Development
MFS Global Equity Fund Class C
MWECX
NASDAQ
| Weiss Ratings | MWECX-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 | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Roger M. Morley (15), Ryan P. McAllister (8) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Global Equity Fund Class C | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Jan 03, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.88% | |||
| Asset Allocation | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.31% | |||
| 30-Day Total Return | -4.23% | |||
| 60-Day Total Return | -4.87% | |||
| 90-Day Total Return | 1.14% | |||
| Year to Date Total Return | 1.14% | |||
| 1-Year Total Return | 2.20% | |||
| 2-Year Total Return | 12.21% | |||
| 3-Year Total Return | 5.34% | |||
| 5-Year Total Return | 69.38% | |||
| Price | MWECX-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 | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $35.48 | |||
| 1-Month Low NAV | $35.48 | |||
| 1-Month High NAV | $37.30 | |||
| 52-Week Low NAV | $34.76 | |||
| 52-Week Low NAV (Date) | Jan 10, 2025 | |||
| 52-Week High NAV | $43.03 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.03 | |||
| Standard Deviation | 17.83 | |||
| Balance Sheet | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.15B | |||
| Operating Ratios | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.90% | |||
| Turnover Ratio | 8.00% | |||
| Performance | MWECX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 8.93% | |||
| Last Bear Market Total Return | -15.25% | |||