MFS Global Equity Fund Class A (MWEFX) Research

The fund primarily aims to generate long-term capital growth for its shareholders. It typically commits a minimum of 80% of its portfolio's net value to equity holdings. These holdings include common shares and other instruments that represent either a direct ownership interest or the potential to acquire one in a company or other entity. The advisor may choose to invest in companies anticipated to show superior earnings growth (growth stocks), businesses considered undervalued relative to their inherent worth (value stocks), or a combination of both investment strategies.

Market snapshot

Symbol
MWEFX
Price
$40.12
Day change
+0.85%
Market cap
$1.5B
52-week range
35.87-48.68
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Artisan Global Opportunities Fund Inv Shs (ARTRX)
  • iShares Russell Mid-Cap Index Inv A (BRMAX)
  • iShares Russell Mid-Cap Index K (BRMKX)
  • Diamond Hill Long-Short Fund (DIAMX)
  • Harbor Small Cap Value Fund Institutional Class (HASCX)
  • Columbia Dividend Opportunity Fund Class A (INUTX)
  • BlackRock Emerging Markets Fund, Inc. (MADCX)
  • BlackRock Emerging Markets Fund, Inc. (MDDCX)

Open MFS Global Equity Fund Class A (MWEFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.