MWEFX

Active

MFS Global Equity Fund

Category: Other (5,046 funds)

Expense Ratio
1.15%
Annual Cost per $10K
$115.00
30-Year Fee Drag per $10K
$21,077
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.09%

Asset Allocation

US Equity
41%
Intl Equity
58%
Cash
1%

Fee Comparison

MWEFX
1.15%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

16% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+39.30%3Y
Compare to

Fee Impact Calculator

$
%
MWEFX at 1.15%$275,230
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$105,383
Cost vs index fund−$102,194

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
MWEFXMFS Global Equity Fund1.15%
APDYXArtisan Developing World Fund1.13%
MWEMXMFS Global Equity Fund0.81%
FGOMXStrategic Advisers Fidelity Emerging Markets Fund0.32%
FMDRXFranklin Mutual Global Discovery Fund0.92%
DOXWXDodge & Cox Global Stock Fund0.52%
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund0.46%
IGFiShares Global Infrastructure ETF0.39%
GAAHXGMO Resources Fund0.63%
EAGRXFirst Eagle Global Fund1.10%
FWCGXCapital World Growth & Income Fund0.47%
SEQUXSequoia Fund Inc1.00%
OAZGXOakmark Global Fund0.87%
NMFIXMulti-Manager Global Listed Infrastructure Fund0.98%
YAFFXAMG Yacktman Focused Fund1.25%
NFRAFlexShares STOXX Global Broad Infrastructure Index Fund0.47%
FTGFXTempleton Growth Fund, Inc.1.03%
VGPMXVANGUARD GLOBAL CAPITAL CYCLES FUND0.44%
CBHAXVictory Market Neutral Income Fund0.76%
ICLNiShares Global Clean Energy ETF0.41%
AGVDXAmerican Funds Global Insight Fund1.53%
FIQRXFidelity Global Commodity Stock Fund0.79%
GHAAXGlobal Resources Fund1.38%
DEQAXBNY Mellon Global Equity Income Fund1.24%
TRZRXT. Rowe Price Real Assets Fund, Inc.0.65%
GMADXGMO Global Equity Allocation Fund0.58%
ROBOROBO Global Robotics and Automation Index ETF0.95%
APDGXArtisan Global Value Fund1.12%
FFFGXFidelity Freedom 2045 Fund0.65%
VWIGXVANGUARD INTERNATIONAL GROWTH FUND0.38%
JEEDXInfrastructure Fund0.85%
FFFHXFidelity Freedom 2050 Fund0.65%
FSAMXStrategic Advisers Emerging Markets Fund0.49%
EMQQEMQQ The Emerging Markets Internet ETF0.86%
JNRRXPGIM Jennison Natural Resources Fund1.26%
BOTZGlobal X Robotics & Artificial Intelligence ETF0.68%
PIOInvesco Global Water ETF0.75%
FNARXFidelity Natural Resources Fund0.69%
CFWAXCalvert Global Water Fund1.24%
FCTKXFidelity Freedom 2055 Fund0.45%
FCIVXFrontier MFG Core Infrastructure Fund0.50%
FFFFXFidelity Freedom 2040 Fund0.63%
RGIRXGlobal Infrastructure Fund0.86%
URAGlobal X Uranium ETF0.69%
PGVFXPOLARIS GLOBAL VALUE FUND0.99%
KWEBKraneShares CSI China Internet ETF0.70%
MVGAXMFS Low Volatility Global Equity Fund0.99%
PAXDXImpax Global Sustainable Infrastructure Fund0.80%
GMOCXGMO Resource Transition Fund0.95%
WRAAXWilmington Global Alpha Equities Fund1.25%
AVEWXAVE MARIA WORLD EQUITY FUND1.18%
AIAFXabrdn Global Infrastructure Fund1.25%
RSNYXVictory Global Energy Transition Fund1.15%
CCGSXBaird Chautauqua Global Growth Fund1.05%
FDKVXFidelity Freedom 2060 Fund0.45%
TRNEXT. Rowe Price New Era Fund0.57%
GCOWPacer Global Cash Cows Dividend ETF0.60%
FLPCXFidelity Low-Priced Stock Fund1.40%
VFIFXVANGUARD TARGET RETIREMENT 2050 FUND0.08%
BIALXBrown Advisory Global Leaders Fund0.76%
VAIGXVANGUARD ADVICE SELECT INTERNATIONAL GROWTH FUND0.40%
GCCAXGMO Climate Change Fund0.72%
RGAVXClearBridge Global Infrastructure Income Fund1.30%
NQGAXNuveen Global Equity Income Fund1.11%
AGLOXAriel Global Fund1.14%
BGEAXBrandes Global Equity Fund0.82%
APDRXArtisan Global Opportunities Fund1.05%
ARAOXAristotle Saul/Global Equity Fund1.04%
RGLRXGlobal Equity Fund0.81%
MGNRAmerican Beacon GLG Natural Resources ETF0.75%
SMOGVanEck Low Carbon Energy ETF0.61%
INFLHorizon Kinetics Inflation Beneficiaries ETF0.85%
OAZWXOakmark Global Select Fund0.82%
OIHVanEck Oil Services ETF0.35%
VFFVXVANGUARD TARGET RETIREMENT 2055 FUND0.08%
BPGRXBoston Partners Global Equity Fund0.95%
MOOVanEck Agribusiness ETF0.55%
HAPVanEck Natural Resources ETF0.42%
MGORXGlobal Opportunity Portfolio0.85%
WAGNXPabrai Wagons Fund1.25%
GRSAXBrookfield Next Generation Infrastructure Fund1.25%
FFFLXFidelity Advisor Freedom 2050 Fund1.19%
SGIDXSteward Global Equity Income Fund1.01%
NLRVanEck Uranium and Nuclear ETF0.56%
TMFGMotley Fool Global Opportunities ETF0.85%
PGRNXImpax Global Environmental Markets Fund1.14%
VTIVXVANGUARD TARGET RETIREMENT 2045 FUND0.08%
FCGLXFidelity Advisor Freedom 2045 Fund0.65%
GTEKGoldman Sachs Future Tech Leaders Equity ETF0.75%
EXIiShares Global Industrials ETF0.39%
RGSAXVirtus KAR Global Small-Cap Fund1.63%
AGQIFirst Trust Active Global Quality Income ETF0.85%
FTWRXTempleton World Fund1.05%
ECOAXRedwheel Next Generation Power Infrastructure Fund1.20%
FILFXStrategic Advisers International Fund0.42%
QCSTFXCollege Retirement Equities Fund - Stock Account
FEMWXFidelity Equity Market Neutral Fund1.09%
VTTSXVANGUARD TARGET RETIREMENT 2060 FUND0.08%
GLNAXMFS Global New Discovery Fund1.35%
GGIJXGoldman Sachs Global Infrastructure Fund0.96%
MPGVXMondrian Global Equity Value Fund0.74%

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