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MFS® Global Equity Fund

       
   
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Fact Sheet

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Symbol: MWEFX   CUSIP:  552986507   Newspaper Abbreviation: GlEqA   Fund number: 4  
Daily NAV:  $35.16  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Sales Tools

Holdings-based Characteristics

View Performance-based Characteristics
 
Portfolio characteristic data are based on unaudited net assets.

 
 
Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 16.20x
Weighted Average Price/Cash Flow 12.90x
Weighted Average Price/Sales 2.05x
Weighted Average Price/Book 2.85x
Weighted Average IBES Long Term EPS Growth 9.83%
Weighted Average Market Cap $64.5b
Weighted Median Market Cap $46.7b
# of Stock Holdings 96
% in Stocks 98.94%
% in Cash & Other 1 1.06%
% in Top Ten 24.34%

Sector Weights
(on 3/31/14)
% Assets 
Consumer Staples 17.94%
Financial Services 16.20%
Health Care 12.81%
Leisure 10.30%
Industrial Goods & Services 9.09%
Basic Materials 7.64%
Retailing 6.49%
Technology 6.02%
Special Products & Services 4.43%
Transportation 3.48%
Energy 3.47%
Autos & Housing 1.07%
Cash & Other1 1.06%

Region
(on 3/31/14)
Country % Assets 
North America   53.08%
  United States 51.35%
  Canada 1.73%
Europe ex-U.K.   30.69%
  France 8.54%
  Switzerland 8.36%
  Germany 7.87%
  Netherlands 3.15%
  Sweden 0.92%
  Denmark 0.87%
  Austria 0.53%
  Italy 0.45%
United Kingdom   9.92%
  United Kingdom 9.92%
Emerging Markets   3.11%
  Brazil 0.73%
  South Korea 0.64%
  India 0.43%
  Thailand 0.34%
  Mexico 0.31%
  Russia 0.23%
  Peru 0.22%
  Czech Republic 0.21%
Japan   1.72%
  Japan 1.72%
Cash & Other1   1.06%
  Cash & Other 1.06%
Developed - Middle East/Africa   0.42%
  Israel 0.42%

Weighted Average IBES Long Term EPS Growth sourced from: Thomson Reuters.

 

Equity Portfolio Characteristics displayed prior to 1/31/10 reflects its market value, and is not based on equivalent exposure, which may differ.

 

Portfolio characteristics are based on equivalent exposure, which measures how a portfolio's value would change due to price changes in an asset held either directly or, in the case of a derivative contract, indirectly. The market value of the holding may differ.

 

1 Cash and other assets are less liabilities.

 
This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.