Morningstar

MFS Global Equity Fund Class R2 MEQRX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 39.14  /  +0.85 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status
  • TTM Yield 0.55%
  • Turnover 17%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:34 AM GMT+0

Morningstar’s Analysis MEQRX

Will MEQRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEQRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEQRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Change of portfolio manager to come in December 2026; the strategy retains its rating for now.

Director Eva Cook

Eva Cook

Director

Summary

Roger Morley will exit the strategy at the end of 2026 after a nine-month crossover with incoming co-portfolio manager Colin Moore, sourced internally in line with MFS tradition. Moore, a sector lead with strong philosophical alignment and meaningful portfolio overlap, should provide solid continuity. With Morley remaining through 2026 and a well-structured transition in place, we see no need to adjust the People rating for now and will reassess as Moore steps in.

by Eva Cook
Rated on Published on

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Portfolio Holdings MEQRX

More MEQRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.81 69M
Technology

NVIDIA Corp

4.04 58M
Technology

Alphabet Inc Class A

4.04 58M
Communication Services

Amazon.com Inc

4.03 58M
Consumer Cyclical

Visa Inc Class A

3.46 50M
Financial Services

Broadcom Inc

2.75 39M
Technology

Schneider Electric SE

2.48 36M
Industrials

Charles Schwab Corp

2.27 33M
Financial Services

Thermo Fisher Scientific Inc

2.11 30M
Healthcare

Willis Towers Watson PLC

2.11 30M
Financial Services

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