MWOBX Rating, Research - Mfs Global Growth B

Mfs Global Growth B (mwobx)

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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 = 109

Threats + Weaknesses = 79

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in underlying funds that invest primarily in equities. It allocates assets among the underlying funds based on such things as prudent diversification principles, general market outlooks, historical performance, global markets' current valuations, and other global economic factors. The fund may also invest directly in U.S. government securities and/or short-term commercial paper.

Management Analysis Update

Performance Analysis Update