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MFS® Global Growth Fund

       
   
   
   

Fact Sheet

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Symbol: MWOFX   CUSIP:  552989303   Newspaper Abbreviation: GlGrA   Fund number: 9  
Daily NAV:  $34.34  (as of 4/22/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Holdings-based Characteristics

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

 
 
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Portfolio - Equity Level Data
(on 3/31/14)
Characteristics
Weighted Average Price/Earnings (next 12 months) 17.07x
Weighted Average Price/Cash Flow 14.22x
Weighted Average Price/Sales 2.10x
Weighted Average Price/Book 3.37x
Weighted Average IBES Long Term EPS Growth 11.51%
Weighted Average Market Cap $69.2b
Weighted Median Market Cap $44.6b
# of Stock Holdings 97
% in Stocks 99.32%
% in Cash & Other 1 0.68%
% in Top Ten 21.71%

Sector Weights
(on 3/31/14)
% Assets 
Consumer Staples 16.57%
Technology 11.53%
Retailing 11.42%
Industrial Goods & Services 11.38%
Financial Services 10.48%
Health Care 10.16%
Special Products & Services 8.24%
Leisure 7.50%
Basic Materials 5.34%
Energy 4.27%
Transportation 1.24%
Autos & Housing 1.21%
Cash & Other1 0.68%

Region
(on 3/31/14)
Country % Assets 
North America   52.77%
  United States 51.55%
  Canada 1.22%
Europe ex-U.K.   23.19%
  France 9.21%
  Switzerland 6.24%
  Germany 3.87%
  Denmark 1.54%
  Spain 0.88%
  Netherlands 0.51%
  Italy 0.50%
  Portugal 0.44%
United Kingdom   12.59%
  United Kingdom 12.59%
Emerging Markets   8.95%
  Brazil 3.21%
  Taiwan 2.05%
  South Korea 1.22%
  Peru 1.02%
  India 1.01%
  Russia 0.45%
Asia/Pacific ex-Japan   0.93%
  Hong Kong 0.93%
Japan   0.89%
  Japan 0.89%
Cash & Other1   0.68%
  Cash & Other 0.68%

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.