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 44.94 / +0.31 %
- 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 0.00
- Turnover 8%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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 23.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Visa Inc Class A | 2.81 | 70.7 Mil | Financial Services |
Schneider Electric SE | 2.55 | 64.2 Mil | Industrials |
Thermo Fisher Scientific Inc | 2.45 | 61.7 Mil | Healthcare |
Medtronic PLC | 2.33 | 58.7 Mil | Healthcare |
Charles Schwab Corp | 2.31 | 58.2 Mil | Financial Services |
Willis Towers Watson PLC | 2.22 | 55.9 Mil | Financial Services |
Roche Holding AG | 2.20 | 55.5 Mil | Healthcare |
Alphabet Inc Class A | 2.08 | 52.4 Mil | Communication Services |
Oracle Corp | 2.02 | 50.9 Mil | Technology |
Linde PLC | 2.00 | 50.3 Mil | Basic Materials |