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MFS® International Value Fund Class I (MINIX)

44.84
Net Asset Value
-0.11%
1 Day
+22.71%
Year-to-Date
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
0.76%
Expense Ratio
Low
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).

Performance

1 month+2.14% 3 years+12.72%
3 months+3.65% 5 years+12.57%
1 year+18.65% Since inception+8.79%
Data through --

Peer Comparisonvs. Foreign large blend

 MINIXCategory
Performance 5-yr return+12.57%+7.74%
Expense ratio0.76%1.08%
Risk 5 year sharpe ratio1.190.71
Net assets$28.4B$4.0B
Average market cap$22.8B$42.4B
Average P/E19.918.3
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Stone / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

International stock84.64%
U.S. stock9.45%
Cash5.86%
Fixed income0.04%
Other0.00%
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
-- 4.36%
-- 2.97%
-- 2.78%
-- 2.49%
TSM Taiwan Semiconductor2.34%
-- 2.29%
CL Colgate-Palmolive2.28%
-- 2.18%
-- 2.11%
-- 1.97%