MWEFX
MFS Global Equity Fund Class A
1W: -1.7%
1M: -4.0%
3M: -0.7%
YTD: +1.5%
1Y: -14.2%
3Y: +11.8%
5Y: -3.7%
$41.25
+0.35 (+0.86%)
Weekly Expected Move ±1.4%
$40
$40
$41
$41
$42
Similar ETFs
20 peers by holdings overlap (83 holdings)
DTM.BR
ETF
50.6%
Shared76 holdings
Total—
AUM—
Price—
DTM.AS
ETF
50.6%
Shared76 holdings
Total—
AUM—
Price—
MWOFX
MFS Global Growth Fund Class A
38.5%
Shared23 holdings
Total71
AUM$481M
Price$61.79
ROGSX
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35.3%
Shared14 holdings
Total28
AUM$843M
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MFRFX
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31.0%
Shared20 holdings
Total98
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IWIRX
Guinness Atkinson Global Innovators Fund - Investor Class
30.4%
Shared12 holdings
Total30
AUM$328M
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DLCEX
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29.7%
Shared15 holdings
Total51
AUM$70M
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TEPLX
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29.3%
Shared16 holdings
Total55
AUM$15.0B
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GGGAX
Gabelli Global Growth Fund
28.9%
Shared12 holdings
Total48
AUM$194M
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QGRPX
UBS US Quality Growth At Rsnbl Prc P
28.8%
Shared10 holdings
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BBGLX
Bridge Builder Large Cap Growth
28.8%
Shared19 holdings
Total308
AUM$31.8B
Price$28.15
MFEGX
MFS Growth A
28.6%
Shared14 holdings
Total68
AUM$42.6B
Price$185.96
POGSX
Pin Oak Equity Fund
28.3%
Shared13 holdings
Total32
AUM$144M
Price$99.94
BUFGX
Buffalo Growth
28.2%
Shared10 holdings
Total38
AUM$175M
Price$39.12
PNOPX
Putnam Sustainable Leaders Fund
28.1%
Shared13 holdings
Total57
AUM$6.9B
Price$130.75
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
28.1%
Shared17 holdings
Total86
AUM$194M
Price$65.83
MRGAX
MFS Series Trust I: MFS Core Equity Fund - Class A
28.1%
Shared21 holdings
Total167
AUM$3.5B
Price$55.52
HLMGX
Harding Loevner Global Equity Portfolio
27.4%
Shared13 holdings
Total59
AUM$548M
Price$33.73
DBISX
DWS Global Macro Fund - Class A
27.1%
Shared15 holdings
Total51
AUM$177M
Price$11.82
SIBAX
Sit Balanced
26.9%
Shared13 holdings
Total71
AUM$76M
Price$40.31
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MWEFX | $1.4B | 78 | 31.9% | 11.8 | 3.1 | 3.6 | 31.4% | 30.5% | 1.65% | +17.8% | +47.5% | 57.1 | 6.2 |
| DTM.BR | — | — | —% | 9.9 | 3.4 | 4.2 | 42.5% | 42.6% | 2.76% | +19.1% | +27.2% | 65.3 | 7.5 |
| DTM.AS | — | — | —% | 9.9 | 3.4 | 4.2 | 42.5% | 42.6% | 2.76% | +19.1% | +27.2% | 65.3 | 7.5 |
| MWOFX | $481M | 71 | 35.3% | 6.0 | 1.5 | 2.0 | 28.8% | 33.6% | 1.36% | +17.4% | +31.5% | 63.5 | 6.4 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| MFRFX | $8.1B | 98 | 43.0% | 13.9 | 3.8 | 3.6 | 31.5% | 26.0% | 1.35% | +16.0% | +34.4% | 59.8 | 6.4 |
| IWIRX | $328M | 30 | 35.6% | 5.6 | 1.8 | 2.3 | 36.6% | 40.6% | 0.98% | +17.6% | +32.3% | 65.3 | 6.9 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| TEPLX | $15.0B | 55 | 29.6% | 12.0 | 3.1 | 3.7 | 31.0% | 30.8% | 1.54% | +28.8% | +55.5% | 59.1 | 6.5 |
| GGGAX | $194M | 48 | 41.3% | 21.5 | 4.8 | 7.4 | 28.0% | 34.2% | 0.69% | +27.9% | +57.6% | 67.0 | 6.4 |
| QGRPX | $314M | 31 | 64.7% | 5.6 | 1.9 | 2.3 | 39.3% | 41.9% | 0.75% | +20.1% | +43.6% | 67.0 | 6.7 |