MFS Global Growth Fund Class B (MWOBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

48.68

+0.70 (1.46%)

At close: Oct 15, 2026

Fund Assets	770.98M
Expense Ratio	2.021%
Min. Investment	$1,000
Turnover	22.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	47.98
YTD Return	0.77%
1-Year Return	2.31%
5-Year Return	25.28%
52-Week Low	42.58
52-Week High	52.47
Beta (5Y)	0.92
Holdings	76
Inception Date	Nov 18, 1993

About MWOBX

The MFS Global Growth Fund Class B is a mutual fund designed to seek capital appreciation through a diverse portfolio of global equities, including those from emerging markets. It emphasizes investing in companies with strong fundamentals and superior management, aiming for above-average growth. The fund is managed with a quality-focused growth philosophy, maintaining a portfolio of approximately 72 different issues with a weighted average market capitalization of $548.5 billion. Its investment approach results in an active share of 79.64%, indicating significant differentiation from benchmark indices. The fund targets companies with an expected long-term earnings growth rate of around 14.83% and employs valuation metrics such as a price-to-earnings ratio near 23.74. Established in 1993, it benchmarks against the MSCI All Country World Growth Index, reflecting its global investment scope. The fund's net assets are close to $991 million, and it incorporates a sales charge structure specific to Class B shares. Positioned as a growth-oriented offering, it serves investors looking for exposure to global equity markets with a focus on capital gains through quality growth stocks.

Fund Family MFS

Category Global Large-Cap Growth

Performance Rating Below Average

Risk Rating Low

Stock Exchange Nasdaq

Ticker Symbol MWOBX

Share Class B

Index MSCI AC World Growth NR

Performance

MWOBX had a total return of 2.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.83%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MWOKX	R6	0.90%
MWOIX	I	0.97%
MWOJX	R4	0.97%
MWOFX	A	1.22%

Top 10 Holdings

34.72% of assets

Name	Symbol	Weight
Taiwan Semiconductor Manufacturing Company Limited	TSM	6.15%
NVIDIA Corporation	NVDA	4.78%
Amazon.com, Inc.	AMZN	4.53%
Alphabet Inc.	GOOGL	4.35%
Visa Inc.	V	2.71%
Waters Corporation	WAT	2.58%
Tencent Holdings Limited	0700	2.49%
TransUnion	TRU	2.43%
Apple Inc.	AAPL	2.37%
L'Oréal S.A.	OR	2.32%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$3.32004	Dec 19, 2025
Dec 19, 2024	$3.16296	Dec 20, 2024
Dec 21, 2023	$1.2008	Dec 22, 2023
Dec 8, 2022	$1.78575	Dec 9, 2022
Dec 9, 2021	$3.9692	Dec 10, 2021
Dec 10, 2020	$1.78888	Dec 11, 2020

Full Dividend History