MFS Global Equity Fund Class R4 (MWELX)

Fund Assets	3.10B
Expense Ratio	0.90%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	5.88
Dividend Yield	12.91%
Dividend Growth	42.04%
Payout Frequency	Annual
Ex-Dividend Date	Dec 19, 2024

Previous Close	44.61
YTD Return	4.98%
1-Year Return	6.13%
5-Year Return	66.53%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	90
Inception Date	Apr 1, 2005

About MWELX

The Fund's investment strategy focuses on Global with 0.9% total expense ratio. MFS Series Trust VI: MFS Global Equity Fund; Class R4 Shares seeks capital appreciation by investing primarily in the common stock, convertible debt, warrants and preferred stocks of large, non-U.S. issuers.

• Category: World Large-Stock Blend
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: MWELX
• Share Class: R4
• Index: MSCI World NR USD

Performance

MWELX had a total return of 6.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.18%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MWEMX	R6	0.81%
MWEIX	I	0.90%
MWEFX	A	1.15%
MWEHX	R3	1.15%

Top 10 Holdings

24.37% of assets

Name	Symbol	Weight
Visa Inc.	V	3.51%
The Charles Schwab Corporation	SCHW	2.62%
Microsoft Corporation	MSFT	2.57%
Willis Towers Watson Public Limited Company	WTW	2.51%
Medtronic plc	MDT	2.49%
Schneider Electric S.E.	SU	2.40%
Becton, Dickinson and Company	BDX	2.18%
Alphabet Inc.	GOOGL	2.06%
Thermo Fisher Scientific Inc.	TMO	2.02%
Honeywell International Inc.	HON	2.01%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2024	$5.87696	Dec 20, 2024
Dec 21, 2023	$4.13757	Dec 22, 2023
Dec 8, 2022	$4.19639	Dec 9, 2022
Dec 9, 2021	$3.13797	Dec 10, 2021
Dec 10, 2020	$1.34327	Dec 11, 2020
Dec 12, 2019	$1.0699	Dec 12, 2019