MFS Global Equity Fund Class A (MWEFX)

Fund Assets	1.46B
Expense Ratio	1.17%
Min. Investment	$1,000
Turnover	17.00%
Dividend (ttm)	0.37
Dividend Yield	0.86%
Dividend Growth	-1.55%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	43.21
YTD Return	7.35%
1-Year Return	9.69%
5-Year Return	22.69%
52-Week Low	35.87
52-Week High	48.68
Beta (5Y)	0.96
Holdings	85
Inception Date	Sep 7, 1993

About MWEFX

MFS Global Equity Fund Class A is an actively managed mutual fund focused on providing capital appreciation through a diversified portfolio of global equities. The fund primarily targets larger-cap companies, allocating at least 80% of its net assets to equity securities, including common stocks and similar instruments that represent ownership interests. Utilizing a “growth at a reasonable price” strategy, the fund seeks investments with attractive long-term potential across developed and select emerging markets. It generally maintains a broad industry and geographic diversification, typically investing in at least three countries and aligning its international exposure with benchmarks like the MSCI World Index. Managed by Massachusetts Financial Services Company, the fund employs a bottom-up fundamental analysis approach to select holdings, supported by quantitative screening tools. Established in 1986, it plays a significant role for investors seeking a core global equity allocation within their broader portfolios, aiming to balance growth prospects with prudent risk management across a dynamic, worldwide equity landscape.

• Fund Family: MFS
• Category: World Large-Stock Blend
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MWEFX
• Share Class: A
• Index: MSCI World NR USD

Performance

MWEFX had a total return of 9.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.58%.

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%
MWEHX	R3	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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$8.61961	Dec 19, 2025
Dec 19, 2024	$5.75305	Dec 20, 2024
Dec 21, 2023	$4.03001	Dec 22, 2023
Dec 8, 2022	$4.06831	Dec 9, 2022
Dec 9, 2021	$3.01288	Dec 10, 2021
Dec 10, 2020	$1.23345	Dec 11, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 24, 2026

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