Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
MFS Blended Research Intl Eq B BRXBX
- NAV / 1-Day Return 12.23 / +0.08 %
- Total Assets 663.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.640%
- Distribution Fee Level Low
- Share Class Type —
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 1.67%
- Turnover 56%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis BRXBX
Will BRXBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |