Mutual Funds - Profile

MFS Research International 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 favors 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.

The research process is driven by fundamental analysis of one More

Price

  • Last Close
  • $23.76
    -0.13
  • 52 Week HL
  • $25.35 - $18.92
  • Net Assets
  • $16500 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Roche Holding
Nestle SA
Schneider Electric
Novo Nordisk
Linde PLC
Company Holding
LVMH Moet
AIA Group
BNP Paribas
Daikin Industries
Diageo PLC
Total 0%

Manager

  • Name
  • Victoria Higley
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
7.8 % YTD

  • 3 Year
  • 40.47%
  • 5 Year
  • 65.46%
  • Best
  • 31.45%
    2009
  • Worst
  • -42.3%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MRSJX 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 2.2% -19.7% 12.1% -0.7% 7.5% -3.6% 5.8% -0.5% 4% 11.1% -
Q2 5.4% 16.6% 3.6% 0.3% 8.2% 0.5% 1.3% 3.5% 0.3% -8% -
Q3 5.4% 7.5% -0.8% 2.3% 4.7% 5.6% -10.9% -5.7% 9.4% 6.1% -
Q4 -0.3% 11.4% 7.6% -13.7% 5.6% -3.1% 2.9% -4% 4% 5.2% -

Returns +
M

J F M A M J J A S O N D
2021 -1.7% 1.5% 2.4% 2.9% 4.3% -1.7% 1.2% 2.9% 1.2% -5.1% - -
2020 -1.9% -6.8% -12.2% 6.3% 6% 3.5% 3.7% 4.9% -1.2% -4.1% 11.6% 4%

Annual Return

Index Comparison

Alpha

NAV