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MFS® Global Leaders Fund

       
   
   
   

Fact Sheet

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Symbol: GLOAX   CUSIP:  55273H411   Newspaper Abbreviation: PENDING   Fund number: 1051  
Daily NAV:  $14.06  (as of 4/16/14)
    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) 16.29x
Weighted Average Price/Cash Flow 14.82x
Weighted Average Price/Sales 2.18x
Weighted Average Price/Book 3.32x
Weighted Average IBES Long Term EPS Growth 10.42%
Weighted Average Market Cap $68.4b
Weighted Median Market Cap $52.4b
# of Stock Holdings 41
% in Stocks 98.39%
% in Cash & Other 1 1.61%
% in Top Ten 32.20%

Sector Weights
(on 3/31/14)
% Assets 
Consumer Staples 39.69%
Retailing 22.69%
Leisure 18.17%
Industrial Goods & Services 5.48%
Financial Services 4.90%
Technology 3.31%
Basic Materials 2.46%
Special Products & Services 1.68%
Cash & Other1 1.61%

Region
(on 3/31/14)
Country % Assets 
Europe ex-U.K.   39.38%
  France 18.14%
  Switzerland 8.28%
  Netherlands 4.01%
  Germany 3.31%
  Belgium 2.29%
  Italy 1.70%
  Sweden 1.64%
North America   35.49%
  United States 35.49%
United Kingdom   13.09%
  United Kingdom 13.09%
Japan   4.32%
  Japan 4.32%
Emerging Markets   4.25%
  Brazil 2.29%
  China 1.96%
Asia/Pacific ex-Japan   1.86%
  Hong Kong 1.86%
Cash & Other1   1.61%
  Cash & Other 1.61%

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

 

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.