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MFS Global Equity A (MWEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.11+0.53 (+1.11%)
At close: 08:01PM EDT

MFS Global Equity A

Boston, MA 02199

111 Huntington Avenue 24th Floor

MFS Series Trust VI

1-800-637-2929
Management Information
Ryan P. McAllister,Lead Manager since September 29, 2016
- As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Blend
Fund FamilyMFS
Net Assets2.5B
YTD Return-0.13%
Yield0.79%
Morningstar Rating★★
Inception DateMar 31, 2005

Fund Operations

Last Dividend0.39
Last Cap Gain44.00
Holdings Turnover8.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMWEFXCategory Average
Annual Report Expense Ratio (net)0.86%0.95%
Prospectus Net Expense Ratio0.86%N/A
Prospectus Gross Expense Ratio0.87%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A