MWEBX Rating, Research - Mfs Global Equity B

Mfs Global Equity B (mwebx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 39

Threats + Weaknesses = 27

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mwebx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Global Equity B (MWEBX) Description: MWEBX is a mutual fund, which is an investment that owns a basket of assets. The MWEBX mutual fund was provided by Mfs and this investment vehicle derives the majority of its value from equity holdings (stocks). Mfss mutual fund has a long management tenure and is in the small fund size classification. MWEBXs minimum initial investment amount is $1000 while the IRA minimum is $250. MWEBXs expense ratio is roughly 2%. The latest MWEBXs front end load was 0% and the back end load was 4%. The Mfs Global Equity B (MWEBX) mutual fund falls under the world stock category. MWEBX focuses its investments in EU and USA and MWEBX is not affiliated with a particular industry or fund sector. The Mfs Global Equity B (MWEBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MWEBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MWEBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve long-term capital appreciation. The fund invests in a portfolio of ETFs selected using the Advisor??s CEMP Long-Term Growth ETF Index Methodology, which emphasizes Traditional and Enhanced ETFs. It invests primarily in fixed income, equity and alternative ETFs. It uses a global asset allocation model that seeks to produce lower volatility with a similar or greater return over a full market cycle compared to its benchmark.


Management Analysis Update


Performance Analysis Update