MFS® International Value Fund Class A (MGIAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Foreign large blend
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests its assets primarily in foreign equity securities- including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies it believes are undervalued compared to their intrinsic value (value companies).


1 month-0.69% 3 years+9.63%
3 months+1.10% 5 years+10.73%
1 year+18.08% Since inception+8.25%
Data through --

Peer Comparisonvs. Foreign large blend

Performance 5-yr return+10.73%+7.27%
Expense ratio1.01%1.07%
Risk 5 year sharpe ratio1.070.59
Net assets$29.7B$4.3B
Average market cap$25.9B$43.0B
Average P/E21.416.9
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Stone / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


International stock83.98%
U.S. stock9.74%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.89%
Consumer goods 18.03%
Healthcare 17.10%
Telecommunication 10.78%
Industrial materials 8.25%
Top 10 Holdings
Portfolio weighting
-- 4.01%
TSM Taiwan Semiconductor2.60%
-- 2.54%
-- 2.45%
-- 2.38%
-- 2.22%
-- 2.20%
-- 2.18%
-- 2.16%
CL Colgate-Palmolive2.15%