MGWRX Mutual Fund

MGWRX Mutual Fund (MFS Global Growth Fund Cl R2) is managed by MFS Investment Management with $1.7M in net assets. MGWRX expense ratio is 1.47%, holding 80 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2003-10-31.

MGWRX performance shows a YTD return of 0.76%. The 1-year return is 3.04% and the 5-year return is 3.42%. MGWRX dividend yield stands at 5.60%, paid annually.

MGWRX top holdings include Taiwan Semiconductor - Adr (6.1%), Alphabet Inc,class A (4.7%), Nvidia Corp (4.4%), Amazon.Com Inc (4.2%), Visa Inc Class A (3.5%). Go to all MGWRX holdings, MGWRX sectors, or MGWRX dividends.

MGWRX can be compared against other funds. Use MGWRX overlap to find shared positions, or MGWRX vs another fund for a side-by-side view. MGWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.