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Name

As of 06/02/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MFS Global Growth Fund

MWOJX | Fund

$61.90

$837 M

0.35%

$0.22

1.06%

Vitals

YTD Return

-2.0%

1 yr return

3.8%

3 Yr Avg Return

8.3%

5 Yr Avg Return

4.4%

Net Assets

$837 M

Holdings in Top 10

34.9%

52 WEEK LOW AND HIGH

$62.0
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.06%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 22.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of 06/02/2026

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MFS Global Growth Fund

MWOJX | Fund

$61.90

$837 M

0.35%

$0.22

1.06%

MWOJX - Profile

Distributions

  • YTD Total Return -2.0%
  • 3 Yr Annualized Total Return 8.3%
  • 5 Yr Annualized Total Return 4.4%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.18%
DIVIDENDS
  • Dividend Yield 0.3%
  • Dividend Distribution Frequency Annual

Fund Details

  • Legal Name
    MFS Global Growth Fund
  • Fund Family Name
    MFS Funds
  • Inception Date
    Apr 01, 2005
  • Shares Outstanding
    N/A
  • Share Class
    R4
  • Currency
    USD
  • Domiciled Country
    US
  • Manager
    Jeffrey Constantino

Fund Description

p style="-sec-ix-redline:true;font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;"Effective June 10, 2026, the following paragraph is added as the first paragraph of this sub-section:/pp style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS (Massachusetts Financial Services Company, the fund's investment adviser) normally invests at least 80% of the fund’s net assets in growth companies. Growth companies are companies that MFS believes have above average earnings growth potential compared to other companies. MFS considers a number of factors when determining a company’s growth potential, including whether (i) the issuer is included in an index that is representative of growth companies; (ii) the issuer is classified as a growth company by an independent third party financial data provider; and/or (iii) the issuer exhibits the characteristics of a growth company, considering metrics such as historical and/or projected growth rates relative to the applicable equity market. Growth companies tend to have stock prices that are high relative to their earnings, dividends, book value, or other financial measures. /pp style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS normally invests the fund’s assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. /pp style="-sec-ix-redline:true;font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;"Effective June 10, 2026, the following sentence is deleted in its entirety:/pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS focuses on investing the fund’s assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies)./pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS may invest the fund’s assets in securities of companies of any size. /pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry, sector, country, or region. MFS generally invests the fund's assets in at least three different countries and invests a percentage of the fund's net assets in securities of foreign issuers equal to at least the lesser of 40% or the percentage of foreign issuers in the MSCI All Country World Growth Index less 15%./pp style="font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual issuers. Quantitative screening tools that systematically evaluate issuers may also be considered./pp style="-sec-ix-redline:true;font-size:11.0pt; font-family:Arial; text-align:left; color:#000000; font-weight:bold; text-decoration:none;"Effective June 10, 2026, the following sentence is added as the last paragraph of this sub-section:/pp style="-sec-ix-redline:true;font-size:10.0pt; font-family:Serif; font-style:normal; text-align:left; color:#000000; font-weight:normal; text-decoration:none;"For purposes of the fund's 80% policy, net assets include the amount of any borrowings for investment purposes./p
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MWOJX - Performance

Return Ranking - Trailing

Period MWOJX Return Category Return Low Category Return High Rank in Category (%)
YTD -2.0% -35.6% 29.2% 42.95%
1 Yr 3.8% 17.3% 252.4% 53.52%
3 Yr 8.3%* -3.5% 34.6% 16.55%
5 Yr 4.4%* 0.1% 32.7% 19.73%
10 Yr 10.7%* -6.9% 18.3% 18.74%

* Annualized

Return Ranking - Calendar

Period MWOJX Return Category Return Low Category Return High Rank in Category (%)
2025 1.7% -24.3% 957.1% 33.57%
2024 5.3% -38.3% 47.1% 3.67%
2023 18.2% -54.2% 0.6% 12.52%
2022 -21.8% -76.0% 54.1% 12.59%
2021 11.5% -26.1% 47.8% 40.51%

Total Return Ranking - Trailing

Period MWOJX Return Category Return Low Category Return High Rank in Category (%)
YTD -2.0% -35.6% 29.2% 44.07%
1 Yr 3.8% 11.4% 252.4% 48.98%
3 Yr 8.3%* -3.5% 34.6% 15.21%
5 Yr 4.4%* 0.1% 32.7% 19.06%
10 Yr 10.7%* -6.9% 18.3% 17.81%

* Annualized

Total Return Ranking - Calendar

Period MWOJX Return Category Return Low Category Return High Rank in Category (%)
2025 7.4% -24.3% 957.1% 33.57%
2024 11.0% -33.1% 47.1% 3.67%
2023 20.9% -44.4% 1.8% 8.48%
2022 -19.1% -6.5% 54.1% 11.57%
2021 18.7% -14.4% 47.8% 40.03%

NAV & Total Return History

MWOJX - Holdings

Concentration Analysis

MWOJX Category Low Category High MWOJX % Rank
Net Assets 837 M 199 K 133 B 42.32%
Number of Holdings 78 1 9075 44.38%
Net Assets in Top 10 320 M -18 M 37.6 B 44.05%
Weighting of Top 10 34.89% 9.1% 100.0% 56.98%

Top 10 Holdings

  1. Microsoft Corp. 6.20%
  2. Taiwan Semiconductor Manufacturing Co. Ltd. 5.84%
  3. NVIDIA Corp. 3.34%
  4. Accenture plc, Class A 3.32%
  5. Tencent Holdings Ltd. 3.13%
  6. Visa, Inc., Class A 3.07%
  7. Apple, Inc. 2.86%
  8. Amphenol Corp., Class A 2.45%
  9. Aon plc, Class A 2.36%
  10. TransUnion 2.31%

Asset Allocation

Weighting Return Low Return High MWOJX % Rank
Stocks 		99.39% 61.84% 125.47% 39.98%
Cash 		0.76% -174.70% 23.12% 55.07%
Preferred Stocks 		0.00% -0.01% 5.28% 71.48%
Other 		0.00% -13.98% 19.14% 74.12%
Convertible Bonds 		0.00% 0.00% 4.46% 68.61%
Bonds 		0.00% -1.50% 161.67% 69.60%

Stock Sector Breakdown

Weighting Return Low Return High MWOJX % Rank
Technology 		24.75% 0.00% 49.87% 32.49%
Consumer Defense 		14.29% 0.00% 73.28% 13.11%
Healthcare 		14.14% 0.00% 35.42% 27.09%
Consumer Cyclical 		12.08% 0.00% 40.94% 40.42%
Communication Services 		11.98% 0.00% 57.66% 23.90%
Financial Services 		10.27% 0.00% 38.42% 74.89%
Industrials 		8.03% 0.00% 44.06% 78.08%
Real Estate 		1.86% 0.00% 39.48% 46.04%
Basic Materials 		1.45% 0.00% 38.60% 74.45%
Utilities 		1.15% 0.00% 29.12% 93.61%
Energy 		0.00% 0.00% 21.15% 90.86%

Stock Geographic Breakdown

Weighting Return Low Return High MWOJX % Rank
US 		75.21% 0.13% 103.82% 25.44%
Non US 		24.17% 0.58% 99.46% 68.39%

MWOJX - Expenses

Operational Fees

MWOJX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.06% 0.01% 44.27% 56.90%
Management Fee 0.90% 0.00% 1.82% 91.68%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.76% N/A

Sales Fees

MWOJX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

MWOJX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MWOJX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 22.00% 0.00% 395.00% 51.15%

MWOJX - Distributions

Dividend Yield Analysis

MWOJX Category Low Category High MWOJX % Rank
Dividend Yield 0.35% 0.00% 3.26% 67.94%

Dividend Distribution Analysis

MWOJX Category Low Category High Category Mod
Dividend Distribution Frequency Annual Annually Annually Annually

Net Income Ratio Analysis

MWOJX Category Low Category High MWOJX % Rank
Net Income Ratio 0.18% -4.27% 12.65% 67.50%

Capital Gain Distribution Analysis

MWOJX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

MWOJX - Fund Manager Analysis

Managers

Jeffrey Constantino

Start Date

Tenure

Tenure Rank

Dec 31, 2008

13.42

13.4%

Jeffrey C. Constantino is a portfolio manager, and was an equity research analyst for 5 years until he was promoted to his current position at Massachusetts Financial Services Company in 2005. Prior to joining MFS in 2000, he was employed as a financial consultant in mergers and acquisitions for Arthur Andersen LLP. Constantino holds the Chartered Financial Analyst designation and Certified Public Accountant designation.

Joseph Skorski

Start Date

Tenure

Tenure Rank

May 01, 2018

4.08

4.1%

Mr. Skorski joined MFS in 2007 and has more than two decades of investment experience. During his tenure at the firm, he has had both equity research analyst and portfolio management responsibilities. He joined the portfolio management team of the MFS® Global Growth Equity and MFS® Global Growth Concentrated Equity strategies in 2018 and previously had portfolio management responsibilities for the firm’s Japan Equity strategy.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 35.82 6.24 1.25

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