fundvisualizer.com

MFS Global Growth IMWOIX

Performance (before sales charge)

As of 10/31/2022

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 10/31/2022
Stock
67.48%
Non-U.S. Stock
31.89%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
0.63%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 10/31/2022

Basic materials

1.70%

Consumer cyclical

11.71%

Financial services

12.66%

Real estate

2.33%

Consumer defensive

10.81%

Health care

13.91%

Utilities

0.84%

Communication services

10.07%

Energy

0.00%

Industrials

8.53%

Technology

26.83%

Top 10 holdings

As of 10/31/2022

Alphabet Inc Class A
5.07%
Microsoft Corp
4.77%
Canadian Pacific Railway Ltd
2.89%
Accenture PLC Class A
2.69%
Visa Inc Class A
2.66%
Apple Inc
2.59%
Icon PLC
2.15%
Fiserv Inc
2.09%
Amphenol Corp Class A
2.08%
Electronic Arts Inc
2.03%
Fund assets

$639.2 Million

Share class

Inst

Morningstar category

Global Large-Stock Growth

Expense ratio

0.97%

Investment objective

World Stock

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