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Morningstar

MFS International Growth B MGRBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 39.91  /  +1.47 %
  • Total Assets 16.5 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Below Average
  • Share Class Type —
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.28%
  • Turnover 17%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MGRBX

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

  • People Pillar

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

An attractive core foreign vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

MFS International Growth Equity (which includes the US mutual fund, a US CIT, a US SMA and two Canadian mutual funds) continues to benefit from several advantages over its competitors.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MGRBX

More MGRBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

5.05 831.3 Mil
Technology

Schneider Electric SE

4.33 712.6 Mil
Industrials

Hitachi Ltd

4.01 660.4 Mil
Industrials

Nestle SA

3.77 621.0 Mil
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.34 550.6 Mil
Technology

Roche Holding AG

3.25 534.7 Mil
Healthcare

Heineken NV

3.01 495.9 Mil
Consumer Defensive

Lvmh Moet Hennessy Louis Vuitton SE

2.97 489.3 Mil
Consumer Cyclical

Linde PLC

2.57 423.5 Mil
Basic Materials

Amadeus IT Group SA

2.15 353.8 Mil
Technology