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Morningstar

MFS Blended Research Intl Eq B BRXBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.33  /  −0.40 %
  • Total Assets 672.9 Mil
  • Adj. Expense Ratio
    1.640%
  • 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 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 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.

  • Process Pillar

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

  • People Pillar

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

Strength in MFS Blended Research Intl Eq B's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BRXBX

More BRXBX 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