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Morningstar

MFS Research International I MRSIX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 23.92  /  +0.81 %
  • Total Assets 16.3 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.65%
  • Turnover 16%

USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MRSIX

Will MRSIX 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 MRSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRSIX 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 MRSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin MFS Research International I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRSIX

More MRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.58 597.7 Mil
Healthcare

Linde PLC

3.44 573.7 Mil
Basic Materials

Schneider Electric SE

3.44 572.8 Mil
Industrials

Lvmh Moet Hennessy Louis Vuitton SE

2.68 447.4 Mil
Consumer Cyclical

Nestle SA

2.40 400.2 Mil
Consumer Defensive

Roche Holding AG

2.30 384.1 Mil
Healthcare

Hitachi Ltd

2.23 371.2 Mil
Industrials

TotalEnergies SE

1.74 290.7 Mil
Energy

NatWest Group PLC

1.64 272.9 Mil
Financial Services

Euronext NV

1.63 271.1 Mil
Financial Services