Mutual Funds - Profile

MFS Blended Research International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign securities, including emerging market securities.

The team invests in companies exhibiting above average earnings growth potential, or that are estimated to trade below their fair values, or in a combination of growth and value companies.

Then the team utilizes a strategy based on blending More

Price

  • Last Close
  • $13.21
    +0.03
  • 52 Week HL
  • $13.86 - $10.19
  • Net Assets
  • $435.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2020

Top 10 Holdings
Mar 25, 2021

Company Holding
Taiwan Semiconductor
Tencent Holdings
Samsung Electronics
Roche Holding
LVMH Moet
Company Holding
Hitachi Ltd
Novartis AG
Schneider Electric
UBS Group
DBS Group
Total 0%

Manager

  • Name
  • John E. Stocks
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
9.6 % YTD

  • 3 Year
  • 38.07%
  • 5 Year
  • 47.9%
  • Best
  • 25.89%
    2017
  • Worst
  • -16.38%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BRXBX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.1% -23.5% 9.4% 0.5% 7.4% -2.5% - - - - -
Q2 5.2% 14.3% 1.9% -3.4% 6.2% -2.1% -100% - - - -
Q3 -3.1% 5.6% -2.6% 1.5% 6.4% 5.9% -4.3% - - - -
Q4 1.4% 15.2% 6.8% -12.9% 3.6% -0.5% 1.5% - - - -

Returns +
M

J F M A M J J A S O N D
2021 0.6% 2.3% 3.1% 2.6% 3.4% -0.8% -1.2% 1.6% -3.5% 1.4% - -
2020 -3.8% -6.6% -14.9% 5.7% 4% 4% 4% 3.3% -1.7% -1.9% 12% 4.8%

Annual Return

Index Comparison

Alpha

NAV