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MFS Research International R2 MRSRX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.37  /  −0.27 %
  • Total Assets 16.7 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.21%
  • Turnover 16%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 PM GMT+0

Morningstar’s Analysis MRSRX

Will MRSRX outperform in future?

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

A strong management team and sound investment process underpin MFS Research International R2's 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 most expensive quintile among peers.

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Portfolio Holdings MRSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schneider Electric SE

3.58 582.6 Mil
Industrials

Novo Nordisk A/S Class B

3.46 562.7 Mil
Healthcare

Linde PLC

3.46 562.6 Mil
Basic Materials

Lvmh Moet Hennessy Louis Vuitton SE

2.83 459.7 Mil
Consumer Cyclical

Roche Holding AG

2.47 401.4 Mil
Healthcare

Nestle SA

2.44 396.8 Mil
Consumer Defensive

Hitachi Ltd

2.15 350.2 Mil
Industrials

TotalEnergies SE

1.69 274.6 Mil
Energy

Euronext NV

1.64 266.4 Mil
Financial Services

London Stock Exchange Group PLC

1.53 248.8 Mil
Financial Services