | |||
| 3-Year Total Return | 11.58% | |||
| 5-Year Total Return | 85.53% | |||
| Price | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $56.18 | |||
| 1-Month Low NAV | $55.84 | |||
| 1-Month High NAV | $58.69 | |||
| 52-Week Low NAV | $55.74 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $63.79 | |||
| 52-Week High Price (Date) | Oct 18, 2024 | |||
| Beta / Standard Deviation | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.84 | |||
| Standard Deviation | 17.10 | |||
| Balance Sheet | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 911.99M | |||
| Operating Ratios | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.47% | |||
| Turnover Ratio | 24.00% | |||
| Performance | MGWRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.82% | |||
| Last Bear Market Total Return | -13.60% | |||