fundvisualizer.com

MFS Global Growth IMWOIX

Performance (before sales charge)

As of 02/29/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 02/29/2024
Stock
70.34%
Non-U.S. Stock
28.50%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.15%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 02/29/2024

Basic materials

1.95%

Consumer cyclical

9.19%

Financial services

13.02%

Real estate

2.31%

Consumer defensive

9.12%

Health care

12.45%

Utilities

1.15%

Communication services

8.02%

Energy

0.00%

Industrials

12.14%

Technology

29.48%

Top 10 holdings

As of 02/29/2024

Microsoft Corp
7.24%
Visa Inc Class A
3.58%
Taiwan Semiconductor Manufacturing Co Ltd ADR
2.91%
Alphabet Inc Class A
2.89%
Accenture PLC Class A
2.84%
Canadian Pacific Kansas City Ltd
2.47%
Apple Inc
2.28%
Amphenol Corp Class A
2.24%
Agilent Technologies Inc
2.06%
Steris PLC
1.98%
Fund assets

$952.9 Million

Share class

Inst

Morningstar category

Global Large-Stock Growth

Expense ratio

0.97%

Investment objective

World Stock

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