4 / 5 Stars
5 5 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#38 in World Stock
U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.87 percent over the past year, 13.49 percent over the past three years, 22.39 percent over the past five years, and 9.26 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||22.4%|
|10 Years (Annualized)||9.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. It may invest its assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
Fees are Above Average compared to funds in the same category.
MFS® Global Equity Fund has an expense ratio of 1.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.