Mutual Funds - Profile

MFS International Intrinsic Value 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 also focuses on companies that are trading at a discount to their estimated intrinsic value and whose future earnings power is not reflected in their current valuations.

The research process is driven by fundamental analysis of one More

Price

  • Last Close
  • $46.94
    -0.12
  • 52 Week HL
  • $50.81 - $40.64
  • Net Assets
  • $32000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
1.4 % YTD

  • 3 Year
  • 32.14%
  • 5 Year
  • 50.69%
  • Best
  • 31.41%
    2003
  • Worst
  • -31.89%
    2008

Returns +
A

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

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2% -13.7% 11.9% -1% 7% 2.3% 6.4% 0.8% 7.9% 8.7% -
Q2 6.5% 16.4% 3.4% 1.3% 8.1% 1.9% -0.9% 4.3% 4.5% -3.9% -
Q3 -1.6% 8.3% -0.7% 3.1% 3% 5.1% -4.7% -4.4% 6.8% 5.8% -
Q4 - 3.8% 3.5% -11.5% 5.8% -5.9% 5.2% 0.1% 4.7% 1.7% -

Returns +
M

J F M A M J J A S O N D
2021 -2.4% -1.9% 2.3% 3.2% 2.9% 0.3% 2.2% 1.3% -5% -1.3% - -
2020 -0.7% -7% -6.5% 7% 5.2% 3.4% 5.7% 2.8% -0.3% -3.7% 9.3% -1.3%

Annual Return

Index Comparison

Alpha

NAV