MFS Global Growth R4 (MWOJX)

Fund Assets	770.98M
Expense Ratio	0.97%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.22
Dividend Yield	0.34%
Dividend Growth	27.14%
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	63.24
YTD Return	1.55%
1-Year Return	3.34%
5-Year Return	24.11%
52-Week Low	55.82
52-Week High	67.67
Beta (5Y)	0.89
Holdings	76
Inception Date	Apr 1, 2005

About MWOJX

MFS Global Growth Fund Class R4 is an open-end mutual fund focused on capital appreciation through a diversified portfolio of global equities. The fund invests in companies around the world, including both developed and emerging markets, with a primary emphasis on businesses possessing strong fundamentals and high-caliber management teams. Its investment approach seeks above-average growth by targeting firms positioned for superior long-term prospects. The fund is actively managed by experienced professionals who employ in-depth fundamental analysis to select stocks, prioritizing quality and growth potential. With nearly $935 million in assets as of April 2024, it operates within the global large-stock growth category and is benchmarked against the MSCI All Country World Growth Index, allowing for broad geographic and sector exposure. MFS Global Growth Fund Class R4 is intended for eligible investors seeking global diversification and long-term growth within an equity portfolio, and it maintains a competitive expense structure for its share class.

• Fund Family: MFS
• Category: Global Large-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: MWOJX
• Share Class: R4
• Index: MSCI AC World Growth NR

Performance

MWOJX had a total return of 3.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.65%.

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%
MWOFX	A	1.22%
MWOHX	R3	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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$3.53542	Dec 19, 2025
Dec 19, 2024	$3.33236	Dec 20, 2024
Dec 21, 2023	$1.36236	Dec 22, 2023
Dec 8, 2022	$1.78575	Dec 9, 2022
Dec 9, 2021	$4.01195	Dec 10, 2021
Dec 10, 2020	$1.7999	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:

Oct 16, 2026

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