MFS® Global Equity Fund

Global / Intl Equity | MWEFX
$ 43.21
$0.23 As of 12/15/17
$3.3B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information

MFS® Global Equity Fund

Global / Intl Equity
MWEFX
$0.23 As of 12/15/17
As of 11/30/17
Global / Intl Equity | MWEFX
$ 43.21
$0.23 As of 12/15/17
$3.3B
As of 11/30/17
Morningstar
View Overall Morningstar Ratings Information
INVESTMENT OBJECTIVE

Seeks capital appreciation.

INVESTMENT FOCUS

A core global stock fund focused on larger cap companies

Employs a "growth at a price" strategy

Our core global portfolio focuses on larger-cap companies with growth characteristics whose stocks are selling at reasonable levels.

Fund Information

Fund Commencement
12/29/86
Net Assets ($ M)
As of 11/30/17
$3385.95
Fiscal Year End
OCTOBER
Benchmark
MSCI World Index measures stock markets in the developed world.
MSCI World Index (net div)

Top 10 Holdings

As of 11/30/17
  • Thermo Fisher Scientific Inc
  • Bayer AG
  • Honeywell International Inc
  • Accenture PLC
  • Nestle SA
  • Visa Inc
  • Medtronic PLC
  • Diageo PLC
  • LVMH Moet Hennessy Louis Vuitton SE
  • Stryker Corp
MANAGERS

Important Risk Considerations

The fund may not achieve its objective and/or you could lose money on your investment in the fund.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, currency, economic, industry, political, regulatory, geopolitical, or other conditions.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 09/30/17 (*YTD Updated Daily, As of 12/15/17 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar World Large Stock

    Morningstar ratings are based on risk adjusted performance.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    Morningstar Overall Rating As of 11/30/17 Class A Shares

    Morningstar World Large Stock

    Morningstar ratings are based on risk adjusted performance.

    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

    Sales Charges

    Class A shares ("A") results include the maximum sales charge.

    Annual Rate of Return %
    Pricing & Distributions