MFS Global Equity R4 (MWELX)

Fund Assets	1.44B
Expense Ratio	0.92%
Min. Investment	$0.00
Turnover	17.00%
Dividend (ttm)	0.47
Dividend Yield	1.12%
Dividend Growth	-5.62%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	42.33
YTD Return	3.38%
1-Year Return	7.60%
5-Year Return	20.20%
52-Week Low	36.15
52-Week High	49.06
Beta (5Y)	0.96
Holdings	86
Inception Date	Apr 1, 2005

About MWELX

MFS Global Equity Fund Class R4 is an actively managed mutual fund designed to provide capital appreciation by investing primarily in a diversified portfolio of large-cap stocks across developed global markets. The fund employs a core "growth at a reasonable price" strategy, targeting companies with potential for above-average earnings growth while maintaining a disciplined valuation approach. Managed with a long-term horizon, it allocates at least 80% of net assets to equity securities, including common stocks and related instruments. The fund’s portfolio typically encompasses a blend of growth and value companies spanning multiple sectors and geographies, ensuring broad market exposure and diversification. Benchmarked against the MSCI World Index, MFS Global Equity Fund Class R4 serves as a foundational international equity holding for eligible investors seeking participation in global equity markets. Since its inception in 2005, the fund has aimed to balance risk and return, maintaining an expense structure competitive for its category and distributing income on an annual basis.

• Fund Family: MFS
• 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 7.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.21%.

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%
MWEIX	I	0.92%
MWEFX	A	1.17%
MWEHX	R3	1.17%

Top 10 Holdings

32.88% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	4.81%
Alphabet Inc.	GOOGL	4.35%
Amazon.com, Inc.	AMZN	4.33%
NVIDIA Corporation	NVDA	3.77%
Visa Inc.	V	3.42%
Broadcom Inc.	AVGO	2.74%
Willis Towers Watson Public Limited Company	WTW	2.50%
Schneider Electric S.E.	SU	2.49%
The Charles Schwab Corporation	SCHW	2.34%
Thermo Fisher Scientific Inc.	TMO	2.12%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$8.72129	Dec 19, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 26, 2026

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