MFS Global Equity Fund R4 (MWELX)
39.66
-0.27
(-0.68%)
USD |
Apr 28 2026
MWELX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.14% |
| Stock | 99.86% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2026
| Large | 78.34% |
| Mid | 17.66% |
| Small | 4.00% |
Region Exposure
| Americas | 45.44% |
|---|---|
|
North America
|
45.09% |
| Canada | 2.48% |
| United States | 42.60% |
|
Latin America
|
0.35% |
| Mexico | 0.35% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 49.63% |
|---|---|
| United Kingdom | 12.75% |
|
Europe Developed
|
36.05% |
| Austria | 0.61% |
| Denmark | 0.59% |
| France | 10.83% |
| Germany | 4.41% |
| Greece | 0.86% |
| Ireland | 8.85% |
| Italy | 1.24% |
| Netherlands | 0.26% |
| Spain | 3.26% |
| Switzerland | 5.14% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.83% |
| Israel | 0.83% |
| Greater Asia | 4.93% |
|---|---|
| Japan | 2.79% |
|
Australasia
|
0.00% |
|
Asia Developed
|
2.13% |
| South Korea | 0.87% |
| Taiwan | 1.26% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.01% |
|---|
Stock Sector Exposure
| Cyclical |
|
36.08% |
| Materials |
|
8.06% |
| Consumer Discretionary |
|
8.61% |
| Financials |
|
19.41% |
| Real Estate |
|
0.00% |
| Sensitive |
|
41.07% |
| Communication Services |
|
4.57% |
| Energy |
|
0.58% |
| Industrials |
|
18.03% |
| Information Technology |
|
17.89% |
| Defensive |
|
22.74% |
| Consumer Staples |
|
5.45% |
| Health Care |
|
17.29% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.11% |
| Non Classified Equity |
|
0.11% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |