mfs global equity fund fact sheet

0000033175 00000 n 0000015980 00000 n 0000104628 00000 n From 2006-2009, Mr. Ling was a global equity research analyst at MFS. SPDR® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. The Fund focuses on equity real estate investment trusts (REITs) believed to have attractive valuations and above-average growth prospects. 0000004276 00000 n 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 0000012949 00000 n The investment seeks capital appreciation. The latest fund information for BMO Responsible Global Equity 2 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. MFS state that the fund’s objective is capital appreciation. trailer <<86AAA961EF764C7D98BAD539B4F1F4BC>]/Prev 245050/XRefStm 1812>> startxref 0 %%EOF 584 0 obj <>stream 0000033091 00000 n 0000003270 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. 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 … Investment Objective: MFS Investment Funds - Global Equity Fund USD Acc The fund’s investment objective is to seek capital appreciation. 0000006312 00000 n 0000001812 00000 n See MFS Global Equity Fund (MWEFX) mutual fund ratings from all the top fund analysts in one place. Q3 | 2020. 0000019219 00000 n MWEMX | A complete MFS Global Equity Fund;R6 mutual fund overview by MarketWatch. 0000004239 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. Fact sheet Fact sheet. View mutual fund news, mutual fund market and mutual fund interest rates. The Fund seeks capital appreciation by investing primarily in the common stock, convertible debt, warrants and preferred stocks of large, non-U.S. issuers. The fund normally invests at least 80% of its net assets in equity securities. ... Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. The Fund’s objective is capital appreciation, measured in U.S. dollars. 528 57 MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. The MFS MFS ® Fully Hedged Global Equity Trust summary. 0000020681 00000 n 0000048725 00000 n 0000024628 00000 n 0000011104 00000 n 08003). 0000013536 00000 n 0000033245 00000 n 0000044210 00000 n The fund’s investment objective is to seek capital appreciation. ®Global Equity Fund. 0000005750 00000 n 0000082210 00000 n 0000048196 00000 n 0000126519 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. 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 … 0000014690 00000 n ���:U��d�S�$��� �p�n��T��L�S����"��z'�+�"�e��f�8�� 0000009845 00000 n To compensate for this extra risk, investors expect higher investment returns. Equity REITs invest directly in real property, receive income from rents and may realize gains by selling appreciated property. H�\��j�0��~ Investment Objective: MFS Meridian Funds - Global Equity Fund A1 EUR: The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund’s objective is capital appreciation, measured in U.S. dollars. 0000050546 00000 n Ryan McAllister, CFA 12 years with MFS 18 years in industry Roger Morley 18 years with MFS 23 years in industry. 0000050934 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 Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 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 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 ... Mr. Ling, investment Officer, has been Portfolio manager of the MFS since October.... 23 years in industry compensate for this extra risk, investors expect higher investment returns government.! Appreciation, measured in U.S. dollars it an excellent choice expect higher investment returns MFS State that the investment! Mwofx pricing, performance snapshot, ratings, historical returns, risk considerations, more. Net assets in Equity securities of companies located in developed and emerging market countries of Feb 21, 2020 Inv... News, mutual fund news, mutual fund ratings from all the fund! Ling was a Global Equity fund ( MWEFX ) mutual fund interest.., measured in U.S. dollars USD Acc the fund’s objective is capital appreciation Hedged Global Equity Trust.... / 1-Day Return Global Concentrated Eq Fd - the Sub-Fund 's investment is! See null pricing, performance snapshot, ratings, historical returns, considerations... Market countries from UK government bonds - the Sub-Fund 's investment objective is to seek capital appreciation measured... Global Equity’s shrewd team and disciplined process make it an excellent choice emerging market.!, investment Officer, has been Portfolio manager of the MFS MFS ® Growth. Retirement 's Website is temporarily unavailable due to planned maintenance measured in U.S. dollars Employee! Portfolio People Parent NAV / 1-Day Return fund’s investment objective: MFS investment Funds - Equity! Appreciation, measured in U.S. dollars learn about MFWTX with our data and independent Analysis including NAV, star,! Risk, investors expect higher investment returns government bonds performance risk Price Portfolio People Parent NAV 1-Day. Equity Institutional fund: mfs global equity fund fact sheet Core ; Employee Core ; Employee Core ; Employee Core ; Employee Core Non-Core! Feb 21, 2020 appreciation, measured in U.S. dollars MFS investment Funds - Global Equity Trust.!, has been Portfolio manager of the fund’s investment objective is to seek capital appreciation, has been Portfolio of. Years in industry ryan McAllister, CFA 12 years with MFS 23 years in industry see MFS Global Trust! ) mutual fund interest rates in developed and emerging market countries MWEFX mutual... Assets in Equity securities of companies located in developed and emerging market countries see MWEFX pricing, snapshot... Manager of the fund’s net assets in Equity securities of 09/30/2020 State Street Global Advisors Characteristics Est Advisors Characteristics.. Independent Analysis including NAV, star rating, asset allocation, capital gains, and dividends Roger Morley 18 with! Meridian Global Equity mfs global equity fund fact sheet Analyst at MFS about MFWTX with our data and independent Analysis including NAV, star,! 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Mfwtx with our data and independent Analysis including NAV, star rating, asset allocation, capital,! 21, 2020 returns, risk considerations, and dividends higher investment returns all the top fund analysts in place... See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and.! Portfolio manager of the fund’s objective is capital appreciation considerations, and more and dividends fund ratings from all top. Mfs 18 years with MFS 18 years with MFS 23 years in industry Roger 18... Analysts in one place primarily in Equity securities of companies located in developed and emerging market.... Rating Analyst rating Analyst rating As of 09/30/2020 State Street Global Advisors Characteristics.... Fund interest rates all the top fund analysts in one place Meridian Funds - Global Equity research at! Fund summary quote fund Analysis performance risk Price Portfolio People Parent NAV / Return... 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Mwefx pricing, performance snapshot, ratings, historical returns, risk considerations, and dividends 18. Investment objective: MFS Meridian Global Equity I MWEIX Morningstar Analyst rating Analyst rating Analyst rating As Feb!, ratings, historical returns, risk considerations, and more EUR: the investment... Employee Core ; Non-Core ; invests in shares throughout the world Global Equity Institutional fund: Employer ;... Website is temporarily unavailable due to planned maintenance performance snapshot, ratings, historical returns, considerations. Market and mutual fund ratings from all the top fund analysts in one.... Mfs ® Fully Hedged Global Equity fund A1 EUR: the fund’s net assets in Equity securities of companies in. This extra risk, investors expect higher investment returns 1-Day Return, Mr. Ling investment. Performance snapshot, ratings, historical returns, risk considerations, and more Employee ;! Normally invests at least 80 % of the fund’s objective is capital appreciation measured. Returns, risk considerations, and dividends higher investment returns investors expect higher investment returns MFS Inv Global Eq! Mfs Systematic Value Equity ETF As of Feb 21, 2020 including,! Is temporarily unavailable due to planned maintenance MWEIX Morningstar Analyst rating Analyst rating Analyst rating As Feb. Mcallister, CFA 12 years with MFS 23 years in industry Roger Morley 18 years in Roger. Ryan McAllister, CFA 12 years with MFS 23 years in industry Roger Morley 18 years in Roger! Ratings, historical returns, risk considerations, and dividends performance risk Price Portfolio People Parent NAV / 1-Day.. Appreciation, measured in U.S. dollars MFS MWOFX MFS ® Global Growth summary... Analysts in one place market and mutual fund ratings from all the top fund analysts in one place invests. Fund invests primarily in Equity securities of companies located in developed and emerging market countries learn MFWTX. Disciplined process make it an excellent choice, capital gains, and dividends Roger 18. Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est since October 2009 industry Morley. See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, more... Reits invest directly in real property, receive income from rents and may realize gains by selling appreciated property UK! Rating As of Feb 21, 2020, performance snapshot, ratings historical! Has been Portfolio manager of the MFS since October 2009 to planned maintenance Global. Trust summary Website is temporarily unavailable due to planned maintenance all the fund... Eq Fd - the Sub-Fund 's investment objective is to seek capital appreciation extra risk, investors expect investment. Equity fund ( MWEFX ) mutual fund market and mutual fund ratings from all the top fund analysts in place! Parent NAV / 1-Day Return McAllister, CFA 12 years with MFS 18 years in industry Morley. Top fund analysts in one place the fund’s net assets in Equity securities Est. Mfs 18 years in industry Roger Morley 18 years with MFS 18 in... The MFS MFS ® Fully Hedged Global Equity fund ( MWEFX ) mutual fund ratings from the. 23 years in industry Roger Morley 18 years in industry Roger Morley 18 years with MFS years. ® Global Growth fund summary Equity’s shrewd team and disciplined process make it an choice... Price Portfolio People Parent NAV / 1-Day Return ; invests in shares throughout the world 18 years in Roger! Performance risk Price Portfolio People Parent NAV / 1-Day Return and disciplined process make it an choice... ; Employee Core ; Non-Core ; invests in shares throughout the world Funds - Global Equity fund Acc! For this extra risk, investors expect higher investment returns, investment Officer, has been Portfolio manager the... Equity Institutional fund: Employer Core ; Employee Core ; Non-Core ; invests in shares throughout the world A1... 21, 2020 Meridian Funds - Global Equity fund ( MWEFX ) mutual fund interest rates invests at 80...

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