MFS Global Equity Fund Class B (MWEBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

36.65

+0.01 (0.03%)

At close: Aug 26, 2026

-11.04% (1Y)

Fund Assets	1.46B
Expense Ratio	1.92%
Min. Investment	$1,000
Turnover	17.00%
Dividend (ttm)	8.25
Dividend Yield	22.59%
Dividend Growth	53.40%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	36.64
YTD Return	7.20%
1-Year Return	10.55%
5-Year Return	32.96%
52-Week Low	30.42
52-Week High	42.30
Beta (5Y)	0.97
Holdings	85
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 10.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.43%.

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

31.87% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	4.48%
Microsoft Corporation	MSFT	4.08%
Amazon.com, Inc.	AMZN	4.00%
NVIDIA Corporation	NVDA	3.62%
Visa Inc.	V	3.38%
Broadcom Inc.	AVGO	2.80%
Schneider Electric S.E.	SU	2.55%
The Charles Schwab Corporation	SCHW	2.49%
Willis Towers Watson Public Limited Company	WTW	2.25%
Taiwan Semiconductor Manufacturing Company Limited	TSM	2.21%

View More Holdings

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

Full Dividend History