MFS® International Value Fund Class I (MINIX)

45.22
Net Asset Value
-0.51%
1 Day
-0.09%
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+0.80% 3 years+8.60%
3 months+1.18% 5 years+9.63%
1 year+9.62% Since inception+8.79%
Data through --

Peer Comparisonvs. Foreign large blend

 MINIXCategory
Performance 5-yr return+9.63%+6.21%
Expense ratio0.76%1.06%
Risk 5 year sharpe ratio0.950.51
Net assets$29.8B$4.4B
Average market cap$25.4B$41.6B
Average P/E18.814.0
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyMFS
Fund manager & tenureBenjamin Stone / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

International stock83.63%
U.S. stock9.89%
Cash6.48%
Fixed income0.00%
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
-- 3.82%
-- 2.67%
-- 2.55%
TSM Taiwan Semiconductor2.51%
-- 2.41%
-- 2.31%
-- 2.20%
-- 2.19%
-- 2.16%
CL Colgate-Palmolive2.15%