MFS Global Equity R2 (MEQRX)
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MFS Global Equity R2
Boston, MA 02199
111 Huntington Avenue 24th Floor
MFS Series Trust VI
1-800-637-2929
Management information
Ryan P. McAllister,Lead manager since 29 September 2016
- As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
- Joined MFS in 2007
- Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank
- Affiliations include CFA Institute, CFA Society of Boston
- University of Chicago, MBA, with honors
- University of Notre Dame, BBA, summa cum laude
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familyMFS
Net assets2.5B
YTD return-0.20%
Yield0.53%
Morningstar rating★★
Inception date30 Oct 2003
Fund operations
Last dividend0.25
Last cap gain44.00
Holdings turnover8.00%
Average for categoryN/A
Fees and expenses
ExpenseMEQRXCategory average
Annual report expense ratio (net)1.45%0.95%
Prospectus net expense ratio1.45%N/A
Prospectus gross expense ratio1.46%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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