MFS Global Equity Fund Class C (MWECX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

33.34

+0.01 (0.03%)

At close: Aug 26, 2026

-12.93% (1Y)

Fund Assets	1.46B
Expense Ratio	1.92%
Min. Investment	$1,000
Turnover	17.00%
Dividend (ttm)	8.34
Dividend Yield	25.11%
Dividend Growth	55.08%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	33.33
YTD Return	7.20%
1-Year Return	10.56%
5-Year Return	33.95%
52-Week Low	27.67
52-Week High	39.31
Beta (5Y)	0.96
Holdings	85
Inception Date	Jan 3, 1994

About MWECX

MFS Global Equity Fund Class C is an open-end mutual fund dedicated to seeking capital appreciation through global equity investments. The fund adopts a core strategy, primarily targeting larger-cap companies across developed markets, and employs a "growth at a reasonable price" investment philosophy. Its portfolio aims for broad diversification and is managed with a long-term outlook, focusing on capturing growth opportunities while maintaining prudent valuation disciplines. At least 80% of its assets are typically invested in equity securities, supporting broad exposure to global market trends and industry sectors. The fund’s benchmark is the MSCI World Index, reflecting its alignment with developed international equity markets. As of May 2025, the fund managed assets totaling over $2.1 billion. Class C shares offer flexibility with no initial sales charge, though a 1% contingent deferred sales charge applies if shares are redeemed within one year. Operating since 1986, the fund plays a significant role in portfolios seeking diversified global growth, and it is known for its stable management, clear investment process, and focus on sustainable long-term performance.

Fund Family MFS

Category World Large-Stock Blend

Performance Rating Low

Risk Rating Average

Stock Exchange NASDAQ

Ticker Symbol MWECX

Share Class C

Index MSCI World NR USD

Performance

MWECX had a total return of 10.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.94%.

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	$8.34107	Dec 19, 2025
Dec 19, 2024	$5.37863	Dec 20, 2024
Dec 21, 2023	$3.65805	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