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Mfs Global Equity Fund Class R4 (MWELX)

US Funds

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46.08 -0.44 -0.95%

01/08 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: MFS

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.75M

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MWELX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Global Equity R4 (MWELX) fund. Our MFS Global Equity R4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.06	1.06	0.00
Shares	98.94	98.94	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.29	18.05
Price to Book	3.19	2.98
Price to Sales	2.86	2.21
Price to Cash Flow	13.26	12.06
Dividend Yield	1.96	2.23
5 Years Earnings Growth	13.47	10.29

Sector Allocation

Name	Net %	Category Average
Financial Services	18.50	16.91
Industrials	18.27	12.55
Healthcare	17.19	11.32
Technology	15.31	22.15
Consumer Defensive	8.15	7.80
Basic Materials	7.81	4.04
Consumer Cyclical	7.33	10.03
Communication Services	6.32	8.86
Real Estate	1.12	2.34

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Visa A	US92826C8394	2.97	339.35	-1.77%
Schneider Electric	FR0000121972	2.62	213.90	-6.29%
Charles Schwab	US8085131055	2.56	95.53	-2.25%
Medtronic	IE00BTN1Y115	2.45	89.34	-1.00%
Willis Towers Watson	IE00BDB6Q211	2.31	314.77	-0.33%
Alphabet A	US02079K3059	2.26	189.13	-1.44%
Thermo Fisher Scientific	US8835561023	2.20	463.04	-0.99%
Comcast	US20030N1019	2.15	32.52	-2.14%
Microsoft	US5949181045	2.10	524.11	-1.76%
Roche Holding Participation	CH0012032048	2.04	257.10	-0.96%

Top Equity Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Value I	24.17B	6.81	11.90	9.39
MFS Instl International Equity	20.2B	17.36	15.60	8.10
MFS Value R6	18.74B	6.86	12.02	9.50
MFS Growth R6	18.6B	7.29	23.37	15.60
MFS Intl Diversification I	15.74B	17.56	14.13	7.64

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