MWEFX Rating, Research - Mfs Global Equity A

Mfs Global Equity A (mwefx)

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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 mwefx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Mfs Global Equity A (MWEFX) Description: MWEFX is a mutual fund, which is an investment that owns a basket of assets. The MWEFX 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 average fund size classification. MWEFXs minimum initial investment amount is $1000 while the IRA minimum is $250. MWEFXs expense ratio is roughly 2%. The latest MWEFXs front end load was 6% and the back end load was 0%. The Mfs Global Equity A (MWEFX) mutual fund falls under the world stock category. MWEFX focuses its investments in EU and USA and MWEFX is not affiliated with a particular industry or fund sector. The Mfs Global Equity A (MWEFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MWEFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MWEFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests in equity and equity-related securities of companies located throughout the world, including the United States and emerging countries, and denominated in any currency. There is no limit on the amount it may invest in securities of companies domiciled outside the U.S. The fund will not invest more than 25% of assets in any industry or group of industries, but may invest more than this amount in a broader economic sector or segment. It may invest in cash and other liquid short-term fixed-income securities within a wide range. The funds non-diversified.

Management Analysis Update

Performance Analysis Update