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Morningstar

MFS Blended Research Intl Eq R2 BRXSX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.50  /  +0.08 %
  • Total Assets 669.8 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.34%
  • Turnover 56%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BRXSX

Will BRXSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRXSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRXSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRXSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MFS Blended Research Intl Eq R2’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRXSX

More BRXSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.41 16.3 Mil
Technology

ASML Holding NV

2.31 15.7 Mil
Technology

Roche Holding AG

1.72 11.6 Mil
Healthcare

KDDI Corp

1.44 9.8 Mil
Communication Services

Volvo AB Class B

1.43 9.7 Mil
Industrials

Sanofi SA

1.41 9.6 Mil
Healthcare

Samsung Electronics Co Ltd

1.40 9.5 Mil
Technology

Schneider Electric SE

1.39 9.4 Mil
Industrials

Eni SpA

1.37 9.3 Mil
Energy

Manulife Financial Corp

1.37 9.3 Mil
Financial Services