MFS Global Concentrated Eq (S:0P0000KAUI)
46.29
+0.55
(+1.20%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 28, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp. | 6.57% | 487.71 | -0.06% |
| Visa, Inc. | 5.85% | 355.00 | -0.04% |
| Legrand SA | 5.59% | 149.21 | 0.00% |
| Willis Towers Watson Plc | 5.47% | 334.60 | 0.02% |
| Medtronic Plc | 4.91% | 96.52 | -0.77% |
| The Charles Schwab Corp. | 4.83% | 101.89 | 0.04% |
| Schneider Electric SE | 4.68% | 279.44 | -2.06% |
| Becton, Dickinson & Co. | 4.31% | 196.33 | 0.11% |
| LVMH Moët Hennessy Louis Vuitton SE | 4.10% | 746.30 | -0.03% |
| Thermo Fisher Scientific, Inc. | 4.04% | 580.74 | 0.28% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |