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Mfs Global Equity Fund Class R6 (MWEMX)

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52.01 -0.18    -0.34%
14/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 746.66M
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Equity
MFS Global Equity R6 52.01 -0.18 -0.34%

MWEMX Overview

 
On this page you'll find an in-depth profile of Mfs Global Equity Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of MWEMX among other information.
Category

World Large-Stock Blend

Total Assets

746.66M

Expenses

0.86%

Inception Date

41061

Investment Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Ryan P. McAllister Portfolio Manager 2016 Now
Biography - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude
Roger M. Morley Investment Officer 2009 Now
Biography - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA
David R. Mannheim Director 1992 2018
Biography David R. Mannheim is an investment officer and equity portfolio manager of MFS Investment Management® (MFS®). David joined MFS in 1988 and was named portfolio manager in 1992 and director of International Equity Portfolio Management in 1999. He is a graduate of Amherst College and the MIT Sloan School of Management.
Simon Todd Portfolio Manager 2005 2009
Biography Mr. Todd joined Marathon-London in 2012 and is a Global Equities Portfolio Manager. Previously, he worked for Majedie Asset Management and Odev Asset Management as a Global Equities Portfolio Manager. Mr. Todd began his investment career in 1997.
Elizabeth A. Palmer Vice President, Portfolio Manager 2004 2004
Biography Palmer is a vice president and portfolio manager with MFS Investment Management, her employer since 2002. Prior to this she served as associate portfolio manager and client relationship manager at Grantham Mayo Van Otterloo and portfolio manager at PanAgora Asset Management from 1997 to 1999 and Colonial Management from 1987 to 1997.
Nancy C. Langwiser - 1986 1992
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