| 32.17 Net Asset Value | -1.74% 1 Day | +14.20% Year-to-Date | Overall Morningstar Rating |
| Foreign large value Style or Category | No Load Sales Expenses | 0.96% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +5.34% | 3 years | +16.98% | |
| 3 months | +10.16% | 5 years | +4.21% | |
| 1 year | +32.68% | Since inception | +8.54% |
| MINIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.21% | -1.71% |
| Expense ratio | 0.96% | 1.38% |
| Risk 5 year sharpe ratio | 0.30 | 0.04 |
| Net assets | $10.4B | $1.3B |
| Average market cap | $22.9B | $30.7B |
| Average P/E | 12.3 | 12.0 |
| Portfolio turnover | 15% | 15% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | MFS |
| Fund manager & tenure | Barnaby Wiener / 9 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 18.89% |
| Consumer goods | 18.03% |
| Healthcare | 17.10% |
| Telecommunication | 10.78% |
| Industrial materials | 8.25% |
| -- KDDI Corp. | 3.76% |
| -- Danone | 3.50% |
| -- GlaxoSmithKline PLC | 3.06% |
| -- Kao Corporation | 2.90% |
| -- Roche Holding AG | 2.69% |
| -- HSBC Holdings PLC | 2.56% |
| -- Nestle SA | 2.55% |
| -- Heineken N.V. | 2.43% |
| -- Royal Dutch Shell PLC Class A | 2.37% |
| -- Reckitt Benckiser Group PLC | 2.32% |
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