Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Mfs Concentrated Global Equity Trust (wholesale) (0P0000XWHN)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
3.337 +0.010    +0.39%
19/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 505.18M
Type:  Fund
Market:  Australia
Issuer:  MFS Investment Management
ISIN:  AU60ETL01723 
Asset Class:  Equity
MFS Concentrated Global Equity Trust Wholesale 3.337 +0.010 +0.39%

0P0000XWHN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the MFS Concentrated Global Equity Trust Wholesale (0P0000XWHN) fund. Our MFS Concentrated Global Equity Trust Wholesale portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 0.580 0.580 0.000
Stocks 99.420 99.420 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.291 17.357
Price to Book 4.013 2.883
Price to Sales 3.447 1.951
Price to Cash Flow 14.485 10.981
Dividend Yield 1.893 2.242
5 Years Earnings Growth 8.362 11.382

Sector Allocation

Name  Net % Category Average
Financial Services 20.050 15.938
Healthcare 19.060 13.139
Industrials 16.570 10.952
Technology 11.070 19.909
Consumer Defensive 10.870 9.895
Basic Materials 8.430 5.753
Consumer Cyclical 8.350 11.430
Communication Services 5.600 7.646

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Visa A US92826C8394 6.09 317.71 +0.90%
  Schneider Electric FR0000121972 5.21 239.75 -0.37%
  Charles Schwab US8085131055 5.13 74.31 +0.94%
  Willis Towers Watson IE00BDB6Q211 5.01 317.57 +2.11%
  Medtronic IE00BTN1Y115 4.78 81.03 +1.30%
  Thermo Fisher Scientific US8835561023 4.42 524.05 +1.42%
  Richemont CH0210483332 4.40 134.80 -0.04%
  Microsoft US5949181045 4.31 436.60 -0.10%
  Legrand FR0010307819 4.10 94.04 +0.43%
  Diageo GB0002374006 4.07 2,504.5 -0.83%

Top Equity Funds by MFS International Australia Pty Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  MFS Fully Hedged Global Equity Tru 6.39B 10.36 2.97 8.42
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000XWHN Comments

Write your thoughts about Mfs Concentrated Global Equity Trust (wholesale)
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email