| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 290 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.87 percent over the past year, 13.77 percent over the past three years, 3.09 percent over the past five years, and 9.05 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.0% |
| 1 Year | 24.9% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | 9.0% |
Summary
The investment seeks capital appreciation. The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It focuses on investing the fund's assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies). The fund may invest a large percentage of its assets in issuers in a single country, a small number of countries, or a particular geographic region.
Fees
Fees are High compared to funds in the same category.
MFS Global Growth Fund has an expense ratio of 1.28 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
