MFS Global Equity C
500 Boylston St 15th Floor Boston MA 02116
Map
Phone: 800-225-2606
| Category: | World Stock | | Fund Family: | MFS | | Net Assets: | 36.95M | | Year-to-Date Return: | -12.08% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-94 |
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David R. Mannheim
Lead Manager since
01-Apr-92 | | | Investment Officer; Global Equity Portfolio Manager Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.Joined MFS in 1988 as an Equity Research Analyst following non-U.S. securities; named Portfolio Manager in 1992 Previous experience includes: four years as a Lending Officer for Midlantic National Bank |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities. It generally focuses on companies with large capitalizations. The fund may invest in U.S. and foreign securities, including emerging-market securities. |
| Last Dividend
(13-Dec-07):
| 0.03 | | Last Cap Gain
(13-Dec-07):
| 3.19 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 61.53% |
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| Expense | MWECX | Category
Avg | | Total Expense Ratio: | 2.21%
| 1.56% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$691 | $695 | | 5 Yr Expense Projection*: |
$1,185 | $1,090 | | 10 Yr Expense Projection*: |
$2,544 | $2,150 |
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1.49% Nasdaq 
0.27%
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