MWECX Rating, Research - Mfs Global Equity C

Mfs Global Equity C (mwecx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 39

Threats + Weaknesses = 27

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

Fund Management Team

Fund Description Update

Mfs Global Equity C (MWECX) Description: MWECX is a mutual fund, which is an investment that owns a basket of assets. The MWECX 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. MWECXs minimum initial investment amount is $1000 while the IRA minimum is $250. MWECXs expense ratio is roughly 2%. The latest MWECXs front end load was 0% and the back end load was 1%. The Mfs Global Equity C (MWECX) mutual fund falls under the world stock category. MWECX focuses its investments in EU and USA and MWECX is not affiliated with a particular industry or fund sector. The Mfs Global Equity C (MWECX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MWECXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MWECXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth, income is incidental. The fund invests primarily in the common stock of U.S. and non-U.S. issuers, particularly issuers located in countries included in the MSCI World index. It normally invests at least 80% of assets in equity and equity-related securities and at least 40% of asset in non-U.S. issuers. The fund invests primarily in securities with a market capitalization of greater than U.S. $15 billion. It also may invest in securities of any market capitalization, including mid-cap and small-cap securities.

Management Analysis Update

Performance Analysis Update