About MWEHX
MFS Global Equity Fund Class R3 is an actively managed mutual fund designed to provide capital appreciation by investing primarily in equity securities of companies across global developed markets. The fund adopts a core approach, concentrating on larger-cap stocks while employing a disciplined “growth at a reasonable price” investment strategy. This approach seeks to identify and invest in companies with steady growth prospects that are not excessively priced, aiming for long-term value. The portfolio is managed by a team of seasoned professionals who leverage deep fundamental research and maintain a long-term perspective.
The portfolio typically features a blend of sectors, with notable positions in technology, healthcare, financial services, industrials, and communication services. As of recent reporting, top holdings include companies such as Visa, Microsoft, Schneider Electric, and Alphabet, reflecting the fund’s focus on established industry leaders. The fund benchmarks its performance against the MSCI World Index, providing diversified exposure to developed global equity markets. With its history dating back to 2005 in the R3 share class and total assets exceeding $2 billion, MFS Global Equity Fund Class R3 serves as a foundational global equity allocation for eligible long-term investors, particularly within retirement plan platforms.
Fund Family MFS
Category World Large-Stock Blend
Stock Exchange NASDAQ
Ticker Symbol MWEHX
Share Class R3
Index MSCI World NR USD
MWEHX had a total return of 9.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.96%.
