MFS Global Equity Fund Class B (MWEBX)

Fund Assets	1.34B
Expense Ratio	2.005%
Min. Investment	$1,000
Turnover	17.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	35.25
YTD Return	2.49%
1-Year Return	6.00%
5-Year Return	31.20%
52-Week Low	30.42
52-Week High	42.30
Beta (5Y)	0.98
Holdings	87
Inception Date	Dec 29, 1986

About MWEBX

MFS Global Equity Fund Class B is an actively managed mutual fund focused on achieving capital appreciation through global equity investments. Designed as a core holding, the fund primarily invests in large-cap companies across developed markets, allocating at least 80% of its net assets to equity securities such as common stocks. The investment approach centers on a "growth at a reasonable price" strategy, aiming to balance growth potential with valuation discipline, and is managed with a long-term horizon. The fund holds a diversified portfolio, typically comprising around 84 holdings, with a significant portion allocated to leading multinational firms. With a low portfolio turnover of approximately 12.5% and a high active share, the fund distinguishes itself from its MSCI World Index benchmark. MFS Global Equity Fund Class B plays a significant role in offering investors access to a broad spectrum of global equity markets, emphasizing both stability and growth within the international large-cap sector.

• Fund Family: MFS
• Category: World Large-Stock Blend
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MWEBX
• Share Class: B
• Index: MSCI World NR USD

Performance

MWEBX had a total return of 6.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.28%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MWEMX	R6	0.83%
MWELX	R4	0.92%
MWEIX	I	0.92%
MWEFX	A	1.17%

Top 10 Holdings

32.10% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	4.81%
NVIDIA Corporation	NVDA	4.04%
Alphabet Inc.	GOOGL	4.04%
Amazon.com, Inc.	AMZN	4.03%
Visa Inc.	V	3.46%
Broadcom Inc.	AVGO	2.75%
Schneider Electric S.E.	SU	2.48%
The Charles Schwab Corporation	SCHW	2.27%
Thermo Fisher Scientific Inc.	TMO	2.11%
Willis Towers Watson Public Limited Company	WTW	2.11%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$8.25098	Dec 19, 2025
Dec 19, 2024	$5.37863	Dec 20, 2024
Dec 21, 2023	$3.63731	Dec 22, 2023
Dec 8, 2022	$3.83174	Dec 9, 2022
Dec 9, 2021	$2.83596	Dec 10, 2021
Dec 10, 2020	$1.00746	Dec 11, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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