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MFS Global Growth R4 (MWOJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.95-0.12 (-0.22%)
At close: 08:00PM EDT

MFS Global Growth R4

Boston, MA 2199

111 Huntington Avenue 24th Floor

MFS Series Trust VIII

Management Information
,Lead Manager since April 30, 2018
Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy.
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 Growth
Fund FamilyMFS
Net Assets837.23M
YTD Return8.27%
Morningstar Rating★★★★★
Inception DateNov 17, 1993

Fund Operations

Last Dividend0.04
Last Cap Gain25.00
Holdings Turnover20.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMWOJXCategory Average
Annual Report Expense Ratio (net)1.22%1.12%
Prospectus Net Expense Ratio1.22%N/A
Prospectus Gross Expense Ratio1.33%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A