MFS® International Value Fund Class I (MINIX)

37.78
Net Asset Value
-1.36%
1 Day
+9.38%
Year-to-Date
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
0.84%
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, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities. It 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-1.00% 3 years+17.72%
3 months+1.86% 5 years+14.92%
1 year+7.00% Since inception+8.80%
Data through --

Peer Comparisonvs. Foreign large blend

 MINIXCategory
Performance 5-yr return+14.92%+5.68%
Expense ratio0.84%1.24%
Risk 5 year sharpe ratio0.930.49
Net assets$25.0B$3.1B
Average market cap$23.9B$39.9B
Average P/E20.018.3
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Stone / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

International stock87.57%
U.S. stock7.48%
Cash4.67%
Fixed income0.28%
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
-- 3.96%
-- 3.47%
-- 3.03%
-- 2.86%
-- 2.82%
CL Colgate-Palmolive2.81%
-- 2.50%
-- 2.48%
-- 2.32%
-- 2.27%

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