Morningstar

MFS Blended Research International Equity Fund Class R4 BRXUX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $20.14  /  −0.15 %
  • Fund Size $6.4B
  • Adjusted Expense Ratio 0.520%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.35%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis BRXUX

Will BRXUX outperform in the 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 BRXUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Blended Research Intl Eq R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BRXUX

More BRXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Currency Cash CASH_USD

1.91 118M
Cash and Equivalents

BNP Paribas Act. Cat.A

1.67 103M
Financial Services

Novartis AG Registered Shares

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Healthcare

Banco Bilbao Vizcaya Argentaria SA

1.64 101M
Financial Services

UBS Group AG Registered Shares

1.60 99M
Financial Services

ING Groep NV

1.53 95M
Financial Services

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