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MFS Global Equity Trust (4532.AX)

1.9000 -0.0100 (-0.52%)
At close: June 28 at 6:07:38 PM EDT
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DELL
  • Previous Close 1.9100
  • YTD Return -0.70%
  • Expense Ratio 0.00%
  • Category Equity World Large Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 6.75B
  • Beta (5Y Monthly) 1.07
  • Yield 8.59%
  • 5y Average Return --
  • Holdings Turnover 16.64%
  • Last Dividend 0.00
  • Inception Date Jul 1, 1997

The Trust invests in all types of ordinary shares and equivalents of US and non-US issuers. The MFS style ensures that companies are selected as opposed to countries which my lead to country over/underweighting relative to the MSCI World Index.

MFS Investment Management

Fund Family

Equity World Large Growth

Fund Category

6.75B

Net Assets

1997-07-01

Inception Date

Performance Overview: 4532.AX

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Trailing returns as of 4/30/2016. Category is Equity World Large Growth.

YTD Return

4532.AX
0.70%
Category
2.89%
 

1-Year Return

4532.AX
1.88%
Category
13.25%
 

3-Year Return

4532.AX
19.19%
Category
11.09%
 

5-Year Return

4532.AX
16.33%
Category
13.95%
 

Holdings: 4532.AX

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Top 10 Holdings (24.19% of Total Assets)

SymbolCompany% Assets
TMO
Thermo Fisher Scientific Inc. 2.72%
ACN
Accenture plc 2.64%
NSRGF
Nestlé S.A. 2.62%
HON
Honeywell International Inc. 2.58%
TWX
TWX 2.53%
RBGPF.L
RBGPF.L 2.44%
BAYZF.DE
BAYZF.DE 2.34%
DIS
The Walt Disney Company 2.27%
V
Visa Inc. 2.10%
DGEAF.L
DGEAF.L 1.95%

Sector Weightings

Sector4532.AX
Healthcare   17.65%
Industrials   13.78%
Technology   9.34%
Energy   1.38%
Real Estate   0.00%
Utilities   0.00%

Recent News: 4532.AX

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Research Reports: 4532.AX

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