MFS Global Equity Fund Class A

Frequently Asked Questions About MWEFX

What does MWEFX invest in?

The fund primarily aims to generate long-term capital growth for its shareholders. It typically commits a minimum of 80% of its portfolio's net value to equity holdings. These holdings include common shares and other instruments that represent either a direct ownership interest or the potential to acquire one in a company or other entity. The advisor may choose to invest in companies anticipated to show superior earnings growth (growth stocks), businesses considered undervalued relative to their inherent worth (value stocks), or a combination of both investment strategies.

What is the expense ratio of MWEFX?

MFS Global Equity Fund Class A (MWEFX) charges an expense ratio of 1.17%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MWEFX?

MFS Global Equity Fund Class A (MWEFX) manages $1.42B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MWEFX actively managed or an index fund?

MWEFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MWEFX launched?

MFS Global Equity Fund Class A (MWEFX) launched in September 1993 and is managed by MFS.

How has MWEFX performed?

MWEFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.