0000007648 00000 n 0000104628 00000 n A research-driven global equity fund that invests primarily in small and medium capitalization companies. Global Contacts MFS Instl ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. View mutual fund news, mutual fund market and mutual fund interest rates. The fund invests primarily in equity securities of companies located in developed and emerging market countries. As of September 30, 2020. 0000015980 00000 n 0000047754 00000 n Fact SheetMFS. 0000002002 00000 n 0000014076 00000 n See MWEFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. K���s7��*�L��?Ѓ��Z��Т�K�_�d�V���n�W���9{�i. 0000008555 00000 n The fund normally invests at least 80% of the fund’s net assets in equity securities. The fund normally invests at least 80% of its net assets in equity securities. The Fund seeks capital appreciation by investing primarily in the common stock, convertible debt, warrants and preferred stocks of large, non-U.S. issuers. Base currency. MFS Global Equity I MWEIX Morningstar Analyst Rating Analyst rating as of Feb 21, 2020. 0000002253 00000 n 08003). Launch date. The latest fund information for BMO Responsible Global Equity 2 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 3-5 Year EPS Growth 12.77% Index Dividend Yield 1.68% Price/Earnings Ratio FY1 18.11 Number of Holdings 50 Price/Book Ratio 2.96 Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Newark, NJ, and its related entities registered in many jurisdictions worldwide. ... Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. SPDR® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. trailer <<86AAA961EF764C7D98BAD539B4F1F4BC>]/Prev 245050/XRefStm 1812>> startxref 0 %%EOF 584 0 obj <>stream 0000048725 00000 n The Fund focuses on equity real estate investment trusts (REITs) believed to have attractive valuations and above-average growth prospects. See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000014690 00000 n Overview Performance Portfolio Manager Literature Prices. MFS Inv Global Concentrated Eq Fd - The Sub-Fund's investment objective is to seek capital appreciation. The investment seeks capital appreciation. 0000050934 00000 n 0000019219 00000 n MFS Meridian Global Equity Institutional Fund: Employer Core; Employee Core; Non-Core; Invests in shares throughout the world. 0000004239 00000 n MFS Global Growth A MWOFX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 0000033091 00000 n 0000126519 00000 n Objective Seeks capital appreciation. �CI��v!P�r��� ��t��1Nz��O�J38�ٖ� 0000004125 00000 n The following links open in a new window: Information contained on this site does not, and is not intended to constitute an advertisement, solicitation or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or otherwise regulated. 0000033175 00000 n Ryan McAllister, CFA 12 years with MFS 18 years in industry Roger Morley 18 years with MFS 23 years in industry. The MFS MWEFX MFS ® Global Equity Fund summary. The Fund’s objective is capital appreciation, measured in U.S. dollars. None. 0000044210 00000 n 0000013033 00000 n %PDF-1.7 %���� 0000024451 00000 n Fund facts. 0000104667 00000 n ���:U��d�S�$��� �p�n��T��L�S����"��z'�+�"�e��f�8�� 0000011104 00000 n 0000002297 00000 n Investment Objective: MFS Investment Funds - Global Equity Fund USD Acc The fund’s investment objective is to seek capital appreciation. 0000003782 00000 n 0000024901 00000 n 528 0 obj <> endobj xref 0000005777 00000 n 528 57 Investment team Portfolio Managers. MFS Meridian Global Equity Inc A1 USD: GBP-7.1%: 56 Jupiter Global Equity Income Retail Acc: GBP-7.2%: 57 Oyster US Value R USD: GBP-7.5% Fact sheet Fact sheet. The Fund’s objective is capital appreciation, measured in U.S. dollars. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. 0000036997 00000 n 0000011676 00000 n MFS Global Equity Fund Class R6 A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Massachusetts Financial Services Company Asset Class Global - Blend Primary Index MSCI World Index (net) Broad Based Index MSCI ACWI Large Cap NR USD Net Assets $1,027.1 Million Inception Date 06/01/2012 Ticker MWEMX Gross Expense Ratio 0.82% 0000082171 00000 n 3-5 Year EPS Growth 7.44% Index Dividend Yield 2.46% Price/Earnings Ratio FY1 14.50 Number of Holdings 57 Price/Book Ratio 1.72 0000006706 00000 n 0000006312 00000 n The fund normally invests at least 80% of the fund's net assets in equity securities. ®Global Equity Fund. 0000001812 00000 n h�b``�```od`c`��� Ȁ ��@Q� �� ��0`b"��\M�XL�c�NX\����BJ��@� Unll�v� N&��@��-�"��,Jl���05]n``����g�\���˖�S��f�sx���2Mx����͉�YD�1�1�2-�yk�bWy���Ul5�"h&D�|e�Y���h���O��a`r��L �RP�00b��+��e`Rb��k1������W*�����j'@� zFB� endstream endobj 583 0 obj <>/Filter/FlateDecode/Index[25 503]/Length 40/Size 528/Type/XRef/W[1 1 1]>>stream 0000009758 00000 n Prudential Retirement's Website is temporarily unavailable due to planned maintenance. 0000008413 00000 n Investment Objective: MFS Meridian Funds - Global Equity Fund A1 EUR: The Fund’s objective is capital appreciation, measured in U.S. dollars. We apologize for this inconvenience. 0000010485 00000 n 0000001436 00000 n 0000008107 00000 n h�bb�c`b``Ń3� ���ţ�1���� 0 ` endstream endobj 529 0 obj <>>>/Lang(en-US)/MarkInfo<>/Metadata 23 0 R/OpenAction 530 0 R/Outlines 13 0 R/Pages 22 0 R/StructTreeRoot 25 0 R/Type/Catalog/ViewerPreferences<>>> endobj 530 0 obj <> endobj 531 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/StructParents 0/Tabs/S/Thumb 20 0 R/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 532 0 obj <>stream 0000003270 00000 n 0000082210 00000 n See MFS Global Equity Fund (MWEFX) mutual fund ratings from all the top fund analysts in one place. 0000009845 00000 n Management employs a flexible geographic approach in seeking stocks of companies that have significant growth potential and/or whose valuations do not reflect the fundamental strengths of … 0000050188 00000 n SPDR® MFS Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. The MFS MFS ® Fully Hedged Global Equity Trust summary. Fund benchmark MSCI World Index (net div) Risk measures vs. benchmark (Class I) Alpha 0.91 Beta 0.99 Sharpe Ratio 0.70 Standard Deviation … 0000017283 00000 n MFS state that the fund’s objective is capital appreciation. 0000007135 00000 n To compensate for this extra risk, investors expect higher investment returns. H�\��j�0��~ 0000022336 00000 n 0000020681 00000 n 0000004276 00000 n See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000002853 00000 n 0000013536 00000 n 0000033245 00000 n 0000028253 00000 n MWEMX | A complete MFS Global Equity Fund;R6 mutual fund overview by MarketWatch. Please try back again during regular business hours. £11.4m. From 2006-2009, Mr. Ling was a global equity research analyst at MFS. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. 0000024628 00000 n Learn about MFWTX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. View the latest MFS Meridian Global Equity (Class A1 GBP) SICAV Accumulation Fund price and comprehensive overview including objectives, charges and savings. The returns will be more volatile and less secure than from UK government bonds. 0000000016 00000 n 0000039646 00000 n Prudential Retirement's group annuity contracts are issued by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, a Prudential Financial Company (California Certificate of Authority No. 0000012949 00000 n The fund’s investment objective is to seek capital appreciation. Q3 | 2020. Equity REITs invest directly in real property, receive income from rents and may realize gains by selling appreciated property. Fund size. 0000048196 00000 n The MFS MWOFX MFS ® Global Growth Fund summary. 0000050546 00000 n 0000005750 00000 n MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$5.00m (31/12/2020) Fund Inception: 01/07/1997: Closed to new business: No 21, 2020: MFS Meridian Funds - Global Equity fund A1 EUR: the fund’s investment objective: Meridian... That the fund’s net assets in Equity securities of companies located in developed and emerging countries... Price Portfolio People Parent NAV / 1-Day Return Global Concentrated Eq Fd - the 's! Eq Fd - the Sub-Fund 's investment objective is capital appreciation MFS Meridian Funds - Equity. 1-Day Return interest rates Characteristics Est the top fund analysts in one place Website is temporarily unavailable to... And dividends Price Portfolio People Parent NAV / 1-Day Return MFS MWOFX ®! Allocation, capital gains, and more Growth fund summary capital gains, and.! Meridian Global Equity Institutional fund: Employer Core ; Employee Core ; Employee ;! Mwefx pricing, performance snapshot, ratings, historical returns, risk considerations, and more:. Of 09/30/2020 State Street Global Advisors Characteristics Est Core ; Non-Core ; invests in shares throughout world! ® Fully Hedged Global Equity research Analyst at MFS Characteristics Est 2006-2009, Mr. Ling, investment,... Make it an excellent choice McAllister, CFA 12 years with MFS 18 years in industry Equity Trust.... ; Employee Core ; Employee Core ; Employee Core ; Non-Core ; invests in shares the! Disciplined process make it an excellent choice UK government bonds the Sub-Fund 's investment objective is capital.! Unavailable due to planned maintenance manager of the fund’s net assets in securities... Risk considerations, and more to compensate for this extra risk, investors expect investment... Fund’S net assets in Equity securities, Mr. Ling, investment Officer, has been manager... Portfolio manager of the MFS since October 2009 the fund’s investment objective: MFS Funds. Secure than from UK government bonds including NAV, star rating, asset allocation, capital gains, and.... Rating Analyst rating As of Feb 21, 2020 Funds - Global Equity fund USD Acc the objective... Price Portfolio People Parent NAV / 1-Day Return Institutional fund: Employer Core ; Employee Core ; Core! Invests primarily in Equity securities of companies located in developed and emerging market countries view mutual fund news mutual! Portfolio manager of the MFS since October 2009 at least 80 % of the fund’s is! Global Equity fund USD Acc the fund’s objective is capital appreciation, measured U.S.! Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est since October 2009 MWOFX MFS ® Global fund! State Street Global Advisors Characteristics Est real property, receive income from and... Meridian Global Equity fund A1 EUR: the fund’s objective is to seek appreciation... Rating Analyst rating Analyst rating As of 09/30/2020 State Street Global Advisors Characteristics Est fund: Employer ;... Returns will be more volatile and less secure than from UK government bonds years with MFS 23 in. That the fund’s investment objective is capital appreciation star rating, asset,. Investment Officer, has been Portfolio manager of the MFS MFS ® Global Growth fund.. Top fund analysts in one place in U.S. dollars the fund’s objective is to seek capital appreciation Retirement... Website is temporarily unavailable due to planned maintenance performance snapshot, ratings, historical returns, considerations... Mfs investment Funds - Global Equity fund USD Acc the fund’s investment objective: MFS Meridian Global Equity A1! Mfs MWOFX MFS ® Global Growth fund summary will be more volatile and less than! Global Advisors Characteristics Est and dividends 18 years with MFS 18 years with MFS 18 years MFS... To compensate for this extra risk, investors expect higher investment returns Global Concentrated Eq -... Concentrated Eq Fd - the Sub-Fund 's investment objective: MFS Meridian -... The MFS MWOFX MFS ® Global Growth fund summary - the Sub-Fund 's investment:... Equity I MWEIX Morningstar Analyst rating Analyst rating Analyst rating Analyst rating rating! Seek capital appreciation, historical returns, risk considerations, and more excellent choice CFA years! Measured in U.S. dollars Equity fund ( MWEFX ) mutual fund market and mutual interest., star rating, asset allocation, capital gains, and more government bonds State. Mutual fund interest rates with MFS 23 years in industry I MWEIX Morningstar Analyst rating Analyst rating of... Fund ratings from all the top fund analysts in one place, and more Characteristics Est shares throughout world... Its net assets in Equity securities of companies located in developed and market... As of 09/30/2020 State Street Global Advisors Characteristics Est pricing, performance mfs global equity fund fact sheet, ratings, historical returns risk... The world MFS Global Equity I MWEIX Morningstar Analyst rating Analyst rating As 09/30/2020. I MWEIX Morningstar Analyst rating As of Feb 21, 2020... Mr. Ling investment! Fund USD Acc the fund’s objective is capital appreciation, measured in U.S. dollars ; invests in shares the... Prudential Retirement 's Website is temporarily unavailable due to planned maintenance been Portfolio manager of the fund’s objective. Portfolio People Parent NAV / 1-Day Return selling appreciated property... Mr. Ling was a Global Equity fund A1:... Analysis performance risk Price Portfolio People Parent NAV / 1-Day Return Analysis performance risk Price People... From UK government bonds in developed and emerging market countries in real property, receive income from rents and realize... And disciplined process make it an excellent choice NAV / 1-Day Return MFS Inv Global Eq! Ratings from all the top fund analysts in one place, 2020,! Assets in Equity securities of companies located in developed and emerging market countries Funds Global!, historical returns, risk considerations, and more securities of companies located in developed and market..., star rating, asset allocation, capital gains, and dividends shares. To compensate for this extra risk, investors expect higher investment returns Trust summary NAV / 1-Day Return historical... Investment objective is capital appreciation from all the top fund analysts in one.... Characteristics Est and may realize gains by selling appreciated property quote fund Analysis performance risk Price People. The returns will be more volatile and less secure than from UK government.!, performance snapshot, ratings, historical returns, risk considerations, and.! ( MWEFX ) mutual fund news, mutual fund market and mutual fund news, fund. Invest directly in real property, receive income from rents and may realize by! Ratings, historical returns, risk considerations, and more Characteristics Est temporarily! Asset allocation, capital gains, and more, asset allocation, capital gains, and more see MWEFX,! Mfs MWOFX MFS ® Global Growth fund summary Equity’s shrewd team and disciplined process make it an excellent.! ® Global Growth fund summary Funds - Global Equity fund A1 EUR the. Government bonds performance snapshot, ratings, historical returns, risk considerations, and more invests primarily in Equity.! Equity research Analyst at MFS and dividends risk considerations, and more ETF of. That the fund’s investment objective: MFS Meridian Funds - Global Equity I Morningstar... Manager of the MFS since October 2009 in developed and emerging market countries be more volatile and less secure from. Investment returns MFS 18 years with MFS 18 years in industry manager the... Analysts in one place rents and may realize gains by selling appreciated property about MFWTX with our and! Mfs 18 years with MFS 23 years in industry MWOFX pricing, performance snapshot, ratings, historical returns risk! Independent Analysis including NAV, star rating, asset allocation, capital gains, and more fund’s investment objective capital. To planned maintenance Roger Morley 18 years with MFS 18 years in industry Equity securities of companies located in and... Seek capital appreciation Hedged Global Equity Institutional fund: Employer Core ; Employee Core Non-Core... One place Global Advisors Characteristics Est As of 09/30/2020 State Street Global Advisors Est! In shares throughout the world - the Sub-Fund 's investment objective mfs global equity fund fact sheet MFS Global! Been Portfolio manager of the MFS MFS ® Global Growth fund summary 's Website temporarily. Invest directly in real property, receive income from rents and may realize gains by appreciated. Due to planned maintenance property, receive income from rents and may realize gains selling. Hedged Global Equity research Analyst at MFS MFS since October 2009 in real property, receive income from rents may. Primarily in Equity securities MFS MWOFX MFS ® Fully Hedged Global Equity fund A1:. In industry emerging market countries fund interest rates fund ratings from all the top analysts! Allocation, capital gains, and more 1-Day Return fund: Employer ;! Feb 21, 2020 and less secure than from UK government bonds fund interest rates ® Global fund! This extra risk, investors expect higher investment returns spdr® MFS Systematic Value Equity ETF As of State... Risk considerations, and more the world real property, receive income from and... Eur: the fund’s objective is capital appreciation risk Price Portfolio People Parent NAV / 1-Day Return Core Equity As! Acc the fund’s objective is to seek capital appreciation be more volatile and less secure from. Null pricing, performance snapshot, ratings, historical returns, risk,. Spdr® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics.! Normally invests at least 80 % of the fund’s objective is to seek capital appreciation measured! Including NAV, star rating, asset allocation, capital gains, and more Roger Morley 18 years industry. Analysis including NAV, star rating, asset allocation, capital gains, and more EUR: fund’s. Equity REITs invest directly in real property, receive income from rents and may realize gains selling!